BELL CITY WEALTH, INC.
Hillsboro, OH
AUM
$163.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
937-393-3154
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OH
301 advisers found
M3 WEALTH MANAGEMENT
North Royalton, OH
AUM
$160.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
440-652-6370
HARDING FINANCIAL GROUP
Westerville, OH
AUM
$160.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-515-4722
HDA WEALTH MANAGEMENT, LLC
Poland, OH
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
330-980-0741
ATLANTIS WEALTH ADVISORS LLC
Maumee, OH
AUM
$150.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
419-794-0538
PEERLESS WEALTH
Columbus, OH
AUM
$148.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
614-824-2824
RABE INVESTMENT CONSULTING GROUP
Richfield, OH
AUM
$147.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
2167707300
CHAPMAN & CHAPMAN ADVISORS LLC
Chagrin Falls, OH
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
440-287-7603
AUM
$144.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
614-662-4250
AUM
$137.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
330-659-3773
VANWEELDEN WEALTH MANAGEMENT, LLC
West Chester Township, OH
AUM
$136.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(513) 942-8961
SCHMITT WEALTH ADVISERS, LLC
Cincinnati, OH
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(513) 813-1580
MENCH FINANCIAL INC
Cincinnati, OH
AUM
$130.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-745-5111
2 KNIGHTS WEALTH MANAGEMENT, LLC
Pepper Pike, OH
AUM
$127.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
2167985511
SHEIKH INVESTMENTS, INC.
Columbus, OH
AUM
$126.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-824-4652
QUEEN CITY CAPITAL MANAGEMENT, LLC
Cincinnati, OH
AUM
$114.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(513) 721-6089
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
Marysville, OH
AUM
$112.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
937-644-0351
KLOPP INVESTMENT MANAGEMENT LLC
Cleveland, OH
AUM
$110.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-566-1100
CAMELOT EVENT-DRIVEN ADVISORS, LLC
Maumee, OH
AUM
$107.8M
Wealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
419-794-0538
ALEXANDER FINANCIAL PLANNING, INC.
Columbus, OH
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
614-538-1600
FC WEALTH SOLUTIONS LLC
Westerville, OH
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 212-1015
FINANCIAL COUNSELING, INC.
Springboro, OH
AUM
$100.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-748-8710
APTUS WEALTH MANAGEMENT, LLC
Lewis Center, OH
AUM
$95.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-917-1040
ZIMMERMAN CAPITAL MANAGEMENT
Salem, OH
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-332-4261