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 vetted advisors who serve your area.
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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 |
Meeder Asset Management, Inc.
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$2,145,097,957 | Varies based on account type |
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Minimum AssetsVaries based on account typeFinancial Services
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| 2 |
PDS Planning, Inc.
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$1,045,587,285 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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| 3 |
Keeler & Nadler Family Wealth
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$ 337,186,081 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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| 4 |
Heritage Wealth Partners, LLC
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$227,269,986 | $250,000 |
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Minimum Assets$250,000Financial Services
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| 5 |
Golden Reserve RIA, LLC
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$109,235,462 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
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 certifications 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 remotely, 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.
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.
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.
