Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

HCM WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #107700
Typical Fee--
AUM$1.2B
Minimum--
Clients2,964

HDA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Poland, OhioCRD #317346
Typical Fee--
AUM$119M
Minimum--
Clients806

HENDLEY & CO. INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Zanesville, OhioCRD #110465
Typical Fee--
AUM$445M
Minimum--
Clients721

HERITAGE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waterville, OhioCRD #154955
Typical Fee--
AUM$172M
Minimum--
Clients469

HERITAGE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #312545
Typical Fee--
AUM$552M
Minimum--
Clients798

HICKS CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Columbus, OhioCRD #158609
Typical Fee--
AUM$297M
Minimum--
Clients978

HIGHLAND CONSULTING ASSOCIATES INC.

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #109834
Typical Fee--
AUM$20.2B
Minimum--
Clients465

HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #282906
Typical Fee--
AUM$54M
Minimum--
Clients4

HIXON ZUERCHER CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Findlay, OhioCRD #123465
Typical Fee--
AUM$488M
Minimum--
Clients1,612

HORAN WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #333974
Typical Fee--
AUM$1.4B
Minimum--
Clients3,364

HORTER INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Cincinnati, OhioCRD #119880
Typical Fee--
AUM$278M
Minimum--
Clients2,136

HPE CAPITAL MANAGEMENT II, LLC

Fee-Only, No Conflicts
Cincinnati, OhioCRD #283607
Typical Fee--
AUM$600M
Minimum--
Clients5

HUNTINGTON FINANCIAL ADVISORS

Also Compensated via Brokerage
Columbus, OhioCRD #16986
Typical Fee--
AUM$6.3B
Minimum--
Clients37,298

IDR INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Independence, OhioCRD #286208
Typical Fee--
AUM$8.5B
Minimum--
Clients7

INDEPENDENCE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Independence, OhioCRD #306236
Typical Fee--
AUM$163M
Minimum--
Clients967

INFINITY WEALTH COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Loveland, OhioCRD #171959
Typical Fee--
AUM$152M
Minimum--
Clients422

INTEGRATED WEALTH MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Uniontown, OhioCRD #141092
Typical Fee--
AUM$189M
Minimum--
Clients1,075

INVEST CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Springboro, OhioCRD #287987
Typical Fee--
AUM$272M
Minimum--
Clients1,283

JAMES INVESTMENT RESEARCH INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Xenia, OhioCRD #110433
Typical Fee0.25%
AUM$1.2B
Minimum--
Clients692

JERICHO FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westerville, OhioCRD #288801
Typical Fee--
AUM$220M
Minimum--
Clients979

JESSUP WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dayton, OhioCRD #323035
Typical Fee2.25%
AUM$298M
Minimum--
Clients403

JOHN E. SESTINA AND COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #108634
Typical Fee--
AUM$634M
Minimum--
Clients2,739

JOHNSON INVESTMENT COUNSEL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #117054
Typical Fee--
AUM$20.9B
Minimum--
Clients16,634

JOURNEY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #298904
Typical Fee--
AUM$941M
Minimum--
Clients545

JPS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake, OhioCRD #169208
Typical Fee--
AUM$302M
Minimum--
Clients742

JRP CAPITAL CORP

Fee-OnlyAlso Compensated via Product Sales
Dublin, OhioCRD #106285
Typical Fee--
AUM$108M
Minimum--
Clients160

KAPSTONE FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lebanon, OhioCRD #318885
Typical Fee--
AUM$322M
Minimum--
Clients1,086

KEELER & NADLER FAMILY WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dublin, OhioCRD #173079
Typical Fee--
AUM$478M
Minimum--
Clients1,729

KEIDAN FINANCIAL CONSULTANTS LLC

Clean RecordAlso Compensated via Brokerage
Columbus, OhioCRD #108093
Typical Fee--
AUM$496M
Minimum--
Clients522

KELLETT WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #287571
Typical Fee--
AUM$344M
Minimum--
Clients1,440
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