FINANCIAL ROUNDS
Cincinnati, OH
AUM
$211.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
513-588-8080
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OH
526 advisers found
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
INDEPENDENCE WEALTH ADVISORS, LLC
Independence, OH
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
216-268-3888
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
PURTILL FINANCIAL LLC
Highland Heights, OH
AUM
$207.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(440) 484-5340
NORTHAVENUE LLC
Columbus, OH
AUM
$204.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Fixed fees
614-210-3948
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
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
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
Cincinnati, OH
AUM
$193.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
513-817-3131
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
MEYER CAPITAL MANAGEMENT LLC.
Cincinnati, OH
AUM
$190.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
513-772-3600
BLUESTONE PRIVATE WEALTH, LLC
Cleveland, OH
AUM
$190.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
216-299-1883
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
365 WEALTH MANAGEMENT GROUP
Mason, OH
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
513-880-0002
FIRST MASON FINANCIAL, LLC
Medina, OH
AUM
$185.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-722-5777
THE PENSION GROUP
Dublin, OH
AUM
$182.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-423-4600
THE PRIVATE INVESTMENT GROUP, INC.
Kettering, OH
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
937-434-0500
BENCHMARK WEALTH MANAGEMENT
Cincinnati, OH
AUM
$179.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-328-0272
FIDUCIARY WEALTH GROUP, LLC
Centerville, OH
AUM
$178.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
855-560-7171
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
EMVISION CAPITAL ADVISORS, LLC
Aurora, OH
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-954-3770
LIVELSBERGER FINANCIAL ADVISORY
Ashland, OH
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
419-289-7165
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