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Top Financial Advisors in Dublin, OH

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Dublin, Ohio

Finding the best financial advisor can be difficult, especially with the number of available firms. We’ve identified the top financial advisors in the Dublin area to make your search easier. In our review, we compare each firm’s investment strategies, fee structures, advisory services and assets under management (AUM). You can also use our free financial advisor matching service to connect with up to three advisors who serve your area within minutes. 

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Meeder Asset Management, Inc. Meeder Asset Management, Inc. logo Find an Advisor

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$2,480,091,772 Varies based on account type
  • Financial planning
  • Portfolio management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
2 PDS Planning, Inc. PDS Planning, Inc. logo Find an Advisor

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$1,131,175,633 No set account minimum
  • Financial planning services
  • Portfolio management
  • Selection of other advisors
  • Educational seminars

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors
  • Educational seminars
3 Frazier Financial Advisors, LLC Frazier Financial Advisors, LLC logo Find an Advisor

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$594,632,048 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
4 Consolidated Financial Consolidated Financial logo Find an Advisor

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$411,000,000 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
5 Keeler & Nadler Family Wealth Keeler & Nadler Family Wealth logo Find an Advisor

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$337,902,776 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
6 Heritage Wealth Partners, LLC Heritage Wealth Partners, LLC logo Find an Advisor

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$298,881,721 $250,000
  • Financial planning
  • Portfolio management

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
7 Harrington Asset Management Inc. Find an Advisor

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$220,038,565 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
8 Golden Reserve RIA, LLC Golden Reserve RIA, LLC logo Find an Advisor

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$123,621,399 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management

What We Use in Our Methodology

To find the top financial advisors in Dublin, 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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Meeder Asset Management

Meeder Asset Management comes in first place on our Dublin list. The firm’s advisors manage non-high-net-worth individuals, corporations, charitable organizations, government entities, retirement plans and investment companies. Meeder Asset’s professionals offer various qualifications, including the certified financial planner (CFP), chartered financial analyst (CFA) and chartered market technician (CMT) designations. 

The firm’s fee-based structure allows certain advisors to earn commission-based compensation from the sale of insurance products and securities. This could create a potential conflict of interest, as advisors may favor commission-based products over client needs. That said, the firm’s fiduciary duty requires it to work in each client’s best interests.

Meeder charges asset-based fees and fixed fees for its advisory services. The firm’s account minimum varies based on account type. 

Meeder Asset Management Background

Robert Meeder, Sr. founded Meeder Asset Management in 1974. The firm functions as a subsidiary of Meeder Investment Management, Inc., a firm owned by both Robert Meeder, Sr. and his son, Robert Meeder, Jr. The firm’s key advisory services are portfolio management and financial planning and consulting. 

Meeder Asset’s primary investment solutions include investment portfolios, mutual funds, separately managed accounts, cash management solutions, retirement plan services and financial planning services. 

Meeder Asset Management Investing Strategy

Meeder Asset Management employs stock and fixed-income investment strategies. With its equity investment strategy, the firm uses the following three steps when designing client portfolios: risk management, theme selection and security selection. Meeder Asset also has three steps for its fixed income process. These include a maturity assessment, credit risk assessment and security selection. 

The firm will generally allocate client assets across a range of securities, including exchange-traded funds (ETFs), Meeder mutual funds, unaffiliated mutual funds, closed-end funds, fixed-income securities, individual equities and alternative investments.

PDS Planning

PDS Planning offers a number of services in the financial planning and investment planning spectrum. The firm works with both individual and institutional clients. The advisory team includes certiifcations such as certified financial planner (CFP), certified public accountant (CPA) and chartered financial analyst (CFA). You can find the firm managing accounts for clients in dozens of states. PDS Planning does not set an account minimum for clients.

PDS Planning Background

PDS Planning, a fee-only firm, was founded in 1985 with the goal of helping clients “eliminate the stress often associated with planning for your financial future.” 

The firm is owned by four employees: Rita Itsell, Jamie Menges, Kurt Brown and James Rogers. Itsell has been with the firm since 2002. Menges is a CFP and CPA, while Brown and Rogers hold the CFA and CFP designations, respectively.

