Ohio · 5 advisers
Financial Advisors in Miamisburg, Ohio
Looking for a financial advisor in Miamisburg, Ohio? Falists indexes 5 SEC-registered and state-registered investment advisers in Miamisburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $2.07B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$2.07B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Miamisburg
Ranked by AUM · Fees, team & specialties at a glance
EUBEL BRADY & SUTTMAN
Miamisburg, OH
AUM
$2.07B
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Performance-based fees +1 more
937-291-1223
RIGHTWEALTH ADVISORS, LLC
Miamisburg, OH
AUM
$229.3M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
937-859-9800
THE CONNOR GROUP FUND MANAGER, LLC
Miamisburg, OH
AUM
$494.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
937 434 3095
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Common questions
- How many financial advisors are in Miamisburg, Ohio?
- 5 registered investment advisers are listed in our Miamisburg directory, sourced from public SEC filings.
- What types of advisors are in Miamisburg?
- 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 Miamisburg?
- 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.