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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH
691 advisers found
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
BRIXEY & MEYER CAPITAL LLC
Cincinnati, OH
AUM
$201.8M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-762-2210
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
FEG CURIO INVESTMENT PARTNERS, LLC
Cincinnati, OH
AUM
$195.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
513-977-4400
BRIGHT PATH SPORTS PARTNERS, LLC
Cleveland, OH
AUM
$194.8M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
216-235-3292
T.T.G. FINANCIAL, INC.
Canton, OH
AUM
$194.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
330-491-2220
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
Cincinnati, OH
AUM
$193.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
513-817-3131
ENZA FINANCIAL, LLC
Independence, OH
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
216-236-0700
MEYER CAPITAL MANAGEMENT LLC.
Cincinnati, OH
AUM
$190.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
513-772-3600
BLUESTONE PRIVATE WEALTH, LLC
Cleveland, OH
AUM
$190.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
216-299-1883
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
Cincinnati, OH
AUM
$188.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(513) 241-8313
HERITAGE FINANCIAL ADVISORS, LLC
Waterville, OH
AUM
$188.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
419-887-5887