Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
CLEVELAND RESEARCH COMPANY LLC
Cleveland, OH
AUM
—
Team
64 advisors
Clients
—
Fees
SUBSCRIPTION FEES FOR RESEARCH REPORTS
216-649-7250
CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY
Khlong Tan, Khlong Toei, Bangkok, OH
AUM
—
Team
3 advisors
Clients
26-50
Fees
Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
+66 2 566-0815
CME FINANCIAL SERVICES, LLC
Columbus, OH
AUM
—
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(614) 396-4612
COMPASS PLANNING, LLC
Ashland, OH
AUM
—
Team
1 advisors
Clients
0
Fees
Fixed fees
(844) PLAN4IT
CORNERSTONE FAMILY OFFICE, LLC
Mayfield Heights, OH
AUM
—
Team
3 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
440-460-0460
CREATIVE FINANCIAL SOLUTIONS, LLC
Washington C. H., OH
AUM
—
Team
4 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
740-335-0070
DARCY BRIX INVESTMENT REPRESENTATIVE, INC
Willoughby, OH
AUM
—
Team
2 advisors
Clients
—
Fees
REFERRAL FEES
440-856-0320
DAVIS WEALTH MANAGEMENT, LLC
Richfield, OH
AUM
—
Team
1 employees
Clients
1-10
Fees
Hourly charges; Fixed fees
330-777-3329
DEMMA-NOVAK WEALTH MANAGEMENT
Dayton, OH
AUM
—
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-523-0029
EADVISOR LLC
Cincinnati, OH
AUM
—
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
513-515-9110
EDGETECH ANALYTICS, LLC
Fairlawn, OH
AUM
—
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADVISEMENT
330-668-2618
FOURTH DIMENSION FINANCIAL GROUP
Perrysburg, OH
AUM
—
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(419) 931-0704
GIANOLA FINANCIAL PLANNING, LLC
Worthington, OH
AUM
—
Team
3 advisors
Clients
101-250
Fees
Fixed fees; ANNUAL RETAINER FEES
614-340-0770
GOULD RUMA FINANCIAL ADVISORS
Toledo, OH
AUM
—
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
419-841-0060
GRANT STREET WEALTH MANAGEMENT, LTD.
Columbus, OH
AUM
—
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-766-3621
H&M FINANCIAL ADVISORS
Marion, OH
AUM
—
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
740-387-8620