FIREFLY WEALTH MANAGEMENT
Cleveland, OH
AUM
$65K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-285-1140
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
CANDELA FINANCIAL
Toledo, OH
AUM
$21K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-299-6842
ARCADIA FINANCIAL PARTNERS, LLC
Pickerington, OH
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
6149539110
CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY
Khlong Tan, Khlong Toei, Bangkok, OH
AUM
—
Financial PlanningTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
+66 2 566-0815
CORNERSTONE FAMILY OFFICE, LLC
Mayfield Heights, OH
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
440-460-0460
DEMMA-NOVAK WEALTH MANAGEMENT
Dayton, OH
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-523-0029
FOURTH DIMENSION FINANCIAL GROUP
Perrysburg, OH
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(419) 931-0704
LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC
Lancaster, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
740-653-6339
NATIONWIDE SECURITIES, LLC
Columbus, OH
AUM
—
Financial PlanningWealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM
888-753-7364
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Subscription fees
937-269-1116
PARTNERSHIP FINANCIAL, LLC
Columbus, OH
AUM
—
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Fixed fees; INCOME BASED FEE
614-328-9319
CBIZ INVESTMENT ADVISORY SERVICES, LLC
Cleveland, OH
AUM
$12.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
87 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-447-9000
Full profileNo website
WEALTH DIMENSIONS FAMILY OFFICE, INC
Cincinnati, OH
AUM
$625.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(513) 945-1030
Full profileNo website
COLUMBUS INVESTMENT ADVISORY INC.
New Albany, OH
AUM
$453.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
614-882-1418
Full profileNo website
AUM
$331.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(216) 529-1642
Full profileNo website
SCHULHOFF & CO INC
Cincinnati, OH
AUM
$286.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
513-241-2900
Full profileNo website
WESBANCO SECURITIES, INC.
St. Clairsville, OH
AUM
$285.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
42 advisors
Clients
26-50
Fees
Percentage of AUM
8003683369
Full profileNo website
AUM
$278.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
440-942-8877
Full profileNo website
HARDY & HARDY CO LLC
Lima, OH
AUM
$269.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
419-998-8955
Full profileNo website
SCHEAR INVESTMENT ADVISERS, LLC
Cincinnati, OH
AUM
$268.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
513-984-5700
Full profileNo website
CLUTTERBUCK CAPITAL MANAGEMENT LLC
Cleveland, OH
AUM
$233.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
216-539-1181
Full profileNo website
AUM
$232.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-604-2659
Full profileNo website
LINDAHL & MANSAGER INC
Fairlawn, OH
AUM
$213.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
330-665-0655
Full profileNo website
DBK FINANCIAL COUNSEL, LLC
Cuyahoga Falls, OH
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-923-3038
Full profileNo website