SAFE HARBOR WEALTH ADVISORS, LLC
Dublin, OH
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
614-760-0670
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
VISION FINANCIAL MANAGEMENT, LLC
Cuyahoga Falls, OH
AUM
$165.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
330-929-9900
M.K. BROWN WEALTH ADVISORY
Oakwood, OH
AUM
$165.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; THIRD PARTY ADVISORY FEES
937-298-8904
AUM
$165.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
614-457-6096
BELL CITY WEALTH, INC.
Hillsboro, OH
AUM
$163.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
937-393-3154
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
Columbus, OH
AUM
$163.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
614-543-1350
SHEPHERD WEALTH MANAGEMENT
Cincinnati, OH
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(513) 630-2664
M3 WEALTH MANAGEMENT
North Royalton, OH
AUM
$160.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
440-652-6370
HARDING FINANCIAL GROUP
Westerville, OH
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-515-4722
IRON GATE WEALTH ADVISORS, LLC
Poland, OH
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-953-1396
HDA WEALTH MANAGEMENT, LLC
Poland, OH
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
330-980-0741
RICHWOOD INVESTMENT ADVISORS, LLC
Cincinnati, OH
AUM
$155.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(513) 871-0123
WORTHINGTON WEALTH MANAGEMENT
Worthington, OH
AUM
$153.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
614-368-0769
GRAVER CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$153.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
614-499-2500
INFINITY WEALTH COUNSEL, LLC
Loveland, OH
AUM
$151.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
513-563-3500
ATLANTIS WEALTH ADVISORS LLC
Maumee, OH
AUM
$150.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
419-794-0538
COMPASS FINANCIAL GROUP, INC.
Dublin, OH
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
614-791-0093
PEERLESS WEALTH
Columbus, OH
AUM
$148.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
614-824-2824
RABE INVESTMENT CONSULTING GROUP
Richfield, OH
AUM
$147.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
2167707300
THE WEALTH ADVANTAGE GROUP, INC.
Columbus, OH
AUM
$146.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-459-9000
CHAPMAN & CHAPMAN ADVISORS LLC
Chagrin Falls, OH
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
440-287-7603
EGSI INVESTMENT MANAGEMENT
Dublin, OH
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-526-4118
AUM
$144.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
614-662-4250
GEM-YOUNG WEALTH ADVISORS, LLC
Canfield, OH
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 employees
Clients
251-500
Fees
Percentage of AUM; FEE SPLIT WITH UNDERLYING MANAGER
330-533-6936