Company lists · Data refreshed September 2026

Top 16 Investment consulting firms based in Dayton, United States

RevenueBase identified 26 investment consulting firms headquartered in Dayton, United States as of September 2026 and tracks 162 professional contacts across them, including 74 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Dayton has 26.

This list covers investment consulting firms headquartered in Dayton, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 26, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 26, 2026 86% judged on-target in blind review
26Companies
162Contacts tracked
74Verified emails
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The 16 largest investment consulting firms based in Dayton, United States

Ranked by team size
Top 16 of 26 investment consulting firms based in Dayton, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-1019 contacts →

Partial evidence

“We are an independent investment advisory firm, which means that we do not provide any proprietary products.”

Source: RevenueBase Database · checked Sep 26, 2026
2Partial evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-1018 contacts →

Partial evidence

“Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States.”

Source: RevenueBase Database · checked Sep 26, 2026
3Partial evidenceDayton, United StatesHQ checked Sep 26, 202611-5017 contacts →

Partial evidence

“Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 26, 2026
4Partial evidenceDayton, OH, United StatesHQ checked Sep 26, 202651-20010 contacts →

Partial evidence

“In today’s world, investment professionals are managed by corporate executives who do not interact with investment clients on a daily basis.”

Source: RevenueBase Database · checked Sep 26, 2026
5Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 202611-508 contacts →

Indirect evidence

“At PTBC CPAs, our practical knowledge is financial guidance.”

Source: RevenueBase Database · checked Sep 26, 2026
6Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-108 contacts →

Indirect evidence

“At Ridgeline Wealth Planning, we walk with clients to help them discover their goals, design a plan and celebrate their success.”

Source: RevenueBase Database · checked Sep 26, 2026
7Partial evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-106 contacts →

Partial evidence

“TRANSFORMATIVE INSIGHTS, REAL RESULTS Strategy & Resources LLC is a full-service independent consulting firm led by a team of innovative specialists and entrepreneurs, offering…”

Source: RevenueBase Database · checked Sep 26, 2026
8Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“At Rightwealth Advisors, our mission is to help our clients succeed financially.”

Source: RevenueBase Database · checked Sep 26, 2026
9Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“We offer many services that are part of a customized financial program.”

Source: RevenueBase Database · checked Sep 26, 2026
10Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 202611-504 contacts →

Indirect evidence

“Buckingham Advisors is a unique team of professionals working together to create financial success for our clients.”

Source: RevenueBase Database · checked Sep 26, 2026
11Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“Merten Capital is an independent financial services firm dedicated to providing personalized wealth management and financial planning solutions.”

Source: RevenueBase Database · checked Sep 26, 2026
12Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 26, 2026
13Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 26, 2026
14Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 202611-502 contacts →

Indirect evidence

“Tudor Financial Inc is a financial services company based out of Timberlodge Trail, Dayton, OH, United States.”

Source: RevenueBase Database · checked Sep 26, 2026
15Partial evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-102 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 26, 2026
16Indirect evidenceDayton, OH, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 16 of 26 investment consulting firms based in Dayton, United States

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Investment consulting firms based in Dayton, United States at a glance

As of Sep 26, 2026
45.7%Verified-email coverage
6.2Average contacts per company
1-10Median size (employees)
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
5
51-200
3

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 26 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Dayton, United States whose own description of what they do matches “investment consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment consulting firms, and records with no verified work email. Companies headquartered outside Dayton are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 74 across the full list. 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 26, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment consulting firms are there based in Dayton, United States?

RevenueBase identified 26 investment consulting firms headquartered in Dayton, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Dlak Wealth Advisors, headquartered in Dayton, tops this list with the largest team on record.

Which city in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Dayton has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 74 verified decision-maker contacts tracked across these 26 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 26, 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 Smart Search, 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.