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.
Top advisers in Dayton-Kettering-Beavercreek
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1SHON P ANDERSONSign in to view — freeANDERSON FINANCIAL STRATEGIES, LLC · Dayton, OH
- 2SCOTT W SIMONSSign in to view — freeRIDGELINE WEALTH PLANNING LLC · Centerville, OH
- 3BRIAN JAMES WALKERSign in to view — freeMONETARY SOLUTIONS, LTD. · Dayton, OH
- 4GARY ROBERT DOWNIESign in to view — freeWEALTH PINNACLE, INC. · Centerville, OH
- 5NICOLE E LANNINGSign in to view — freeANDERSON FINANCIAL STRATEGIES, LLC · Dayton, OH
- 6MAX FREDERICK HEINTZSign in to view — freeMFH INVESTMENTS INC. · Dayton, OH
- 7SUNIL KULKARNISign in to view — freeNUTS2INVEST.COM, LLC · Tipp City, OH
- 8Matthew J PeckSign in to view — freeANDERSON FINANCIAL STRATEGIES, LLC · Dayton, OH
- 9JACKSON ARTHUR NEWELLSign in to view — freeDOVER PARTNERS INC · Dayton, OH
- 10Collin James LyonSign in to view — freeANDERSON FINANCIAL STRATEGIES, LLC · Dayton, OH