How many financial advisors are in Maumee, Ohio?

Falists lists 9 registered investment advisers with a principal office or filing address in Maumee, Ohio, based on public SEC IAPD data.

How do financial advisors in Maumee charge fees?

Fee structures vary by firm. In Maumee, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Maumee?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Ohio · 9 advisers

Financial Advisors in Maumee, Ohio

Looking for a financial advisor in Maumee, Ohio? Falists indexes 9 SEC-registered and state-registered investment advisers in Maumee — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $5.66B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$5.66B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth9 Planning6 Trusts6 Retirement3 Institutional6

Top advisors in Maumee

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

TFO WEALTH PARTNERS

Maumee, OH

AUM

$5.66B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

55 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

419-891-9999

Full profile Visit site →

THE RETIREMENT GUYS FORMULA

Maumee, OH

AUM

$276.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

7 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

419-842-0550

Full profile Visit site →

Cincinnati (129)Columbus (82)Cleveland (49)Dublin (38)Akron (21)Beachwood (21)Dayton (18)Independence (17)Westlake (17)Westerville (16)Canton (15)Toledo (14)

Common questions

How many financial advisors are in Maumee, Ohio?: 9 registered investment advisers are listed in our Maumee directory, sourced from public SEC filings.
What types of advisors are in Maumee?: 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 Maumee?: 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.