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Financial Advisors in Fairborn, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Fairborn: Day Air Credit Union, RFA Score 76/100; 4.9★ from 2,575 Google reviews; open Saturdays until 1 PM.

  2. 3

    Most-reviewed: Pathways Financial Credit Union - Englewood, 361 Google reviews at 4.9★, the most of 126 ranked after Day Air Credit Union; ranked #3.

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

126 Fairborn financial advisors are ranked here by RFA Score, from eight published factors. 30 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 126 rated firms.

Top 10 financial advisors in Fairborn 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 Fairborn at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Day Air Credit Union764.9★ (2,575)Kettering, 11 mi awaySatTop score
2Pathways Financial Credit Union - Beavercreek734.9★ (208)Beavercreek, 7 mi away——
3Pathways Financial Credit Union - Englewood724.9★ (361)Englewood, 15 mi away—Most reviews
4Wright-Patt Credit Union694.3★ (67)FairbornSat—
5First Command Financial Advisor - Woody Tegtmeier695.0★ (25)Beavercreek, 5 mi away——
6First Command Financial Advisor - Jason Jukes, MBA695.0★ (22)Beavercreek, 5 mi away——
7Montgomery Insurance & Investments684.9★ (41)Xenia, 11 mi away——
8Wright-Patt Credit Union684.0★ (85)FairbornSat—
9Anderson Financial Strategies, LLC685.0★ (28)Dayton, 10 mi away——
10Russell Total Wealth and Wellness674.7★ (40)Dayton, 11 mi away——

All 126 financial advisors in Fairborn, 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 Fairborn

    #1 Day Air Credit Union

    Based in Kettering, 11 mi away

    76/100RFA 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

  4. #4 Wright-Patt Credit Union

    Based in Fairborn

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.3★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 67 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
    1298 E Dayton Yellow Springs Rd, Fairborn, OH 45324
    View profile for Wright-Patt Credit Union(800) 762-0047

  8. #8 Wright-Patt Credit Union

    Based in Fairborn

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.0★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 85 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
    2465 Executive Park Blvd, Fairborn, OH 45324
    View profile for Wright-Patt Credit Union(800) 762-0047

  13. #13 Wright-Patt Credit Union

    Based in Dayton, 1 mi away

    67/100RFA Score

    Ranked #13 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

  14. #14 Primerica

    Based in Fairborn

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    3162 Presidential Dr #101, Fairborn, OH 45324
    View profile for Primerica(937) 426-9426

  15. #15 Wright-Patt Credit Union

    Based in Dayton, 6 mi away

    66/100RFA Score

    Ranked #15 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

  17. #17 Wright-Patt Credit Union

    Based in Clayton, 4 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.1★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 16 Google reviews
    Hours
    Mon–Tue 8 AM–6 PM · Wed closed · Thu–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    2195 10th St, Wright-Patterson AFB, OH 45433
    View profile for Wright-Patt Credit Union(937) 912-7000

  18. #18 Wright-Patt Credit Union

    Based in Dayton, 12 mi away

    66/100RFA Score

    Ranked #18 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

  19. #19 Wright-Patt Credit Union

    Based in Dayton, 11 mi away

    66/100RFA Score

    Ranked #19 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

  21. #21 Bankers Life

    Based in Fairborn

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2900 Presidential Dr Ste 100A, Fairborn, OH 45324
    View profile for Bankers Life(937) 252-3136

  22. #22 Wright-Patt Credit Union

    Based in Vandalia, 9 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.1★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 48 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
    3324 Benchwood Rd, Vandalia, OH 45414
    View profile for Wright-Patt Credit Union(800) 762-0047

