Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

SKA FINANCIAL SERVICES,INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairview Park, OhioCRD #107348
Typical Fee--
AUM$159M
Minimum--
Clients598

SOUDERS FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #296780
Typical Fee--
AUM$1.1B
Minimum--
Clients3,232

SPRENG CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bucyrus, OhioCRD #119902
Typical Fee--
AUM$269M
Minimum--
Clients1,650

ST. CLAIR ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mayfield Heights, OhioCRD #155064
Typical Fee--
AUM$998M
Minimum--
Clients528

STRATEGIC PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #139648
Typical Fee--
AUM$325M
Minimum--
Clients1,051

STRATEGIC VALUE BANK PARTNERS LLC

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #282228
Typical Fee--
AUM$730M
Minimum--
Clients6

STRATEGIC WEALTH PARTNERS, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Independence, OhioCRD #148586
Typical Fee--
AUM$1.3B
Minimum--
Clients3,669

STRATOS INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #283850
Typical Fee--
AUM$2.4B
Minimum--
Clients5,427

STRATOS WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #283816
Typical Fee--
AUM$4.9B
Minimum--
Clients12,432

STRATOS WEALTH PARTNERS, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #153184
Typical Fee--
AUM$14.5B
Minimum--
Clients39,538

STRUCTURED WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toledo, OhioCRD #146611
Typical Fee--
AUM$227M
Minimum--
Clients527

SUMMIT CAPITAL INC.

Fee-OnlyAlso Compensated via Product Sales
Pepper Pike, OhioCRD #121335
Typical Fee--
AUM$208M
Minimum--
Clients673

SUMMIT FINANCIAL ADVISORS, INC.

Middletown, OhioCRD #145007
Typical Fee--
AUM$199M
Minimum--
Clients426

SUMMIT FINANCIAL STRATEGIES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #110112
Typical Fee--
AUM$2.3B
Minimum--
Clients4,149

SUMMIT WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #226722
Typical Fee--
AUM$120M
Minimum--
Clients510

SWISHER FINANCIAL CONCEPTS, INC.

Clean RecordAlso Compensated via Product Sales
Westerville, OhioCRD #121384
Typical Fee--
AUM$258M
Minimum--
Clients1,350

SWP INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Independence, OhioCRD #331314
Typical Fee--
AUM$84M
Minimum--
Clients1

SWS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #281838
Typical Fee--
AUM$360M
Minimum--
Clients559

SYMPHONY FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #125058
Typical Fee--
AUM$429M
Minimum--
Clients1,312

T.T.G. FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Canton, OhioCRD #129004
Typical Fee--
AUM$194M
Minimum--
Clients210

TACTICAL FUND ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Cincinnati, OhioCRD #298049
Typical Fee--
AUM$170M
Minimum--
Clients4

TCP ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Upper Arlington, OhioCRD #286037
Typical Fee--
AUM$1.2B
Minimum--
Clients5,021

TEMPO WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Independence, OhioCRD #336316
Typical Fee--
AUM$216M
Minimum--
Clients440

TFO WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Maumee, OhioCRD #124407
Typical Fee--
AUM$4.9B
Minimum--
Clients5,141

THE JOSEPH GROUP CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #165311
Typical Fee--
AUM$947M
Minimum--
Clients796

THE PENSION GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dublin, OhioCRD #293819
Typical Fee--
AUM$142M
Minimum--
Clients744

THE PRIVATE INVESTMENT GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Centerville, OhioCRD #128876
Typical Fee--
AUM$157M
Minimum--
Clients454

THE RETIREMENT GUYS FORMULA

Fee-OnlyAlso Compensated via Product Sales
Maumee, OhioCRD #168561
Typical Fee--
AUM$277M
Minimum--
Clients1,861

THE WEALTH ADVANTAGE GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #122231
Typical Fee--
AUM$133M
Minimum--
Clients473

THOR WEALTH MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #105902
Typical Fee--
AUM$679M
Minimum--
Clients1,691
Browse Fiduciary Financial Advisors | FiduciaryListings