MUNN WEALTH MANAGEMENT, LLC
Maumee, OH
AUM
$242.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
419-794-0536
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH
301 advisers found
LIGHTHOUSE WEALTH MANAGEMENT, INC.
Ashland, OH
AUM
$237.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
419-496-0016
CREW CAPITAL MANAGEMENT, LTD.
Cincinnati, OH
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-245-2620
RIGHTWEALTH ADVISORS, LLC
Miamisburg, OH
AUM
$229.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
937-859-9800
STRUCTURED WEALTH MANAGEMENT, INC.
Toledo, OH
AUM
$226.9M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; PLAN FEE
419-517-1227
BOND TECH INC
Bellbrook, OH
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-836-3991
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
Brookville, OH
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-833-4043
KINETIC WEALTH INVESTMENT ADVISORS, LLC
Westlake, OH
AUM
$214.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-250-9500
OBJECTIVE CAPITAL MANAGEMENT, LLC
Fairlawn, OH
AUM
$214.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
216-468-1231
SHAFFER CAPITAL
Westerville, OH
AUM
$211.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-891-1200
RESERVOIR WEALTH MANAGEMENT
Lima, OH
AUM
$208.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
567-289-2100
GARLIKOV ADVISORS INC
Columbus, OH
AUM
$207.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
614-221-0900
CAPITAL ASSET MANAGEMENT, INC.
Columbus, OH
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
614-515-5510
RIK SAYLOR FINANCIAL, INC.
Fairfield, OH
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513) 829-8888
NEWPORT INVESTMENT ADVISORS INC
Beachwood, OH
AUM
$198.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-514-5151
T.T.G. FINANCIAL, INC.
Canton, OH
AUM
$194.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
330-491-2220
ENZA FINANCIAL, LLC
Independence, OH
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
216-236-0700
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
Cincinnati, OH
AUM
$188.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(513) 241-8313
HERITAGE FINANCIAL ADVISORS, LLC
Waterville, OH
AUM
$188.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
419-887-5887
AUM
$177.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
804-217-2561
ALAN B. LANCZ & ASSOCIATES, INC.
Toledo, OH
AUM
$175.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
419-536-5200
KENNON-GREEN & CO.
New Albany, OH
AUM
$171.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(614) 656-3638
TACTICAL FUND ADVISORS, LLC
Cincinnati, OH
AUM
$169.8M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
513-987-4458
M.K. BROWN WEALTH ADVISORY
Oakwood, OH
AUM
$165.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; THIRD PARTY ADVISORY FEES
937-298-8904