ELLSWORTH ADVISORS, LLC
Hudson, OH
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(234) 200-0703
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH, HUDSON
6 advisers found
BROADLEAF PARTNERS, LLC
Hudson, OH
AUM
$551.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; ASSETS UNDER SUPERVISION
330-650-0921
RUGGAARD & ASSOCIATES
Hudson, OH
AUM
$368.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
(330) 487-5888
WESTERN RESERVE CAPITAL MANAGEMENT, LLC
Hudson, OH
AUM
$120.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
330-655-1543
NYE WEALTH MANAGEMENT LLC
Hudson, OH
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(330) 656-0007
EPIC FINANCIAL, LLC
Hudson, OH
AUM
$43.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-331-0629