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Financial Planners in Ohio: Ranked Lists by City (2026)

186 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →

We rank financial planners in 186 Ohio cities, 16,623 city rankings in all. The largest lists are Monroe (163), Mason (161) and Sharonville (157).

Financial planners by city in Ohio

Every Ohio city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.

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.

Financial planners ranked by city in Ohio
CityRankedRanked #1Its RFA Score
Financial planners in Monroe163Day Air Credit Union74
Financial planners in Mason161Day Air Credit Union73
Financial planners in Sharonville157Carson Wealth (formerly Total Wealth Planning)78
Financial planners in Fairfield156Carson Wealth (formerly Total Wealth Planning)75
Financial planners in Lebanon156Day Air Credit Union74
Financial planners in Trenton156Day Air Credit Union73
Financial planners in Loveland155Carson Wealth (formerly Total Wealth Planning)76
Financial planners in Forest Park151Carson Wealth (formerly Total Wealth Planning)76
Financial planners in Springdale151Carson Wealth (formerly Total Wealth Planning)77
Financial planners in Blue Ash149Carson Wealth (formerly Total Wealth Planning)77
Financial planners in Montgomery149Carson Wealth (formerly Total Wealth Planning)77
Financial planners in Reynoldsburg148Pathways Financial Credit Union - Whitehall77
Financial planners in Finneytown147Carson Wealth (formerly Total Wealth Planning)76
Financial planners in Northbrook147Carson Wealth (formerly Total Wealth Planning)75
Financial planners in Middletown146Day Air Credit Union74
Financial planners in Norwood146Realize Wealth Management76
Financial planners in Reading146Carson Wealth (formerly Total Wealth Planning)77
Financial planners in Franklin145Day Air Credit Union76
Financial planners in Hamilton145Carson Wealth (formerly Total Wealth Planning)75
Financial planners in Pickerington145Pathways Financial Credit Union - Whitehall76
Financial planners in Westerville145Pathways Financial Credit Union - Gahanna76
Financial planners in Gahanna144Pathways Financial Credit Union - Whitehall77
Financial planners in White Oak144Comprehensive Business Solutions75
Financial planners in Whitehall144Pathways Financial Credit Union - Whitehall78
Financial planners in Bexley143Pathways Financial Credit Union - Grandview77
Financial planners in Hilliard143Federal Employee Benefit & Retirement Agency79
Financial planners in Upper Arlington143Pathways Financial Credit Union - Grandview78
Financial planners in Worthington143Pathways Financial Credit Union - Grandview77
Financial planners in Columbus142Pathways Financial Credit Union - Grandview79
Financial planners in Dublin142Pathways Financial Credit Union - Grandview76
Financial planners in Lewis Center142DebtHelp, Inc75
Financial planners in Springboro142Day Air Credit Union76
Financial planners in Cincinnati141Carson Wealth (formerly Total Wealth Planning)78
Financial planners in Garfield Heights141Mutual of Omaha Mortgage78
Financial planners in Monfort Heights141Comprehensive Business Solutions76
Financial planners in Brecksville139Mutual of Omaha Mortgage77
Financial planners in Broadview Heights139Mutual of Omaha Mortgage77
Financial planners in Dent139Comprehensive Business Solutions76
Financial planners in North Royalton139Mutual of Omaha Mortgage77
Financial planners in Powell139Pathways Financial Credit Union - Grandview75
Financial planners in Mack138Comprehensive Business Solutions76
Financial planners in Bridgetown137Comprehensive Business Solutions76
Financial planners in Maple Heights137Mutual of Omaha Mortgage78
Financial planners in Middleburg Heights137Mutual of Omaha Mortgage77
Financial planners in Pataskala137Plaza Tax Advisors76
Financial planners in Brooklyn136Mutual of Omaha Mortgage78
Financial planners in Forestville136The Legacy Council75
Financial planners in Seven Hills136Mutual of Omaha Mortgage79
Financial planners in Bedford135Mutual of Omaha Mortgage77
Financial planners in Brook Park135Mutual of Omaha Mortgage77
Financial planners in Clark-Fulton135Mutual of Omaha Mortgage78
Financial planners in Grove City135Pathways Financial Credit Union - Grandview77
Financial planners in Parma Heights135Mutual of Omaha Mortgage78
Financial planners in Parma134Mutual of Omaha Mortgage78
Financial planners in Bedford Heights132Mutual of Omaha Mortgage77
