Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Dublin has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Dublin, Ohio have an average of 25 years of experience.
Brian Mills
CFP®
Mills Financial Planning,Inc.
Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Hourly, Commissions
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Andrew Hayek
Bluestone Wealth Partners / LPL Financial
Qualifications
CRD# 4390780
Firm CRD# 6413
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Doug Kinsey
CFP®, CIMA®, AIF®
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Only, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 6125 Memorial Drive, Dublin, OH, 43017 | $25,371,529,349 | 516 | 48 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | 6125 Memorial Drive, Dublin, OH, 43017 | $2,145,097,957 | 1563 | 36 | A Percentage of AUM, Fixed Fees |
3 | 6125 Memorial Dr, Dublin, OH, 43017 | $1,150,940,052 | 3777 | 49 | A Percentage of AUM, Fixed Fees |
4 | 535 Metro Place South, Suite 100 Dublin, OH, 43017 | $1,084,743,953 | 4100 | 45 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | 475 Metro Place S., Suite 460 Dublin, OH, 43017 | $1,045,587,285 | 2850 | 16 | A Percentage of AUM, Fixed Fees |
6 | 4995 Bradenton Ave., Suite 210, Dublin, OH, 43017 | $684,745,447 | 600 | 8 | A Percentage of AUM, Fixed Fees |
7 | 6555 Longshore Street, Suite 220 Dublin, OH, 43017 | $663,313,107 | 8 | 40 | A Percentage of AUM |
8 | 5850 Venture Drive, Suite A Dublin, OH, 43017 | $379,000,000 | 1234 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
9 | 485 Metro Place South, Suite 100 Dublin, OH, 43017 | $337,186,081 | 1307 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | 6215 Emerald Parkway, Unit 1 Dublin, OH, 43016 | $227,269,986 | 1332 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
11 | 5060 Parkcenter Ave., Suite A Dublin, OH, 43017 | $173,767,064 | 914 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | 270 Bradenton Avenue, Dublin, OH, 43017 | $109,235,462 | 1217 | 9 | Fixed Fees |
13 | 5100 Parkcenter Ave, Suite 120 Dublin, OH, 43017 | $108,500,000 | 160 | 3 | A Percentage of AUM, Fixed Fees |
14 | 6555 Longshore Street, Suite 220 Dublin, OH, 43017 | $0 | 0 | 8 | Hourly charges, Subscription Fees, Fixed Fees, Other (FEE BASED ON VOLUME OF VOTES, WORK PRODUCT, OR LICENSING FEE) |
QualificationsFirm CRD# 106816
Assets Under Management $25,371,529,349
No. Of Clients516
Clients Per Financial Advisor11
MEEDER PUBLIC FUNDS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105794
Assets Under Management $2,145,097,957
No. Of Clients1563
Clients Per Financial Advisor43
MEEDER ASSET MANAGEMENT, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1563 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106814
Assets Under Management $1,150,940,052
No. Of Clients3777
Clients Per Financial Advisor77
MEEDER ADVISORY SERVICES, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3777 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107091
Assets Under Management $1,084,743,953
No. Of Clients4100
Clients Per Financial Advisor91
EVERHART ADVISORS is a financial advisory firm situated in Dublin, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4100 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106895
Assets Under Management $1,045,587,285
No. Of Clients2850
Clients Per Financial Advisor178
PDS PLANNING INC is a financial advisory firm situated in Dublin, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2850 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119859
Assets Under Management $684,745,447
No. Of Clients600
Clients Per Financial Advisor75
ADVANCED ASSET MANAGEMENT ADVISORS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $685M assets under management, the firm specializes in crafting personalized retirement planning solutions for 600 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322039
Assets Under Management $663,313,107
No. Of Clients8
Clients Per Financial Advisor0
STRIVE ASSET MANAGEMENT is a financial advisory firm situated in Dublin, Ohio. With a nearly $663M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119695
Assets Under Management $379,000,000
No. Of Clients1234
Clients Per Financial Advisor247
CONSOLIDATED FINANCIAL is a financial advisory firm situated in Dublin, Ohio. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1234 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173079
Assets Under Management $337,186,081
No. Of Clients1307
Clients Per Financial Advisor131
KEELER & NADLER FAMILY WEALTH is a financial advisory firm situated in Dublin, Ohio. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1307 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 290276
Assets Under Management $227,269,986
No. Of Clients1332
Clients Per Financial Advisor121
HERITAGE WEALTH PARTNERS, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1332 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 163701
Assets Under Management $173,767,064
No. Of Clients914
Clients Per Financial Advisor131
RETIREMENT STRATEGIES, LTD. is a financial advisory firm situated in Dublin, Ohio. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 914 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283588
Assets Under Management $109,235,462
No. Of Clients1217
Clients Per Financial Advisor135
GOLDEN RESERVE RIA, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1217 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106285
Assets Under Management $108,500,000
No. Of Clients160
Clients Per Financial Advisor53
JRP CAPITAL CORP is a financial advisory firm situated in Dublin, Ohio. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323937
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
STRIVE ADVISORY, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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