FO INVESTMENTS, LLC
Canton, OH
AUM
$27.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-497-8270
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH
691 advisers found
FRY INVESTMENT ADVISORS, INC.
Centerville, OH
AUM
$27.0M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
937-428-0787
Full profileNo website
DENNIS CAPITAL MANAGEMENT, L.L.C.
Cincinnati, OH
AUM
$26.4M
Wealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
513-241-1000
Full profileNo website
PRESTIGE WEALTH MANAGEMENT LLC
Strongsville, OH
AUM
$26.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(440) 846-9170
Full profileNo website
BELDEN FINANCIAL, LLC
Canton, OH
AUM
$22.0M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM
330-915-4005
Full profileNo website
LYNCH RETIREMENT ADVISORS, LLC.
Canal Winchester, OH
AUM
$19.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
614-578-5066
Full profileNo website
EFS WEALTH MANAGEMENT LLC
Columbus, OH
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
614.536.0222
Full profileNo website
AUM
$19.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-336-7962
Full profileNo website
KOSMIN WEALTH MANAGEMENT
Beachwood, OH
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-595-1995
Full profileNo website
FSC ADVISORS LLC
North Canton, OH
AUM
$17.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
330-494-8824
Full profileNo website
SOUND ASSET MANAGEMENT, INC.
Mason, OH
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
513-755-8297
Full profileNo website
TISHY FINANCIAL LLC
West Chester, OH
AUM
$14.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-953-9338
Full profileNo website
SCHEAR CAPITAL, INC.
Cincinnati, OH
AUM
$12.2M
Trusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
513-984-5700
Full profileNo website
INTEGRATED FINANCIAL RESOURCES, INC.
Toledo, OH
AUM
$11.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
419-842-1505
Full profileNo website
GREAT LAKES FINANCIAL COMPANIES INC.
Twinsburg, OH
AUM
$10.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Commissions
330-425-4833
Full profileNo website
COMMON WEALTH MANAGEMENT LLC
Columbus, OH
AUM
$9.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
740-417-4160
Full profileNo website
GREENE WEALTH MANAGEMENT LLC
Liberty Township, OH
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(513) 835-1125
Full profileNo website
BURNS FINANCIAL ADVISORS, INC.
Independence, OH
AUM
$9.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-216-573-3737
Full profileNo website
4 STAR ADVISORY SERVICES LLC
Lancaster, OH
AUM
$8.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(740) 653-4437
Full profileNo website
RICHARD MILLER FINANCIAL SERVICES, LLC
Zanesville, OH
AUM
$8.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
740 455-2270
Full profileNo website
ZAK ADVISORY, LLC
Rocky River, OH
AUM
$6.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
216-970-1904
Full profileNo website
GLASS CITY CAPITAL MANAGEMENT, LLC
Maumee, OH
AUM
$5.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
419-787-3222
Full profileNo website
GJW INVESTMENT ADVISER LLC
Medina, OH
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-723-7241
Full profileNo website
ULTRA ADVISORS LLC
Lyndhurst, OH
AUM
$2.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
216-906-2929
Full profileNo website