Financial planners in Berea132Mutual of Omaha Mortgage76
Financial planners in Delaware132Pathways Financial Credit Union - Delaware77
Financial planners in Goshen132The Legacy Council78
Financial planners in Detroit-Shoreway130Mutual of Omaha Mortgage77
Financial planners in Strongsville130Mutual of Omaha Mortgage76
Financial planners in Warrensville Heights130Mutual of Omaha Mortgage77
Financial planners in Beachwood128Mutual of Omaha Mortgage77
Financial planners in Shaker Heights128Mutual of Omaha Mortgage77
Financial planners in Brunswick124Mutual of Omaha Mortgage75
Financial planners in Cleveland123Mutual of Omaha Mortgage77
Financial planners in Fairview Park122Mutual of Omaha Mortgage76
Financial planners in Macedonia122Mutual of Omaha Mortgage76
Financial planners in Lakewood121Zingale & Associates77
Financial planners in Twinsburg117Mutual of Omaha Mortgage75
Financial planners in Glenville116Mutual of Omaha Mortgage76
Financial planners in Hough116Mutual of Omaha Mortgage77
Financial planners in Solon116Mutual of Omaha Mortgage76
Financial planners in University Heights114Mutual of Omaha Mortgage76
Financial planners in East Cleveland113Mutual of Omaha Mortgage76
Financial planners in Rocky River113Zingale & Associates77
Financial planners in Hudson112Mutual of Omaha Mortgage75
Financial planners in Cleveland Heights111Mutual of Omaha Mortgage76
Financial planners in Collinwood110Mutual of Omaha Mortgage76
Financial planners in Miamisburg110Day Air Credit Union77
Financial planners in North Olmsted110Mutual of Omaha Mortgage75
Financial planners in Stow110Mutual of Omaha Mortgage74
Financial planners in South Euclid108Mutual of Omaha Mortgage76
Financial planners in Cuyahoga Falls107Mutual of Omaha Mortgage73
Financial planners in Richmond Heights107Mutual of Omaha Mortgage75
Financial planners in Centerville105Day Air Credit Union78
Financial planners in Lyndhurst104Mutual of Omaha Mortgage76
Financial planners in Aurora103Mutual of Omaha Mortgage74
Financial planners in Euclid103Mutual of Omaha Mortgage75
Financial planners in Kent103Mutual of Omaha Mortgage73
Financial planners in Medina100Mutual of Omaha Mortgage73
Financial planners in Bay Village99Zingale & Associates75
Financial planners in Westlake99Mutual of Omaha Mortgage75
Financial planners in Marysville98Pathways Financial Credit Union - Marysville77
Financial planners in Kettering96Day Air Credit Union79
Financial planners in West Carrollton City96Day Air Credit Union78
Financial planners in Copley94Mutual of Omaha Mortgage73
Financial planners in Streetsboro94Mutual of Omaha Mortgage74
Financial planners in Akron93Hyland Wealth Management74
Financial planners in Beavercreek93Day Air Credit Union78
Financial planners in Mayfield Heights93Mutual of Omaha Mortgage75
Financial planners in Tallmadge93The Affinity Group73
Financial planners in Dayton92Day Air Credit Union78
Financial planners in Shiloh90Day Air Credit Union77
Financial planners in Riverside89Day Air Credit Union78
Financial planners in Trotwood88Day Air Credit Union76
Financial planners in Englewood86Pathways Financial Credit Union - Englewood76
Financial planners in Huber Heights86Day Air Credit Union76
Financial planners in Vandalia86Day Air Credit Union76
Financial planners in Wickliffe86Mutual of Omaha Mortgage74
Financial planners in Clayton85Day Air Credit Union75
Financial planners in Fairborn85Day Air Credit Union76
Financial planners in Willowick83Mutual of Omaha Mortgage74
Financial planners in Xenia83Day Air Credit Union76
Financial planners in Norton78The Affinity Group75
Financial planners in Wadsworth78The Affinity Group74
Financial planners in Barberton76The Affinity Group76
Financial planners in North Ridgeville76Mutual of Omaha Mortgage74
Financial planners in Avon Center75Zingale & Associates74
Financial planners in Avon73Mutual of Omaha Mortgage74
Financial planners in Eastlake73Mutual of Omaha Mortgage74
Financial planners in Willoughby73Regano Financial Services, Inc.74
Financial planners in Avon Lake68Zingale & Associates74
Financial planners in Elyria67Mutual of Omaha Mortgage73
Financial planners in New Franklin67The Affinity Group77
Financial planners in Ravenna67The Affinity Group73
Financial planners in Mentor64Regano Financial Services, Inc.75
Financial planners in Green62The Affinity Group78
Financial planners in Troy62Day Air Credit Union73
