AdvisorCensus / Financial advisors / Ohio / Dayton, OH / Branch offices
Advisory firms with an office in Dayton, OH, headquartered elsewhere
42 investment advisory firms with a principal office outside the Dayton, OH metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advanced Asset Management Advisors, Inc. | Piqua, OH | Dublin, OH | SEC-registered investment adviser |
| AE Wealth Management, LLC | Dayton, OH | Topeka, KS | SEC-registered investment adviser |
| Aegis Wealth Management, Inc. | Troy, OH | Guthrie Center, IA | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Dayton, OH | Lincoln, NE | SEC-registered investment adviser |
| Altitude Capital Management LLC | Dayton, OH | Des Moines, IA | SEC-registered investment adviser |
| Barnes Dennig Private Wealth Management, LLC | Dayton, OH | Cincinnati, OH | SEC-registered investment adviser |
| Bullseye Investment Management, LLC | Centerville, OH | Cincinnciati, OH | SEC-registered investment adviser |
| Duncan Financial Planning Advisors | Xenia, OH | Irwin, PA | SEC-registered investment adviser |
| Everhart Advisors | Miamisburg, OH | Dublin, OH | SEC-registered investment adviser |
| Fiera Capital Inc. | Dayton, OH | New York, NY | SEC-registered investment adviser |
| Financial Freedom | Beavercreek, OH | Cincinnati, OH | SEC-registered investment adviser |
| Founders Financial Securities, LLC | Centerville, OH | Towson, MD | SEC-registered investment adviser |
| G. A. Repple & Company | Beavercreek, OH | Casselberry, FL | SEC-registered investment adviser |
| Golden Reserve Retirement, LLC | Dayton, OH | Dublin, OH | SEC-registered investment adviser |
| Goldstone Financial Group, LLC | Dayton, OH | Oakbrook Terrace, IL | SEC-registered investment adviser |
| Invest Capital Partners | Dayton, OH | Springboro, OH | SEC-registered investment adviser |
| Johnson Investment Counsel, Inc. | Dayton, OH | Cincinnati, OH | SEC-registered investment adviser |
| Journey Advisory Group, LLC | Dayton, OH | Covington, KY | SEC-registered investment adviser |
| Lonestar Registered Investment Advisors, LLC | Beavercreek, OH | Lubbock, TX | SEC-registered investment adviser |
| McKinley Carter Wealth Services, Inc. | Dayton, OH | Wheeling, WV | SEC-registered investment adviser |
| MMA Securities LLC | Dayton, OH | New York, NY | SEC-registered investment adviser |
| Newedge Advisors | Dayton, OH | New Orleans, LA | SEC-registered investment adviser |
| Oneseven | Dayton, OH | Beachwood, OH | SEC-registered investment adviser |
| Parallel Advisors, LLC | Dayton, OH | San Francisco, CA | SEC-registered investment adviser |
| Primerica Advisors | Centerville, OH | Duluth, GA | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Dayton, OH | Dallas, TX | SEC-registered investment adviser |
| Signal Advisors Wealth, LLC | Beavercreak, OH | Detroit, MI | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Oakwood, OH | St. George, UT | SEC-registered investment adviser |
| Spire Wealth Management, LLC | Brookville, OH | McLean, VA | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Kettering, OH | St Louis, MO | SEC-registered investment adviser |
| Summit Financial, LLC | Cincinnati, OH | Parsippany, NJ | SEC-registered investment adviser |
| Summit Global Investments, LLC | Centerville, OH | Bountiful, UT | SEC-registered investment adviser |
| The Retirement Guys Formula | Dayton, OH | Maumee, OH | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Dayton, OH | Philadelphia, PA | SEC-registered investment adviser |
| Trek Financial | Troy, OH | Scottsdale, AZ | SEC-registered investment adviser |
| Truvestments Capital LLC | Beavercreek, OH | Sarasota, FL | SEC-registered investment adviser |
| United Advisor Group | Miamisburg, OH | Cincinnati, OH | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Miamisburg, OH | Windsor, CT | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Miamisburg, OH | Cincinnati, OH | SEC-registered investment adviser |
| Waverly Advisors, LLC | Dayton, OH | Birmingham, AL | SEC-registered investment adviser |
| Wells Fargo Advisors | Troy, OH | St. Louis, MO | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | Beavercreek, OH | Mansfield, OH | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Dayton, OH, headquartered elsewhere. https://advisorcensus.com/advisors/oh/dayton/branch-offices https://advisorcensus.com/advisors/oh/dayton/branch-offices