Ohio · 3 advisers
Financial Advisors in Richfield, Ohio
Looking for a financial advisor in Richfield, Ohio? Falists indexes 3 SEC-registered and state-registered investment advisers in Richfield — 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 $147.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$147.3M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Richfield
Ranked by AUM · Fees, team & specialties at a glance
RABE INVESTMENT CONSULTING GROUP
Richfield, OH
AUM
$147.3M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
2167707300
DAVIS WEALTH MANAGEMENT, LLC
Richfield, OH
AUM
—
Team
1 employees
Clients
1-10
Fees
Hourly charges; Fixed fees
330-777-3329
WAYNE D. MINICH & COMPANY, INC.
Richfield, OH
AUM
—
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
330-659-2234
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Common questions
- How many financial advisors are in Richfield, Ohio?
- 3 registered investment advisers are listed in our Richfield directory, sourced from public SEC filings.
- What types of advisors are in Richfield?
- 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 Richfield?
- 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.