Top 10 financial advisors in Dublin, OH
We've curated a list of the best financial advisors in Dublin, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $981,164,719 Number of advisors 16 advisors | |||
| 2 | Assets under management $955,710,656 Number of advisors 45 advisors | |||
| 3 | Assets under management $373,980,249 Number of advisors 10 advisors | |||
| 4 | Assets under management $227,269,986 Number of advisors 11 advisors | |||
| 5 | Assets under management $220,038,565 Number of advisors 1 advisors | |||
| 6 | Assets under management $171,488,467 Number of advisors 7 advisors | |||
| 7 | Assets under management $147,000,000 Number of advisors 5 advisors | |||
| 8 | Assets under management $107,750,000 Number of advisors 3 advisors | |||
| 9 | Assets under management $94,298,346 Number of advisors 3 advisors | |||
| 10 | Assets under management $92,146,819 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 Dublin, 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.
Pds Planning Inc
PDS Planning, Inc. is a fee-only financial advisory firm founded in 1985 and registered with the SEC in 1988. The firm's owners are Rita M. Itsell, Jamie P. Menges, Kurt M. Brown, and James A. Rogers. PDS offers financial planning and investment advisory services, including retirement, investment, tax, estate, and insurance planning, among others. Clients receive customized financial planning reports and recommendations based on their financial situation and goals. The firm charges fees either as an annual fixed fee or a percentage of assets managed. PDS does not charge performance-based fees and acts as a fiduciary, putting clients' best interests first. Clients have the option to grant discretionary authority to PDS for investment decisions. The firm recommends the services of Charles Schwab & Co., Inc. for brokerage and custodial services. PDS does not vote proxies on behalf of clients and does not have any disciplinary actions. Clients are encouraged to review their accounts regularly, and the firm does not foresee any financial conditions that could impact its ability to meet commitments. For more information, clients can contact Kurt M. Brown, Chief Compliance Officer.
$981,164,719 under management
16 advisors
Fee structure
A percentage of assets under your management
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)
Selection Of Other Advisers
Educational Seminars/workshops
Everhart Advisors
Everhart Advisors, formerly known as Everhart Financial Group, Inc., is a registered investment adviser founded in 1995. The firm provides tailored investment advisory services to retirement benefit plans, individuals, and entities. For retirement plans, Everhart Advisors offers consulting services, investment advice, fiduciary due diligence, and employee education. The firm may recommend changes to investment options, draft investment policy statements, and provide plan design guidance. Additionally, they offer asset allocation models, vendor research, newsletter campaigns, and plan design guidance. Everhart Advisors also provides wealth management services, focusing on capital needs, risk management, tax planning, retirement planning, and estate planning. The firm follows a buy and hold investment strategy, preferring low expenses, stability, and appropriate diversification. Clients are charged an advisory fee based on a percentage of assets under management, with a tiered fee schedule. Everhart Advisors discloses its fiduciary role under ERISA and the Internal Revenue Code, as well as any material changes to its business practices. The firm does not vote proxies on behalf of clients and does not have custody of assets for retirement plan sponsor clients. Clients are encouraged to review account statements and compare them with information provided by Everhart Advisors. The firm does not vote proxies on behalf of clients and does not have custody of assets for retirement plan sponsor clients. Clients are encouraged to review account statements and compare them with information provided by Everhart Advisors.
$955,710,656 under management
45 advisors
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Keeler & Nadler Family Wealth
Keeler & Nadler Family Wealth (KNFW) is a financial planning and wealth management firm established in October 2014 and registered with the SEC. KNFW offers wealth management services combining investment management and financial planning. Clients can opt for discretionary or non-discretionary investment management, with KNFW using third-party managers when deemed appropriate. Financial planning services cover areas such as net worth analysis, retirement strategies, tax reduction, and estate preservation. KNFW acts as a limited-scope ERISA 3(21) fiduciary for corporate retirement plans. The firm charges an annual wealth management fee based on assets under management, with a blended fee schedule. KNFW does not participate in performance-based fees or side-by-side management. Clients typically include individuals, high net-worth individuals, trusts, and businesses, with a minimum account size of $600,000 for wealth management services. The firm conducts periodic reviews of client accounts and does not receive economic benefits for advice rendered to clients. KNFW does not solicit prepayment of fees exceeding $1,200 or engage in directed brokerage. Clients' assets are held at qualified custodians, and KNFW has limited custody due to fee deductions. Clients can grant KNFW discretionary authority for investment decisions, and KNFW does not vote on client securities. The firm does not have financial conditions impairing its ability to meet commitments.
