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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH
301 advisers found
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
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
ROCKPORT WEALTH ADVISORS
Fairview Park, OH
AUM
$676.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(216) 226-4560
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
HARVEST FINANCIAL ADVISORS, LLC
West Chester, OH
AUM
$671.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
513-779-3030
TRINITY FINANCIAL ADVISORS LLC
Columbus, OH
AUM
$670.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
614-848-7667
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
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
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
BRILLIANT ADVICE, LLC
Cincinnati, OH
AUM
$569.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-703-2100
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
PARADIGM WEALTH MANAGEMENT, LLC
Westlake, OH
AUM
$563.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
440-892-5900
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
BROADLEAF PARTNERS, LLC
Hudson, OH
AUM
$551.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; ASSETS UNDER SUPERVISION
330-650-0921
NATIONAL WEALTH MANAGEMENT GROUP, LLC
Cincinnati, OH
AUM
$534.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
513-772-2592
PARK EDGE ADVISORS, LLC
Cleveland, OH
AUM
$522.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(216) 727-0144
GGM FINANCIAL LLC
Columbus, OH
AUM
$513.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
614-310-2400
DOVER PARTNERS INC
Dayton, OH
AUM
$508.6M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
937-299-4105