Ohio · 1 advisers
Financial Advisors in Xenia, Ohio
Looking for a financial advisor in Xenia, Ohio? Falists indexes 1 SEC-registered and state-registered investment advisers in Xenia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $1.21B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
1
Largest AUM
$1.21B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Xenia
Ranked by AUM · Fees, team & specialties at a glance
JAMES INVESTMENT RESEARCH INC
Xenia, OH
AUM
$1.21B
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
937-426-7640
More cities in Ohio
Common questions
- How many financial advisors are in Xenia, Ohio?
- 1 registered investment advisers are listed in our Xenia directory, sourced from public SEC filings.
- What types of advisors are in Xenia?
- 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 Xenia?
- 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.