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Financial Advisors in Dayton, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Dayton: Day Air Credit Union, RFA Score 78/100; 4.9★ from 2,575 Google reviews; open Saturdays until 1 PM.

  2. 2

    Most-reviewed: Pathways Financial Credit Union - Englewood, 361 Google reviews at 4.9★, the most of 134 ranked after Day Air Credit Union; ranked #2.

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

134 Dayton financial advisors are ranked here by RFA Score, from eight published factors. 32 open Saturdays, based on posted hours. The median Google rating is 4.3★ across 134 rated firms.

Top 10 financial advisors in Dayton 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 Dayton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Day Air Credit Union784.9★ (2,575)Kettering, 5 mi awaySatTop score
2Pathways Financial Credit Union - Englewood734.9★ (361)Englewood, 9 mi away—Most reviews
3Pathways Financial Credit Union - Beavercreek734.9★ (208)Beavercreek, 7 mi away——
4Anderson Financial Strategies, LLC705.0★ (28)Dayton——
5Russell Total Wealth and Wellness704.7★ (40)Dayton——
6Gudorf Financial Group, LLC695.0★ (20)Dayton——
7Wright-Patt Credit Union694.2★ (90)DaytonSat—
8Wright-Patt Credit Union694.2★ (64)DaytonSat—
9First Command Financial Advisor - Woody Tegtmeier685.0★ (25)Beavercreek, 6 mi away——
10Wright-Patt Credit Union684.2★ (37)Dayton——

All 134 financial advisors in Dayton, 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.

  1. Ranked #1 in Dayton

    #1 Day Air Credit Union

    Based in Kettering, 5 mi away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 2,575 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 2,575 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    3501 Wilmington Pike, Kettering, OH 45429
    View profile for Day Air Credit Union(937) 643-2160

  7. #7 Wright-Patt Credit Union

    Based in Dayton

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.2★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 90 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
    3239 W Siebenthaler Ave, Dayton, OH 45406
    View profile for Wright-Patt Credit Union(800) 762-0047

  8. #8 Wright-Patt Credit Union

    Based in Dayton

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.2★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 64 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1137 W Third St, Dayton, OH 45402
    View profile for Wright-Patt Credit Union(800) 762-0047

  10. #10 Wright-Patt Credit Union

    Based in Dayton

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.2★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 37 Google reviews
    Hours
    Mon–Tue 8 AM–4:30 PM · Wed closed · Thu–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1 S Main St H, Dayton, OH 45402
    View profile for Wright-Patt Credit Union(800) 762-0047

  12. #12 Wright-Patt Credit Union

    Based in Dayton

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.0★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 73 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
    4512 Brandt Pike, Dayton, OH 45424
    View profile for Wright-Patt Credit Union(800) 762-0047

  13. #13 Wright-Patt Credit Union

    Based in Dayton

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 61 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    521 Xenia Ave, Dayton, OH 45410
    View profile for Wright-Patt Credit Union(800) 762-0047

  18. #18 Golden Reserve

    Based in Beavercreek, 12 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    10883 Yankee St, Washington Township, OH 45458
    View profile for Golden Reserve(937) 741-7761

  19. #19 Northwestern Mutual dayton

    Based in Dayton

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    431 E 3rd St, Dayton, OH 45402
    View profile for Northwestern Mutual dayton(937) 427-7120

  23. #23 MyUSA Credit Union

    Based in Dayton

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.8★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 46 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3115 S Dixie Dr, Dayton, OH 45439
    View profile for MyUSA Credit Union(800) 633-8905

  24. #24 Wright-Patt Credit Union

    Based in Dayton

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.9★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 14 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
    WPAFB Building 1224, Kittyhawk, Dayton, OH 45433
    View profile for Wright-Patt Credit Union(937) 912-7000

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 134 ranked financial advisors here; the rest are on their profiles.

