PDS PLANNING INC
Dublin, OH
AUM
$2.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Fixed fees
614-481-8449
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
OCTAVIA WEALTH ADVISORS LLC
Cincinnati, OH
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513) 762-7701
PINNACLE ADVISORS
Mansfield, OH
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
419-526-5226
EUBEL BRADY & SUTTMAN
Miamisburg, OH
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Performance-based fees +1 more
937-291-1223
BEESE FULMER PRIVATE WEALTH MANAGEMENT
Canton, OH
AUM
$2.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
330-454-6555
MEYERS WEALTH MANAGEMENT, LLC
Columbus, OH
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
614-442-6787
OAK ASSOCIATES LTD
Akron, OH
AUM
$1.78B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-668-1234
KMG FIDUCIARY PARTNERS, LLC
Toledo, OH
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(419) 517-8040
STRATEGIC WEALTH PARTNERS, LTD.
Independence, OH
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(216) 800-9000
ANCORA RETIREMENT PLAN ADVISORS, LLC
Cleveland, OH
AUM
$1.53B
Wealth MgmtTrusts & Estates
Team
22 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
216-593-5090
OPUS CAPITAL MANAGEMENT
Cincinnati, OH
AUM
$1.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
513-621-6787
HORAN WEALTH, LLC
Cincinnati, OH
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
513-745-0707
UNITED ADVISOR GROUP
Cincinnati, OH
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-242-4912
ANTOLINO WEALTH ADVISORS
Columbus, OH
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
614-442-3355
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
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
VAN CLEEF ASSET MANAGEMENT INC
Beachwood, OH
AUM
$1.21B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
216-464-0253