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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OH
572 advisers found
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
WALLER FINANCIAL PLANNING GROUP, INC.
Columbus, OH
AUM
$747.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
614-457-7026
JOHN E. SESTINA AND COMPANY
Columbus, OH
AUM
$744.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
614.326.3077
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
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
Westerville, OH
AUM
$709.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 591-4515
VERECAN CAPITAL MANAGEMENT INC.
Halifax, OH
AUM
$692.7M
Wealth MgmtTrusts & Estates
Team
18 advisors
Clients
0
Fees
Percentage of AUM
902-477-4471
EICHNER INVESTMENT PLANNING, LLC
Cincinnati, OH
AUM
$692.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-290-9170
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
PEAK RETIREMENT PLANNING, INC.
Columbus, OH
AUM
$631.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(614) 500-4121
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
HERITAGE WEALTH ADVISORS
Cincinnati, OH
AUM
$604.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-440-5475
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
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