MOUNT VERNON FINANCIAL
Mount Vernon, OH
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(740) 204-6121
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH
301 advisers found
NORTHCOAST RESEARCH PARTNERS, LLC
Cleveland, OH
AUM
—
Team
24 advisors
Clients
—
Fees
Subscription fees
216-468-6900
RESOURCE STRATEGIES INC
Pepper Pike, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
216-765-0121
UNION STRATEGIC ADVISORS
Blue Ash, OH
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-699-5200
WOODLAND WEALTH PARTNERS
Pepper Pike, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
330-416-5509
NATIONWIDE INVESTMENT ADVISORS, LLC
Columbus, OH
AUM
$16.73B
Wealth MgmtRetirementInstitutional
Team
316 advisors
Clients
—
Fees
Percentage of AUM
614-435-8371
Full profileNo website
NATIONWIDE ASSET MANAGEMENT, LLC
Columbus, OH
AUM
$15.19B
Wealth MgmtInstitutional
Team
107 advisors
Clients
—
Fees
Percentage of AUM; COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS
614-435-6127
Full profileNo website
CBIZ INVESTMENT ADVISORY SERVICES, LLC
Cleveland, OH
AUM
$12.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
87 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-447-9000
Full profileNo website
SCHULHOFF & CO INC
Cincinnati, OH
AUM
$286.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
513-241-2900
Full profileNo website
HARDY & HARDY CO LLC
Lima, OH
AUM
$269.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
419-998-8955
Full profileNo website
SCHEAR INVESTMENT ADVISERS, LLC
Cincinnati, OH
AUM
$268.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
513-984-5700
Full profileNo website
CLUTTERBUCK CAPITAL MANAGEMENT LLC
Cleveland, OH
AUM
$233.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
216-539-1181
Full profileNo website
AUM
$232.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-604-2659
Full profileNo website
DBK FINANCIAL COUNSEL, LLC
Cuyahoga Falls, OH
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-923-3038
Full profileNo website
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
216-292-5700
Full profileNo website
SKA FINANCIAL SERVICES,INC.
Fairview Park, OH
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
440-734-3200
Full profileNo website
MONETARY SOLUTIONS, LTD.
Dayton, OH
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-297-1140
Full profileNo website
SWP INVESTMENT MANAGEMENT LLC
Independence, OH
AUM
$138.4M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
216-800-9000
Full profileNo website
STRONG INVESTMENT MANAGEMENT, LLC
Canton, OH
AUM
$111.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-492-4470
Full profileNo website
STRUCTURED INVESTMENT ADVISORS, LLC
Sandusky, OH
AUM
$106.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
419-621-1794
Full profileNo website
BORLAND MARKER
Dayton, OH
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
937-434-7736
Full profileNo website
MOY INVESTMENT MANAGEMENT, LLC
Cincinnati, OH
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-247-6102
Full profileNo website
THOMAS & COMPANY LLC
Beachwood, OH
AUM
$81.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
216-292-9901
Full profileNo website
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
Cleveland, OH
AUM
$76.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
0 total employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-899-1121
Full profileNo website