LYKE FINANCIAL
Canton, OH
AUM
$94.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
330-499-4022
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH
301 advisers found
AUM
$93.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
330-702-3556
OELSCHLAGER INVESTMENTS
Akron, OH
AUM
$93.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
330-664-9920
BEACON HILL INVESTMENT ADVISORY, LLC
Dublin, OH
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-469-4685
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
HUFFMAN WEALTH MANAGEMENT
Cincinnati, OH
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
513-866-5800
DEFIANT FINANCIAL SERVICES LLC
Westlake, OH
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
440-385-0208
CROSBY ADVISORY GROUP, LLC
Ashland, OH
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(419) 496-0770
MDH INVESTMENT MANAGEMENT, INC.
East Liverpool, OH
AUM
$76.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
330.386.4452
SKYBOX FINANCIAL GROUP LLC
Middleburg Heights, OH
AUM
$75.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
440-238-6983
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
SWS ADVISORS, INC.
Columbus, OH
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-438-5300
POWERS CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$59.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(614) 485-1188
AMFG WEALTH MANAGEMENT LLC
Westlake, OH
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(440) 249-0397
NOTTINGHILL INVESTMENT ADVISERS, LTD
Cincinnati, OH
AUM
$57.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
513-624-3000
WALDEN FINANCIAL
Granville, OH
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-517-1687
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-550-5428
PARKMONT WEALTH ADVISORS LLC
Fremont, OH
AUM
$42.9M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
419-332-1111
TURNING POINT ADVISORS, LLC
Novelty, OH
AUM
$42.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-815-0770
CCM INVESTMENT COUNSEL
Stow, OH
AUM
$38.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
330-689-0374
PRINCETON CENTER PLANNING AND INVESTMENTS, LLC
Brunswick, OH
AUM
$35.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
330-273-8787
SORFIS INVESTMENTS, LLC
Chardon, OH
AUM
$35.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(440) 696-0130
SKY VISION WEALTH, LLC
Columbus, OH
AUM
$35.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-412-8737
CINCAP ASSET MANAGEMENT
Cincinnati, OH
AUM
$34.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
513-725-4841