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Wealth Managers in Monroe, OH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Monroe: Wealthquest, RFA Score 72/100; 5.0★ from 129 Google reviews.

  2. 2

    Most-reviewed: Carson Wealth (formerly Total Wealth Planning), 103 Google reviews at 5.0★, the most of 49 ranked after Wealthquest; ranked #2.

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

49 Monroe wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 49 rated firms.

Top 10 wealth managers in Monroe 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 Monroe at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Wealthquest725.0★ (129)Cincinnati, 11 mi awayTop score
2Carson Wealth (formerly Total Wealth Planning)715.0★ (103)Cincinnati, 12 mi awayMost reviews
3WealthWise Financial Group. LLC695.0★ (57)Cincinnati, 12 mi away—
4Omega Wealth Private Capital, LLC695.0★ (45)Cincinnati, 11 mi away—
5Realize Wealth Management685.0★ (62)Cincinnati, 21 mi away—
6HICKS & MANN WEALTH MANAGEMENT675.0★ (73)Covington, 29 mi away—
7Strategic Wealth Designers674.6★ (35)Mason, 10 mi away—
8Retire Right Wealth Management674.8★ (23)Mason, 9 mi away—
9Russell Total Wealth and Wellness664.7★ (40)Dayton, 22 mi away—
10Wyoming Wealth Management655.0★ (18)Bridgetown, 16 mi away—

All 49 wealth managers in Monroe, 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 Monroe

    #1 Wealthquest

    Based in Cincinnati, 11 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 129 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 129 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    50 E Business Way #120, Cincinnati, OH 45241
    View profile for Wealthquest(513) 530-9700

  5. #5 Realize Wealth Management

    Based in Cincinnati, 21 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3805 Edwards Rd Ste 200, Cincinnati, OH 45209
    View profile for Realize Wealth Management

  12. #12 United Wealth Education

    Based in Cincinnati, 14 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11920 Cedarcreek Dr, Cincinnati, OH 45240
    View profile for United Wealth Education(513) 258-5486

  13. #13 Incline Wealth Advisors

    Based in Cincinnati, 21 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4030 Smith Rd Ste 200, Cincinnati, OH 45209
    View profile for Incline Wealth Advisors(513) 709-0004

  15. #15 Inertia Wealth Management

    Based in Hamilton, 5 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7185 Liberty Centre Dr Ste f, West Chester Township, OH 45069
    View profile for Inertia Wealth Management(513) 216-5935

  16. #16 Leshnak Wealth

    Based in Fairfield, 5 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7182 Liberty Centre Dr # I, West Chester Township, OH 45069
    View profile for Leshnak Wealth(513) 779-3777

  17. #17 KLD Wealth Management

    Based in Lebanon, 8 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Tue 9 AM–7 PM · Wed closed · Thu–Fri 9 AM–7 PM · Sat 12 PM–4 PM · Sun closed
    Address
    706 Deerfield Rd, Lebanon, OH 45036
    View profile for KLD Wealth Management(937) 404-5180

  19. #19 HORAN Wealth

    Based in Cincinnati, 17 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.2★ from 13 Google reviews, listed on Google as “Financial advisor”.

    • 4.2★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8044 Montgomery Rd Ste 640, Cincinnati, OH 45236
    View profile for HORAN Wealth(513) 745-0707

  21. #21 Axim Planning & Wealth

    Based in Springboro, 11 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4 Sycamore Creek Dr, Springboro, OH 45066
    View profile for Axim Planning & Wealth(937) 291-2060

  23. #23 Wealth Accel

    Based in Centerville, 16 mi away

    62/100RFA Score

    Ranked #23 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

All 49 wealth managers

#1 to #25 are shown in full above. Here are #26 to #49, in RFA Score order; each links to its profile.

