Skip to content

Investment Advisors in Centerville, OH: 2026 rankings

52 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Centerville: Western & Southern Life, RFA Score 72/100; 3.9★ from 26 Google reviews.

  2. 7

    Most-reviewed: McCarthy Wealth And Tax Advisors, 45 Google reviews at 5.0★, the most of 52 ranked; ranked #7.

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

52 Centerville investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 52 rated firms.

Top 10 investment advisors in Centerville 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 investment advisors in Centerville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Western & Southern Life723.9★ (26)Miamisburg, 4 mi awayTop score
2Freedom Family Investments724.4★ (16)Miamisburg, 4 mi away—
3Eubel Brady & Suttman Investment + Wealth Management684.0★ (4)Miamisburg, 4 mi away—
4Prosper Capital675.0★ (13)Loveland, 23 mi away—
5Wells Fargo Advisors675.0★ (3)Miamisburg, 4 mi away—
6Wells Fargo Advisors673.0★ (10)Dayton, 9 mi away—
7McCarthy Wealth And Tax Advisors675.0★ (45)Springboro, 6 mi awayMost reviews
8Primerica665.0★ (4)Fairborn, 11 mi away—
9Justin Kattau - Edelman Financial Engines665.0★ (31)Miamisburg, 4 mi away—
10Golden Reserve665.0★ (29)Beavercreek, 3 mi away—

All 52 investment advisors in Centerville, 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 Centerville

    #1 Western & Southern Life

    Based in Miamisburg, 4 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 3.9★ from 26 Google reviews, listed on Google as “Investment service”.

    • 3.9★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2 Prestige Pl #310, Miamisburg, OH 45342
    View profile for Western & Southern Life(937) 435-1964

  2. #2 Freedom Family Investments

    Based in Miamisburg, 4 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.4★ from 16 Google reviews, listed on Google as “Investment company”.

    • 4.4★ from 16 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2835 Miami Village Dr Ste 101, Miamisburg, OH 45342
    View profile for Freedom Family Investments(844) 877-0888

  4. #4 Prosper Capital

    Based in Loveland, 23 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    View profile for Prosper Capital(513) 940-0033

  8. #8 Primerica

    Based in Fairborn, 11 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    3162 Presidential Dr #101, Fairborn, OH 45324
    View profile for Primerica(937) 426-9426

  10. #10 Golden Reserve

    Based in Beavercreek, 3 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and review volume: 5.0★ from 29 Google reviews.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    10883 Yankee St, Washington Township, OH 45458
    View profile for Golden Reserve(937) 741-7761

  12. #12 Matson Money

    Based in Mason, 24 mi away

    64/100RFA Score

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

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5955 Deerfield Blvd, Mason, OH 45040
    View profile for Matson Money(513) 204-8000

  19. #19 Wealth Accel

    Based in Centerville

    61/100RFA Score

    Ranked #19 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 9 AM–5 PM · Sat–Sun closed
    Address
    81 Rhoads Center Dr STE A, Centerville, OH 45458
    View profile for Wealth Accel(937) 949-5254

  20. #20 Charles Schwab

    Based in Miamisburg, 4 mi away

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.7★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 3.7★ from 14 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9668 N Springboro Pike, Miamisburg, OH 45342
    View profile for Charles Schwab(937) 291-4275

  22. #22 Edward Jones - Financial Advisor: Greg Rhodes, AAMS®|CRPC™|CWS®

    Based in Centerville

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon 8:30 AM–4:30 PM · Tue–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    873 E Franklin St, Centerville, OH 45459
    View profile for Edward Jones - Financial Advisor: Greg Rhodes, AAMS®|CRPC™|CWS®(937) 723-8774

  24. #24 Northwestern Mutual dayton

    Based in Dayton, 9 mi away

    59/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    431 E 3rd St, Dayton, OH 45402
    View profile for Northwestern Mutual dayton(937) 427-7120

Investment advisors 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 52 ranked investment advisors here; the rest are on their profiles.