financial advisors in Dayton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jessup Wealth Management675.0★ (5)In Dayton
27Fidelity Investments663.7★ (35)In Dayton
28Wright-Patt Credit Union664.1★ (48)6 mi
29Wright-Patt Credit Union664.3★ (67)11 mi
30Edward Jones - Financial Advisor: Rob Fortman II665.0★ (4)In Dayton
31First Command Financial Advisor - Elliot Harris665.0★ (10)6 mi
32Feldmeyer Financial Group - Dayton Office665.0★ (4)In Dayton
33First Command Financial Advisor - Jason Carey665.0★ (10)7 mi
34MyUSA Credit Union663.6★ (26)In Dayton
35Wright-Patt Credit Union664.0★ (85)7 mi
36Davenport Financial Group664.2★ (5)In Dayton
37First Financial Advisors664.2★ (5)In Dayton
38Waverly Advisors, LLC663.7★ (6)In Dayton
39Edward Jones - Financial Advisor: Alisha M Blalock, CFP®665.0★ (3)In Dayton
40Covenant Planning665.0★ (3)In Dayton
41Bank of America (with Drive-thru ATM)665.0★ (3)In Dayton
42Darrin Polomsky - Financial Advisor, Ameriprise Financial Services, LLC665.0★ (3)In Dayton
43Wright-Patt Credit Union664.1★ (16)6 mi
44First Command District Advisor - Christian Anderson, CMFA™655.0★ (7)7 mi
45First Command Financial Advisor - Matt Copley655.0★ (7)7 mi
46Wells Fargo Advisors653.0★ (10)In Dayton
47Edward Jones - Financial Advisor: Justin Evans653.7★ (3)In Dayton
48John Hancock Financial Inc653.7★ (3)In Dayton
49Roderer Financial Group653.7★ (3)In Dayton
50Wright-Patt Credit Union653.7★ (149)5 mi

Also serving Dayton

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 Dayton
BusinessGoogle ratingDistance
Adams Wealth Management Group5.0★ (2)In Dayton
Alternative Divorce Solutions5.0★ (2)In Dayton
Baller Financial Group5.0★ (1)In Dayton
Comprehensive Planning Group5.0★ (1)In Dayton
Consumer Credit Counseling Service5.0★ (2)In Dayton
CYMI Investments Sub Inc5.0★ (1)In Dayton
Edward Jones5.0★ (1)In Dayton
Edward Jones - Financial Advisor: Scott L Young5.0★ (2)In Dayton
Edward Jones - Financial Advisor: Skip Whitworth5.0★ (1)In Dayton
Enterprise Ohio Investment Co5.0★ (1)In Dayton
Fifth Third Private Bank - Derrick Petry5.0★ (1)In Dayton
Fitz Financial Services5.0★ (2)In Dayton
Johnson Investment Counsel5.0★ (1)In Dayton
Keybanc Capital Markets1.0★ (1)In Dayton
Merten Capital5.0★ (1)In Dayton
PNC Private Bank5.0★ (1)In Dayton
Prudential | Ryan K. Schebo | Life Insurance & Financial Services5.0★ (1)In Dayton
Republic Financial Consultants3.0★ (1)In Dayton
Riegel Financial5.0★ (1)In Dayton
The Finance Doctor5.0★ (1)In Dayton

How we ranked Dayton financial advisors

We scored 134 Dayton 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 Dayton 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 Dayton: frequently asked questions

Which financial advisor has the highest RFA Score in Dayton?

By RFA Score, the highest-ranked financial advisor in Dayton, OH is Day Air Credit Union with an RFA Score of 78/100. It has 4.9★ from 2,575 Google reviews. It is open Saturdays until 1 PM. Pathways Financial Credit Union - Englewood (#2) and Pathways Financial Credit Union - Beavercreek (#3) follow. We ranked 134 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Dayton?

RankedFinancialAdvisors ranks 134 financial advisors serving Dayton, OH. 32 of them are based in Dayton; 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 Dayton work on weekends?

32 of 134 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Day Air Credit Union (#1), Wright-Patt Credit Union (#7) and Wright-Patt Credit Union (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Dayton financial advisors have?

The median Google rating among 134 rated financial advisors in Dayton is 4.3★, with a median of 7 reviews. Day Air Credit Union has the most, 2,575 reviews, and ranks #1. 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 Dayton count in this ranking?

Yes, if they are within 25 mi of the Dayton 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 Dayton 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 Dayton 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 Dayton

  1. November 2026: RFA Scores recalculated for 134 financial advisors serving Dayton.

More financial advisors and Dayton pages