Adviser Record

Investment advisers in Dayton, OH

8 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in OH

FirmAssetsEmployeesDisclosures
Beacon Capital Management, Inc.$4.26 billion440
Dover Partners Inc$508.6 million40
Blake Schutter Theil Wealth Advisors, LLC$459.5 million60
Anderson Financial Strategies, LLC$402.1 million70
Jessup Wealth Management$360.2 million120
Tudor Financial, Inc.$256.3 million60
Monetary Solutions, Ltd.$139.7 million20
Gudorf Financial Group, LLC$121.1 million40