Ohio · 4 advisers
Financial Advisors in Powell, Ohio
Looking for a financial advisor in Powell, Ohio? Falists indexes 4 SEC-registered and state-registered investment advisers in Powell — 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 $247.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$247.1M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Powell
Ranked by AUM · Fees, team & specialties at a glance
FILLMORE CAPITAL PARTNERS, LLC
Powell, OH
AUM
$247.1M
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
614-781-1420
NVEST WEALTH STRATEGIES, INC.
Powell, OH
AUM
$236.7M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
614-389-4646
SHUTTLEWORTH & COMPANY
Powell, OH
AUM
$173.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-760-7738
CAPITAL CITY ASSET MANAGEMENT GROUP, LLC
Powell, OH
AUM
$79.9M
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-485-0803
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Common questions
- How many financial advisors are in Powell, Ohio?
- 4 registered investment advisers are listed in our Powell directory, sourced from public SEC filings.
- What types of advisors are in Powell?
- 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 Powell?
- 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.