OBERLIN WEALTH PARTNERS, LLC
Bryan, OH
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(419) 636-1141
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH
301 advisers found
DEMLAND WEALTH LLC
Defiance, OH
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(419) 990-7526
DINERGY
Cincinnati, OH
AUM
$29.1M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
513-878-0200
TCM WEALTH ADVISORS
Fairlawn, OH
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330.836.7000
AUM
$28.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
740-447-5540
WORLD CHOICE SECURITIES, INC.
Columbus, OH
AUM
$26.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
614-436-0231
INVESTMENT ANALYTICS, LLC
Cincinnati, OH
AUM
$21.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
513-960-6403
ANDREWS WEALTH MANAGEMENT, LLC
Uniontown, OH
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-644-9000
CROWE FINANCIAL GROUP LLC
Hillsboro, OH
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-393-8788
NICKELPLATE FINANCIAL LLC
Canton, OH
AUM
$17.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
330-526-8037
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
440-339-3550
KANU ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(513) 769-2700
VAUGHAN INVESTMENT ADVISORS, LLC
Worthington, OH
AUM
$14.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
614-296-3974
HAWK100
Dublin, OH
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-791-4295
BEECHWOOD CAPITAL MANAGEMENT, INC.
Cincinnati, OH
AUM
$12.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
513-793-3777
ADVOCATE WEALTH SOLUTIONS
Dublin, OH
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
614.408.0004
FAMILY LIFE FINANCIAL PLANNING
Mentor, OH
AUM
$5.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
440-490-7526
AUSTIN WEALTH SOLUTIONS
Shreve, OH
AUM
$5.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
330-473-1014
CHLEBINA CAPITAL
Akron, OH
AUM
$5.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
330-668-9200
SPRING OCEAN CAPITAL LLC
Chagrin Falls, OH
AUM
$3.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
888-560-6709
CAPITAL INVESTORS ADVISORY CORPORATION
Dublin, OH
AUM
—
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
614 224-6828
H&M FINANCIAL ADVISORS
Marion, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
740-387-8620
JAMES RUTHSATZ PINNACLE ADVISORS LLC
Sandusky, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
419-627-1040
KM&M PINNACLE, LTD.
Mansfield, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
419-756-3211