PDS Planning Investment Strategy

Before you even start a relationship with the firm, you can try the free portfolio risk analysis offered on the company’s website. The digital form walks you through a series of questions that will tell you what your current risk is after you input your name and email address. 

The first meeting you’ll have with the firm, either in-person or remote, is a “fact-finding” session. You’ll discuss your financial objectives, risk tolerance, time horizon, special circumstances and cash-flow needs. After that, you’ll have three to four additional meetings where your advisor will provide options, recommendations and insight. Once your financial plan is set into motion, you’ll meet about once a year to review your account and current finances.

Frazier Financial Advisors

Fee-based advisory firm Frazier Financial Advisors comes in next on our list. Frazier Financial serves a small range of clients, including non-high-net-worth and high-net-worth individuals, as well as a single institutional client. The firm doesn’t require its clients to meet a certain minimum account size, and it charges asset-based fees, fixed fees and hourly fees for its services. 

The firm’s advisors hold various credentials, namely the certified financial planner (CFP), certified public accountant (CPA), chartered financial analyst (CFA), enrolled agent (EA) and certified fund specialist (CFS) designations.

It’s also important to note that firm advisors may also be brokers or insurance agents. These roles can potentially pose a conflict of interest, as they are compensated with transaction-based commissions. That said, the firm is legally bound by its fiduciary duty to put clients' interests first.

Frazier Financial Advisors Background

In 1997, Frazier Financial Advisors began its operations under the ownership of James A. Frazier. Frazier Financial offers its clients investment management, financial planning and advisor, or separate account manager, referral services. The firm’s investment management services also incorporate wealth planning.

Clients can receive advice in other areas of financial planning, including:

  • Estate planning
  • Risk management
  • Tax planning
  • Family philanthropy

Frazier Financial Advisors Investment Strategy

Frazier Financial typically invests client assets in equity securities, warrants, certificates of deposit (CDs), mutual funds, ETFs, annuities, limited partnerships, options contracts on securities and commodities and futures contracts on securities and commodities. The firm may also invest in corporate, municipal and government debt securities. 

The firm says it takes into account multiple factors before building a client’s portfolio. These include client liquidity needs, risk tolerance, financial information and time horizon. When evaluating securities, Frazier Financial chiefly employs fundamental analysis, charting and technical analysis, cyclical analysis and modern portfolio theory.

Consolidated Financial

Coming in next is Consolidated Financial, a fee-based firm. The firm serves non-high-net-worth and high-net-worth individuals and pension and profit-sharing plans. Consolidated Financial’s advisor qualifications include the certified financial planner (CFP), chartered financial consultant (ChFC) and chartered retirement plan specialist (CRPS) designations.

The firm charges clients through asset-based fees, hourly charges, fixed fees and commisions for selling insurance products. These commissions are a potential conflict of interest, but the firm is bound by its fiduciary duty to act in the client's best interest. Consolidated Financial has no set account minimum.

Consolidated Financial Background

Established in 1998, Consolidated Financial offers portfolio management, financial planning and pension consulting services. The firm partners with Charles Schwab, and it offers alternative portfolio management services through automated, online investment management programs. Consolidated Financial’s financial planning services feature education, tax and cash flow, death and disability and retirement planning.

The firm’s principal owners are James Curry, Eddie Bell, Andy Roseberry, Andy Bell and The Wiseman Agency. 

Consolidated Financial Investment Strategy

Consolidated Financial considers a number of factors before determining which strategy to use in a client’s portfolio, including: tax efficiency, fees and expenses, asset allocation, investment performance, time horizon and risk tolerance. The firm’s key strategies include short sales, margin transactions and option writing.

Keeler & Nadler Family Wealth

Keeler & Nadler Family Wealth functions as a fee-based firm offering advisory services to non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans. While advisors can earn commission-based compensation, the firm is bound by its fiduciary duty to work in clients' best interests.

Keeler & Nadler’s team presents various specialties, including the certified financial planner (CFP) and certified public accountant (CPA) designations. The firm doesn’t have a set account minimum, and advisors are compensated through hourly charges, asset-based and fixed fees.

