WESTMINSTER FINANCIAL ADVISORY CORP
Beavercreek, OH
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
41 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
937-898-5010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH, BEAVERCREEK
4 advisers found
DEAN INVESTMENTS
Beavercreek, OH
AUM
$909.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; SPECIAL PROJECT FEES AS REQUESTED
937-222-9531
DEAN FINANCIAL SERVICES
Beavercreek, OH
AUM
$382.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
937-222-9531
RAM AND OAK INVESTMENT PARTNERS, LLC
Beavercreek, OH
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
614-505-4201