Dean Investments

Dean Investments (CRD# 104635) is a financial advisory firm headquartered in Beavercreek, OH. They manage $582,485,318 in 474 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    582
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $1,228,872
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KS, KY, LA, MI, MN, NC, NE, NH, OH, PA, TN, TX

Financial Advisors at Dean Investments
Showing 1 - 5 of 5 top financial advisors.
1
Ronald A. Best
CRD#: 2666771
3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431
93
Wealthminder
score

Ronald Best (CRD# 2666771) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 22 years of experience in the finance industry.

2
Stephen M. Miller
CRD#: 2686150
3500 Pentagon Blvd, Suite 200, Beavercreek, OH 45431
93
Wealthminder
score

Stephen Miller (CRD# 2686150) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 22 years of experience in the finance industry.

3
Beth J. Verdoorn
CRD#: 4078307
3500 Pentagon Blvd, Suite 200, Beavercreek, OH 45431
90
Wealthminder
score

Beth Verdoorn (CRD# 4078307) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has 1 year of experience in the finance industry. Beth Verdoorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew T. Wallace
CRD#: 6574773
3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431
87
Wealthminder
score

Matthew Wallace (CRD# 6574773) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 2 years of experience in the finance industry.

5
Edward J. Wright
CRD#: 5907092
3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431
68
Wealthminder
score

Edward Wright (CRD# 5907092) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.