SUMMIT INVESTMENTS AND FINANCIAL PLANNING
Uniontown, OH
AUM
$10.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
3302564283
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
WILDE CAPITAL MANAGEMENT, LLC
Cleveland, OH
AUM
$10.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(866) 894-5332
AGORA INVESTMENTS
Dayton, OH
AUM
$10.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
937-993-6729
PECK & ASSOCIATES, LLC
Independence, OH
AUM
$8.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
216-520-1323
KLD WEALTH MANAGEMENT
Lebanon, OH
AUM
$8.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(937) 404-5180
KURFEES CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
6148599834
TRICORD WEALTH ADVISORS
Columbus, OH
AUM
$7.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-436-1658
COLETTA CAPITAL, LLC
Westlake, OH
AUM
$7.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
440-641-0153
ADVOCATE WEALTH SOLUTIONS
Dublin, OH
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
614.408.0004
DELTA CAPITAL MANAGEMENT, INC.
Dublin, OH
AUM
$6.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-655-8877
GREAT LAKES RETIREMENT PLANNING LLC
Cleveland, OH
AUM
$6.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-230-4643
ORGANIC WEALTH, LLC
Columbus, OH
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-412-4611
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
Toledo, OH
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
419-531-2414
NEXTGEN WEALTH DEFENSE LLC
Lorain, OH
AUM
$5.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(440) 890-2026
FAMILY LIFE FINANCIAL PLANNING
Mentor, OH
AUM
$5.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
440-490-7526
KIPI FINANCIAL PLANNING LLC
Columbus, OH
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
614-401-6444
AUSTIN WEALTH SOLUTIONS
Shreve, OH
AUM
$5.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
330-473-1014
W&S ADVISORY SERVICES, LLC
Cincinnati, OH
AUM
$5.3M
Financial PlanningWealth Mgmt
Team
9 advisors
Clients
1-10
Fees
Fixed fees
513-361-7600
CHLEBINA CAPITAL
Akron, OH
AUM
$5.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
330-668-9200
THE SIEKMANN COMPANY
Plain City, OH
AUM
$4.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-873-5200
OMEGA CAPITAL MANAGEMENT LLC
New Albany, OH
AUM
$4.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-721-4534
NIGHT SKY CAPITAL MANAGEMENT, LLC
Cleveland Heights, OH
AUM
$3.2M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
216-359-7709
SPRING OCEAN CAPITAL LLC
Chagrin Falls, OH
AUM
$3.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
888-560-6709
REINHART ASSET MANAGEMENT LLC
Toledo, OH
AUM
$2.9M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
419-242-5956