Company lists · Data refreshed September 2026

Top 19 Fiduciary advisors based in Dayton, United States

Name: Fiduciary advisors based in Dayton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 27 companies tracked

RevenueBase identified 27 company matches for fiduciary advisors associated with Dayton, United States as of September 2026 and tracks 172 professional contacts across them, including 83 with verified work emails. Across the United States, New York is the largest hub for this category (479 companies); Dayton has 27.

This list covers company matches for fiduciary advisors associated with Dayton, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

27Companies

172Contacts tracked

83Verified emails

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The 19 largest fiduciary advisors based in Dayton, United States

Ranked by team size

Top 19 of 27 company matches for fiduciary advisors based in Dayton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Dlak Wealth Advisors	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	19 contacts →
	Exact match “We are an independent investment advisory firm, which means that we do not provide any proprietary products.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Jessup Wealth Management INC	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	18 contacts →
	Exact match “Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Russell Total Wealth And Wellness	Exact match	Dayton, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Westminster Financial Companies	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	51-200	10 contacts →
	Exact match “In today’s world, investment professionals are managed by corporate executives who do not interact with investment clients on a daily basis.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Ptbc Cpas Financial Services	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “At PTBC CPAs, our practical knowledge is financial guidance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Ridgeline Wealth Planning	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “At Ridgeline Wealth Planning, we walk with clients to help them discover their goals, design a plan and celebrate their success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Artifex Financial Group	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Fee-Only Financial Planning and Investment Management When you work with us, you can expect: Straight talk.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Birchcreek Wealth Management	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Birchcreek Wealth Management we take pride in providing exceptional financial planning and investment management solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Rightwealth Advisors, LLC	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Rightwealth Advisors, our mission is to help our clients succeed financially.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Meyer Gates Financial Advisors	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We offer many services that are part of a customized financial program.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Buckingham Advisors	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Buckingham Advisors is a unique team of professionals working together to create financial success for our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Merten Capital	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Merten Capital is an independent financial services firm dedicated to providing personalized wealth management and financial planning solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Kapstone Financial Advisors	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Many of David's clients own a business and are trying to establish a succession plan, or they're retiring from a company after working and saving diligently throughout their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Harrison Wealth Management Group, LTD	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Perhaps a fear for some people when selecting a financial consultant is whether or not they will be forced into a “one size fits all” style of investing that is designed for the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Tudor Financial INC	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “Tudor Financial Inc is a financial services company based out of Timberlodge Trail, Dayton, OH, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Gudorf Financial Group, LLC	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Gudorf Financial Group, LLC is an independent, financial services firm whose team focuses on providing fee-based investment management, tax strategies, and financial planning to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Mccollum Investment Advisors	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Independent registered investment advisory that operates as a fiduciary and is fee-only.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Stage Ready Financial Planning	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Fiduciary Financial Advisor Serving Dayton, Ohio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Covenant Planning	Exact match	Dayton, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Covenant Planning we help successful people get to, and through, retirement while building financial security We specialize in helping our clients understand the key question…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fiduciary advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 27 fiduciary advisors based in Dayton, United States

See the full list, filter by size, metro and specialty, and access 83 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary advisors based in Dayton, United States at a glance

As of Sep 20, 2026

48.3%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Dayton, so it is reported there. Company counts and contact totals on this page are exact for Dayton, over 27 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Dayton, United States whose business descriptions match “fiduciary advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 83 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Fiduciary advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fiduciary advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary advisors are there based in Dayton, United States?

RevenueBase identified 27 company matches for fiduciary advisors associated with Dayton, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Dlak Wealth Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fiduciary advisors?

New York leads the United States with 479 company records, followed by Atlanta (308) and Houston (281). Dayton has 27.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 83 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.