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Financial Advisors in Burlington, KY: 2026 rankings

148 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Burlington: Comprehensive Business Solutions, RFA Score 75/100; 5.0★ from 82 Google reviews; open Saturdays until 12 PM.

  2. 20

    Most-reviewed: Wright-Patt Credit Union, 127 Google reviews at 3.9★, the most of 148 ranked; ranked #20.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

148 Burlington financial advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 148 rated firms.

Top 10 financial advisors in Burlington at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Burlington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Comprehensive Business Solutions755.0★ (82)Cincinnati, 7 mi awaySatTop score
2First Commonwealth Bank744.8★ (102)Cincinnati, 12 mi away——
3HICKS & MANN WEALTH MANAGEMENT735.0★ (73)Covington, 15 mi away——
4Terry & Associates CPA Certified Public Accountant734.9★ (50)Florence, 9 mi away——
5Conservative Financial Solutions725.0★ (66)Cincinnati, 16 mi away——
6Realize Wealth Management725.0★ (62)Cincinnati, 17 mi away——
7Wurz Financial Services | Cincinnati Financial Planner715.0★ (32)Cincinnati, 13 mi awayEvenings—
8The Original Tax Place on Main Street powered by Hicks & Mann Wealth Management704.7★ (41)Cincinnati, 13 mi away——
9Logan Kane Fay: Primerica - Financial Services705.0★ (24)Independence, 10 mi away——
10Shepherd Wealth Management705.0★ (15)Florence, 5 mi away——

All 148 financial advisors in Burlington, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 First Commonwealth Bank

    Based in Cincinnati, 12 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 102 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 102 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    25 Garfield Pl, Cincinnati, OH 45202
    View profile for First Commonwealth Bank(513) 878-8099

  6. #6 Realize Wealth Management

    Based in Cincinnati, 17 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3805 Edwards Rd Ste 200, Cincinnati, OH 45209
    View profile for Realize Wealth Management

  11. #11 Mueller Financial, Inc.

    Based in Florence, 4 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 10 AM–1 PM · Sat–Sun closed
    Address
    6900 Houston Rd Ste 31, Florence, KY 41042
    View profile for Mueller Financial, Inc.(859) 918-6750

  17. #17 Allworth Financial

    Based in Blue Ash, 23 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 51 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9987 Carver Rd #100, Blue Ash, OH 45242
    View profile for Allworth Financial(513) 469-7500

  18. #18 Nova Capital

    Based in Cincinnati, 17 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3805 Edwards Rd Ste 200, Cincinnati, OH 45209
    View profile for Nova Capital

  19. #19 Creative Planning

    Based in Montgomery, 24 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 42 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9340 Montgomery Rd Ste 202, Montgomery, OH 45242
    View profile for Creative Planning(513) 428-6821

  20. #20 Wright-Patt Credit Union

    Based in Norwood, 17 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.9★ from 127 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 127 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    4560 Lafayette Ave, Norwood, OH 45212
    View profile for Wright-Patt Credit Union(800) 762-0047

  22. #22 Charles Schwab

    Based in Burlington

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    285 Buttermilk Pike, Lakeside Park, KY 41017
    View profile for Charles Schwab(859) 308-1425

  23. #23 Incline Wealth Advisors

    Based in Cincinnati, 17 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4030 Smith Rd Ste 200, Cincinnati, OH 45209
    View profile for Incline Wealth Advisors(513) 709-0004

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 148 ranked financial advisors here; the rest are on their profiles.