Financial planners in London59Pathways Financial Credit Union - Grandview73
Financial planners in Massillon54The Affinity Group78
Financial planners in Springfield51Day Air Credit Union73
Financial planners in Oxford50Conservative Financial Solutions73
Financial planners in Amherst49Skolnik Retirement Solutions75
Financial planners in North Canton48The Affinity Group79
Financial planners in Wilmington47Day Air Credit Union73
Financial planners in Sylvania45SD Capital76
Financial planners in Bowling Green43SD Capital74
Financial planners in Lorain42Skolnik Retirement Solutions74
Financial planners in Oregon42SD Capital80
Financial planners in Vermilion-on-the-Lake42Skolnik Retirement Solutions74
Financial planners in Toledo41SD Capital79
Financial planners in Heath40Plaza Tax Advisors79
Financial planners in Painesville40Regano Financial Services, Inc.78
Financial planners in Vermilion38Skolnik Retirement Solutions74
Financial planners in Maumee36SD Capital77
Financial planners in Perrysburg36SD Capital77
Financial planners in Alliance35The Affinity Group74
Financial planners in Boardman34Gem-Young Insurance & Wealth Advisors79
Financial planners in Canton33The Affinity Group79
Financial planners in Struthers33Gem-Young Insurance & Wealth Advisors78
Financial planners in Youngstown33Gem-Young Insurance & Wealth Advisors78
Financial planners in Austintown32Gem-Young Insurance & Wealth Advisors78
Financial planners in Piqua32Pathways Financial Credit Union - Englewood74
Financial planners in Niles31Gem-Young Insurance & Wealth Advisors76
Financial planners in Newark30Plaza Tax Advisors80
Financial planners in Warren29Gem-Young Insurance & Wealth Advisors75
Financial planners in Circleville28Pathways Financial Credit Union - Whitehall73
Financial planners in Lancaster24McGlothin Insurance & Financial Services73
Financial planners in Wooster24Prism Wealth Management, LLC79
Financial planners in Salem23Gem-Young Insurance & Wealth Advisors76
Financial planners in Ashland17Hummel Group74
Financial planners in Sidney17Seniormark, LLC78
Financial planners in Dover16The Affinity Group73
Financial planners in Marietta16Rea75
Financial planners in Fremont15Parkmont Wealth Advisors75
Financial planners in Greenville15Pathways Financial Credit Union - Englewood72
Financial planners in Mount Vernon15Plaza Tax Advisors74
Financial planners in Steubenville15United Bank73
Financial planners in Urbana15Pathways Financial Credit Union - Marysville72
Financial planners in Sandusky14Andrew L. Brewer Great Lakes Benefits and Wealth Management78
Financial planners in Fostoria13Premier Bank (becoming WesBanco)73
Financial planners in New Philadelphia13The Affinity Group73
Financial planners in Norwalk13Skolnik Retirement Solutions72
Financial planners in Bucyrus11Dostal & Kirk Insurance & Financial Services76
Financial planners in Mansfield11Banks & Associates CPAs LLC - Mansfield Office76
Financial planners in East Liverpool10MDH Investment Management Inc74
Financial planners in Zanesville10Plaza Tax Advisors74
Financial planners in Bellefontaine9Pathways Financial Credit Union - Marysville73
Financial planners in Tiffin9CF Professional Inc Financial Services78
Financial planners in Chillicothe8Lunsford Insurance80
Financial planners in Findlay8Midwest Financial Planning Group – Northwestern Mutual72
Financial planners in Galion8Dostal & Kirk Insurance & Financial Services75
Financial planners in Conneaut7Roland Financial Wealth Management71
Financial planners in Marion7Alluvial Private Wealth (Marion)74
Financial planners in Cambridge5Rea71
Financial planners in Coshocton5Bradford Financial Group73

Highest RFA Scores among Ohio financial planners

Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.

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.

Highest RFA Scores among Ohio financial planners
#FirmRFA ScoreCity listGoogle rating
1Plaza Tax Advisors80#1 in Newark5.0★ (527)
2SD Capital80#1 in Oregon5.0★ (244)
3Lunsford Insurance80#1 in Chillicothe5.0★ (45)
4The Affinity Group79#1 in Canton5.0★ (213)
5Day Air Credit Union79#1 in Kettering4.9★ (2,575)
6Gerber Insurance & Financial Services79#2 in Chillicothe5.0★ (41)
7Prism Wealth Management, LLC79#1 in Wooster5.0★ (60)
8Federal Employee Benefit & Retirement Agency79#1 in Hilliard4.9★ (897)
9Gem-Young Insurance & Wealth Advisors79#1 in Boardman4.9★ (325)
10Hummel Group79#2 in Wooster5.0★ (59)

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