BISON WEALTH MANAGEMENT, LLC
Lyndhurst, OH
AUM
$131.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
216-270-4425
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
MENCH FINANCIAL INC
Cincinnati, OH
AUM
$130.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-745-5111
LINCOLN DOUGLAS INVESTMENTS, LLC
Mount Vernon, OH
AUM
$130.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
740-397-1397
MESSMER CAPITAL ADVISORS LLC
Milford, OH
AUM
$130.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
740-972-1196
AAN WEALTH ADVISORS LLC
Canton, OH
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(888) 720-0360
SEVEN HILLS CAPITAL ADVISORS
Cincinnati, OH
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
513-515-3135
2 KNIGHTS WEALTH MANAGEMENT, LLC
Pepper Pike, OH
AUM
$127.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
2167985511
AXIM PLANNING & WEALTH
Springboro, OH
AUM
$127.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
937-291-2060
SHEIKH INVESTMENTS, INC.
Columbus, OH
AUM
$126.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-824-4652
ODA AND COMPANY, INC.
Medina, OH
AUM
$125.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-725-8911
DEMERS FINANCIAL PLANNING
Columbus, OH
AUM
$125.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
614-451-4505
EVANS WEALTH MANAGEMENT
Gallipolis, OH
AUM
$122.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
740-446-4200
GUDORF FINANCIAL GROUP, LLC
Dayton, OH
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(937) 898-5430
VAN WINKLE WEALTH MANAGEMENT GROUP LLC
Newark, OH
AUM
$120.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
740-366-1110
WESTERN RESERVE CAPITAL MANAGEMENT, LLC
Hudson, OH
AUM
$120.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
330-655-1543
SUMMIT WEALTH MANAGEMENT LLC
Akron, OH
AUM
$120.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-523-1065
SABRE ASSET MANAGEMENT LLC
Pepper Pike, OH
AUM
$119.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
216-245-6622
COX & COOK WEALTH ADVISORS
Dublin, OH
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
614-764-2366
INDEPENDENCE CAPITAL CO., INC.
Parma, OH
AUM
$118.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
440-888-7000
WURZ FINANCIAL SERVICES, LLC
Holland, OH
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
859-291-9879
CAPSTONE WEALTH PARTNERS
Dublin, OH
AUM
$114.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 754-7805
QUEEN CITY CAPITAL MANAGEMENT, LLC
Cincinnati, OH
AUM
$114.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(513) 721-6089
DEETER ADVISORY GROUP, LLC
Terrace Park, OH
AUM
$114.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
513-289-5056
BLUE JAY FINANCIAL GROUP, LLC
Defiance, OH
AUM
$113.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-785-4525