APTUS WEALTH MANAGEMENT, LLC
Lewis Center, OH
AUM
$95.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-917-1040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
ZIMMERMAN CAPITAL MANAGEMENT
Salem, OH
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-332-4261
TIDMORE RETIREMENT PLANNING SPECIALISTS
Beachwood, OH
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
440-498-1396
EASTWIND CAPITAL WEALTH MANAGEMENT
Westerville, OH
AUM
$94.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
614-888-2230
CUNNINGHAM WEALTH MANAGEMENT
Broadview Heights, OH
AUM
$94.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
440-717-1350
LYKE FINANCIAL
Canton, OH
AUM
$94.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
330-499-4022
AUM
$93.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
330-702-3556
TRANSCEND WEALTH
Woodmere, OH
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
216-236-1106
OELSCHLAGER INVESTMENTS
Akron, OH
AUM
$93.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
330-664-9920
KYLESHILL FINANCIAL PLANNING
Columbus, OH
AUM
$92.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
614-395-1295
BEACON HILL INVESTMENT ADVISORY, LLC
Dublin, OH
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-469-4685
THE SHERRINGTON GROUP
Columbus, OH
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-485-2000
CAPITAL ADVISORY SERVICES, LLC
West Chester, OH
AUM
$90.3M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(513) 942-7000
TOTAL FINANCIAL MANAGEMENT, LLC
Poland, OH
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(330) 707-1919
EQUITTA ADVISORS LLC
Milford, OH
AUM
$89.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
844-369-3961
SOBITZ FINANCIAL GROUP, LLC
Uniontown, OH
AUM
$88.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-896-9575
APPALOOSA WEALTH MANAGEMENT LLC
Independence, OH
AUM
$88.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
216-573-3725
BULLINGTON CAPITAL MANAGEMENT, LLC
Akron, OH
AUM
$87.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-664-0700
RIVER WEALTH MANAGEMENT LLC
Medina, OH
AUM
$86.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-600-8175
BOLLIN WEALTH MANAGEMENT, LLC
Perrysburg, OH
AUM
$86.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
419-878-3934
HUFFMAN WEALTH MANAGEMENT
Cincinnati, OH
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
513-866-5800
KEDZIOR WEALTH MANAGEMENT LLC
Independence, OH
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(216) 264-4395
DEFIANT FINANCIAL SERVICES LLC
Westlake, OH
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
440-385-0208
CROSBY ADVISORY GROUP, LLC
Ashland, OH
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(419) 496-0770