Ohio · 1 advisers
Financial Advisors in Canal Winchester, Ohio
Looking for a financial advisor in Canal Winchester, Ohio? Falists indexes 1 SEC-registered and state-registered investment advisers in Canal Winchester — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $19.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
0
Largest AUM
$19.8M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Canal Winchester
Ranked by AUM · Fees, team & specialties at a glance
LYNCH RETIREMENT ADVISORS, LLC.
Canal Winchester, OH
AUM
$19.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
614-578-5066
Full profileNo website
More cities in Ohio
Common questions
- How many financial advisors are in Canal Winchester, Ohio?
- 1 registered investment advisers are listed in our Canal Winchester directory, sourced from public SEC filings.
- What types of advisors are in Canal Winchester?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Canal Winchester?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.