Investment adviser firms in DAYTON, Ohio
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- ANDERSON FINANCIAL STRATEGIES, LLCCRD 290343 · DAYTON, OH$402,105,003.00Regulatory AUM · August 2026
- BEACON CAPITAL MANAGEMENT, INC.CRD 120641 · DAYTON, OH$4,258,083,129.00Regulatory AUM · August 2026
- BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLCCRD 292661 · DAYTON, OH$459,456,067.00Regulatory AUM · August 2026
- DOVER PARTNERS INCCRD 105133 · DAYTON, OH$508,618,244.00Regulatory AUM · August 2026
- GUDORF FINANCIAL GROUP, LLCCRD 339836 · DAYTON, OH$121,130,421.00Regulatory AUM · August 2026
- JESSUP WEALTH MANAGEMENT, INC.CRD 323035 · DAYTON, OH$360,187,044.00Regulatory AUM · August 2026
- MONETARY SOLUTIONS, LTD.CRD 121217 · DAYTON, OH$139,673,953.00Regulatory AUM · August 2026
- TUDOR FINANCIAL, INC.CRD 121495 · DAYTON, OH$256,320,962.00Regulatory AUM · August 2026