Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

RETIREMENT PLANS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westerville, OhioCRD #286214
Typical Fee--
AUM$248M
Minimum--
Clients268

RETIREMENT STRATEGIES, LTD.

Fee-OnlyAlso Compensated via Product Sales
Dublin, OhioCRD #163701
Typical Fee--
AUM$273M
Minimum--
Clients1,003

RETURN ON LIFE WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #112879
Typical Fee--
AUM$473M
Minimum--
Clients834

REVISOR WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #169814
Typical Fee--
AUM$2.1B
Minimum--
Clients6,573

RICHWOOD INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #153550
Typical Fee--
AUM$137M
Minimum--
Clients442

RIDGELINE WEALTH PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Centerville, OhioCRD #307702
Typical Fee--
AUM$200M
Minimum--
Clients1,249

RIGHTWEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Miamisburg, OhioCRD #300656
Typical Fee--
AUM$221M
Minimum--
Clients694

RIK SAYLOR FINANCIAL, INC.

Fee-OnlyAlso Compensated via Product Sales
Fairfield, OhioCRD #165484
Typical Fee1.75%
AUM$179M
Minimum--
Clients1,047

RITTER DANIHER FINANCIAL ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #321827
Typical Fee--
AUM$606M
Minimum--
Clients1,318

RIVERVIEW RESEARCH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Independence, OhioCRD #162318
Typical Fee--
AUM$866M
Minimum--
Clients160

ROCKBRIDGE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #161078
Typical Fee--
AUM$4.8B
Minimum--
Clients22

ROCKPORT WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Fairview Park, OhioCRD #297122
Typical Fee--
AUM$569M
Minimum--
Clients2,748

ROYAL OAK FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Worthington, OhioCRD #166391
Typical Fee--
AUM$366M
Minimum--
Clients399

RUGGAARD & ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hudson, OhioCRD #107489
Typical Fee--
AUM$347M
Minimum--
Clients945

SAAS CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #298213
Typical Fee--
AUM$247M
Minimum--
Clients9

SAFE HARBOR WEALTH ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Dublin, OhioCRD #284613
Typical Fee--
AUM$165M
Minimum--
Clients1,066

SCHEAR INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #146401
Typical Fee--
AUM$237M
Minimum--
Clients171

SCHMITT WEALTH ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #174958
Typical Fee--
AUM$135M
Minimum--
Clients320

SCHULHOFF & CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #105264
Typical Fee--
AUM$279M
Minimum--
Clients215

SENIORS HOUSING FUND MANAGER LLC

Fee-Only, No ConflictsClean Record
Toledo, OhioCRD #334006
Typical Fee--
AUM$800M
Minimum--
Clients1

SEQUOIA FINANCIAL GROUP, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #117756
Typical Fee--
AUM$23.0B
Minimum--
Clients28,338

SEVEN HILLS CAPITAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Cincinnati, OhioCRD #175280
Typical Fee--
AUM$113M
Minimum--
Clients367

SHAFFER CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westerville, OhioCRD #150106
Typical Fee--
AUM$174M
Minimum--
Clients439

SHAKER INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #119135
Typical Fee--
AUM$253M
Minimum--
Clients274

SHEPHERD WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #312695
Typical Fee0.81%
AUM$162M
Minimum$100,000
Clients430

SHUTTLEWORTH & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Powell, OhioCRD #121382
Typical Fee--
AUM$149M
Minimum--
Clients563

SIGNAL TREE FINANCIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Copley, OhioCRD #311871
Typical Fee--
AUM$213M
Minimum--
Clients397

SIGNATURE EQUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #327455
Typical Fee--
AUM$331M
Minimum--
Clients1,714

SIMS INVESTMENT MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Cincinnati, OhioCRD #169491
Typical Fee--
AUM$246M
Minimum--
Clients1,752

SJS INVESTMENT SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sylvania, OhioCRD #107219
Typical Fee--
AUM$2.5B
Minimum--
Clients2,873
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