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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
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
DODOK WEALTH AND INVESTMENT ADVISORS LLC
Dayton, OH
AUM
$15.4M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
937-938-6842
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
CBIZ RETIREMENT PLAN ADVISORY SERVICES
Cleveland, OH
AUM
$8.9M
RetirementInstitutionalFee-Only/Hourly
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
216-447-9000
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
OREND INVESTMENT MANAGEMENT, INC.
Youngstown, OH
AUM
$2.4M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
330-759-0569
Full profileNo website
GANT INVESTMENT ADVISORS, INC.
Toledo, OH
AUM
$1.8M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
419-972-1922
Full profileNo website
ELEVATED FINANCE
Willard, OH
AUM
$1.6M
Wealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
419-933-2966
Full profileNo website