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Financial Planners in Akron, OH: 2026 rankings

93 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Akron: Hyland Wealth Management, RFA Score 74/100; 5.0★ from 45 Google reviews.

  2. 4

    Most-reviewed: Mutual of Omaha Mortgage, 441 Google reviews at 4.9★, the most of 93 ranked; ranked #4.

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

93 Akron financial planners are ranked here by RFA Score, from eight published factors. 8 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 93 rated firms.

Top 10 financial planners in Akron 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 planners in Akron at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Hyland Wealth Management745.0★ (45)AkronTop score
2The Affinity Group745.0★ (213)Canton, 17 mi away—
3Lee Hyder and Associates745.0★ (42)Akron—
4Mutual of Omaha Mortgage734.9★ (441)Seven Hills, 24 mi awayMost reviews
5Signal Tree Financial Partners, LLC725.0★ (21)Akron—
6Integrated Wealth Management725.0★ (50)Green, 10 mi away—
7Matt Loeffler - Edelman Financial Engines715.0★ (17)Akron—
8Forward Thinking Wealth Management715.0★ (16)Akron—
9Zahoranski Wealth Management705.0★ (13)Akron—
10Edelman Financial Engines704.9★ (13)Akron—

All 93 financial planners in Akron, 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.

  2. #2 The Affinity Group

    Based in Canton, 17 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 213 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 213 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4481 Munson St NW #302, Canton, OH 44718
    View profile for The Affinity Group(330) 526-8412

  11. #11 Upper Room Solutions

    Based in Cuyahoga Falls, 4 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    127 Portage Trail 2nd Floor, Cuyahoga Falls, OH 44221
    View profile for Upper Room Solutions(330) 260-1647

  12. #12 Golden Reserve

    Based in Akron

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    302 N Cleveland Massillon Rd, Akron, OH 44333
    View profile for Golden Reserve(330) 779-1198

  14. #14 Sequoia Financial Group

    Based in Akron

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    3500 Embassy Pkwy E Ste 100, Akron, OH 44333
    View profile for Sequoia Financial Group(888) 225-3777

  16. #16 Lazor Agency

    Based in Medina, 18 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    404 N Court St, Medina, OH 44256
    View profile for Lazor Agency(330) 722-4444

  18. #18 Bankers Life

    Based in Akron

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.9★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3560 W Market St Ste 210, Akron, OH 44333
    View profile for Bankers Life(330) 896-8051

  19. #19 Dynamic Trend

    Based in Akron

    68/100RFA Score

    Ranked #19 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–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    689 W Turkeyfoot Lake Rd, Akron, OH 44319
    View profile for Dynamic Trend(330) 645-0800

  22. #22 True Wealth Design

    Based in Akron

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    700 Ghent Rd Suite 100, Akron, OH 44333
    View profile for True Wealth Design(330) 668-6991

  23. #23 Fidelity Investments

    Based in Copley, 7 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.1★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3750 W Market St Unit a, Fairlawn, OH 44333
    View profile for Fidelity Investments(800) 476-4735

  25. #25 Suncrest Advisors

    Based in Akron

    67/100RFA Score

    Ranked #25 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–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    3807 Brecksville Rd Ste 1, Richfield, OH 44286
    View profile for Suncrest Advisors(234) 400-0544

Financial planners 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 93 ranked financial planners here; the rest are on their profiles.

financial planners in Akron, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Baird Private Wealth Management675.0★ (3)In Akron
27Kelda Wealth Management675.0★ (3)In Akron
28Momentum Wealth Partners675.0★ (3)In Akron
29Encore Financial675.0★ (6)5 mi
30Statz & Associates General Agency675.0★ (18)15 mi
31Akron, OH Branch Office - UBS Financial Services Inc.674.7★ (3)In Akron
32Tempo Wealth, LLC.675.0★ (36)23 mi
33Lineweaver Financial Group675.0★ (34)22 mi
34Kinkelaar & Associates673.3★ (4)In Akron
35SD Capital675.0★ (38)25 mi
36Myers Capital Advisors674.8★ (21)17 mi
37Impel Wealth Management674.8★ (4)4 mi
38The Estate Planning Team, Inc.675.0★ (35)24 mi
39Northwestern Mutual664.8★ (20)18 mi
40Alpha Planning665.0★ (25)22 mi
41Dennis Liddle & Hugh McMichael - Raymond James665.0★ (4)7 mi
42Phil Ciarrochi Investments665.0★ (3)4 mi
43Fitting Tax & Financial665.0★ (4)7 mi
44Northwestern Mutual662.3★ (3)In Akron
45Ramsey Financial Group665.0★ (22)22 mi
46Zoyhofski Financial Services, LLC664.9★ (14)17 mi
47Intentional Divorce Solutions664.7★ (37)25 mi
48Gateway Financial, LLC654.3★ (18)17 mi
49TLP Advisors & Tax-Pros654.4★ (13)16 mi
50B.A. Schrock Financial Group655.0★ (5)12 mi

Also serving Akron

20 more financial planners 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 planners serving Akron
BusinessGoogle ratingDistance
CLA (CliftonLarsonAllen)1.0★ (1)In Akron
Creative Retirement Planning, LLC5.0★ (1)In Akron
Edward Jones - Financial Advisor: Gina A Betti, CFP®|ChFC®|AAMS®|CRPS™5.0★ (2)In Akron
Edward Jones - Financial Advisor: Jerome A Rieke, CPWA®|AAMS®4.8★ (17)In Akron
Edward Jones - Financial Advisor: Josh Kaluzne, AAMS®5.0★ (2)In Akron
HFS Wealth Advisors5.0★ (2)In Akron
Huntington Private Bank4.0★ (1)In Akron
Jeffrey Lathrop: Primerica - Financial Services4.5★ (4)In Akron
Key Private Bank3.0★ (2)In Akron
Morgan Stanley Financial Advisors4.5★ (4)In Akron
Oelschlager Investments5.0★ (2)In Akron
Raymond James Financial Services5.0★ (2)In Akron
Robert Ruggeri: Primerica - Financial Services5.0★ (81)In Akron
SCORE5.0★ (1)In Akron
Signet LLC1.0★ (1)In Akron
Summit Investments and Financial Planning5.0★ (2)In Akron
Wealth Enhancement Group5.0★ (2)In Akron
Wealth Enhancement Group3.0★ (2)In Akron
Wells Fargo Advisors3.6★ (9)In Akron
Woods Associates5.0★ (1)In Akron

How we ranked Akron financial planners

We scored 93 Akron financial planners 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 Akron 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Akron: frequently asked questions

Which financial planner has the highest RFA Score in Akron?

By RFA Score, the highest-ranked financial planner in Akron, OH is Hyland Wealth Management with an RFA Score of 74/100. It has 5.0★ from 45 Google reviews. The Affinity Group (#2) and Lee Hyder and Associates (#3) follow. We ranked 93 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Akron?

RankedFinancialAdvisors ranks 93 financial planners serving Akron, OH. 20 of them are based in Akron; 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 planners in Akron work on weekends?

8 of 93 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is Bankers Life (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Akron financial planners have?

The median Google rating among 93 rated financial planners in Akron is 5.0★, with a median of 11 reviews. Mutual of Omaha Mortgage has the most, 441 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Akron count in this ranking?

Yes, if they are within 25 mi of the Akron city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Akron ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Akron 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 planners 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 Akron

  1. November 2026: RFA Scores recalculated for 93 financial planners serving Akron.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Akron pages