Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

ONESEVEN

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #283087
Typical Fee--
AUM$4.8B
Minimum--
Clients12,846

OPUS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #106528
Typical Fee--
AUM$1.2B
Minimum--
Clients414

ORG PORTFOLIO MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #130198
Typical Fee--
AUM$6.0B
Minimum--
Clients22

PARADIGM WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake, OhioCRD #148662
Typical Fee--
AUM$476M
Minimum--
Clients298

PARK EDGE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #317521
Typical Fee--
AUM$438M
Minimum--
Clients821

PCA INVESTMENT ADVISORY SERVICES, INC.

Clean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #123475
Typical Fee--
AUM$3.6B
Minimum--
Clients2,056

PCM MANAGEMENT ADVISOR, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chagrin Falls, OhioCRD #323946
Typical Fee--
AUM$7.6B
Minimum--
Clients25

PDS PLANNING INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dublin, OhioCRD #106895
Typical Fee--
AUM$1.8B
Minimum--
Clients3,320

PEAK RETIREMENT PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #317592
Typical Fee--
AUM$416M
Minimum--
Clients2,940

PEAK WEALTH SOLUTIONS

Clean RecordAlso Compensated via Brokerage
Pepper Pike, OhioCRD #127391
Typical Fee--
AUM$789M
Minimum--
Clients2,040

PEB CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #315241
Typical Fee--
AUM$171M
Minimum--
Clients461

PEERLESS WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #305807
Typical Fee--
AUM$102M
Minimum--
Clients404

PINNACLE ADVISORS

Fee-Only, No ConflictsClean Record
Mansfield, OhioCRD #106817
Typical Fee--
AUM$1.9B
Minimum--
Clients3,513

POLARIS FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westerville, OhioCRD #299258
Typical Fee--
AUM$226M
Minimum--
Clients456

PRASAD WEALTH PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Independence, OhioCRD #332507
Typical Fee--
AUM$486M
Minimum--
Clients1,869

PRESPER FINANCIAL ARCHITECTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #297538
Typical Fee--
AUM$363M
Minimum--
Clients1,737

PROSPERITY CAPITAL ADVISORS

Clean RecordAlso Compensated via Brokerage
Westlake, OhioCRD #156480
Typical Fee--
AUM$3.7B
Minimum--
Clients14,823

PURTILL FINANCIAL LLC

Fee-Only, No ConflictsClean Record
Highland Heights, OhioCRD #133764
Typical Fee--
AUM$190M
Minimum--
Clients578

QUEEN CITY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #162785
Typical Fee--
AUM$103M
Minimum--
Clients260

RABE INVESTMENT CONSULTING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Richfield, OhioCRD #316029
Typical Fee--
AUM$130M
Minimum--
Clients420

RANDOLPH CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #104868
Typical Fee--
AUM$1.1B
Minimum--
Clients139

RC CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Cincinnati, OhioCRD #162297
Typical Fee--
AUM$785M
Minimum--
Clients11

REA WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
New Philadelphia, OhioCRD #108913
Typical Fee--
AUM$892M
Minimum--
Clients1,818

REBEL FINANCIAL, LLC

Fee-Only, No ConflictsClean Record
Groveport, OhioCRD #168263
Typical Fee--
AUM$314M
Minimum--
Clients1,677

REDTREE INVESTMENT GROUP

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #171615
Typical Fee--
AUM$9.7B
Minimum--
Clients538

REDWOOD FINANCIAL NETWORK

Fee-OnlyClean RecordAlso Compensated via Product Sales
Solon, OhioCRD #157834
Typical Fee--
AUM$226M
Minimum--
Clients968

REED FINANCIAL SERVICES, INC.

Clean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #112179
Typical Fee--
AUM$346M
Minimum--
Clients1,143

RESERVOIR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lima, OhioCRD #293131
Typical Fee--
AUM$209M
Minimum--
Clients887

RESILIENCE MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #157006
Typical Fee--
AUM$554M
Minimum--
Clients15

RESOLUTE WEALTH ADVISOR, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Findlay, OhioCRD #290349
Typical Fee--
AUM$258M
Minimum--
Clients748
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