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Top Financial Advisors in Dublin, OH

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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 local advisors within minutes. 

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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$2,595,722,485 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 PDS Planning logo Find an Advisor

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$941,734,952 No set account minimum
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
3 Frazier Financial Advisors, LLC Frazier Financial Advisors, LLC logo Find an Advisor

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$477,179,072 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

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4 Consolidated Financial Consolidated Financial logo Find an Advisor

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$362,000,000 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
5 Keeler & Nadler Family Wealth Keeler & Nadler Family Wealth logo Find an Advisor

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$267,650,190 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 Harrington Asset Management Inc. Find an Advisor

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$225,719,971 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management

How We Found the Top Financial Advisor Firms in Dublin, Ohio

To find the top financial advisors in Dublin, Ohio, we first identified all firms registered with the SEC in the state. 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:

Meeder Asset Management

Meeder Asset Management, Inc.

Meeder Asset Management comes in first place on our Dublin, Ohio list. The firm’s advisors manage individuals, corporations, charitable organizations, insurance companies and investment companies. Meeder Asset’s professionals offer various qualifications, including the certified financial planner (CFP), chartered financial analyst (CFA), chartered market technician (CMT) and chartered alternative investment analyst (CAIA) 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 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 Meeder, Sr. and his son, 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

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 Background

PDS Planning was founded in 1985 with the goal of helping clients “eliminate the stress usually associated with planning for their financial future.” 

The firm is owned by four individuals: Rita Itsell, president and managing principal; Jamie Menges, principal and client advisor; Kurt Brown, chief investment officer (CIO), chief compliance officer (CCO) and principal and Robert Cochran, co-chief investment officer and principal. Itsell has been with the firm since 2002. Menges is a certified financial planner (CFP) and certified public accountant (CPA). Cochran is also a CFP and Brown is a CFA.

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

Frazier Financial Advisors, LLC

Fee-based advisory firm Frazier Financial Advisors comes in next on our Dublin, Ohio list. Frazier Financial serves a range of clients, including non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations and business entities. 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 offer various credentials, namely the certified financial planner (CFP), certified fund specialist (CFS), 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 non-advisor roles can potentially pose a conflict of interest, as they are compensated with transaction-based fees. That said, the firm is legally bound by its fiduciary duty to put clients' interests first.

Frazier Financial Advisors Background

In 1997, this Dublin-based firm 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

Consolidated Financial

Coming in next is Consolidated Financial, a fee-based firm in Dublin. The firm serves non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, private funds, corporations and other business entities. 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, though its wrap fee program does have a $5,000 investment 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 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

Keeler & Nadler Family Wealth functions as a fee-based firm offering advisory services to non-high-net-worth and high-net-worth individuals, endowments, corporations, trusts, estates, charitable organizations and 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), certified public accountant (CPA) and accredited investment fiduciary (AIF) 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, Keeler & Nadler recently changed its name from Keeler & Nadler Financial Planning and Wealth Management.

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.

Harrington Asset Management

Harrington Asset Management is the final firm on our list of the top advisory firms in Dublin. Thomas Harrington, the firm's sole advisor, is a certified financial planner (CFP), broker and insurance agent. In his non-advisor roles, he earns transaction-based fees, which can pose a potential conflict of interest. But as an SEC-registered advisory, Harrington Asset is legally bound to put clients' 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, pension and profit-sharing plans, charitable organizations, corporations and other business entities. Fees are charged as a percentage of assets, at an hourly rate or flat rate.

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.

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