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Financial Advisors in Newark, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Newark: Plaza Tax Advisors, RFA Score 80/100; 5.0★ from 527 Google reviews.

  2. 6

    Most-reviewed: Pathways Financial Credit Union - Gahanna, 316 Google reviews at 4.8★, the most of 50 ranked after Plaza Tax Advisors; ranked #6.

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

50 Newark financial advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 50 rated firms.

Top 10 financial advisors in Newark 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 Newark at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Plaza Tax Advisors805.0★ (527)Newark—Top score
2Superior Retirement Solutions745.0★ (41)Newark——
3Fuze Financial & Insurance Agency LLC715.0★ (14)NewarkSat · Sun · Evenings—
4Retirement Specialists of Central Ohio714.8★ (17)Newark——
5Rea714.7★ (16)Newark——
6Pathways Financial Credit Union - Gahanna714.8★ (316)Columbus, 25 mi away—Most reviews
7Walden Financial705.0★ (17)Heath, 6 mi away——
8Edward Jones - Financial Advisor: Doug Stutz, AAMS®694.7★ (6)Newark——
9Masters Insurance Group694.9★ (84)Reynoldsburg, 22 mi away——
10The Granville Investment Group694.5★ (16)Heath, 6 mi away——

All 50 financial advisors in Newark, 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 Newark

    #1 Plaza Tax Advisors

    Based in Newark

    80/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 527 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 527 Google reviews
    Hours
    Mon 8 AM–2 PM · Tue closed · Wed 2 PM–6 PM · Thu–Sun closed
    Address
    1066 Mt Vernon Rd, Newark, OH 43055
    View profile for Plaza Tax Advisors(614) 454-6545

  5. #5 Rea

    Based in Newark

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.7★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    15 N 3rd St 3rd Floor, Newark, OH 43055
    View profile for Rea(614) 923-8084

  7. #7 Walden Financial

    Based in Heath, 6 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    130 N Prospect St Ste a, Granville, OH 43023
    View profile for Walden Financial(614) 517-1687

  9. #9 Masters Insurance Group

    Based in Reynoldsburg, 22 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 84 Google reviews
    Hours
    Mon closed · Tue–Wed 9 AM–5 PM · Thu–Sun closed
    Address
    7620 Farmsbury Dr, Reynoldsburg, OH 43068
    View profile for Masters Insurance Group(614) 868-5850

  12. #12 Padlock Retirement

    Based in Reynoldsburg, 22 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 10 AM–3 PM · Sun closed
    Address
    1614 Lancaster Ave Ste B, Reynoldsburg, OH 43068
    View profile for Padlock Retirement(614) 749-0361

  16. #16 Intelliplan Financial

    Based in Gahanna, 24 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 32 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    670 Morrison Rd #210, Gahanna, OH 43230
    View profile for Intelliplan Financial(614) 255-7547

  18. #18 Rea

    Based in Zanesville, 23 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    905 Zane St 2nd Floor, Zanesville, OH 43701
    View profile for Rea(800) 837-0804

  19. #19 Patriot Asset Advisors

    Based in Pataskala, 13 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7889 East Broad St SW, Pataskala, OH 43062
    View profile for Patriot Asset Advisors(614) 944-5225

  22. #22 First Merchants Bank

    Based in Reynoldsburg, 23 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.3★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 27 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    6950 E Main St, Reynoldsburg, OH 43068
    View profile for First Merchants Bank(614) 408-0375

  23. #23 YFP Wealth

    Based in Columbus, 22 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    118 E Main St, New Albany, OH 43054
    View profile for YFP Wealth(614) 618-5901

  24. #24 Winfree & Associates

    Based in Pickerington, 22 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.3★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 16 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu 8:30 AM–6 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    692 Hill Rd N, Pickerington, OH 43147
    View profile for Winfree & Associates(614) 837-8291

All 50 financial advisors

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile.

