FIRST MASON FINANCIAL, LLC
Medina, OH
AUM
$185.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-722-5777
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH, MEDINA
6 advisers found
ODA AND COMPANY, INC.
Medina, OH
AUM
$125.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-725-8911
S.C. THOMAS & ASSOCIATES, CPA, LLC
Medina, OH
AUM
$104.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
330-725-3162
RIVER WEALTH MANAGEMENT LLC
Medina, OH
AUM
$86.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-600-8175
VICTORY FINANCIAL SERVICES LLC
Medina, OH
AUM
$13.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-331-4447
GJW INVESTMENT ADVISER LLC
Medina, OH
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-723-7241
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