EGSI INVESTMENT MANAGEMENT
Dublin, OH
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-526-4118
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OH
314 advisers found
ROSS WEALTH ADVISORS, LLC
Columbus, OH
AUM
$139.7M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
614-545-0277
AUM
$137.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
330-659-3773
MENCH FINANCIAL INC
Cincinnati, OH
AUM
$130.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-745-5111
MESSMER CAPITAL ADVISORS LLC
Milford, OH
AUM
$130.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
740-972-1196
AXIM PLANNING & WEALTH
Springboro, OH
AUM
$127.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
937-291-2060
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
GUDORF FINANCIAL GROUP, LLC
Dayton, OH
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(937) 898-5430
SUMMIT WEALTH MANAGEMENT LLC
Akron, OH
AUM
$120.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-523-1065
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
DEETER ADVISORY GROUP, LLC
Terrace Park, OH
AUM
$114.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
513-289-5056
BLUE JAY FINANCIAL GROUP, LLC
Defiance, OH
AUM
$113.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-785-4525
AUM
$112.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
440-519-0300
KLOPP INVESTMENT MANAGEMENT LLC
Cleveland, OH
AUM
$110.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
216-566-1100
WESTPOINT WEALTH MANAGEMENT, LLC
Berea, OH
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
216-4344055
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
PHILLIPS WEALTH MANAGEMENT LLC
Pickerington, OH
AUM
$102.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
614-254-6034
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
FAITH FINANCIAL ADVISORS, INC.
Loveland, OH
AUM
$97.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
513-644-3238
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
TIDMORE RETIREMENT PLANNING SPECIALISTS
Beachwood, OH
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
440-498-1396
LYKE FINANCIAL
Canton, OH
AUM
$94.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
330-499-4022
BEACON HILL INVESTMENT ADVISORY, LLC
Dublin, OH
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-469-4685