Top 5 financial advisor firms in Dayton

5 SEC-registered financial advisor firms are headquartered in Dayton, OH, with $1.34B in combined regulatory assets under management. The largest by assets are Blake Schutter Theil Wealth Advisors ($459M), Jessup Wealth Management ($360M) and Tudor Financial ($256M).

5
Financial advisor firms: $1.34B
Their combined AUM: $256M
Median firm AUM: 1,266
Clients of the top 5

The 5 largest by assets

1
Blake Schutter Theil Wealth Advisors
RIA
$459M
Up to 2.50% a year
2
Jessup Wealth Management
RIA
$360M
0.75% to 2.00% a year
3
Tudor Financial
RIA
$256M
0.75% to 1.25%
4
Monetary Solutions
RIA
$140M
0.60% to 1.10% a year
5
Gudorf Financial Group
RIA
$121M
0.75% to 1.50% a year

Profiles of the top 5

No. 1 · RIA

Blake Schutter Theil Wealth Advisors

Blake Schutter Theil Wealth Advisors is an investment adviser based in Dayton, OH, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $459 million, as filed on 30 March 2026.

Blake Schutter Theil Wealth Advisors charges up to 2.50% a year for its Managed Discretionary Asset Fees.

Regulatory AUM: $459M
Clients: 192
Advisory staff: 4
Fee schedule: Up to 2.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 7777 Washington Village DR., Suite 120, Dayton, OH 45459
Phone: 937-956-7875
Website: bstwealthadvisors.com

No. 2 · RIA

Jessup Wealth Management

Jessup Wealth Management is an investment adviser based in Dayton, OH, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $360 million, as filed on 18 September 2026.

Jessup Wealth Management charges 0.75%–2.00% a year for its Investment Management Fee.

Regulatory AUM: $360M
Clients: 411
Advisory staff: 7
Founded: 2009
Fee schedule: 0.75% to 2.00% a year
Custodians: Fidelity
Headquarters: 35 Park Avenue, Dayton, OH 45419
Phone: 937-938-9105
Website: jessupwealthmanagement.com

No. 3 · RIA

Tudor Financial

Tudor Financial is an investment adviser based in Dayton, OH, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $256 million, as filed on 30 March 2026.

Tudor Financial charges 0.75%–1.25% for its Investment management. The brochure does not state whether the rate is annual.

Regulatory AUM: $256M
Clients: 435
Advisory staff: 6
Fee schedule: 0.75% to 1.25%
Custodians: Fidelity
Headquarters: 8111 Timberlodge Trail, Dayton, OH 45458-2103
Phone: 937-439-9292
Website: tudorfinancial.com

No. 4 · RIA

Monetary Solutions

Monetary Solutions is an investment adviser based in Dayton, OH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $140 million, as filed on 18 August 2026.

Monetary Solutions charges 0.60%–1.10% a year for its Advisory Service Agreement.

Regulatory AUM: $140M
Clients: 125
Advisory staff: 2
Fee schedule: 0.60% to 1.10% a year
Minimum account: $13,600
Custodians: Charles Schwab
Headquarters: 3066 Kettering BLVD, Dayton, OH 45439
Phone: 937-297-1140
Website: monetarysolutions.com

No. 5 · RIA

Gudorf Financial Group

Gudorf Financial Group is an investment adviser based in Dayton, OH, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $121 million, as filed on 21 August 2026.

Gudorf Financial Group charges 0.75%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $121M
Clients: 103
Advisory staff: 2
Fee schedule: 0.75% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 8145 North Main Street, Dayton, OH 45415
Phone: 937-898-5430
Website: gudorffinancial.com

Questions about financial advisors in Dayton

How many financial advisor firms are headquartered in Dayton?

5 SEC-registered financial advisor firms report their principal office in Dayton, OH, managing $1.34B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Dayton?

Blake Schutter Theil Wealth Advisors, with $459M in regulatory assets under management on its latest Form ADV. The next largest are Jessup Wealth Management ($360M) and Tudor Financial ($256M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Dayton?

The median firm manages $256M in regulatory assets. That is the midpoint of the 5 firms headquartered in Dayton.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Dayton charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.10% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Dayton?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Dayton has 5 financial advisor firms; see every adviser in the city →