ANCORA PRIVATE WEALTH ADVISORS, LLC
Cleveland, OH
AUM
$3.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
216-825-4000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
CM WEALTH ADVISORS LLC
Beachwood, OH
AUM
$3.60B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
216-831-9667
ON INVESTMENT MANAGEMENT CO
Cincinnati, OH
AUM
$3.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
196 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
855-262-0913
FAIRWAY WEALTH MANAGEMENT LLC
Independence, OH
AUM
$2.98B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
216-573-7200
SJS INVESTMENT SERVICES
Sylvania, OH
AUM
$2.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
419-885-2626
FOSTER & MOTLEY INC
Cincinnati, OH
AUM
$2.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
513-561-6640
WINDSOR ADVISORY GROUP, LLC
Columbus, OH
AUM
$2.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
614-545-0300
REVISOR WEALTH MANAGEMENT LLC
Akron, OH
AUM
$2.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(440) 248-3355
EVERHART ADVISORS
Dublin, OH
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
614-717-9705
GRYPHON FINANCIAL PARTNERS
Columbus, OH
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
614-929-2880
SUMMIT FINANCIAL STRATEGIES INC
Columbus, OH
AUM
$2.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH
614-885-1115
WEALTHQUEST CORPORATION
Cincinnati, OH
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
513-530-9700
PDS PLANNING INC
Dublin, OH
AUM
$2.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Fixed fees
614-481-8449
OCTAVIA WEALTH ADVISORS LLC
Cincinnati, OH
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513) 762-7701
PINNACLE ADVISORS
Mansfield, OH
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
419-526-5226
EUBEL BRADY & SUTTMAN
Miamisburg, OH
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Performance-based fees +1 more
937-291-1223
BEESE FULMER PRIVATE WEALTH MANAGEMENT
Canton, OH
AUM
$2.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
330-454-6555
MEYERS WEALTH MANAGEMENT, LLC
Columbus, OH
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
614-442-6787
KMG FIDUCIARY PARTNERS, LLC
Toledo, OH
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(419) 517-8040
STRATEGIC WEALTH PARTNERS, LTD.
Independence, OH
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(216) 800-9000
OPUS CAPITAL MANAGEMENT
Cincinnati, OH
AUM
$1.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
513-621-6787
HORAN WEALTH, LLC
Cincinnati, OH
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
513-745-0707
UNITED ADVISOR GROUP
Cincinnati, OH
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-242-4912
ANTOLINO WEALTH ADVISORS
Columbus, OH
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
614-442-3355