financial advisors in Burlington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Catholic Order of Foresters, Northern Kentucky and Greater Cincinnati Agency684.2★ (5)In Burlington
27Odyssey Financial Advisors - Ameriprise Financial Services, LLC685.0★ (4)In Burlington
28Millard Advisors684.1★ (36)15 mi
29Game Time Budgeting, LLC675.0★ (27)22 mi
30Everest Financial, Inc.675.0★ (9)9 mi
31MCF Advisors - Covington675.0★ (11)12 mi
32Bank of America (with Drive-thru ATM)674.5★ (26)18 mi
33Bank of America (with Drive-thru ATM)673.5★ (42)10 mi
34Crescent Financial Services675.0★ (3)In Burlington
35Golden Reserve674.8★ (28)23 mi
36Wyoming Wealth Management675.0★ (18)20 mi
37EP Wealth Advisors675.0★ (8)10 mi
38MCF Advisors - Newport675.0★ (10)13 mi
39Northwestern Mutual674.3★ (24)17 mi
40Lincoln Financial Group664.0★ (3)In Burlington
41DeVault Financial Services664.3★ (6)6 mi
42Wallace G Murphy: Primerica - Financial Services665.0★ (7)10 mi
43John Fruin - Financial Advisor, Ameriprise Financial Services, LLC665.0★ (4)5 mi
44Edward Jones - Financial Advisor: J Bryce Calvert665.0★ (3)3 mi
45Sims Investment Management665.0★ (12)18 mi
46United Wealth Education664.8★ (17)21 mi
47Cornerstone Retirement Advisors, Inc.664.8★ (16)20 mi
48Joe Mangiafico - Prudential Financial664.0★ (4)5 mi
49Preservation Wealth Consultants665.0★ (3)5 mi
50Edward Jones - Financial Advisor: Patty King, CFP®|AAMS®|CRPC™665.0★ (3)5 mi

Also serving Burlington

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Burlington
BusinessGoogle ratingDistance
180 Financial Consulting, LLCIn Burlington
Altus Wealth Management5.0★ (1)In Burlington
Benjamin Gehrke - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Burlington
Boerger Jordan Wealth Management GroupIn Burlington
Bosch Private Wealth5.0★ (1)In Burlington
Bottom Line Services5.0★ (2)In Burlington
Chris DiBari - Financial Advisor, Ameriprise Financial Services, LLCIn Burlington
Edward Jones - Financial Advisor: Jackson W Thomas, CFP®5.0★ (1)In Burlington
Fifth Third Preferred - Rebecca DinnIn Burlington
Fifth Third Securities - Anthony ResendesIn Burlington
Fifth Third Securities - Christopher HopperIn Burlington
Fifth Third Securities - Jeff O'BryanIn Burlington
Francis Gabriel Amador - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Burlington
Melissa Kelly - Financial Advisor, Ameriprise Financial Services, LLCIn Burlington
Merrill Lynch Financial Advisor Raymond Stacy5.0★ (1)In Burlington
Merrill Lynch Wealth Management5.0★ (1)In Burlington
Orion Portfolio Solutions1.0★ (1)In Burlington
Scott Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Burlington
Scott Osborne - Financial Advisor, Ameriprise Financial Services, LLCIn Burlington
Spencer Grome - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Burlington

How we ranked Burlington financial advisors

We scored 148 Burlington financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Burlington data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Burlington: frequently asked questions

Which financial advisor has the highest RFA Score in Burlington?

By RFA Score, the highest-ranked financial advisor in Burlington, KY is Comprehensive Business Solutions with an RFA Score of 75/100. It has 5.0★ from 82 Google reviews. It is open Saturdays until 12 PM. First Commonwealth Bank (#2) and HICKS & MANN WEALTH MANAGEMENT (#3) follow. We ranked 148 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Burlington?

RankedFinancialAdvisors ranks 148 financial advisors serving Burlington, KY. 5 of them are based in Burlington; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Burlington work on weekends?

10 of 148 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Comprehensive Business Solutions (#1) and Wright-Patt Credit Union (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burlington financial advisors have?

The median Google rating among 148 rated financial advisors in Burlington is 4.9★, with a median of 7 reviews. Wright-Patt Credit Union has the most, 127 reviews, and ranks #20. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Burlington count in this ranking?

Yes, if they are within 25 mi of the Burlington city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Burlington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Burlington a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Burlington

  1. November 2026: RFA Scores recalculated for 148 financial advisors serving Burlington.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Burlington pages