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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OH
314 advisers found
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
GEARHART & ASSOCIATES
Cincinnati, OH
AUM
$872.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-985-3450
VANTAGE FINANCIAL GROUP, INC.
Cleveland, OH
AUM
$866.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
216-642-7878
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Mansfield, OH
AUM
$850.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(330) 345-5000
LAKERIDGE WEALTH MANAGEMENT LLC
Mentor, OH
AUM
$805.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(440) 510-1901
TEMPO WEALTH
Independence, OH
AUM
$804.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
440-568-3676
NORTH POINT PORTFOLIO MANAGERS CORPORATION
Orange Village, OH
AUM
$773.3M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
440-720-1100
G2 CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$756.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(614) 484-1400
FINANCIAL MANAGEMENT STRATEGIES, INC.
Broadview Hts., OH
AUM
$714.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
216-642-1099
THOR WEALTH MANAGEMENT INC
Cincinnati, OH
AUM
$678.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-271-6777
DEMMING FINANCIAL SERVICES CORP.
Aurora, OH
AUM
$675.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-562-2122
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
Dublin, OH
AUM
$651.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
614-717-4451
CORNERSTONE WEALTH MANAGEMENT
Westlake, OH
AUM
$628.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
440-899-4000
WINSLOW ASSET MANAGEMENT INC
Beachwood, OH
AUM
$626.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
216-360-4700
KEELER & NADLER FAMILY WEALTH
Dublin, OH
AUM
$609.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
614-791-4123
GERBER, LLC
Columbus, OH
AUM
$592.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
614-431-4343
CONSOLIDATED FINANCIAL
Dublin, OH
AUM
$588.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
614-932-0000
KEIDAN FINANCIAL CONSULTANTS LLC
Columbus, OH
AUM
$574.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
614-469-5003
PRASAD WEALTH PARTNERS
Independence, OH
AUM
$572.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
216-313-9999
FIRST FIDUCIARY INVESTMENT COUNSEL INC
Cleveland, OH
AUM
$565.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
216-643-9100
VELA INVESTMENT MANAGEMENT, LLC
New Albany, OH
AUM
$562.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
(614) 653-8352