Finding The Top Financial Advisor Firms in Beavercreek, Ohio
Financial advisors can help you manage your investments, along with financial planning tasks like estate planning and retirement income planning. To help you find a financial advisor in Beavercreek, Ohio, SmartAsset created this list of the top firms in the city. Look through the details of each firm, including their account minimums, investment strategies and more, to figure out which option is best for you. SmartAsset's free advisor matching tool can connect you directly with a local advisor.
|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Dean Investments Find an Advisor||$643,879,391||Varies based on account type|| || |
Minimum AssetsVaries based on account type
|2||Ray|Theil Wealth Management, LLC Find an Advisor||$207,597,491||No set account minimum|| || |
Minimum AssetsNo set account minimum
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How We Found the Top Financial Advisors in Beavercreek, Ohio
To find the top financial advisors in Beavercreek, Ohio, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
Dean Investments sits at the top of our list of the top-rated financial advisory firms in Beachwood. This fee-only firm has hundreds of millions in client assets under management. Its client base comprises individuals, high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations and corporations.
Minimum account size requirements vary based on account type, ranging from $250,000 to $3 million. For advisory services, the firm charges asset-based fees and special project fees.
Dean Investments Background
Dean Investments was formed in 1972 as a division of C.H. Dean, LLC. The firm’s sister company, Dean Financial Services, is also owned by C.H. Dean, LLC. Dennis D. Dean and Terence M. Dean control C.H. Dean LLC through a holding company.
Portfolio management and financial planning are the primary advisory services that Dean Investments provides.
Dean Investments Investment Strategy
This firm’s leading investment strategy is to craft well-diversified portfolios while reducing investment risk and volatility, according to its firm brochure. In studying investments, the firm utilizes fundamental analysis, technical analysis and cyclical analysis.
Dean Investments chiefly invests in individual equities and bonds, but may also use exchange-traded funds (ETFs) and other types of investments. The firm generally relies on long-term purchases (buying and holding assets for more than a year) but may also engagae in short-term purchasing or other tactical actions.
Ray|Theil Wealth Management, LLC
Ray|Theil Wealth Management, or RTWM, is the second highest-rated firm in on this list. The majority of the firm's clients are high-net-worth individuals, though a handful are individuals with less than a high net worth. RTWM has a couple of retirement plan clients as well. There is no investment minimum for new clients at this firm.
Ray|Theil is a fee-only firm, meaning it only receives advisory fees directly from clients and does not receive third-party sales commissions. The firm's staff includes a certified public accountant (CPA) and a personal financial specialist (PFS).
Ray|Theil Wealth Management Background
Ray|Theil Wealth Management opened back in 2011. The firm and its advisors provide investment management services, as well as financial planning and consulting. The latter two encompass a wide variety of issues, like business planning, investment planning, insurance planning, retirement planning, estate planning, tax planning, accounting and cash flow needs analysis.
The firm is principally owned by its founders Don L. Ray and Matthew T. Theil. Thiel and Ray are also the firm's only two on-staff advisors. They each have over 25 years of financial services industry experience.
Ray|Theil Wealth Management Investment Strategy
Ray|Theil Wealth Management tailors its advisory services to the financial and investment goals of each individual client. The firm works with clients to develop an investment policy statement (IPS) that details their personal financial situation, taking into account their risk tolerance, time horizon, liquidity needs and more. Clients can place reasonable restrictions on how their assets are managed.
Advisors typically allocate assets among independent managers, mutual funds, exchange-traded funds (ETFs), individual debt securities and equity securities. They use fundamental and technical methods of analysis to help inform their investment decisions, all while placing a significant emphasis on overall portfolio diversification.