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Financial Advisors in Monroe, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Monroe: Day Air Credit Union, RFA Score 74/100; 4.9★ from 2,575 Google reviews; open Saturdays until 1 PM.

  2. 2

    Most-reviewed: Wealthquest, 129 Google reviews at 5.0★, the most of 245 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

245 Monroe financial advisors are ranked here by RFA Score, from eight published factors. 26 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 245 rated firms.

Top 10 financial advisors in Monroe 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 Monroe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Day Air Credit Union744.9★ (2,575)Kettering, 21 mi awaySatTop score
2Wealthquest715.0★ (129)Cincinnati, 11 mi away—Most reviews
3Carson Wealth (formerly Total Wealth Planning)705.0★ (103)Cincinnati, 12 mi away——
4VanWeelden Retirement Advisors705.0★ (61)Fairfield, 8 mi away——
5WealthWise Financial Group. LLC695.0★ (57)Cincinnati, 12 mi away——
6McCarthy Wealth And Tax Advisors695.0★ (45)Springboro, 11 mi away——
7Omega Wealth Private Capital, LLC695.0★ (45)Cincinnati, 11 mi away——
8The Legacy Council695.0★ (97)Goshen, 18 mi away——
9MyUSA Credit Union684.5★ (43)Middletown, 5 mi awaySat—
10Scheeler Financial Group684.9★ (35)Cincinnati, 9 mi away——

All 245 financial advisors in Monroe, 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 Monroe

    #1 Day Air Credit Union

    Based in Kettering, 21 mi away

    74/100RFA 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

  2. #2 Wealthquest

    Based in Cincinnati, 11 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 129 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 129 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    50 E Business Way #120, Cincinnati, OH 45241
    View profile for Wealthquest(513) 530-9700

  8. #8 The Legacy Council

    Based in Goshen, 18 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 97 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 97 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1160 OH-28, Milford, OH 45150
    View profile for The Legacy Council(513) 442-2000

  9. #9 MyUSA Credit Union

    Based in Middletown, 5 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 43 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1201 Crawford St, Middletown, OH 45044
    View profile for MyUSA Credit Union(800) 633-8905

  10. #10 Scheeler Financial Group

    Based in Cincinnati, 9 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9078 Union Centre Blvd #202, West Chester Township, OH 45069
    View profile for Scheeler Financial Group(513) 883-6100

  13. #13 Allworth Financial

    Based in Blue Ash, 14 mi away

    67/100RFA Score

    Ranked #13 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

  17. #17 Creative Planning

    Based in Montgomery, 15 mi away

    67/100RFA Score

    Ranked #17 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

  19. #19 Charles Schwab

    Based in Mason, 4 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6862 Liberty Plaza Dr Ste 100, Liberty Township, OH 45044
    View profile for Charles Schwab(513) 453-4774

  21. #21 Game Time Budgeting, LLC

    Based in Cincinnati, 13 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    260 Northland Blvd, Cincinnati, OH 45246
    View profile for Game Time Budgeting, LLC(513) 706-0450

  23. #23 Golden Reserve

    Based in Beavercreek, 14 mi away

    67/100RFA Score

    Ranked #23 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

  24. #24 Realize Wealth Management

    Based in Cincinnati, 21 mi away

    67/100RFA Score

    Ranked #24 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

  25. #25 Madrina Molly, LLC

    Based in Monroe

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Madrina Molly, LLC

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

financial advisors in Monroe, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Stevens Investment Group, Inc.664.5★ (12)5 mi
27Hillcrest Financial Group - Cincinnati665.0★ (30)17 mi
28MyUSA Credit Union664.1★ (30)7 mi
29Golden Reserve664.8★ (28)15 mi
30First Commonwealth Bank664.8★ (102)25 mi
31LCNB National Bank663.4★ (5)In Monroe
32Quik Tax664.6★ (9)7 mi
33LSC | LongSchaefer CPA/PFS664.9★ (34)19 mi
34Goins Group Wealth Management665.0★ (5)5 mi
35Summit Financial Group, Inc.654.3★ (30)11 mi
36James Michael Lockhart: Primerica - Financial Services655.0★ (6)6 mi
37Christian Alexand Cox: Primerica - Financial Services655.0★ (10)11 mi
38Inertia Wealth Management655.0★ (4)5 mi
39Leshnak Wealth655.0★ (4)5 mi
40United Wealth Education654.8★ (17)14 mi
41Wyoming Wealth Management655.0★ (18)16 mi
42Dixon Financial655.0★ (5)7 mi
43Edward Jones - Financial Advisor: Evan Maney, CFP®|AAMS®655.0★ (5)7 mi
44Bank of America (with Drive-thru ATM)653.6★ (56)4 mi
45Audrey Koob: Primerica - Financial Services654.9★ (14)14 mi
46MCF Advisors - Cincinnati655.0★ (9)12 mi
47Retirement Is About Income: Norm Falick655.0★ (5)8 mi
48kANU Asset Management, LLC654.6★ (10)11 mi
49Brian Nelson: Primerica - Financial Services655.0★ (12)14 mi
50Edward Jones - Financial Advisor: Gage Hemmelgarn, CFP®|CEPA®655.0★ (5)8 mi

Also serving Monroe

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 Monroe
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How we ranked Monroe financial advisors

We scored 245 Monroe 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 Monroe 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 Monroe: frequently asked questions

Which financial advisor has the highest RFA Score in Monroe?

By RFA Score, the highest-ranked financial advisor in Monroe, OH is Day Air Credit Union with an RFA Score of 74/100. It has 4.9★ from 2,575 Google reviews. It is open Saturdays until 1 PM. Wealthquest (#2) and Carson Wealth (formerly Total Wealth Planning) (#3) follow. We ranked 245 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Monroe?

RankedFinancialAdvisors ranks 245 financial advisors serving Monroe, OH. 2 of them are based in Monroe; 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 Monroe work on weekends?

26 of 245 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Day Air Credit Union (#1), MyUSA Credit Union (#9) and The ABC Squared All Bases Covered (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Monroe financial advisors have?

The median Google rating among 245 rated financial advisors in Monroe is 4.8★, with a median of 6 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 Monroe count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 245 financial advisors serving Monroe.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Monroe pages