Market Standing · 2026
The most transparent firms in Dayton-Kettering-Beavercreek.
68 scored firmsTop 5 recognizedfidelon.com/markets/dayton-kettering-beavercreek-oh
1IA-only—92.5Arank within Top 5; below the 80 standard
Sound Financial Investment Management
CRD 163025
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.
Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.