KEY INVESTMENT SERVICES LLC
Brooklyn, OH
AUM
$8.88B
Wealth MgmtTrusts & EstatesRetirement
Team
360 advisors
Clients
—
Fees
Percentage of AUM
(888) 547-2968
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH
301 advisers found
PCM MANAGEMENT ADVISOR, LLC
Chagrin Falls, OH
AUM
$7.89B
Wealth MgmtInstitutional
Team
38 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
440-528-0333
HUNTINGTON FINANCIAL ADVISORS
Columbus, OH
AUM
$7.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
415 advisors
Clients
—
Fees
Percentage of AUM
800.322.4600
FIFTH THIRD WEALTH ADVISORS LLC
Cincinnati, OH
AUM
$7.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
58 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(513) 268-8380
ONESEVEN
Beachwood, OH
AUM
$7.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
95 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
216-865-1700
CARNEGIE INVESTMENT COUNSEL
Pepper Pike, OH
AUM
$7.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
216-367-4114
TRUEPOINT, INC.
Cincinnati, OH
AUM
$6.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
513-792-6648
ORG PORTFOLIO MANAGEMENT LLC
Beachwood, OH
AUM
$6.38B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
216-468-0055
TFO WEALTH PARTNERS
Maumee, OH
AUM
$5.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
419-891-9999
STRATOS WEALTH ADVISORS LLC
Beachwood, OH
AUM
$5.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(440) 519-2500
CONSTELLATION WEALTH ADVISORS
Cincinnati, OH
AUM
$5.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Subscription fees +2 more
513-871-5500
VENTURE VISIONARY PARTNERS LLC
Sylvania, OH
AUM
$5.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(419) 464-7401
DAYMARK WEALTH PARTNERS, LLC
Cincinnati, OH
AUM
$5.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
513-838-2520
HAMILTON CAPITAL
Columbus, OH
AUM
$4.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
614-273-1000
ANCORA ADVISORS LLC
Mayfield Heights, OH
AUM
$4.61B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
27 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
216-825-4000
PROSPERITY CAPITAL ADVISORS
Westlake, OH
AUM
$4.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
98 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
888-240-0064
PCA INVESTMENT ADVISORY SERVICES, INC.
Cincinnati, OH
AUM
$4.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
513.281.3366
BEACON CAPITAL MANAGEMENT, INC.
Dayton, OH
AUM
$4.26B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
937-439-9093
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
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
MEEDER ASSET MANAGEMENT, INC.
Dublin, OH
AUM
$3.33B
Wealth Mgmt
Team
33 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
866-633-3371
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