365 WEALTH MANAGEMENT GROUP
Mason, OH
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
513-880-0002
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
FIRST MASON FINANCIAL, LLC
Medina, OH
AUM
$185.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-722-5777
THE PENSION GROUP
Dublin, OH
AUM
$182.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-423-4600
CINTRIFUSE CAPITAL
Cincinnati, OH
AUM
$180.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-246-2706
THE PRIVATE INVESTMENT GROUP, INC.
Kettering, OH
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
937-434-0500
BENCHMARK WEALTH MANAGEMENT
Cincinnati, OH
AUM
$179.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-328-0272
FIDUCIARY WEALTH GROUP, LLC
Centerville, OH
AUM
$178.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
855-560-7171
AUM
$177.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
804-217-2561
EMVISION CAPITAL ADVISORS, LLC
Aurora, OH
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-954-3770
LIVELSBERGER FINANCIAL ADVISORY
Ashland, OH
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
419-289-7165
ALAN B. LANCZ & ASSOCIATES, INC.
Toledo, OH
AUM
$175.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
419-536-5200
APPALACHIAN CAPITAL MANAGEMENT
St.. Clairsville, OH
AUM
$175.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
740-695-3434
SHUTTLEWORTH & COMPANY
Powell, OH
AUM
$173.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
614-760-7738
KENNON-GREEN & CO.
New Albany, OH
AUM
$171.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(614) 656-3638
PEB CAPITAL MANAGEMENT LLC
Columbus, OH
AUM
$171.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(614) 457-6855
TACTICAL FUND ADVISORS, LLC
Cincinnati, OH
AUM
$169.8M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
513-987-4458
TURNSTONE FINANCIAL
Troy, OH
AUM
$169.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
937-875-2550
MCCARLEY & COOK FINANCIAL PLANNERS
Cincinnati, OH
AUM
$169.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
513-792-9990
MEYER GATES FINANCIAL ADVISORS, INC
West Chester, OH
AUM
$168.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
937-220-4915
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
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