City
Wealth management firms in Dayton, Ohio
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Dayton, Ohio reported $1.7 billion in regulatory assets under management; the largest by assets was Blake Schutter Theil Wealth Advisors, LLC, with $459.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $83.0 million
- SEC-registered, of those listed
- 6 of 20 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Blake Schutter Theil Wealth Advisors, LLC | SEC | $459.5 million | 432 |
| 2 | Jessup Wealth Management | SEC | $360.2 million | 916 |
| 3 | Tudor Financial, Inc. | SEC | $256.3 million | 708 |
| 4 | Monetary Solutions, Ltd. | SEC | $139.7 million | 278 |
| 5 | Gudorf Financial Group, LLC | SEC | $121.1 million | 242 |
| 6 | Borland Marker | State | $98.0 million | 202 |
| 7 | McCollum Investment Advisors | State | $63.7 million | 222 |
| 8 | Greenrock Advisory LLC | State | $48.8 million | 150 |
| 9 | Ehmli Investment Advisors LLC | State | $31.2 million | 87 |
| 10 | MFH Investments Inc. | State | $30.5 million | 14 |
| 11 | The Davenport Financial Group, Inc. | State | $21.7 million | 178 |
| 12 | Emmaus Investor Services Corp. | State | $10.4 million | 39 |
| 13 | Agora Investments | State | $10.0 million | 60 |
| 14 | Derenzo Advisors LLC | State | $8.0 million | 17 |
| 15 | Investable | SEC | $490,100 | 80 |
| 16 | Reaching Upward Financial Solutions LLC | State | $304,220 | 3 |
| 17 | Alc Investment Advisory Services, LLC | State | $0 | 0 |
| 18 | Demma-Novak Wealth Management | State | $0 | 0 |
| 19 | Regency Financial, LLC | State | $0 | 0 |
| 20 | Ridge and Republic Financial | State | $0 | 0 |
Wealth management firms in Ohio, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.