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Wealth Managers in Marion, OH: 2026 rankings

36 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Marion: Alluvial Private Wealth (Marion), RFA Score 70/100; 5.0★ from 22 Google reviews.

  2. 3

    Most-reviewed: Libertas Wealth Management Group, 64 Google reviews at 5.0★, the most of 36 ranked; ranked #3.

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

36 Marion wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 36 rated firms.

Top 10 wealth managers in Marion 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 wealth managers in Marion at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Alluvial Private Wealth (Marion)705.0★ (22)MarionTop score
2Safe Harbor Wealth Advisors - Dublin685.0★ (60)Dublin, 34 mi away—
3Libertas Wealth Management Group685.0★ (64)Columbus, 36 mi awayMost reviews
4Peters Wealth Group674.9★ (50)Westerville, 32 mi away—
5Reignmakers Wealth Advisors: Wealth Management, Retirement Planning, Estate Planning, Tax Optimization665.0★ (29)Delaware, 28 mi away—
6Forefront Wealth Partners665.0★ (17)Columbus, 18 mi away—
7Capstone Wealth Partners665.0★ (34)Dublin, 34 mi away—
8Brian McConnell - McConnell Wealth Management, LLC665.0★ (13)Bucyrus, 17 mi away—
9Columbus Wealth Management655.0★ (26)Dublin, 34 mi away—
10Balance Wealth655.0★ (29)Worthington, 36 mi away—

All 36 wealth managers in Marion, 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.

  4. #4 Peters Wealth Group

    Based in Westerville, 32 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 50 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    470 Olde Worthington Rd #200, Westerville, OH 43082
    View profile for Peters Wealth Group(614) 865-2111

  5. #5 Reignmakers Wealth Advisors: Wealth Management, Retirement Planning, Estate Planning, Tax Optimization

    Based in Delaware, 28 mi away

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    80 S Columbus St, Sunbury, OH 43074
    View profile for Reignmakers Wealth Advisors: Wealth Management, Retirement Planning, Estate Planning, Tax Optimization(740) 504-9818

  10. #10 Balance Wealth

    Based in Worthington, 36 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5701 N High St #100, Worthington, OH 43085
    View profile for Balance Wealth(800) 551-7787

  13. #13 Ross Wealth Advisors

    Based in Columbus, 39 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.6★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1093 Fishinger Rd, Columbus, OH 43221
    View profile for Ross Wealth Advisors(614) 545-0277

  15. #15 RWM Wealth Advisors

    Based in Westerville, 34 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    575 Copeland Mill Rd Ste 2E, Westerville, OH 43081
    View profile for RWM Wealth Advisors(614) 392-4869

  17. #17 Paul C Carbetta - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Powell, 29 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    90 Hidden Ravines Dr, Powell, OH 43065
    View profile for Paul C Carbetta - Private Wealth Advisor, Ameriprise Financial Services, LLC(614) 396-3800

  24. #24 Aaron Walke - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Powell, 29 mi away

    61/100RFA 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–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    90 Hidden Ravines Dr, Powell, OH 43065
    View profile for Aaron Walke - Private Wealth Advisor, Ameriprise Financial Services, LLC(614) 396-3800

  25. #25 YFP Wealth

    Based in Columbus, 39 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    118 E Main St, New Albany, OH 43054
    View profile for YFP Wealth(614) 618-5901

All 36 wealth managers

#1 to #25 are shown in full above. Here are #26 to #36, in RFA Score order; each links to its profile.

wealth managers in Marion, ranks 26 to 36
RankBusinessRFA ScoreGoogle ratingDistance
26Dodds Wealth Advisors604.8★ (6)37 mi
27Young Wealth Management604.3★ (6)34 mi
28Chornyak & Associates®, a Division of Apollon Wealth Management605.0★ (4)32 mi
29Capstone Wealth Advisors - Ameriprise Financial Services, LLC594.0★ (4)32 mi
30Buckeye Wealth Management594.0★ (4)33 mi
31Merrill Lynch Wealth Management592.7★ (7)32 mi
32Kerry Thompson - Private Wealth Advisor, Ameriprise Financial Services, LLC595.0★ (3)33 mi
33Whitaker-Myers Wealth Managers594.0★ (3)32 mi
34Platinum Family Wealth595.0★ (3)34 mi
35Centricity Wealth Management583.7★ (3)32 mi
36Rivertree Wealth Management583.7★ (3)33 mi

Also serving Marion

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Marion
BusinessGoogle ratingDistance
3D Private Wealth AdvisorsIn Marion
Baird Private Wealth Management3.5★ (2)39 mi
ClearCourse Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)34 mi
Edward Jones - Financial Advisor: Dan GoodlinIn Marion
Eric Esposito - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Marion
Foley & Fields Wealth Strategies5.0★ (2)33 mi
Goins Wealth Strategies5.0★ (1)28 mi
Haller Wealth Management Group5.0★ (1)24 mi
John Viers - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Marion
Kevin Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Marion
Klayton Kenney - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Marion
Lehman Capital Management Group - Ameriprise Financial Services, LLCIn Marion
Lincoln Financial Advisors1.0★ (1)In Marion
LPL FinancialIn Marion
LPL Financial - Jay L. WalkerIn Marion
Main Street Financial4.0★ (1)In Marion
Merrill Lynch Wealth Management5.0★ (2)32 mi
StifelIn Marion
Thomas Kenney - Financial Advisor, Ameriprise Financial Services, LLCIn Marion
Wealth Management Solutions5.0★ (2)32 mi

How we ranked Marion wealth managers

We scored 36 Marion wealth managers 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 Marion 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Marion: frequently asked questions

Which wealth manager has the highest RFA Score in Marion?

By RFA Score, the highest-ranked wealth manager in Marion, OH is Alluvial Private Wealth (Marion) with an RFA Score of 70/100. It has 5.0★ from 22 Google reviews. Safe Harbor Wealth Advisors - Dublin (#2) and Libertas Wealth Management Group (#3) follow. We ranked 36 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Marion?

RankedFinancialAdvisors ranks 36 wealth managers serving Marion, OH. 1 of them is based in Marion; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Marion wealth managers have?

The median Google rating among 36 rated wealth managers in Marion is 5.0★, with a median of 10 reviews. Libertas Wealth Management Group has the most, 64 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Marion count in this ranking?

Yes, if they are within 40 mi of the Marion city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Marion ranked?

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

How do I check a wealth manager’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 wealth manager in Marion 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 wealth managers 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 Marion

  1. November 2026: RFA Scores recalculated for 36 wealth managers serving Marion.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Marion pages