Keeler & Nadler Family Wealth Background

Founded in 2009, this firm changed its name in recent years to Keeler & Nadler Family Wealth from Keeler & Nadler Financial Planning and Wealth Management. The firm is owned by its president and chief compliance officer (CCO) Andrew Keeler.

The advisory provides portfolio management, financial planning and pension consulting services. The firm’s financial planning services also incorporate estate planning, education planning, tax planning and risk management services. 

Keeler & Nadler Family Wealth Investment Strategy

When making investment decisions, Keeler & Nadler uses charting, technical, fundamental and cyclical analysis. The firm utilizes a range of investments, including CDs, debt securities, warrants, municipal securities, investment company securities, options contracts, insurance contracts, private placements, endowments and separately managed securities.

Heritage Wealth Partners

Heritage Wealth Partners only works with individual clients. Most of these individuals have less than a high net worth, though the firm has a handful of high-net-worth clients as well. The firm also has a $250,000 minimum account size for new clients.

Certain on-staff advisors at the firm can sell insurance products and securities on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty means it must act in clients’ best interests at all times.

Heritage Wealth Partners Background

Heritage Wealth Partners has been in business since 2007. The firm is under the ownership of two of its employees: Matthew Keyes and Matthew Sands. Keyes is the firm’s president and CEO, and Sands is its vice president.

Investment services at Heritage are centered around helping you save for retirement and the future. It also offers extensive financial planning services, like multiple types of tax planning, retirement planning, college fund planning, estate planning and more.

Heritage Wealth Partners Investing Strategy

Heritage Wealth Partners invests client assets according to their personal needs and goals. In turn, you and your advisor would have a lengthy discussion about your current financial situation, as well as your objectives for the future. Coming out of this meeting, the firm will have a good idea of your risk tolerance, time horizon, income needs, liquidity needs and more.

This firm has a typical set of investments that they invest client assets in. These include stocks, bonds, annuities, mutual funds and cash.

Harrington Asset Management

Harrington Asset Management is the next-to-last firm on our list. Thomas Harrington, the firm's sole advisor, is a certified financial planner (CFP), broker and insurance agent. In the latter two roles, he earns transaction-based commissions, which can pose a potential conflict of interest. But as an SEC-registered advisory, Harrington Asset is legally bound to put clients' best interests first.

With account minimums only applying to certain investment management programs, the firm serves mostly non-high-net-worth individuals. It also works with high-net-worth individuals and businesses. Harrington Asset Management does not have a set account minimum.

Harrington Asset Management Background

Harrington Asset Management has been providing portfolio management and financial planning services since 1993. Thomas Harrington is the firm’s sole owner. 

In addition to investment management, the firm also offers the following financial planning services:

  • Tax management
  • Estate conservation
  • Retirement strategies
  • Insurance planning

Harrington Asset Management Investing Strategy

Harrington Asset Management explains on its website that it highly values integrity and professionalism in all of its advisor-to-client interactions. The firm uses strategic and tactical asset allocation methods, and advisors assess securities using fundamental and technical analyses.

Harrington also implements a variety of investment strategies to enhance return rates. These generally include long- and short-term purchases, margin and short sale strategies.

Golden Reserve RIA

Golden Reserve RIA does not have a minimum account size for new clients who join. This is the likely cause for why the firm’s client base is composed almost entirely of non-high-net-worth individuals, with less than 20 high-net-worth clients to its name.

Certain on-staff advisors at this firm can sell financial products or services on a commission basis. Although this presents a potential conflict of interest, the firm’s fiduciary duty requires it to act in your best interest.

Golden Reserve RIA Background

Golden Reserve RIA was founded in 2011 by its CEO, Greg Aler. Aler has extensive experience in the financial services industry, including having worked for Fortune 500 companies.

Advisory services at this firm involve portfolio management and financial planning. The latter can cover topics like retirement planning, college planning, estate planning, tax planning, insurance planning and more.

Golden Reserve RIA Investing Strategy

Golden Reserve RIA builds each client a personal investment policy. This will detail not only the client’s investor profile and future goals, but also the strategy the firm is implementing their assets within. More specifically, it goes over their risk tolerance, liquidity and income needs, time horizon and investment preferences. With that being said, the firm does tend to invest in stocks, fixed-income securities, ETFs, annuities and non-U.S. securities.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research