Falists

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Filter by name, location, or specialty. All data from public SEC filings.

777 advisers found

SCHULHOFF & CO INC

Cincinnati, OH

AUM

$286.3M

Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

513-241-2900

Full profileNo website

HARDY & HARDY CO LLC

Lima, OH

AUM

$269.4M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

419-998-8955

Full profileNo website

LINDAHL & MANSAGER INC

Fairlawn, OH

AUM

$213.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM

330-665-0655

Full profileNo website

DBK FINANCIAL COUNSEL, LLC

Cuyahoga Falls, OH

AUM

$199.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

330-923-3038

Full profileNo website

SKA FINANCIAL SERVICES,INC.

Fairview Park, OH

AUM

$159.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

440-734-3200

Full profileNo website

MONETARY SOLUTIONS, LTD.

Dayton, OH

AUM

$139.7M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

937-297-1140

Full profileNo website
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