$373,980,249 under management
10 advisors
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
Heritage Wealth Partners, LLC
Heritage Wealth Partners, LLC is a Registered Investment Adviser based in Dublin, Ohio, established in November 2017. The firm offers tailored investment advisory services, financial planning consulting, and discretionary and non-discretionary investment advisory services to individuals and corporations. Clients must have a minimum account size of $250,000 to open and maintain an advisory account. Fees for asset management services range from 0.40% to 1.50% annually based on the amount of assets under management. Financial planning services are charged through fixed fees or hourly arrangements ranging from $300 to $800 per hour. The firm does not charge performance-based fees or participate in side-by-side management. Heritage Wealth Partners does not compensate for client referrals and does not have physical custody of client funds. Clients receive quarterly account reviews and statements from an independent custodian. The firm may exercise limited custody if granted written authorization to deduct fees from client accounts. Clients can grant discretionary authority for investment decisions, with the ability to impose limitations on the firm's discretion. The firm does not vote proxies on behalf of clients and is not required to provide financial information due to prepayment limitations.
$227,269,986 under management
11 advisors
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
Harrington Asset Management Inc
Harrington Asset Management, Inc. is an investment advisory firm established in September 1993, with Thomas K. Harrington, CFP, as the Principal Executive Officer. The firm offers services such as Asset Management, Third Party Asset Management Platforms, Retirement Plan Consulting, and Financial Planning. They provide continuous investment management through their VISION2020 Wealth Management Platform, offering risk tolerance assessment, fund profiling, and portfolio optimization tools. Clients can impose restrictions on investments, and the firm tailors services to individual needs. Harrington Asset Management does not charge performance-based fees and primarily advises long-term purchases of mutual funds. They use Fundamental and Technical Analysis in their investment strategies. The firm reviews client accounts at least annually and manages accounts on a discretionary basis. Clients receive account statements directly from the custodian. Harrington Asset Management does not vote client securities and is financially stable. The firm is registered with the SEC and does not require prepayment exceeding $1,200. Clients have the option to purchase securities through Advisory Representatives, who are also registered representatives of Royal Alliance. Harrington Asset Management has solicitation agreements with accounting firms and receives compensation for client referrals. The firm's fee structure varies based on the type of account and assets under management.
$220,038,565 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
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)
Retirement Strategies, Ltd.
Retirement Strategies, Ltd. is an investment advisory firm based in Dublin, Ohio, specializing in comprehensive portfolio management, financial planning, employer savings plan monitoring, employee benefit plan consulting, newsletters, and educational seminars. Established in 2012, the firm offers services such as Wealth Builder Plan, Financial Planning & Consulting, and Employee Benefit Plan Consulting. Clients can expect personalized financial plans, investment advice, and assistance in various financial aspects like cash flow management, risk management, retirement planning, college planning, and estate planning. The firm charges fees based on a tiered percentage of assets under management for Comprehensive Portfolio Management, with rates ranging from 0.40% to 1.20%. Financial Planning & Consulting services are billed on an hourly or flat fee basis, typically ranging from $500 to $5,000. Employer Savings Plan Monitoring fees range from $250 to $2,500 annually. The firm does not charge performance-based fees and acts as a fiduciary, obligated to act in clients' best interests. Clients have the option to place restrictions on investments and can expect regular account reviews and updates. Retirement Strategies, Ltd. does not accept proxy authority to vote client securities and maintains client assets with qualified custodians. The firm does not have any material disciplinary events in the past 10 years and does not have financial conditions impairing its ability to meet obligations. Clients can contact the firm for more information on its services, fees, and investment strategies.