  23. #23 Wright-Patt Credit Union

    Based in Dayton, 10 mi away

    66/100RFA Score

    Ranked #23 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

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

financial advisors in Fairborn, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Golden Reserve655.0★ (29)19 mi
27Wright-Patt Credit Union654.0★ (77)10 mi
28Wright-Patt Credit Union654.0★ (61)9 mi
29Divine Wealth Principles LLC654.4★ (9)7 mi
30Outlook Financial Center LLC655.0★ (25)18 mi
31Wright-Patt Credit Union653.8★ (132)7 mi
32Edward Jones - Financial Advisor: Mike Reed654.6★ (11)10 mi
33First Command District Advisor - Christian Anderson, CMFA™655.0★ (7)10 mi
34First Command Financial Advisor - Matt Copley655.0★ (7)10 mi
35Christine Magoteaux: Primerica - Financial Services655.0★ (7)10 mi
36Northwestern Mutual dayton654.3★ (11)10 mi
37Universal 1 Credit Union653.6★ (15)6 mi
38Edward Jones - Financial Advisor: Tim Schmale, CFP®|AAMS®655.0★ (4)7 mi
39Artifex Financial Group654.2★ (17)11 mi
40Universal 1 Credit Union644.0★ (17)10 mi
41Matt Buehrer - Thrivent645.0★ (8)13 mi
42MyUSA Credit Union643.9★ (11)9 mi
43Edward Jones - Financial Advisor: Rob Fortman II645.0★ (4)9 mi
44James Investment644.0★ (4)6 mi
45Dave Hall: Primerica - Financial Services644.3★ (4)7 mi
46Fidelity Investments643.7★ (35)10 mi
47Jessup Wealth Management645.0★ (5)11 mi
48Wright-Patt Credit Union643.7★ (149)10 mi
49Golden Reserve645.0★ (7)14 mi
50Mangen & Associates644.3★ (6)10 mi

Also serving Fairborn

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 Fairborn
BusinessGoogle ratingDistance
Ameriprise Financial5.0★ (2)10 mi
Austria Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)9 mi
CBIZ5.0★ (1)In Fairborn
Edward Jones - Financial Advisor: Aaron L Jobson, ChFC®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Collin A Crowe, CRPS™5.0★ (2)10 mi
Edward Jones - Financial Advisor: Darrien J Kynard, CFP®5.0★ (1)In Fairborn
Edward Jones - Financial Advisor: David Trimmer, CFP®|AAMS®In Fairborn
Edward Jones - Financial Advisor: Ryan Beach, CEPA®|AAMS®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Ryan P Carpe, CFP®5.0★ (2)In Fairborn
Fifth Third Preferred - Andrew NothstineIn Fairborn
Fifth Third Preferred - Kayla StevensIn Fairborn
Fifth Third Securities - Joseph NadeauIn Fairborn
Financial institutionIn Fairborn
Parisi Investment LPIn Fairborn
Pinnacle Financial Associates5.0★ (2)7 mi
Rodriguez Financial Strategies, LLC5.0★ (2)5 mi
Saunders Financial GroupIn Fairborn
SilverArrow Financial5.0★ (2)10 mi
U.S. Bancorp Advisors - Financial Advisors: FairbornIn Fairborn
Westminster Financial Sec3.0★ (2)10 mi

How we ranked Fairborn financial advisors

We scored 126 Fairborn 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 Fairborn 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 Fairborn: frequently asked questions

Which financial advisor has the highest RFA Score in Fairborn?

By RFA Score, the highest-ranked financial advisor in Fairborn, OH is Day Air Credit Union with an RFA Score of 76/100. It has 4.9★ from 2,575 Google reviews. It is open Saturdays until 1 PM. Pathways Financial Credit Union - Beavercreek (#2) and Pathways Financial Credit Union - Englewood (#3) follow. We ranked 126 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Fairborn?

RankedFinancialAdvisors ranks 126 financial advisors serving Fairborn, OH. 5 of them are based in Fairborn; 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 Fairborn work on weekends?

30 of 126 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Day Air Credit Union (#1), Wright-Patt Credit Union (#4) 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 Fairborn financial advisors have?

The median Google rating among 126 rated financial advisors in Fairborn is 4.5★, 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 Fairborn count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 126 financial advisors serving Fairborn.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Fairborn pages