Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
HUDSON FINANCIAL ADVISORS INC
Streetsboro, OH
AUM
—
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Commissions
330-342-1157
HUMMEL WEALTH MANAGEMENT, LLC
Berlin, OH
AUM
—
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
330-893-2600
INNERWORKS WEALTH MANAGEMENT
Cincinnati, OH
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(404) 234-0400
INVESTMENT NETWORK, INC.
Canton, OH
AUM
—
Team
25 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
330-564-0568
JAMES RUTHSATZ PINNACLE ADVISORS LLC
Sandusky, OH
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
419-627-1040
KELLY FINANCIAL PLANNING, LLC
Cincinnati, OH
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges
513-379-2527
KEYBANC CAPITAL MARKETS RESEARCH, LLC
Cleveland, OH
AUM
—
Team
71 advisors
Clients
0
Fees
PAYMENT FOR RESERACH SERVICES
216-689-3873
KM&M PINNACLE, LTD.
Mansfield, OH
AUM
—
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
419-756-3211
AUM
—
Team
1 advisors
Clients
—
Fees
Fixed fees · % OF ASSETS UNDER ADVISEMENT +1 more
330-836-7800
LEGACY ADVISORY NETWORK, LLC
Dublin, OH
AUM
—
Team
2 advisors
Clients
0
Fees
SHARES IN FEES PAID TO THIRD PARTY ADVISERS
614-336-7660
LIFEGUARD ADVISORS LLC
Mentor, OH
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
440-942-1936
LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC
Lancaster, OH
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
740-653-6339
MATSON CAPITAL LLC
Mason, OH
AUM
—
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(513) 204-8084
MERIDIAN WEALTH MANAGEMENT, LLC
Dublin, OH
AUM
—
Team
2 advisors
Clients
11-25
Fees
Fixed fees
614-908-1515
MICHAEL G. MILLER & ASSOCIATES, L.L.C.
Willoughby, OH
AUM
—
Team
1 advisors
Clients
251-500
Fees
Hourly charges · Fixed fees +1 more
440-951-3936
MM ASCEND LIFE INVESTOR SERVICES, LLC
Cincinnati, OH
AUM
—
Team
12 employees
Clients
0
Fees
MAINTAINING REGISTRATION BUT NOT SERVING CLIENTS
513-361-9525
MONEY & CLARITY
Cincinnati, OH
AUM
—
Team
3 advisors
Clients
51-100
Fees
Subscription fees · Fixed fees +1 more
513-563-7526