AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-666-6886
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
THE JOSEPH GROUP CAPITAL MANAGEMENT
Columbus, OH
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
614-228-4300
LINEWEAVER WEALTH ADVISORS
Valley View, OH
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
216-520-1711
BPS WEALTH ADVISORS, INC.
Canfield, OH
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
330-758-0575
RANDOLPH CO INC
Cincinnati, OH
AUM
$1.08B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(513) 891-7144
ST. CLAIR ADVISORS, LLC
Mayfield Heights, OH
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
440-925-5670
TIMBER BAY PARTNERS, LLC
Cincinnati, OH
AUM
$1.05B
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
513-898-0500
MPM WEALTH ADVISORS
Holland, OH
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
419-861-1400
RIVERVIEW RESEARCH, LLC
Independence, OH
AUM
$990.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(216) 573-0420
RITTER DANIHER FINANCIAL ADVISORY LLC
Cincinnati, OH
AUM
$936.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-233-0715
PEAK WEALTH SOLUTIONS
Pepper Pike, OH
AUM
$911.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
216-370-7887
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
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
CANOPY PARTNERS
Cincinnati, OH
AUM
$869.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-766-3770
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
TSG ADVICE PARTNERS, LLC
Columbus, OH
AUM
$866.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(614) 697-2750
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
HPE CAPITAL MANAGEMENT II, LLC
Cincinnati, OH
AUM
$840.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-745-9200
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
STRATEGIC VALUE BANK PARTNERS LLC
Cleveland, OH
AUM
$774.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-282-0704