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Financial Planners in Elyria, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Elyria: Mutual of Omaha Mortgage, RFA Score 73/100; 4.9★ from 441 Google reviews.

  2. 2

    Most-reviewed: Zingale & Associates, 181 Google reviews at 5.0★, the most of 67 ranked after Mutual of Omaha Mortgage; ranked #2.

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

67 Elyria financial planners are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 67 rated firms.

Top 10 financial planners in Elyria 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 Elyria at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Mutual of Omaha Mortgage734.9★ (441)Seven Hills, 23 mi awayTop score
2Zingale & Associates725.0★ (181)Lakewood, 18 mi awayMost reviews
3W.A. Smith Financial Group724.8★ (43)Elyria—
4Skolnik Retirement Solutions724.9★ (67)Amherst, 6 mi away—
5JL Smith Holistic Wealth Management | A Prosperity Capital Advisors Company714.7★ (72)Avon, 7 mi away—
6Landing Point Financial Group714.9★ (54)Avon, 8 mi away—
7Turney Income Tax/DWR Financial LLC714.9★ (66)Berea, 11 mi away—
8Brookside Tax & Financial Group704.8★ (105)Parma, 18 mi away—
9The Estate Planning Team, Inc.685.0★ (35)Middleburg Heights, 15 mi away—
10Pathways Financial Credit Union - Seven Hills684.8★ (86)Seven Hills, 22 mi away—

All 67 financial planners in Elyria, 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 Elyria

    #1 Mutual of Omaha Mortgage

    Based in Seven Hills, 23 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 441 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 441 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    5800 Lombardo Center, Seven Hills, OH 44131
    View profile for Mutual of Omaha Mortgage(216) 239-1263

  2. #2 Zingale & Associates

    Based in Lakewood, 18 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 181 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 181 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13400 Madison Ave Unit B, Lakewood, OH 44107
    View profile for Zingale & Associates(216) 677-8207

  12. #12 Lazor Agency

    Based in Medina, 20 mi away

    68/100RFA Score

    Ranked #12 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

  13. #13 American Tax Service

    Based in Amherst, 4 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.4★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 15 Google reviews
    Hours
    Mon–Thu 9 AM–3 PM · Fri–Sun closed
    Address
    5333 Meadow Ln Ct, Sheffield, OH 44035
    View profile for American Tax Service(440) 366-4829

  18. #18 Golden Reserve

    Based in Amherst, 4 mi away

    67/100RFA Score

    Ranked #18 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–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    5054 Waterford Dr Ste A, Sheffield, OH 44035
    View profile for Golden Reserve(216) 282-1055

  19. #19 Zayti & Asscoiates

    Based in Westlake, 10 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2237 Crocker Rd Ste 120, Westlake, OH 44145
    View profile for Zayti & Asscoiates(440) 855-3505

  22. #22 Tempo Wealth, LLC.

    Based in Brecksville, 24 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6133 Rockside Rd Bldg 2, Suite 400, Independence, OH 44131
    View profile for Tempo Wealth, LLC.(440) 568-3676

  24. #24 Rea

    Based in Avon, 8 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1220 Moore Rd Ste C, Avon, OH 44011
    View profile for Rea(440) 984-2441

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

financial planners in Elyria, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Gerst Tax & Financial Services654.0★ (26)13 mi
27Afia Wealth Management655.0★ (9)13 mi
28Ta-Check Financial654.2★ (24)15 mi
29Bank of America (with Drive-thru ATM)653.9★ (38)14 mi
30Myers Capital Advisors654.8★ (21)21 mi
31Financial Resource Center654.2★ (5)8 mi
32Bank of America (with Drive-thru ATM)653.9★ (29)15 mi
33Fidelity Investments643.4★ (33)10 mi
34Cornerstone Wealth Management645.0★ (5)11 mi
35X O Financial Group645.0★ (5)11 mi
36Michael Brady & Co LLC645.0★ (4)10 mi
37Balanced Asset Management645.0★ (4)11 mi
38Ta-Check Financial644.4★ (7)14 mi
39W.A. Smith Financial Group634.4★ (19)24 mi
40M J Baker Financial Advisors633.7★ (3)12 mi
41Bank of America (with Drive-thru ATM)623.9★ (15)20 mi
42Bank of America (with Drive-thru ATM)623.6★ (22)19 mi
43Steven Shields - Financial Advisor, Ameriprise Financial Services, LLC625.0★ (7)22 mi
44Golden Reserve624.6★ (11)24 mi
45Newman & Company, CPAs624.6★ (10)23 mi
46Fifth Third Securities - Darin Kershner623.7★ (3)13 mi
47Skylight Financial Group614.1★ (9)23 mi
48Fifth Third Preferred - Rebecca Greene612.3★ (3)14 mi
49BIG Financial & Advisory CPA Services615.0★ (3)18 mi
50Bank of America Financial Center613.5★ (24)23 mi

Also serving Elyria

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 Elyria
BusinessGoogle ratingDistance
Alpha Retirement Solutions5.0★ (2)13 mi
Berthel Fisher & CoIn Elyria
Best Tax & Accounting5.0★ (2)16 mi
Cleveland Financial Group5.0★ (2)10 mi
Couch Investment Management, LLCIn Elyria
Eric Wagner - WealthwaveIn Elyria
Fifth Third Securities - Eric Haddad3.0★ (2)14 mi
Great Lakes Benefits and Wealth Management5.0★ (1)In Elyria
Huntington Wealth ServiceIn Elyria
Janney Montgomery ScottIn Elyria
Jeff Walker - Thrivent5.0★ (2)13 mi
Kiplinger & Co CPAs LLC5.0★ (2)15 mi
McClain & Belardo, LLC1.0★ (1)In Elyria
Merrill Lynch Wealth Management1.0★ (2)10 mi
Parkhurst Financial Services, Inc.5.0★ (2)14 mi
Sherri Banta Group Rocky River5.0★ (2)16 mi
Steven L Schippel Consulting, LLCIn Elyria
Vitou Financial Services5.0★ (2)16 mi
Wealth Management Associate - U.S. Bancorp Investments: Kristen LeiboltIn Elyria
Westlake, OH Branch Office - UBS Financial Services Inc.3.0★ (2)10 mi

How we ranked Elyria financial planners

We scored 67 Elyria 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 Elyria 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 Elyria: frequently asked questions

Which financial planner has the highest RFA Score in Elyria?

By RFA Score, the highest-ranked financial planner in Elyria, OH is Mutual of Omaha Mortgage with an RFA Score of 73/100. It has 4.9★ from 441 Google reviews. Zingale & Associates (#2) and W.A. Smith Financial Group (#3) follow. We ranked 67 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Elyria?

RankedFinancialAdvisors ranks 67 financial planners serving Elyria, OH. 2 of them are based in Elyria; 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 Elyria work on weekends?

8 of 67 ranked financial planners post Saturday hours and 2 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Elyria financial planners have?

The median Google rating among 67 rated financial planners in Elyria is 4.8★, with a median of 11 reviews. Mutual of Omaha Mortgage has the most, 441 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 Elyria count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 67 financial planners serving Elyria.

More financial planners and Elyria pages