EDGEWATER CAPITAL PARTNERS
Independence, OH
AUM
$466.8M
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
216-292-3838
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
777 advisers found
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
FINANCIAL FREEDOM
Cincinnati, OH
AUM
$443.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
513-697-6400
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
TRINITY WEALTH MANAGEMENT LLC
Cincinnati, OH
AUM
$425.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
513-794-2870
KEYSTONE FINANCIAL PLANNING, INC
Westlake, OH
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
440-234-6323
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
LESJAK PLANNING, LLC
Westlake, OH
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
440-871-9500
VAWTER FINANCIAL LTD
Columbus, OH
AUM
$394.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-451-1002
ELIZABETH PARK CAPITAL MANAGEMENT, LTD
Pepper Pike, OH
AUM
$393.9M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(216) 292-5711
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
BALANCE WEALTH
Worthington, OH
AUM
$386.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(800) 551-7787
ACCENT CAPITAL MANAGEMENT, LLC
Centerville, OH
AUM
$382.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
937-231-0528
DEAN FINANCIAL SERVICES
Beavercreek, OH
AUM
$382.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
937-222-9531
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
LANDING POINT FINANCIAL GROUP
Avon, OH
AUM
$381.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
440-365-9100
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
STRATEGIC PLANNING, INC.
Columbus, OH
AUM
$376.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-802-0170