Best Financial Advisors near Marion, OH

We have 2 firms in Marion on file, and both are on this list, along with 8 from towns including Galion (3, 20 mi), Delaware (3, 22 mi) and Bucyrus (1, 17 mi).

Data verified October 23, 2026

Radebaugh & Co

Radebaugh & Co

5.0 2 reviews
“Personal service at a reasonable price!”
BBB A+Since 1991Prices online
225 S State St
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Book onlineBook
Alluvial Private Wealth

Alluvial Private Wealth

5.0 18 reviews
“Needed someone to help me guide with my investments and finances and reach my personal goal.”
Since 2020
107 N Main St #202
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Spreng Capital

Spreng Capital

5.0 1 review
Since 2009
Bucyrus, OH · 17 mi from Marion
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Haller Wealth Management Group

Haller Wealth Management Group

5.0 2 reviews
“I highly recommend their services for anyone in need of financial or retirement planning.”
BBB A+Since 1996
Delaware, OH · 22 mi from Marion
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Family Financial of Central Ohio

Family Financial of Central Ohio

BBB A+Since 2013Prices online
Delaware, OH · 22 mi from Marion
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Northpoint Financial Planning

Northpoint Financial Planning

Since 2008
Delaware, OH · 22 mi from Marion
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The 10 firms listed for Marion, OH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Marion, OH

5 of the 10 firms on this page have a rating, and all of them are rated 5.0, across 29 reviews. 3 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 6 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Marion listed here?

2 of the 10 firms are located in Marion. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Cutrupi Associates Financial Group

Cutrupi Associates Financial Group

Since 2009
Galion, OH · 20 mi from Marion
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Walter and Company

Walter and Company

Since 2007
Galion, OH · 20 mi from Marion
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Carrier Retirement Group

Carrier Retirement Group

Since 2014
Galion, OH · 20 mi from Marion
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Baker Financial Group

Baker Financial Group

Since 2015
Upper Sandusky, OH · 18 mi from Marion
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Why these companies made our list

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