SEQUOIA FINANCIAL GROUP, L.L.C.
Akron, OH
AUM
$32.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
195 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
330-375-9480
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH, AKRON
13 advisers found
VALMARK ADVISERS, INC.
Akron, OH
AUM
$10.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
280 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-765-5201
REVISOR WEALTH MANAGEMENT LLC
Akron, OH
AUM
$2.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(440) 248-3355
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-666-6886
TRUE WEALTH DESIGN, LLC
Akron, OH
AUM
$494.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(330) 777-0688
SYMPHONY FINANCIAL SERVICES, INC.
Akron, OH
AUM
$428.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-434-2000
WARTHER PRIVATE WEALTH
Akron, OH
AUM
$371.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
330-867-6999
PRESPER FINANCIAL ARCHITECTS, LLC
Akron, OH
AUM
$362.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-253-6000
EGI FINANCIAL, INC.
Akron, OH
AUM
$348.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
330-374-1932
CHLEBINA CAPITAL
Akron, OH
AUM
$5.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
330-668-9200
W3 WEALTH ADVISORS, LLC
Akron, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-836-3805
PARADIGM INVESTMENT ADVISORY LLC
Akron, OH
AUM
—
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
330-475-1690
Full profileNo website
SULLIVAN PINNACLE ADVISORS, LTD.
Akron, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
330-873-9920
Full profileNo website