$171,488,467 under management
7 advisors
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
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Consolidated Financial
Consolidated Financial Management Group, LLC (CFMG) was established in September 1998 and offers a range of advisory services to individuals, pension and profit sharing plans, trusts, estates, private funds, charitable organizations, and corporations. The firm provides portfolio management services on a discretionary or non-discretionary basis, with a focus on individual needs and objectives. CFMG also offers financial planning services covering various areas such as tax analysis, retirement planning, and investment alternatives. CFMG's fee structure for portfolio management services is based on a percentage of assets under management, with no minimum account size or fees. The firm also provides financial planning and consulting services for fixed fees or hourly rates. CFMG does not charge performance-based fees and does not manage mutual funds or hedge funds. Clients have the option to place reasonable restrictions on investments, and CFMG uses third-party due diligence services for investment analysis. The firm may recommend various investment strategies, including short sales and margin transactions, based on client risk tolerance. CFMG does not vote proxies on behalf of clients and does not maintain physical custody of client assets. The firm's principals include James Mark Curry, Eddie Bell, Andy Roseberry, and Andy Bell. CFMG has Assets Under Management (AUM) of $379 million as of December 31, 2022. Edward Bell serves as the Managing Member and Chief Compliance Officer. The brochure also includes information on the educational background and business experience of Edward Bell, Andrew Roseberry, and Jeffrey R Bell, along with details on any disciplinary events, additional compensation, and supervision within the firm.
$147,000,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
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
Jrp Capital Corp
JRP Capital Corp. is an investment adviser registered with the Securities and Exchange Commission. The firm offers investment advisory services for equity, fixed income, or Balanced Portfolios. Clients can choose between discretionary or non-discretionary account management. The firm provides ongoing advice, regular portfolio monitoring, and annual portfolio discussions. Fees are charged quarterly based on the account's asset value, ranging from 0.5% to 1.00%. Fees are negotiable and automatically deducted from the account, with additional transaction fees from the custodian. Clients may incur charges from the custodian for certain investments. The firm is legally obligated to act in the client's best interest and discloses conflicts of interest, such as the incentive to increase managed assets. Financial professionals are compensated based on firm revenue and client assets serviced. The firm and financial professionals have disclosed legal and disciplinary history. Clients can access additional information on the SEC's website or contact the firm directly for more details. For further information, refer to the Firm Brochure available online.
$107,750,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Heximer Investment Management Inc
Heximer Investment Management Inc. is a registered investment adviser founded in 1989 and currently managing over $100,000,000 in assets. The firm specializes in financial planning, investment management, and wealth management services tailored to individual client needs. They offer financial planning services covering various aspects such as cash management, retirement planning, tax planning, and more. For investment management, they provide continuous advice based on clients' needs and manage advisory accounts on a discretionary basis. The firm acts as a fiduciary, obligated to act in the best interests of clients and disclose any conflicts of interest. Heximer Investment Management Inc. charges fees based on hourly rates, fixed fees, or a percentage of assets under management. Financial planning fees range from $1,000 to $25,000, while investment management fees are 0.70% annually with a minimum of $1,000. Wealth management fees vary based on assets under management. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients have the option to direct brokerage and may authorize fee debiting from their accounts. The firm conducts regular account reviews and provides clients with detailed reports on holdings, performance, and financial plans. Heximer Investment Management Inc. does not have a minimum account size but requires a minimum annual fee of $1,000. Clients have the flexibility to impose reasonable investment restrictions on their portfolios. The firm's employees, including President John C. Ohsner and Portfolio Manager Brandon D. Kremer, have strong educational backgrounds and professional certifications in finance and investment management. No disciplinary actions have been taken against the firm or its employees.
$94,298,346 under management
3 advisors
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
Lynch Financial Group
John Charles Lynch, President and Financial Advisor at Lynch Financial Group LLC, established in 1989, brings a wealth of experience to his role. With a background in accounting from The Ohio State University, including a CPA designation since 1967, he also holds the Certified Financial Planner (CFP) designation earned in 1988 and the Chartered Financial Analyst (CFA) designation obtained in 1991. Lynch has a clean disciplinary record and is solely focused on advisory services, not engaging in commission-based activities. In addition to investment services, he provides tax return and tax planning services. Lynch does not receive compensation from non-advisory clients. Supervision is overseen by Douglas M. Lynch, President and Chief Compliance Officer. Clients can expect a fiduciary relationship with Lynch, ensuring their best interests are prioritized. For more information, Lynch's background is available on the SEC's website.
$92,146,819 under management
2 advisors
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
Tax Return Preparation & Planning
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 Dublin, 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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