ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
Columbus, OH
AUM
$1.60B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
614-816-2694
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH
691 advisers found
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
BLUE POINT CAPITAL PARTNERS LLC
Cleveland, OH
AUM
$1.44B
Wealth Mgmt
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
216-535-4700
MPE PARTNERS
Cleveland, OH
AUM
$1.44B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-416-7500
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
LYNX ASSET MANAGEMENT AB
Stockholm, OH
AUM
$1.38B
Wealth MgmtInstitutional
Team
76 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
0046 8 663 3360
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
HAUSER RETIREMENT SOLUTIONS 2 LLC
Cincinnati, OH
AUM
$1.21B
Wealth MgmtRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-745-9200
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
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
ANCORA ALTERNATIVES LLC
Cleveland, OH
AUM
$1.13B
Wealth MgmtInstitutional
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
216-825-4000