RIA Intel›Advisers›Ohio›DANDURAND FINANCIAL PARTNERS, LLC

DANDURAND FINANCIAL PARTNERS, LLC

Advisory

GRANVILLE, OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in OH
#723
of 748 advisers by AUM
Average account
$157K
across 337 accounts
AUM per adviser
$53M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$53M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$53M
Discretionary AUM$45M
Non-Discretionary AUM$7M
Discretionary %85.9%
Total Clients108
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.
OLMSTED FALLS, OH
$53M
CRAWFORD WEALTH MANAGEMENT, LLC
$53M
YOUR FINANCIAL PHARMACIST PLANNING, LLC
NEW ALBANY, OH
$53M
+66.3% 1Y
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
CINCINNATI, OH
$53M
INTEGRITY FIRST PLANNERS, INC.
$52M
RODMAN DAVID LAWRENCE
ALLIANCE, OH
$52M
+4.0% 1Y

Get the full picture on DANDURAND FINANCIAL PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DANDURAND FINANCIAL PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans