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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
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
WELLSPRING FINANCIAL ADVISORS, LLC
Cleveland, OH
AUM
$5.06B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
216-367-0680
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
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
MEEDER ADVISORY SERVICES, INC.
Dublin, OH
AUM
$2.86B
Wealth MgmtTrusts & EstatesInstitutional
Team
54 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
866-633-3371
CINCINNATI ASSET MANAGEMENT INC
Cincinnati, OH
AUM
$2.53B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
513-554-8500
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