Ohio · 3 advisers
Financial Advisors in Sylvania, Ohio
Looking for a financial advisor in Sylvania, Ohio? Falists indexes 3 SEC-registered and state-registered investment advisers in Sylvania — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $5.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$5.24B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sylvania
Ranked by AUM · Fees, team & specialties at a glance
VENTURE VISIONARY PARTNERS LLC
Sylvania, OH
AUM
$5.24B
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(419) 464-7401
SJS INVESTMENT SERVICES
Sylvania, OH
AUM
$2.94B
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
419-885-2626
THUNDERBIRD FINANCIAL COACHING
Sylvania, OH
AUM
$0
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
567-686-2032
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Common questions
- How many financial advisors are in Sylvania, Ohio?
- 3 registered investment advisers are listed in our Sylvania directory, sourced from public SEC filings.
- What types of advisors are in Sylvania?
- 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 Sylvania?
- 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.