financial advisors in Newark, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Dendi Refund Recovery Services644.9★ (8)23 mi
27Western & Southern Life644.0★ (11)21 mi
28Edward Jones - Financial Advisor: Randy A Holloway, CFP®635.0★ (6)22 mi
29Western & Southern Life634.4★ (9)24 mi
30Edward Jones - Financial Advisor: Gavin T Mawhorr, CRPC™635.0★ (3)20 mi
31Next Chapter Finances635.0★ (5)24 mi
32Northpointe Wealth Management The Nesselroad Group635.0★ (3)20 mi
33Arcadia financial partners624.2★ (5)22 mi
34Edward Jones - Financial Advisor: Sara A Mankins, CEPA®|RICP®625.0★ (4)24 mi
35Preferred Planning Services623.2★ (9)22 mi
36Gilliland Lee Financial Group, Inc.625.0★ (3)22 mi
37Maxwell Financial Management625.0★ (3)22 mi
38The Forker Company624.0★ (4)23 mi
39Merrill Lynch Wealth Management625.0★ (3)23 mi
40John Kurgan - Private Wealth Advisor, Ameriprise Financial Services, LLC625.0★ (3)23 mi
41Wright-Patt Credit Union623.4★ (45)23 mi
42VELA Investment Management, LLC623.0★ (4)22 mi
43Edward Jones - Financial Advisor: Jacob C Bresnahan, CFP®624.7★ (3)24 mi
44Cambridge Financial & Tax Advisors, LLC615.0★ (3)25 mi
45Wright-Patt Credit Union613.1★ (21)25 mi
46Smith Reiss612.6★ (5)24 mi
47Western & Southern Life595.0★ (7)2 mi
48Western & Southern Life554.7★ (14)22 mi
49WesBanco Bank544.5★ (15)22 mi
50Webb Financial Group LLC535.0★ (4)22 mi

Also serving Newark

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 Newark
BusinessGoogle ratingDistance
Denari Financial, LLCIn Newark
Edward JonesIn Newark
Edward Jones - Financial Advisor: Abigail Rehbeck, CRPS™In Newark
Edward Jones - Financial Advisor: Allison J DawsonIn Newark
Edward Jones - Financial Advisor: Ashley M Hamann, AAMS®In Newark
Edward Jones - Financial Advisor: Avery L StutzIn Newark
Edward Jones - Financial Advisor: Michael B Houser, AWMA®In Newark
Edward Jones - Financial Advisor: Mitchell W CoxIn Newark
Edward Jones - Financial Advisor: Nate AdamsIn Newark
Edward Jones - Financial Advisor: Tyler N Dunlap5.0★ (1)In Newark
Forgrave Financial StrategiesIn Newark
John Morris - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Newark
Lincoln Ridge Financial Group LLC4.0★ (2)In Newark
Miles Financial Services IncIn Newark
Retirement BlueprintsIn Newark
River Tree Wealth Management - Northwestern Mutual - Financial Advisor: Justin P. Fickes4.0★ (1)In Newark
Shad Tyson - Financial Advisor, Ameriprise Financial Services, LLCIn Newark
Steward PartnersIn Newark
Van Winkle Wealth Management Group, LLC5.0★ (2)In Newark
Welsh Hills Financial Services LLCIn Newark

How we ranked Newark financial advisors

We scored 50 Newark 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 Newark 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 Newark: frequently asked questions

Which financial advisor has the highest RFA Score in Newark?

By RFA Score, the highest-ranked financial advisor in Newark, OH is Plaza Tax Advisors with an RFA Score of 80/100. It has 5.0★ from 527 Google reviews. Superior Retirement Solutions (#2) and Fuze Financial & Insurance Agency LLC (#3) follow. We ranked 50 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Newark?

RankedFinancialAdvisors ranks 50 financial advisors serving Newark, OH. 7 of them are based in Newark; 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 Newark work on weekends?

6 of 50 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Fuze Financial & Insurance Agency LLC (#3), Padlock Retirement (#12) and First Merchants Bank (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Newark financial advisors have?

The median Google rating among 50 rated financial advisors in Newark is 5.0★, with a median of 9 reviews. Plaza Tax Advisors has the most, 527 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 Newark count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 50 financial advisors serving Newark.

More financial advisors and Newark pages