Firms by city
Registered investment advisers in Dayton, OH
8 SEC-registered advisers headquartered in Dayton, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Beacon Capital Management | Dayton, OH | $4.26B |
| Dover Partners | Dayton, OH | $509M |
| Blake Schutter Theil Wealth Advisors | Dayton, OH | $459M |
| Anderson Financial Strategies | Dayton, OH | $402M |
| Jessup Wealth Management | Dayton, OH | $360M |
| Tudor Financial | Dayton, OH | $256M |
| Monetary Solutions | Dayton, OH | $140M |
| Gudorf Financial Group | Dayton, OH | $121M |
- Headquarters
- Dayton, OH
- Regulatory AUM
- $4.26B
- Headquarters
- Dayton, OH
- Regulatory AUM
- $509M
- Headquarters
- Dayton, OH
- Regulatory AUM
- $459M
- Headquarters
- Dayton, OH
- Regulatory AUM
- $402M
- Headquarters
- Dayton, OH
- Regulatory AUM
- $360M
- Headquarters
- Dayton, OH
- Regulatory AUM
- $256M
- Headquarters
- Dayton, OH
- Regulatory AUM
- $140M
- Headquarters
- Dayton, OH
- Regulatory AUM
- $121M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Dayton on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Ohio.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.