Rialytix insights

Top RIA Firms in Dayton, Ohio

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Dayton, Ohio. This hub covers 7 matching firms with $6.4B in total reported AUM and median AUM of $402.1M.

Firms

Matching current profiles

Total AUM

$6.4B

Reported regulatory AUM

Median AUM

$402.1M

Across firms with AUM

Largest firm

$4.3B

Beacon Capital Management, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Beacon Capital Management, INC. CRD 120641 · Corporation	DAYTON, OH	$4.3B Mar 2026	+$202.0M+5.0%	-$664.2M-13.5%	+$915.2M+27.4%	+$4.0B+1656.7%	+19 employees+76.0% over 3Y	-5,916 accounts-36.1% over 3Y
2. Dover Partners INC CRD 105133 · Corporation	DAYTON, OH	$508.6M Mar 2026	+$52.6M+11.5%	+$45.1M+9.7%	+$129.5M+34.2%	+$474.7M+1398.2%	+1 employees+33.3% over 3Y	-8 accounts-19.5% over 3Y
3. Blake Schutter Theil Wealth Advisors, LLC CRD 292661 · Limited Liability Company	DAYTON, OH	$459.5M Mar 2026	-$3.9M-0.8%	+$263.7M+134.7%	+$278.1M+153.3%	—	+1 employees+20.0% over 3Y	+317 accounts+275.7% over 3Y
4. Anderson Financial Strategies, LLC CRD 290343 · Limited Liability Company	DAYTON, OH	$402.1M Mar 2026	+$54.0M+15.5%	+$196.5M+95.6%	—	+$280.4M+230.4%	+1 employees+16.7% over 3Y	-239 accounts-51.0% over 3Y
5. Jessup Wealth Management CRD 323035 · Corporation	DAYTON, OH	$360.2M May 2026	+$61.7M+20.7%	+$149.8M+71.2%	—	—	+1 employees+9.1% over 3Y	+501 accounts+120.7% over 3Y
6. Tudor Financial, INC. CRD 121495 · Corporation	DAYTON, OH	$256.3M Mar 2026	+$35.7M+16.2%	+$71.1M+38.4%	+$90.7M+54.8%	+$213.2M+494.6%	0 employees+0.0% over 3Y	+40 accounts+6.0% over 3Y
7. Monetary Solutions, LTD. CRD 121217 · Limited Liability Company	DAYTON, OH	$139.7M Mar 2026	-$1.5M-1.0%	+$22.9M+19.6%	+$26.7M+23.6%	+$94.2M+207.0%	-1 employees-50.0% over 3Y	+141 accounts+102.9% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.