BEACON CAPITAL MANAGEMENT, INC.
Dayton, OH
AUM
$4.26B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
937-439-9093
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH, DAYTON
16 advisers found
DOVER PARTNERS INC
Dayton, OH
AUM
$508.6M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
937-299-4105
AUM
$459.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
9379567875
ANDERSON FINANCIAL STRATEGIES, LLC
Dayton, OH
AUM
$402.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(855)237-4545
JESSUP WEALTH MANAGEMENT
Dayton, OH
AUM
$360.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(937) 938-9105
TUDOR FINANCIAL, INC.
Dayton, OH
AUM
$256.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-439-9292
GUDORF FINANCIAL GROUP, LLC
Dayton, OH
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(937) 898-5430
MCCOLLUM INVESTMENT ADVISORS
Dayton, OH
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
937-435-7070
MFH INVESTMENTS INC.
Dayton, OH
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-271-1467
THE DAVENPORT FINANCIAL GROUP, INC.
Dayton, OH
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
937-298-3113
AGORA INVESTMENTS
Dayton, OH
AUM
$10.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
937-993-6729
DEMMA-NOVAK WEALTH MANAGEMENT
Dayton, OH
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-523-0029
MONETARY SOLUTIONS, LTD.
Dayton, OH
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-297-1140
Full profileNo website
BORLAND MARKER
Dayton, OH
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
937-434-7736
Full profileNo website
NORTHWEST ADVISORY INC
Dayton, OH
AUM
$41.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
937-439-7220
Full profileNo website
EHMLI INVESTMENT ADVISORS LLC
Dayton, OH
AUM
$30.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
937-312-9699
Full profileNo website