ARD ADVISORY SERVICES, LLC
Dublin, OH
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-602-6506
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH
691 advisers found
SPINNAKER FINANCIAL GROUP, LLC
Independence, OH
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-615-4101
POWERS CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$59.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(614) 485-1188
ELEVATION FINANCIAL PARTNERS, LLC
Westerville, OH
AUM
$58.7M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
614-888-2222
AMFG WEALTH MANAGEMENT LLC
Westlake, OH
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(440) 249-0397
NOTTINGHILL INVESTMENT ADVISERS, LTD
Cincinnati, OH
AUM
$57.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
513-624-3000
ONCENTER FINANCIAL ADVISORS LLC
Beachwood, OH
AUM
$54.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(216) 296-7373
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
Cincinnati, OH
AUM
$53.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
513-241-2110
YFP WEALTH
New Albany, OH
AUM
$53.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-618-5901
WALDEN FINANCIAL
Granville, OH
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-517-1687
FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.
Olmsted Falls, OH
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-235-0310
ONE BRICK CAPITAL, LLC
Columbus, OH
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
614-5309733
PARALLEL EQUITY ADVISORS LTD.
Dublin, OH
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-354-5452
21ST CENTURY EQUITY ADVISORS CORPORATION
Worthington, OH
AUM
$50.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-487-8873
TRUE NORTH FINANCIAL ADVISORS, LLC
Hilliard, OH
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
6142053389
NORTHPOINT FINANCIAL PLANNING LLC
Delaware, OH
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
740-513-7968
CLEVELAND RETIREMENT PLANNING LLC
Westlake, OH
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-801-4874
PETERS WEALTH GROUP
Westerville, OH
AUM
$48.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(614) 865-2111
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-550-5428
RETIREMENT PLAN ADVISORS LTD
Cincinnati, OH
AUM
$48.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-834-9383
WILLIAMSON WEALTH MANAGEMENT
Canton, OH
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
330-493-7300
TAYLOR FINANCIAL MANAGEMENT INC
Bexley, OH
AUM
$45.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-235-6710
EPIC FINANCIAL, LLC
Hudson, OH
AUM
$43.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-331-0629
SCHULER WEALTH PLANNING LLC
Columbus, OH
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
614-454-1768