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Financial Planners in Canton, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Canton: The Affinity Group, RFA Score 79/100; 5.0★ from 213 Google reviews.

  2. 10

    Most-reviewed: Stark Federal Credit Union, 56 Google reviews at 3.4★, the most of 33 ranked after The Affinity Group; ranked #10.

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

33 Canton financial planners are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 33 rated firms.

Top 10 financial planners in Canton 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 Canton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Affinity Group795.0★ (213)Canton—Top score
2Ramsey Financial Group725.0★ (22)Canton——
3Integrated Wealth Management725.0★ (50)Green, 11 mi away——
4Hyland Wealth Management725.0★ (45)Akron, 12 mi away——
5Northwestern Mutual724.8★ (20)Canton——
6Mutual of Omaha Mortgage715.0★ (22)North Canton, 4 mi away——
7Zoyhofski Financial Services, LLC714.9★ (14)Canton——
8Chosen 1 Consulting LLC694.3★ (11)CantonSat · Evenings—
9Sanor Wealth Group - Raymond James694.6★ (9)Canton——
10Stark Federal Credit Union693.4★ (56)CantonSatMost reviews

All 33 financial planners in Canton, 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 Canton

    #1 The Affinity Group

    Based in Canton

    79/100RFA Score

    Ranked #1 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

  5. #5 Northwestern Mutual

    Based in Canton

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    4726 Hills and Dales Rd NW #201, Canton, OH 44708
    View profile for Northwestern Mutual(330) 492-9700

  11. #11 Golden Reserve

    Based in Canton

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    4481 Munson St NW Suite 301, Canton, OH 44718
    View profile for Golden Reserve(330) 595-1163

  20. #20 Upper Room Solutions

    Based in Cuyahoga Falls, 24 mi away

    65/100RFA Score

    Ranked #20 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

  21. #21 Dynamic Trend

    Based in Akron, 15 mi away

    64/100RFA Score

    Ranked #21 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

  24. #24 Wrought Iron Financial LLC

    Based in New Franklin, 13 mi away

    64/100RFA Score

    Ranked #24 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 8 AM–5 PM · Tue 8 AM–4 PM · Wed–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    919 Cherry St E Ste 202, Canal Fulton, OH 44614
    View profile for Wrought Iron Financial LLC(330) 258-2548

All 33 financial planners

#1 to #25 are shown in full above. Here are #26 to #33, in RFA Score order; each links to its profile.

financial planners in Canton, ranks 26 to 33
RankBusinessRFA ScoreGoogle ratingDistance
26Dennis Liddle & Hugh McMichael - Raymond James635.0★ (4)19 mi
27B.A. Schrock Financial Group625.0★ (5)24 mi
28JGR Financial Solutions625.0★ (17)In Canton
29Cush Financial Group625.0★ (3)21 mi
30Impel Wealth Management614.8★ (4)24 mi
31Kinkelaar & Associates613.3★ (4)20 mi
32Prelude Financial, LLC615.0★ (3)24 mi
33Phil Ciarrochi Investments615.0★ (3)24 mi

Also serving Canton

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 Canton
BusinessGoogle ratingDistance
Access Financial Group3.5★ (2)In Canton
Affinity Advisory Network LLC3.5★ (8)In Canton
Apprisen5.0★ (2)In Canton
CommQuest Services Payee Center3.9★ (96)In Canton
Edward Jones - Financial Advisor: Georgia R Beach, ChFC®|AAMS®5.0★ (5)In Canton
Edward Jones - Financial Advisor: Jennifer K Twiddy, CEPA®|AAMS®5.0★ (2)In Canton
Edward Jones - Financial Advisor: Kenneth E Griffin, CRPC™|AWMA®|CRPS™5.0★ (8)In Canton
Edward Jones - Financial Advisor: Stacey Truelove5.0★ (5)In Canton
Edward Jones - Financial Advisor: Todd R Loxley5.0★ (5)In Canton
JR Hassen Wealth Management5.0★ (2)In Canton
Merrill Lynch Wealth Management3.0★ (2)In Canton
Nickelplate Financial, LLC5.0★ (2)In Canton
Northwestern Mutual Life Insurance Company: Spencer M. Hershey Jr5.0★ (2)In Canton
Piciacchia Prosperity Financial Coaching5.0★ (8)In Canton
Pleasant Wealth5.0★ (1)In Canton
PNC Private Bank5.0★ (1)In Canton
Ramsey Financial5.0★ (3)In Canton
Safe Choices Financial2.1★ (7)In Canton
Stifel5.0★ (2)In Canton
Wells Fargo Advisors3.3★ (11)In Canton

How we ranked Canton financial planners

We scored 33 Canton 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 Canton 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 Canton: frequently asked questions

Which financial planner has the highest RFA Score in Canton?

By RFA Score, the highest-ranked financial planner in Canton, OH is The Affinity Group with an RFA Score of 79/100. It has 5.0★ from 213 Google reviews. Ramsey Financial Group (#2) and Integrated Wealth Management (#3) follow. We ranked 33 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Canton?

RankedFinancialAdvisors ranks 33 financial planners serving Canton, OH. 15 of them are based in Canton; 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 Canton work on weekends?

2 of 33 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Chosen 1 Consulting LLC (#8) and Stark Federal Credit Union (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Canton financial planners have?

The median Google rating among 33 rated financial planners in Canton is 5.0★, with a median of 5 reviews. The Affinity Group has the most, 213 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 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 Canton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 33 financial planners serving Canton.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Canton pages