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.
777 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