Top financial advisors in Beavercreek, OH
We've curated a list of the best financial advisors in Beavercreek, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $748,447,741 Number of advisors 35 advisors | |||
| 2 | Assets under management $214,296,208 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Beavercreek, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Westminster Financial Advisory Corp
Westminster Financial Advisory Corporation, a registered investment adviser, offers investment supervisory services, general investment advice, and securities advice. The firm engages in a pre-advisory consultation to assess clients' circumstances, needs, and objectives before recommending an investment advisory relationship. The advisory fee may include retirement planning, insurance reviews, and education funding advice. Managed over $1.2 billion in client assets as of December 31, 2024. Fees are calculated as a percentage of assets under management, with additional charges possible for clearing, custody, and other services. The firm does not charge performance-based fees and primarily serves individuals, families, trusts, estates, and small businesses. Investment strategies include long-term purchases, strategic asset allocation, and tactical allocation strategies. Risk of loss factors include call risk, credit risk, and market risk. Westminster Financial uses discretionary trading authority and does not vote proxies on behalf of clients. The firm does not receive compensation for client referrals and does not engage in agency cross or principal transactions. Clients' assets are held at Fidelity Clearing and Custody Solutions, with accounts reviewed quarterly. The firm's Code of Ethics emphasizes integrity, objectivity, and professionalism in serving clients' financial goals.
$748,447,741 under management
35 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
MONTHLY ENHANCED STATEMENT FEE
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
Ray|theil Wealth Management, LLC
Ray|Theil Wealth Management, LLC is an SEC registered investment adviser established in May 2011, offering financial planning, consulting, investment management, and wealth management services. The firm is owned by Don L. Ray and Matthew T. Theil. Clients can engage the firm for discretionary management of assets, with a focus on allocating investments among Independent Managers, mutual funds, ETFs, and individual securities. RTWM tailors its services to individual client needs, developing investment policy statements to determine risk tolerance and investment objectives. The firm charges fees based on a percentage of assets under management, ranging from 0.50% to 1.00% depending on portfolio value. RTWM may also charge hourly fees for financial planning and consulting services. The firm does not participate in performance-based fees and provides services to individuals, pension plans, trusts, estates, and charitable endowments. RTWM's investment strategies include fundamental and technical analysis, with a focus on client-centric asset allocation and manager selection. The firm exercises investment discretion on behalf of clients and may vote client securities proxies. RTWM recommends utilizing brokerage services from Fidelity and Schwab, considering factors like financial strength and service quality. Clients receive regular account reviews and reports, and RTWM follows a Code of Ethics to ensure compliance with securities laws and prevent the misuse of material non-public information.
$214,296,208 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Beavercreek, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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