Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
216-292-5700
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
SKA FINANCIAL SERVICES,INC.
Fairview Park, OH
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
440-734-3200
Full profileNo website
MONETARY SOLUTIONS, LTD.
Dayton, OH
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-297-1140
Full profileNo website
ALPHA ASSET MANAGEMENT
Akron, OH
AUM
$129.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(330) 374-7500
Full profileNo website
JR MESENBURG AND ASSOCIATES, LLC
Columbus, OH
AUM
$118.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-431-0431
Full profileNo website
STRONG INVESTMENT MANAGEMENT, LLC
Canton, OH
AUM
$111.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-492-4470
Full profileNo website
AUM
$109.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
216-436-3637
Full profileNo website
STRUCTURED INVESTMENT ADVISORS, LLC
Sandusky, OH
AUM
$106.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
419-621-1794
Full profileNo website
FERRARO WEALTH MANAGEMENT, LLC
Dublin, OH
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
614 783 1051
Full profileNo website
BORLAND MARKER
Dayton, OH
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
937-434-7736
Full profileNo website
SCOFIELD & COMPANY, LLC
Fairlawn, OH
AUM
$97.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
330-668-2616
Full profileNo website
STEELE INVESTMENT COUNSEL, LTD.
Columbus, OH
AUM
$83.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-206-3272
Full profileNo website
MOY INVESTMENT MANAGEMENT, LLC
Cincinnati, OH
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-247-6102
Full profileNo website
NEO INVESTMENT COUNSEL, LLC
Cleveland, OH
AUM
$81.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(216) 250-1410
Full profileNo website
THOMAS & COMPANY LLC
Beachwood, OH
AUM
$81.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
216-292-9901
Full profileNo website
COYNE CAPITAL MANAGEMENT, LLC
Westlake, OH
AUM
$76.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
440-360-7422
Full profileNo website
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
Cleveland, OH
AUM
$76.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
0 total employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-899-1121
Full profileNo website
WEINBERG ADVISORY GROUP
Columbus, OH
AUM
$55.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
614-571-5409
Full profileNo website
NORTHWEST ADVISORY INC
Dayton, OH
AUM
$41.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
937-439-7220
Full profileNo website
G. EARL MOWREY & CO., L.L.C
Youngstown, OH
AUM
$41.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-759-3444
Full profileNo website
KENNETH A. DERY & ASSOCIATES
Willoughby, OH
AUM
$35.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
440-946-6510
Full profileNo website
SAMUELS FINANCIAL SERVICES, INC.
Youngstown, OH
AUM
$33.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Commissions
330-726-5921
Full profileNo website
EHMLI INVESTMENT ADVISORS LLC
Dayton, OH
AUM
$30.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
937-312-9699
Full profileNo website
MANDEL FINANCIAL SERVICES
Cincinnati, OH
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-441-4025
Full profileNo website