SWISHER FINANCIAL CONCEPTS, INC.
Westerville, OH
AUM
$317.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
614-890-1930
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
HORTER INVESTMENT MANAGEMENT, LLC
Cincinnati, OH
AUM
$314.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-984-9933
GENERATIONS WEALTH, LLC
Cincinnati, OH
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(513) 834-8056
FUTURE FINANCES INC
Columbus, OH
AUM
$304.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-888-7526
SIMS INVESTMENT MANAGEMENT LLC
Cincinnati, OH
AUM
$304.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
513-278-7467
SPRENG CAPITAL MANAGEMENT, INC.
Bucyrus, OH
AUM
$300.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
419-563-0084
BIRCHCREEK WEALTH MANAGEMENT, LLC
Miami Township, OH
AUM
$300.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(937) 567-0646
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
Upper Arlington, OH
AUM
$299.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-222-4888
GATEPASS CAPITAL, LLC
Independence, OH
AUM
$299.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
833-428-3727
RESOLUTE WEALTH ADVISOR, INC.
Findlay, OH
AUM
$293.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
419-422-4400
MBIA CAPITAL ADVISORS
Cincinnati, OH
AUM
$290.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-324-2201
NORTH STAR ADVISORY GROUP, LLC
Beachwood, OH
AUM
$289.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
216-202-0202
CW INDUSTRIAL PARTNERS, LLC
Cleveland, OH
AUM
$283.9M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
216-781-3233
B.A. SCHROCK WEALTH MANAGEMENT
Wadsworth, OH
AUM
$281.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
330-473-1060
ARG PRIVATE WEALTH, LLC
Cincinnati, OH
AUM
$280.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-488-1600
THE RETIREMENT GUYS FORMULA
Maumee, OH
AUM
$276.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
419-842-0550
RETIREMENT STRATEGIES, LTD.
Dublin, OH
AUM
$272.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
614-799-8668
CAMELOT PORTFOLIOS, LLC
Maumee, OH
AUM
$272.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
419-794-0538
INVEST CAPITAL PARTNERS
Springboro, OH
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-557-3200
REDWOOD FINANCIAL NETWORK
Solon, OH
AUM
$262.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
440-287-5020
KIPLINGER WEALTH ADVISORS
Springboro, OH
AUM
$261.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
937-886-1442
RIDGELINE WEALTH PLANNING LLC
Centerville, OH
AUM
$259.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(937)-739-3744
SHAKER INVESTMENTS
Beachwood, OH
AUM
$258.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
216-292-2950
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