MONEYFLUENT
Columbus, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(614) 245-5484
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
MOUNT VERNON FINANCIAL
Mount Vernon, OH
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(740) 204-6121
NATIONWIDE SECURITIES, LLC
Columbus, OH
AUM
—
Financial PlanningWealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM
888-753-7364
NORTHCOAST RESEARCH PARTNERS, LLC
Cleveland, OH
AUM
—
Team
24 advisors
Clients
—
Fees
Subscription fees
216-468-6900
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Subscription fees
937-269-1116
O2 INVESTMENTS LLC
West Chester, OH
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
513 460 2459
OHIO CU FINANCIAL
Garfield Heights, OH
AUM
$0
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-663-6800
PARTNERS INVESTMENT SERVICES, INC
Cleveland Heights, OH
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-656-5580
PARTNERSHIP FINANCIAL, LLC
Columbus, OH
AUM
—
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Fixed fees; INCOME BASED FEE
614-328-9319
PATRIOT WEALTH PLANNERS LLC
Maumee, OH
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
419-482-8051
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
937-667-2000
POITINGER FINANCIAL, INC.
Fairlawn, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
330-864-1144
POMEROY FINANCIAL PLANNING, LLC.
Cincinnati, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
513-802-8898
QUEST WEALTH SOLUTIONS, INC.
Mansfield, OH
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
419-525-2525
RAM AND OAK INVESTMENT PARTNERS, LLC
Beavercreek, OH
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
614-505-4201
REGENCY FINANCIAL, LLC
Dayton, OH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
937-436-0400
RESOURCE STRATEGIES INC
Pepper Pike, OH
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
216-765-0121