SOUDERS FINANCIAL ADVISORS, LLC
Cincinnati, OH
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
513-598-2400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
ELLSWORTH ADVISORS, LLC
Hudson, OH
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(234) 200-0703
JOURNEY WEALTH MANAGEMENT
Cleveland, OH
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
216-468-1333
CAPITAL ADVISORS, LTD., LLC
Shaker Heights, OH
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
216-295-7900
WESTMINSTER FINANCIAL ADVISORY CORP
Beavercreek, OH
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
41 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
937-898-5010
MCDONALD PARTNERS LLC
Cleveland, OH
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
216-912-0567
WEALTH DIMENSIONS GROUP, LTD.
Cincinnati, OH
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
513-554-6000
HCM WEALTH ADVISORS
Cincinnati, OH
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-598-5120
JAMES INVESTMENT RESEARCH INC
Xenia, OH
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
937-426-7640
TCP ASSET MANAGEMENT, LLC
Upper Arlington, OH
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
614-761-9378
W.A. SMITH FINANCIAL GROUP
Sandusky, OH
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
419-626-8600
FRAZIER FINANCIAL ADVISORS, LLC
Columbus, OH
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-793-8297
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-666-6886
THE JOSEPH GROUP CAPITAL MANAGEMENT
Columbus, OH
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
614-228-4300
LINEWEAVER WEALTH ADVISORS
Valley View, OH
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
216-520-1711
BPS WEALTH ADVISORS, INC.
Canfield, OH
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
330-758-0575
ST. CLAIR ADVISORS, LLC
Mayfield Heights, OH
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
440-925-5670
MPM WEALTH ADVISORS
Holland, OH
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
419-861-1400
RITTER DANIHER FINANCIAL ADVISORY LLC
Cincinnati, OH
AUM
$936.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-233-0715
PEAK WEALTH SOLUTIONS
Pepper Pike, OH
AUM
$911.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
216-370-7887
DEAN INVESTMENTS
Beavercreek, OH
AUM
$909.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; SPECIAL PROJECT FEES AS REQUESTED
937-222-9531
FORMIDABLE ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$903.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
513-655-5566
BEACON FINANCIAL ADVISORY LLC
Cleveland, OH
AUM
$900.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-910-1850
REA WEALTH MANAGEMENT
New Philadelphia, OH
AUM
$892.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
330-308-9707