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 Trusts & Estates advisors in OH, AKRON
15 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
OAK ASSOCIATES LTD
Akron, OH
AUM
$1.78B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-668-1234
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
SUMMIT WEALTH MANAGEMENT LLC
Akron, OH
AUM
$120.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-523-1065
OELSCHLAGER INVESTMENTS
Akron, OH
AUM
$93.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
330-664-9920
BULLINGTON CAPITAL MANAGEMENT, LLC
Akron, OH
AUM
$87.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-664-0700
CHLEBINA CAPITAL
Akron, OH
AUM
$5.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
330-668-9200
ALPHA ASSET MANAGEMENT
Akron, OH
AUM
$129.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(330) 374-7500
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