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Financial Advisors in Elyria, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Elyria: W.A. Smith Financial Group, RFA Score 70/100; 4.8★ from 43 Google reviews.

  2. 44

    Most-reviewed: Equity Trust Company, 2,400 Google reviews at 4.5★, the most of 124 ranked; ranked #44.

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

124 Elyria financial advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.8★ across 124 rated firms.

Top 10 financial advisors in Elyria 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 Elyria at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1W.A. Smith Financial Group704.8★ (43)ElyriaTop score
2Skolnik Retirement Solutions704.9★ (67)Amherst, 6 mi away—
3Mutual of Omaha Mortgage704.9★ (441)Seven Hills, 23 mi away—
4Zingale & Associates705.0★ (181)Lakewood, 18 mi away—
5Landing Point Financial Group694.9★ (54)Avon, 8 mi away—
6JL Smith Holistic Wealth Management | A Prosperity Capital Advisors Company694.7★ (72)Avon, 7 mi away—
7Turney Income Tax/DWR Financial LLC694.9★ (66)Berea, 11 mi away—
8Theory Federal Credit Union (North Olmsted Branch)685.0★ (34)North Olmsted, 8 mi away—
9Brookside Tax & Financial Group674.8★ (105)Parma, 18 mi away—
10The Estate Planning Team, Inc.665.0★ (35)Middleburg Heights, 15 mi away—

All 124 financial advisors in Elyria, 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.

  4. #4 Zingale & Associates

    Based in Lakewood, 18 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 181 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 181 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13400 Madison Ave Unit B, Lakewood, OH 44107
    View profile for Zingale & Associates(216) 677-8207

  12. #12 Upright

    Based in Cleveland, 24 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 145 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 145 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1300 E 9th St Ste 800, Cleveland, OH 44114
    View profile for Upright(646) 895-6090

  14. #14 American Tax Service

    Based in Amherst, 4 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.4★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 15 Google reviews
    Hours
    Mon–Thu 9 AM–3 PM · Fri–Sun closed
    Address
    5333 Meadow Ln Ct, Sheffield, OH 44035
    View profile for American Tax Service(440) 366-4829

  17. #17 Lazor Agency

    Based in Medina, 20 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    404 N Court St, Medina, OH 44256
    View profile for Lazor Agency(330) 722-4444

  18. #18 Golden Reserve

    Based in Amherst, 4 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    5054 Waterford Dr Ste A, Sheffield, OH 44035
    View profile for Golden Reserve(216) 282-1055

  24. #24 Zayti & Asscoiates

    Based in Westlake, 10 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2237 Crocker Rd Ste 120, Westlake, OH 44145
    View profile for Zayti & Asscoiates(440) 855-3505

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

financial advisors in Elyria, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26PRO Financial Network655.0★ (15)13 mi
27Aspire Investment Management655.0★ (10)11 mi
28Rea645.0★ (6)8 mi
29Tempo Wealth, LLC.645.0★ (36)24 mi
30Edelman Financial Engines645.0★ (8)10 mi
31Szarka Financial644.5★ (8)9 mi
32Miranda S Sullivan: Primerica - Financial Services645.0★ (24)21 mi
33Afia Wealth Management645.0★ (9)13 mi
34Retirement Protection Solutions645.0★ (9)13 mi
35Bank of America Financial Center644.3★ (40)18 mi
36Edward Jones - Financial Advisor: Mark Zickefoose, AAMS®645.0★ (3)6 mi
37Gerst Tax & Financial Services644.0★ (26)13 mi
38Ta-Check Financial644.2★ (24)15 mi
39Financial Resource Center634.2★ (5)8 mi
40Charles Schwab633.8★ (13)10 mi
41Cornerstone Wealth Management635.0★ (5)11 mi
42Edward Jones - Financial Advisor: Cam Caizzo, CFP®635.0★ (7)13 mi
43X O Financial Group635.0★ (5)11 mi
44Equity Trust Company634.5★ (2,400)11 mi
45Michael Brady & Co LLC635.0★ (4)10 mi
46Wealth Health, LLC634.7★ (3)8 mi
47Myers Capital Advisors634.8★ (21)21 mi
48Bank of America (with Drive-thru ATM)633.9★ (38)14 mi
49Josh Clark: Primerica - Financial Services634.9★ (18)21 mi
50Balanced Asset Management635.0★ (4)11 mi

Also serving Elyria

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 Elyria
BusinessGoogle ratingDistance
Alpha Retirement Solutions5.0★ (2)13 mi
Berthel Fisher & CoIn Elyria
Cleveland Financial Group5.0★ (2)10 mi
Couch Investment Management, LLCIn Elyria
Edward Jones - Financial Advisor: Kim Plzak, CEPA®5.0★ (2)4 mi
Edward Jones - Financial Advisor: Lloyd Wright5.0★ (2)6 mi
Edward Jones - Financial Advisor: Max SchmittleIn Elyria
Edward Jones - Financial Advisor: Raymond Loeser, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Ron Dziedziak, CFP®|CRPC™3.0★ (2)11 mi
Edward Jones - Financial Advisor: Serina M Lopez5.0★ (2)11 mi
Eric Wagner - WealthwaveIn Elyria
Great Lakes Benefits and Wealth Management5.0★ (1)In Elyria
Huntington Wealth ServiceIn Elyria
Janney Montgomery ScottIn Elyria
McClain & Belardo, LLC1.0★ (1)In Elyria
Merrill Lynch Wealth Management1.0★ (2)10 mi
Mutual of Omaha® Advisors - Great Lakes - ClevelandIn Elyria
Steven L Schippel Consulting, LLCIn Elyria
Wealth Management Associate - U.S. Bancorp Investments: Kristen LeiboltIn Elyria
Westlake, OH Branch Office - UBS Financial Services Inc.3.0★ (2)10 mi

How we ranked Elyria financial advisors

We scored 124 Elyria 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 Elyria 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 Elyria: frequently asked questions

Which financial advisor has the highest RFA Score in Elyria?

By RFA Score, the highest-ranked financial advisor in Elyria, OH is W.A. Smith Financial Group with an RFA Score of 70/100. It has 4.8★ from 43 Google reviews. Skolnik Retirement Solutions (#2) and Mutual of Omaha Mortgage (#3) follow. We ranked 124 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Elyria?

RankedFinancialAdvisors ranks 124 financial advisors serving Elyria, OH. 4 of them are based in Elyria; 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 Elyria work on weekends?

12 of 124 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is Upright (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Elyria financial advisors have?

The median Google rating among 124 rated financial advisors in Elyria is 4.8★, with a median of 8 reviews. Equity Trust Company has the most, 2,400 reviews, and ranks #44. 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 Elyria count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 124 financial advisors serving Elyria.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Elyria pages