BALANCED WEALTH GROUP LLC
Westlake, OH
AUM
$494.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(440) 871-6501
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH
301 advisers found
WHITCOMB & HESS, INC.
Ashland, OH
AUM
$490.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
419-289-7007
HIXON ZUERCHER CAPITAL MANAGEMENT
Findlay, OH
AUM
$487.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
419-425-2400
TRUEBLOOD WEALTH MANAGEMENT, LLC
Lima, OH
AUM
$474.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
419-812-2998
AUM
$459.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
9379567875
VIRTERA PARTNERS LLC
Pepper Pike, OH
AUM
$451.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
216-859-8800
SWS PARTNERS, LLC
Columbus, OH
AUM
$442.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
614-670-5733
HENDLEY & CO. INC.
Zanesville, OH
AUM
$438.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
740-452-4523
ARGENTARII, LLC
Cincinnati, OH
AUM
$431.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
5134881600
SYMPHONY FINANCIAL SERVICES, INC.
Akron, OH
AUM
$428.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-434-2000
HACKMAN FINANCIAL GROUP
Cincinnati, OH
AUM
$426.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(513) 891-5300
ANDERSON FINANCIAL STRATEGIES, LLC
Dayton, OH
AUM
$402.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(855)237-4545
FAMILY WEALTH ADVISORY GROUP, LLC
Cincinnati, OH
AUM
$396.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-469-8100
REED FINANCIAL SERVICES, INC.
Cleveland, OH
AUM
$388.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
216-464-2090
ACCENT CAPITAL MANAGEMENT, LLC
Centerville, OH
AUM
$382.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
937-231-0528
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
Bratenahl, OH
AUM
$382.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
440-477-8913
JPS FINANCIAL, LLC
Westlake, OH
AUM
$377.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-899-6350
WARTHER PRIVATE WEALTH
Akron, OH
AUM
$371.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
330-867-6999
REBEL FINANCIAL, LLC
Groveport, OH
AUM
$370.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
614-441-9605
CROAK CAPITAL
Toledo, OH
AUM
$363.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
419-464-7000
LECLAIR WEALTH PARTNERS
Dublin, OH
AUM
$363.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-277-5704
JESSUP WEALTH MANAGEMENT
Dayton, OH
AUM
$360.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(937) 938-9105
ALCYON WEALTH PARTNERS
Youngstown, OH
AUM
$356.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(330) 797-4088
FOURTH DIMENSION WEALTH, LLC
Middleburg Heights, OH
AUM
$356.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
440-664-4045