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Financial Advisors in Pataskala, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Pataskala: Plaza Tax Advisors, RFA Score 76/100; 5.0★ from 527 Google reviews.

  2. 3

    Most-reviewed: Peak Retirement Planning, Inc., 421 Google reviews at 5.0★, the most of 201 ranked after Plaza Tax Advisors; ranked #3.

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

201 Pataskala financial advisors are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 201 rated firms.

Top 10 financial advisors in Pataskala 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 Pataskala at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Plaza Tax Advisors765.0★ (527)Newark, 15 mi away—Top score
2Pathways Financial Credit Union - Whitehall754.9★ (309)Columbus, 11 mi away——
3Peak Retirement Planning, Inc.745.0★ (421)Columbus, 19 mi away—Most reviews
4Pathways Financial Credit Union - Gahanna744.8★ (316)Columbus, 11 mi away——
5Pathways Financial Credit Union - Grandview734.9★ (375)Columbus, 20 mi away——
6Masters Insurance Group734.9★ (84)Reynoldsburg, 7 mi away——
7Invest2Give725.0★ (28)PataskalaEvenings—
8DebtHelp, Inc724.8★ (208)Columbus, 18 mi away——
9rebel Financial715.0★ (94)Columbus, 15 mi away——
10Padlock Retirement715.0★ (35)Reynoldsburg, 7 mi awaySat · Evenings—

All 201 financial advisors in Pataskala, 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 Pataskala

    #1 Plaza Tax Advisors

    Based in Newark, 15 mi away

    76/100RFA 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

  6. #6 Masters Insurance Group

    Based in Reynoldsburg, 7 mi away

    73/100RFA Score

    Ranked #6 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

  7. #7 Invest2Give

    Based in Pataskala

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 5 PM–9 PM · Sat–Sun closed
    View profile for Invest2Give(614) 285-4727

  8. #8 DebtHelp, Inc

    Based in Columbus, 18 mi away

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 208 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 208 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1103 Schrock Rd #106, Columbus, OH 43229
    View profile for DebtHelp, Inc(888) 254-4516

  9. #9 rebel Financial

    Based in Columbus, 15 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 94 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 94 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    5940 Clyde Moore Dr, Groveport, OH 43125
    View profile for rebel Financial(614) 441-9605

  10. #10 Padlock Retirement

    Based in Reynoldsburg, 7 mi away

    71/100RFA Score

    Ranked #10 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

  14. #14 Grimes Financial Group

    Based in Columbus, 19 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 117 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 117 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    445 Hutchinson Ave Suite 950, Columbus, OH 43235
    View profile for Grimes Financial Group(888) 394-4090

  16. #16 Intelliplan Financial

    Based in Gahanna, 10 mi away

    70/100RFA 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

  22. #22 Peters Wealth Group

    Based in Westerville, 18 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 50 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    470 Olde Worthington Rd #200, Westerville, OH 43082
    View profile for Peters Wealth Group(614) 865-2111

  23. #23 Walden Financial

    Based in Heath, 10 mi away

    69/100RFA Score

    Ranked #23 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

  24. #24 Harding Financial Group

    Based in Westerville, 17 mi away

    69/100RFA Score

    Ranked #24 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–4 PM · Sat–Sun closed
    Address
    608 Office Pkwy A, Westerville, OH 43082
    View profile for Harding Financial Group(614) 515-4722

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

financial advisors in Pataskala, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Libertas Wealth Management Group685.0★ (64)23 mi
27Boyer Financial Group685.0★ (44)19 mi
28Patriot Asset Advisors684.3★ (6)In Pataskala
29First Merchants Bank684.3★ (27)8 mi
30Safe Harbor Wealth Advisors - Dublin685.0★ (60)25 mi
31Priority Wealth Partners - Columbus685.0★ (24)16 mi
32Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™685.0★ (18)13 mi
33Hyers & Associates Insurance685.0★ (27)18 mi
34The Granville Investment Group684.5★ (16)9 mi
35Zygela Consulting Group685.0★ (3)In Pataskala
36AMS ProServ684.7★ (81)23 mi
37Winfree & Associates674.3★ (16)8 mi
38Perfect Balance Accounting674.8★ (20)14 mi
39Balance Wealth675.0★ (29)19 mi
40Preferred Planning Services673.2★ (9)In Pataskala
41Dendi Refund Recovery Services674.9★ (8)8 mi
42Reignmakers Wealth Advisors: Wealth Management, Retirement Planning, Estate Planning, Tax Optimization675.0★ (29)20 mi
43YFP Wealth675.0★ (9)9 mi
44McGlothin Insurance & Financial Services675.0★ (29)20 mi
45Disbennett Wealth Management Group674.7★ (24)15 mi
46Trinity Wealth & Financial Coaching®675.0★ (14)13 mi
47Frazier Financial Advisors, LLC674.9★ (31)20 mi
48Retirement Specialists of Central Ohio674.8★ (17)14 mi
49Ian Gedminas - Edelman Financial Engines675.0★ (23)19 mi
50VELA Investment Management, LLC673.0★ (4)In Pataskala

Also serving Pataskala

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 Pataskala
BusinessGoogle ratingDistance
Edward Jones - Financial Advisor: Frank Giovannelli, AAMS®In Pataskala
Edward Jones - Financial Advisor: Jeremy A FlemingIn Pataskala
Edward Jones - Financial Advisor: Leslie M Brown5.0★ (1)In Pataskala
Edward Jones - Financial Advisor: Matthew GloverIn Pataskala
Edward Jones - Financial Advisor: Shawn G Whitt, CFP®|CEPA®5.0★ (2)In Pataskala
Edward Jones - Financial Advisor: Steven E ErvinIn Pataskala
Fifth Third Preferred - Brett WarrickIn Pataskala
Fifth Third Securities - Stacy Lynn SchindlerIn Pataskala
Hoovler Financial & Insurance SEIn Pataskala
Joe Marshall - Financial Advisor, Ameriprise Financial Services, LLCIn Pataskala
Kathy Kahn - Morgan StanleyIn Pataskala
Kennon-Green & Company, LLCIn Pataskala
Lincoln National CreditIn Pataskala
Munster FinancialIn Pataskala
New Albany, OH Branch Office - UBS Financial Services Inc.5.0★ (1)In Pataskala
Omega Capital Management LLC5.0★ (2)In Pataskala
Sparrow Financial GroupIn Pataskala
The Canopy Group (formerly Simpson Covert Reta) - Morgan StanleyIn Pataskala
The New Albany Wealth Management Group - Morgan StanleyIn Pataskala
WEILER FINANCIALIn Pataskala

How we ranked Pataskala financial advisors

We scored 201 Pataskala 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 Pataskala 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 Pataskala: frequently asked questions

Which financial advisor has the highest RFA Score in Pataskala?

By RFA Score, the highest-ranked financial advisor in Pataskala, OH is Plaza Tax Advisors with an RFA Score of 76/100. It has 5.0★ from 527 Google reviews. Pathways Financial Credit Union - Whitehall (#2) and Peak Retirement Planning, Inc. (#3) follow. We ranked 201 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Pataskala?

RankedFinancialAdvisors ranks 201 financial advisors serving Pataskala, OH. 6 of them are based in Pataskala; 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 Pataskala work on weekends?

20 of 201 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Padlock Retirement (#10) and Royal Oak Financial Group (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Pataskala financial advisors have?

The median Google rating among 201 rated financial advisors in Pataskala 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 Pataskala count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 201 financial advisors serving Pataskala.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Pataskala pages