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Financial Advisors in Marion, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Marion: Alluvial Private Wealth (Marion), RFA Score 74/100; 5.0★ from 22 Google reviews.

  2. 2

    Most-reviewed: Pathways Financial Credit Union - Delaware, 195 Google reviews at 4.9★, the most of 16 ranked; ranked #2.

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

16 Marion financial advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 16 rated firms.

Top 10 financial advisors in Marion 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 Marion at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Alluvial Private Wealth (Marion)745.0★ (22)MarionTop score
2Pathways Financial Credit Union - Delaware744.9★ (195)Delaware, 20 mi awayMost reviews
3Dostal & Kirk Insurance & Financial Services695.0★ (16)Bucyrus, 17 mi away—
4Forefront Wealth Partners685.0★ (17)Columbus, 18 mi away—
5Brian McConnell - McConnell Wealth Management, LLC685.0★ (13)Bucyrus, 17 mi away—
6Delaware Financial Planning675.0★ (14)Delaware, 20 mi away—
7Dostal & Kirk Insurance & Financial Services675.0★ (11)Galion, 20 mi away—
8Edward Jones - Financial Advisor: Dusty Hostutler, CFP®|AAMS®655.0★ (5)Delaware, 21 mi away—
9Edward Jones - Financial Advisor: Sean Ritzhaupt653.4★ (5)Bucyrus, 17 mi away—
10House Of Investments655.0★ (4)Galion, 20 mi away—

All 16 financial advisors in Marion, 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.

  12. #12 HUB International

    Based in Delaware, 21 mi away

    64/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    611 S Sandusky St, Delaware, OH 43015
    View profile for HUB International(740) 363-6028

  15. #15 Republic Finance

    Based in Marion

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Loan agency”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    352 McMahan Blvd #2A, Marion, OH 43302
    View profile for Republic Finance(740) 736-5228

Also serving Marion

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 Marion
BusinessGoogle ratingDistance
3D Private Wealth AdvisorsIn Marion
Edward JonesIn Marion
Edward Jones - Financial Advisor: Dan GoodlinIn Marion
Edward Jones - Financial Advisor: Lauren E Warren, AAMS®5.0★ (2)20 mi
Edward Jones - Financial Advisor: Michael A Skaggs5.0★ (2)In Marion
Eric Esposito - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Marion
Fischer Ledger Partners LLC5.0★ (1)In Marion
John Viers - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Marion
Kevin Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Marion
Klayton Kenney - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Marion
Lehman Capital Management Group - Ameriprise Financial Services, LLCIn Marion
Lincoln Financial Advisors1.0★ (1)In Marion
LPL FinancialIn Marion
LPL Financial - Jay L. WalkerIn Marion
Main Street Financial4.0★ (1)In Marion
Richwood Financial5.0★ (1)20 mi
Spreng Capital5.0★ (2)17 mi
StifelIn Marion
Thomas Kenney - Financial Advisor, Ameriprise Financial Services, LLCIn Marion
UMH Sales & Finance Inc4.0★ (1)In Marion

How we ranked Marion financial advisors

We scored 16 Marion 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 Marion 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 Marion: frequently asked questions

Which financial advisor has the highest RFA Score in Marion?

By RFA Score, the highest-ranked financial advisor in Marion, OH is Alluvial Private Wealth (Marion) with an RFA Score of 74/100. It has 5.0★ from 22 Google reviews. Pathways Financial Credit Union - Delaware (#2) and Dostal & Kirk Insurance & Financial Services (#3) follow. We ranked 16 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Marion?

RankedFinancialAdvisors ranks 16 financial advisors serving Marion, OH. 2 of them are based in Marion; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Marion financial advisors have?

The median Google rating among 16 rated financial advisors in Marion is 5.0★, with a median of 8 reviews. Pathways Financial Credit Union - Delaware has the most, 195 reviews, and ranks #2. 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 Marion count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 16 financial advisors serving Marion.

More financial advisors and Marion pages