Top advisors in Dayton
We’ve curated a list of the best financial advisors in Dayton, take a look at it below
Find an advisor in Dayton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $4,890,168,022 | 26 advisors | ||
| 2 | $1,810,575,256 | 33 advisors | ||
| 3 | $205,617,048 | 6 advisors | ||
| 4 | $186,396,360 | 5 advisors | ||
| 5 | $175,606,734 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Dayton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Dayton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Beacon Capital Management, Inc.
Assets under management
$4,890,168,022
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
2. Eubel Brady & Suttman
Assets under management
$1,810,575,256
Fee structure
A percentage of assets under your management
Performance-based fees
OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Anderson Financial Strategies, LLC
Assets under management
$205,617,048
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
4. Blake Schutter Wealth
Assets under management
$186,396,360
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Kapstone Financial Advisors LLC
Assets under management
$175,606,734
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.