wealth managers in Monroe, ranks 26 to 49
RankBusinessRFA ScoreGoogle ratingDistance
26Modern Money Wealth Advisors625.0★ (6)18 mi
27Shepherd Wealth Management625.0★ (15)33 mi
28Gray Hurst Wealth Advisors623.7★ (6)12 mi
29Clearview Wealth Management625.0★ (5)18 mi
30Gallagher Pool Wealth Management625.0★ (5)19 mi
31Eubel Brady & Suttman Investment + Wealth Management614.0★ (4)13 mi
32Huffman Wealth Management, LLC615.0★ (3)12 mi
33EP Wealth Advisors615.0★ (8)28 mi
34TSN Wealth & Tax Management615.0★ (3)14 mi
35Truepoint Wealth Counsel615.0★ (3)14 mi
36THOR Wealth Management Inc.615.0★ (7)25 mi
37Divine Wealth Principles LLC614.4★ (9)26 mi
38Mark B Sutton - Private Wealth Advisor, Ameriprise Financial Services, LLC614.0★ (3)12 mi
39Jessup Wealth Management615.0★ (5)22 mi
40Merrill Lynch Wealth Management613.0★ (6)16 mi
41Focus Wealth Management605.0★ (4)24 mi
42Virgil Wealth Advisory605.0★ (3)21 mi
43Baird Private Wealth Management603.7★ (3)21 mi
44Brian Lillis - Private Wealth Advisor, Ameriprise Financial Services, LLC605.0★ (3)24 mi
45RBC Wealth Management Branch - Cincinnati592.3★ (3)21 mi
46Bartlett Wealth Management | Cincinnati593.7★ (3)25 mi
47Principled Wealth Advisors593.0★ (4)26 mi
48Fidant Wealth Partners - Ameriprise Financial Services, LLC584.0★ (4)31 mi
49Preservation Wealth Consultants585.0★ (3)34 mi

Also serving Monroe

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 Monroe
BusinessGoogle ratingDistance
Agri Business LoansIn Monroe
Baird Private Wealth Management5.0★ (2)13 mi
BEARS Financial CoachingIn Monroe
Bill SchretterIn Monroe
Bistro LoanIn Monroe
Black crypto newsIn Monroe
Dental Growth LoansIn Monroe
DNA RoyaltyIn Monroe
Evolution Business Advisors, LLCIn Monroe
Family Wealth Advisory Group5.0★ (2)11 mi
Gym YieldIn Monroe
Jeremiah Schalk at Wealth Wave5.0★ (2)12 mi
Lend GradIn Monroe
Lend PhysicianIn Monroe
Line of Credit for BusinessIn Monroe
Mach LendIn Monroe
Sam L. Rinehart - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)13 mi
Small Payday Alternative LoansIn Monroe
Small Personal Loans Online5.0★ (1)In Monroe
X² Wealth Planning5.0★ (1)In Monroe

How we ranked Monroe wealth managers

We scored 49 Monroe 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 Monroe 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 Monroe: frequently asked questions

Which wealth manager has the highest RFA Score in Monroe?

By RFA Score, the highest-ranked wealth manager in Monroe, OH is Wealthquest with an RFA Score of 72/100. It has 5.0★ from 129 Google reviews. Carson Wealth (formerly Total Wealth Planning) (#2) and WealthWise Financial Group. LLC (#3) follow. We ranked 49 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Monroe?

RankedFinancialAdvisors ranks 49 wealth managers serving Monroe, OH. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Monroe work on weekends?

1 of 49 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is KLD Wealth Management (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Monroe wealth managers have?

The median Google rating among 49 rated wealth managers in Monroe is 5.0★, with a median of 6 reviews. Wealthquest has the most, 129 reviews, and ranks #1. 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 Monroe count in this ranking?

Yes, if they are within 40 mi of the Monroe 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 Monroe 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 Monroe 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 Monroe

  1. November 2026: RFA Scores recalculated for 49 wealth managers serving Monroe.
  2. November 2026: 6 duplicate listings merged.

More wealth managers and Monroe pages