NICKELPLATE FINANCIAL LLC
Canton, OH
AUM
$17.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
330-526-8037
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
DIAMOND EQUITY ADVISORS
Columbus, OH
AUM
$16.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-763-6553
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
440-339-3550
CINCINNATI WEALTH MANAGEMENT, INC.
Cincinnati, OH
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
513-235-9126
ANGART & CO.
Beachwood, OH
AUM
$16.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
216-5344424
KANU ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(513) 769-2700
COPPER RIDGE WEALTH MANAGEMENT, LLC
Lakewood, OH
AUM
$15.0M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
440-539-2250
PHILIPP CAPITAL ADVISORS
Beachwood, OH
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(216) 202-5491
LIFETIME FINANCIAL ADVISORS LLC
Wooster, OH
AUM
$14.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
330-264-8580
VAUGHAN INVESTMENT ADVISORS, LLC
Worthington, OH
AUM
$14.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
614-296-3974
HAWK100
Dublin, OH
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-791-4295
CCF ADVISORS LLC
Rocky River, OH
AUM
$13.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
440-253-2077
BRUIN CAPITAL ALLOCATION, LLC
Cincinnati, OH
AUM
$13.8M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-620-6801
VICTORY FINANCIAL SERVICES LLC
Medina, OH
AUM
$13.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-331-4447
DUNPHY WEALTH MANAGEMENT, INC.
Cincinnati, OH
AUM
$13.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
513-232-6333
NIRVANA ANALYTICS, LLC
Pepper Pike, OH
AUM
$13.3M
Wealth MgmtTrusts & Estates
Team
1 employees
Clients
0
Fees
Percentage of AUM
(216)245-6230
GROSS INVESTMENTS LLC
Valley City, OH
AUM
$13.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
216-644-6957
CLARION RIVER ADVENTURES, LLC
Canton, OH
AUM
$13.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(330) 418-4170
MACINO FINANCIAL, LLC
Holland, OH
AUM
$12.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-491-0909
PROVIDENCE FINANCIAL SERVICES, LLC
Rocky River, OH
AUM
$12.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
440-333-1393
BEECHWOOD CAPITAL MANAGEMENT, INC.
Cincinnati, OH
AUM
$12.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
513-793-3777
MILESTONE WEALTH STRATEGIES
Columbus, OH
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
614-361-5559
TAVCO FINANCIAL ADVISORY, INC
Springfield, OH
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
937-399-8415
CONSERVATIVEMONEY LLC
Cleveland, OH
AUM
$10.4M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
216-251-2100