investment advisors in Centerville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Mike Reed594.6★ (11)12 mi
27Merrill Lynch Wealth Management595.0★ (5)4 mi
28Retire Right Wealth Management594.8★ (23)24 mi
29Edward Jones - Financial Advisor: Kimberly A Tucker594.3★ (6)5 mi
30Darrin Polomsky - Financial Advisor, Ameriprise Financial Services, LLC585.0★ (3)1 mi
31Edward Jones - Financial Advisor: Seth R Winkle, CFP®583.7★ (3)In Centerville
32The Lowe Pfaff Group - Ameriprise Financial Services, LLC584.0★ (4)3 mi
33Edward Jones - Financial Advisor: Rob Fortman II575.0★ (4)7 mi
34Charles Schwab574.7★ (13)21 mi
35Edward Jones - Financial Advisor: Alisha M Blalock, CFP®575.0★ (3)5 mi
36Edward Jones - Financial Advisor: YuhChen Yu575.0★ (3)5 mi
37WesBanco Bank573.1★ (8)9 mi
38Edward Jones - Financial Advisor: Tim Schmale, CFP®|AAMS®575.0★ (4)9 mi
39Edward Jones - Financial Advisor: Dom Battaglia573.7★ (3)5 mi
40KLD Wealth Management565.0★ (5)14 mi
41Edward Jones - Financial Advisor: Justin Evans563.7★ (3)7 mi
42James Investment564.0★ (4)12 mi
43Golden Reserve555.0★ (7)23 mi
44Edward Jones - Financial Advisor: Evan Maney, CFP®|AAMS®555.0★ (5)19 mi
45Edward Jones - Financial Advisor: Tom Myrick, CFP®|AAMS®545.0★ (4)19 mi
46Behnken Financial Services, Inc.545.0★ (4)20 mi
47Inertia Wealth Management545.0★ (4)21 mi
48Edward Jones - Financial Advisor: John R Cox534.3★ (3)18 mi
49A2 Property Solutions LLC534.2★ (5)24 mi
50Roderick Gosa - Financial Advisor, Ameriprise Financial Services, LLC535.0★ (3)22 mi

Also serving Centerville

20 more investment 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 investment advisors serving Centerville
BusinessGoogle ratingDistance
ABN Financial5.0★ (4)In Centerville
Bullseye Investment ManagementIn Centerville
Columbia Financial, Inc.5.0★ (1)In Centerville
Edward Jones - Financial Advisor: Christopher L Johns, AAMS®5.0★ (1)In Centerville
Edward Jones - Financial Advisor: Denny Cottle5.0★ (2)In Centerville
Edward Jones - Financial Advisor: Wyatt ThorpIn Centerville
Elizabeth Braun: Primerica - Financial Services4.4★ (7)In Centerville
Fiduciary Wealth Group, LLC5.0★ (2)In Centerville
Guardian Financial Group3.7★ (3)In Centerville
Gudorf Financial Group, LLC5.0★ (1)In Centerville
Ingram & Raucci Insurance and Financial Advisors5.0★ (4)In Centerville
Lake Forest Financial Advisors5.0★ (2)In Centerville
Modern Money Wealth Advisors5.0★ (6)In Centerville
Petra Financial Solutions Inc.5.0★ (2)In Centerville
Pillar Advisory Group of Raymond James3.0★ (2)In Centerville
Ridgeline Wealth Planning5.0★ (1)In Centerville
The Borland Group5.0★ (1)In Centerville
Transamerica Financial Advisors5.0★ (6)In Centerville
U.S. Bank – Wealth Management Banker: Christina Weigand5.0★ (1)In Centerville
Wray Wealth Management5.0★ (2)In Centerville

How we ranked Centerville investment advisors

We scored 52 Centerville investment 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 Centerville 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Centerville: frequently asked questions

Which investment advisor has the highest RFA Score in Centerville?

By RFA Score, the highest-ranked investment advisor in Centerville, OH is Western & Southern Life with an RFA Score of 72/100. It has 3.9★ from 26 Google reviews. Freedom Family Investments (#2) and Eubel Brady & Suttman Investment + Wealth Management (#3) follow. We ranked 52 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Centerville?

RankedFinancialAdvisors ranks 52 investment advisors serving Centerville, OH. 6 of them are based in Centerville; 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 investment advisors in Centerville work on weekends?

3 of 52 ranked investment advisors post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Centerville investment advisors have?

The median Google rating among 52 rated investment advisors in Centerville is 5.0★, with a median of 5 reviews. McCarthy Wealth And Tax Advisors has the most, 45 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Centerville count in this ranking?

Yes, if they are within 25 mi of the Centerville city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Centerville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Centerville 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 investment 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 Centerville

  1. November 2026: RFA Scores recalculated for 52 investment advisors serving Centerville.

More investment advisors and Centerville pages