Ohio · 4 advisers
Financial Advisors in Findlay, Ohio
Looking for a financial advisor in Findlay, Ohio? Falists indexes 4 SEC-registered and state-registered investment advisers in Findlay — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $487.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$487.7M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Findlay
Ranked by AUM · Fees, team & specialties at a glance
HIXON ZUERCHER CAPITAL MANAGEMENT
Findlay, OH
AUM
$487.7M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
419-425-2400
RESOLUTE WEALTH ADVISOR, INC.
Findlay, OH
AUM
$293.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
419-422-4400
INFRESH, INC.
Findlay, OH
AUM
$62.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(419) 434-0838
TONJES FINANCIAL GROUP
Findlay, OH
AUM
$457K
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
4194237797
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Common questions
- How many financial advisors are in Findlay, Ohio?
- 4 registered investment advisers are listed in our Findlay directory, sourced from public SEC filings.
- What types of advisors are in Findlay?
- 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 Findlay?
- 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.