RIA Intel›Advisers›Ohio›DEAN FINANCIAL ADVISORY, LLC.

DEAN FINANCIAL ADVISORY, LLC.

Advisory

OH

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account
$424K
across 87 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM
$37M
Discretionary %
100%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

DODSON FREDERICK DALE
CUYAHOGA FALLS, OH
$37M
-12.4% 1Y
CCM MANAGEMENT AND RESEARCH, INC.
STOW, OH
$37M
ICG ADVISORS, LLC
BRATENAHL, OH
$37M
FRACTAL FINANCIAL DESIGN, LLC
$37M
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
BROADVIEW HEIGHTS, OH
$38M
-18.5% 1Y
FIDUCIA WEALTH MANAGEMENT LLC
UPPER ARLINGTON, OH
$36M

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