Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

TIMBER BAY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #286653
Typical Fee--
AUM$772M
Minimum--
Clients4

TOTAL WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #174434
Typical Fee--
AUM$1.2B
Minimum--
Clients2,989

TOUCHSTONE ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #107028
Typical Fee--
AUM$29.1B
Minimum--
Clients41

TOWNSEND HOLDINGS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #160006
Typical Fee--
AUM$19.3B
Minimum--
Clients64

TRINITY FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #133191
Typical Fee--
AUM$580M
Minimum--
Clients1,077

TRINITY WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #152355
Typical Fee--
AUM$357M
Minimum--
Clients925

TRUE WEALTH DESIGN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #143194
Typical Fee--
AUM$425M
Minimum--
Clients1,264

TRUEBLOOD WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lima, OhioCRD #321659
Typical Fee--
AUM$431M
Minimum--
Clients973

TRUEPOINT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #105664
Typical Fee--
AUM$5.4B
Minimum--
Clients9,863

TSG ADVICE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #305999
Typical Fee--
AUM$762M
Minimum--
Clients3,410

TUDOR FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dayton, OhioCRD #121495
Typical Fee--
AUM$221M
Minimum--
Clients428

TURNSTONE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Troy, OhioCRD #170738
Typical Fee--
AUM$153M
Minimum--
Clients223

UNITED ADVISOR GROUP

Fee-OnlyAlso Compensated via Product Sales
Cincinnati, OhioCRD #324205
Typical Fee--
AUM$1.1B
Minimum--
Clients5,875

VALMARK ADVISERS, INC.

Fee-OnlyAlso Compensated via Product Sales
Akron, OhioCRD #108050
Typical Fee--
AUM$10.2B
Minimum--
Clients20,881

VAN CLEEF ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #105768
Typical Fee--
AUM$1.1B
Minimum--
Clients672

VANTAGE FINANCIAL GROUP, INC.

Clean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #105950
Typical Fee--
AUM$794M
Minimum--
Clients2,546

VANWEELDEN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Chester Township, OhioCRD #290308
Typical Fee--
AUM$136M
Minimum--
Clients581

VAWTER FINANCIAL LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #108830
Typical Fee--
AUM$314M
Minimum--
Clients1,011

VELA INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Albany, OhioCRD #306678
Typical Fee--
AUM$486M
Minimum--
Clients318

VENTURE VISIONARY PARTNERS LLC

Fee-OnlyAlso Compensated via Product Sales
Sylvania, OhioCRD #304237
Typical Fee--
AUM$4.4B
Minimum--
Clients6,322

VIKING PARTNERS ADVISORS

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #321989
Typical Fee--
AUM$354M
Minimum--
Clients7

VIRTERA PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pepper Pike, OhioCRD #308187
Typical Fee--
AUM$452M
Minimum--
Clients71

VISION FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cuyahoga Falls, OhioCRD #170003
Typical Fee--
AUM$166M
Minimum--
Clients747

W&S ADVISORY SERVICES, LLC

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #334683
Typical Fee--
AUM--
Minimum--
Clients--

W&S BROKERAGE SERVICES, INC.

Clean RecordAlso Compensated via Brokerage
Cincinnati, OhioCRD #8099
Typical Fee--
AUM$176M
Minimum--
Clients655

W.A. SMITH FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sandusky, OhioCRD #146608
Typical Fee--
AUM$963M
Minimum--
Clients6,582

WALLER FINANCIAL PLANNING GROUP, INC.

Fee-Only, No ConflictsClean Record
Columbus, OhioCRD #159564
Typical Fee--
AUM$635M
Minimum--
Clients2,013

WARTHER PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #125145
Typical Fee--
AUM$371M
Minimum--
Clients617

WEALTH DIMENSIONS FAMILY OFFICE, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #266787
Typical Fee--
AUM$626M
Minimum--
Clients134

WEALTH DIMENSIONS GROUP, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #107618
Typical Fee--
AUM$1.0B
Minimum--
Clients2,466
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