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Financial Advisors in Sandusky, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sandusky: Andrew L. Brewer Great Lakes Benefits and Wealth Management, RFA Score 78/100; 5.0★ from 12 Google reviews.

  2. 10

    Most-reviewed: Parkmont Wealth Advisors, 10 Google reviews at 5.0★, the most of 21 ranked after Andrew L. Brewer Great Lakes Benefits and Wealth Management; ranked #10.

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

21 Sandusky financial advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 21 rated firms.

Top 10 financial advisors in Sandusky 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 Sandusky at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Andrew L. Brewer Great Lakes Benefits and Wealth Management785.0★ (12)SanduskyTop score
2Skolnik Retirement Solutions744.4★ (7)Sandusky—
3True Alpha Wealth Management745.0★ (6)Sandusky—
4Payne Nickles & Co743.6★ (8)Sandusky—
5W.A. Smith Financial Group744.3★ (6)Sandusky—
61280 Financial Partners735.0★ (5)Sandusky—
7Edward Jones - Financial Advisor: Jeff Wehner, AAMS®725.0★ (4)Sandusky—
8Great Lakes Benefits and Wealth Management725.0★ (4)Sandusky—
9Sandusky, OH Branch Office - UBS Financial Services Inc.715.0★ (3)Sandusky—
10Parkmont Wealth Advisors715.0★ (10)Fremont, 23 mi awayMost reviews

All 21 financial advisors in Sandusky, 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.

  4. #4 Payne Nickles & Co

    Based in Sandusky

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.6★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    422 W Market St, Sandusky, OH 44870
    View profile for Payne Nickles & Co(419) 625-4942

  11. #11 Croghan Colonial Bank

    Based in Norwalk, 15 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    60 Whittlesey Ave, Norwalk, OH 44857
    View profile for Croghan Colonial Bank(419) 668-2507

  12. #12 Payne Nickles & Co

    Based in Norwalk, 16 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    257 Benedict Ave D, Norwalk, OH 44857
    View profile for Payne Nickles & Co(419) 668-2552

  14. #14 SD Capital

    Based in Fremont, 17 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    1076 W McPherson Hwy, Clyde, OH 43410
    View profile for SD Capital(419) 547-5500

  15. #15 Hipp & Associates

    Based in Norwalk, 15 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    19 E Main St #103, Norwalk, OH 44857
    View profile for Hipp & Associates(419) 668-6898

  19. #19 Stifel

    Based in Sandusky

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial institution”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    205 W Water St, Sandusky, OH 44870
    View profile for Stifel(419) 625-5432

  20. #20 Edward Jones - Financial Advisor: Michelle L Fairbanks

    Based in Fremont, 23 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon 8 AM–4:30 PM · Tue 8 AM–5 PM · Wed–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1616 W State St, Fremont, OH 43420
    View profile for Edward Jones - Financial Advisor: Michelle L Fairbanks(419) 334-7131

  21. #21 OneDigital

    Based in Sandusky

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Insurance broker”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    165 Jackson St, Sandusky, OH 44870
    View profile for OneDigital(419) 624-9810

Also serving Sandusky

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 Sandusky
BusinessGoogle ratingDistance
Beecher House Ltd5.0★ (1)In Sandusky
Carl Overmyer - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Sandusky
Civista Bank Wealth ManagementIn Sandusky
Edward Jones - Financial Advisor: Ben HarawayIn Sandusky
Edward Jones - Financial Advisor: Brendan M Wehner, AAMS®In Sandusky
Edward Jones - Financial Advisor: Eric Kochendoerfer, AAMS®In Sandusky
Edward Jones - Financial Advisor: Keri L May, CFP®|CEPA®|ABFP®|AAMS®5.0★ (1)In Sandusky
Edward Jones - Financial Advisor: Patrick Surdy, CFP®5.0★ (1)In Sandusky
Edward Jones - Financial Advisor: Ryan M Reffner, AAMS®4.0★ (1)In Sandusky
Firelands Wealth Management5.0★ (2)In Sandusky
Great Lakes Retirement Group1.0★ (1)In Sandusky
Jason Edward Palmer - Financial Advisor, Ameriprise Financial Services, LLCIn Sandusky
LPL Financial5.0★ (1)In Sandusky
Morris Financial ServicesIn Sandusky
Phoenix Financial Group - Gary C Yontz Sr., Tyler Cammalleri, & Matt Clark5.0★ (2)In Sandusky
Prism Advanced Strategies LLC5.0★ (1)In Sandusky
Steven Patterson - Thrivent5.0★ (1)In Sandusky
Stonestreet Mitch3.0★ (1)In Sandusky
Waterstreet Financial5.0★ (2)In Sandusky
Wehner Wealth Management TeamIn Sandusky

How we ranked Sandusky financial advisors

We scored 21 Sandusky 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 Sandusky 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 Sandusky: frequently asked questions

Which financial advisor has the highest RFA Score in Sandusky?

By RFA Score, the highest-ranked financial advisor in Sandusky, OH is Andrew L. Brewer Great Lakes Benefits and Wealth Management with an RFA Score of 78/100. It has 5.0★ from 12 Google reviews. Skolnik Retirement Solutions (#2) and True Alpha Wealth Management (#3) follow. We ranked 21 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Sandusky?

RankedFinancialAdvisors ranks 21 financial advisors serving Sandusky, OH. 11 of them are based in Sandusky; 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 Sandusky work on weekends?

1 of 21 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays is Croghan Colonial Bank (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sandusky financial advisors have?

The median Google rating among 21 rated financial advisors in Sandusky is 5.0★, with a median of 5 reviews. Andrew L. Brewer Great Lakes Benefits and Wealth Management has the most, 12 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 Sandusky count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 21 financial advisors serving Sandusky.

More financial advisors and Sandusky pages