Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

KENNON-GREEN & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Albany, OhioCRD #284713
Typical Fee--
AUM$155M
Minimum--
Clients279

KEY INVESTMENT SERVICES LLC

Also Compensated via Brokerage
Brooklyn, OhioCRD #136300
Typical Fee0.20%
AUM$6.1B
Minimum--
Clients27,533

KEYBANC CAPITAL MARKETS RESEARCH, LLC

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #326557
Typical Fee--
AUM--
Minimum--
Clients--

KEYSTONE FINANCIAL PLANNING, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake, OhioCRD #104640
Typical Fee--
AUM$407M
Minimum--
Clients448

KINETIC WEALTH INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake, OhioCRD #311536
Typical Fee--
AUM$215M
Minimum--
Clients533

KIPLINGER WEALTH ADVISORS

Clean RecordAlso Compensated via Product Sales
Springboro, OhioCRD #116726
Typical Fee--
AUM$213M
Minimum--
Clients909

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Bratenahl, OhioCRD #174335
Typical Fee--
AUM$310M
Minimum--
Clients363

KLEINFELDER CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #289345
Typical Fee--
AUM$377M
Minimum--
Clients1,076

KMG FIDUCIARY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toledo, OhioCRD #298331
Typical Fee--
AUM$1.6B
Minimum--
Clients3,849

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #138851
Typical Fee--
AUM$911M
Minimum--
Clients1,396

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Upper Arlington, OhioCRD #159811
Typical Fee--
AUM$268M
Minimum--
Clients690

LAKERIDGE WEALTH MANAGEMENT LLC

Clean RecordAlso Compensated via Brokerage
Mentor, OhioCRD #314071
Typical Fee--
AUM$701M
Minimum--
Clients2,542

LANDING POINT FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Avon, OhioCRD #312978
Typical Fee--
AUM$263M
Minimum--
Clients1,322

LECLAIR WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dublin, OhioCRD #332827
Typical Fee1.50%
AUM$363M
Minimum--
Clients559

LESJAK PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake, OhioCRD #110090
Typical Fee--
AUM$369M
Minimum--
Clients392

LIBERTAS WEALTH MANAGEMENT GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Columbus, OhioCRD #157769
Typical Fee--
AUM$124M
Minimum--
Clients1,029

LIGHTHOUSE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ashland, OhioCRD #157925
Typical Fee--
AUM$238M
Minimum--
Clients800

LINDAHL & MANSAGER INC

Fee-Only, No ConflictsClean Record
Fairlawn, OhioCRD #107111
Typical Fee--
AUM$193M
Minimum--
Clients756

LINEWEAVER WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Valley View, OhioCRD #173310
Typical Fee--
AUM$908M
Minimum--
Clients3,544

LIVELSBERGER FINANCIAL ADVISORY

Clean RecordAlso Compensated via Product Sales
Ashland, OhioCRD #117665
Typical Fee--
AUM$161M
Minimum--
Clients1,004

LOGIX INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #288382
Typical Fee1.25%
AUM$100M
Minimum$100,000
Clients159

M.K. BROWN WEALTH ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakwood, OhioCRD #121269
Typical Fee--
AUM$166M
Minimum--
Clients282

M3 WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
North Royalton, OhioCRD #335612
Typical Fee--
AUM$160M
Minimum--
Clients858

MAI CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #109807
Typical Fee--
AUM$29.6B
Minimum--
Clients40,758

MATSON CAPITAL LLC

Fee-Only, No ConflictsClean Record
Mason, OhioCRD #335193
Typical Fee--
AUM--
Minimum--
Clients--

MATSON MONEY, INC.

Fee-Only, No ConflictsClean Record
Mason, OhioCRD #110425
Typical Fee--
AUM$20.6B
Minimum--
Clients30,142

MBIA CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #154255
Typical Fee0.75%
AUM$232M
Minimum--
Clients495

MCCARLEY & COOK FINANCIAL PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #310087
Typical Fee--
AUM$141M
Minimum--
Clients612

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marysville, OhioCRD #328478
Typical Fee--
AUM$642M
Minimum--
Clients2,156

MCCARTHY WEALTH & TAX ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Springboro, OhioCRD #135875
Typical Fee--
AUM$202M
Minimum--
Clients848
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