SUMMIT FINANCIAL ADVISORS, INC.
Middletown, OH
AUM
$232.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
513-424-6300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
RIGHTWEALTH ADVISORS, LLC
Miamisburg, OH
AUM
$229.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
937-859-9800
STRUCTURED WEALTH MANAGEMENT, INC.
Toledo, OH
AUM
$226.9M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; PLAN FEE
419-517-1227
POLARIS FINANCIAL PARTNERS, LLC
Westerville, OH
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-901-3400
BULLSEYE INVESTMENT MANAGEMENT, LLC
Cincinnciati, OH
AUM
$226.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
513-774-3325
EDGEWATER PRO SPORTS FINANCIAL
Avon, OH
AUM
$225.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
440-934-2195
BOND TECH INC
Bellbrook, OH
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-836-3991
JERICHO FINANCIAL
Westerville, OH
AUM
$220.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(614) 948-0039
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
Brookville, OH
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-833-4043
AFFINITY WEALTH LLC
Canton, OH
AUM
$217.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(330) 526-8412
KINETIC WEALTH INVESTMENT ADVISORS, LLC
Westlake, OH
AUM
$214.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-250-9500
OBJECTIVE CAPITAL MANAGEMENT, LLC
Fairlawn, OH
AUM
$214.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
216-468-1231
SIGNAL TREE FINANCIAL PARTNERS LLC
Copley, OH
AUM
$213.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(330) 590-5937
FINANCIAL ROUNDS
Cincinnati, OH
AUM
$211.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
513-588-8080
SHAFFER CAPITAL
Westerville, OH
AUM
$211.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-891-1200
INDEPENDENCE WEALTH ADVISORS, LLC
Independence, OH
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
216-268-3888
RESERVOIR WEALTH MANAGEMENT
Lima, OH
AUM
$208.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
567-289-2100
GARLIKOV ADVISORS INC
Columbus, OH
AUM
$207.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
614-221-0900
PURTILL FINANCIAL LLC
Highland Heights, OH
AUM
$207.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(440) 484-5340
NORTHAVENUE LLC
Columbus, OH
AUM
$204.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Fixed fees
614-210-3948
MCCARTHY WEALTH & TAX ADVISORS
Springboro, OH
AUM
$202.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
937-748-4765
CAPITAL ASSET MANAGEMENT, INC.
Columbus, OH
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
614-515-5510
RIK SAYLOR FINANCIAL, INC.
Fairfield, OH
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513) 829-8888
NEWPORT INVESTMENT ADVISORS INC
Beachwood, OH
AUM
$198.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-514-5151