KLEINFELDER CAPITAL, INC.
Cincinnati, OH
AUM
$376.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(513) 808-9700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OH
691 advisers found
VIKING PARTNERS ADVISORS
Cincinnati, OH
AUM
$375.0M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
513-793-9919
WARTHER PRIVATE WEALTH
Akron, OH
AUM
$371.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
330-867-6999
REBEL FINANCIAL, LLC
Groveport, OH
AUM
$370.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
614-441-9605
RUGGAARD & ASSOCIATES
Hudson, OH
AUM
$368.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
(330) 487-5888
ROYAL OAK FINANCIAL GROUP
Worthington, OH
AUM
$366.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
0
Fees
Percentage of AUM; Hourly charges
614-842-6090
CROAK CAPITAL
Toledo, OH
AUM
$363.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
419-464-7000
LECLAIR WEALTH PARTNERS
Dublin, OH
AUM
$363.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-277-5704
PRESPER FINANCIAL ARCHITECTS, LLC
Akron, OH
AUM
$362.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-253-6000
JESSUP WEALTH MANAGEMENT
Dayton, OH
AUM
$360.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(937) 938-9105
ALCYON WEALTH PARTNERS
Youngstown, OH
AUM
$356.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(330) 797-4088
FOURTH DIMENSION WEALTH, LLC
Middleburg Heights, OH
AUM
$356.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
440-664-4045
EGI FINANCIAL, INC.
Akron, OH
AUM
$348.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
330-374-1932
HICKS CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$344.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-944-5210
KELLETT WEALTH ADVISORS, LLC
Cincinnati, OH
AUM
$344.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
513-554-1472
COORDINATED FINANCIAL PLANNING CORP
Cincinnati, OH
AUM
$343.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
513-769-3131
EUKLES ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$341.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
513-977-4799
ELIOS FINANCIAL GROUP, INC.
Westlake, OH
AUM
$331.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
440-617-9100
CAMBRIDGE FINANCIAL GROUP, INC.
Columbus, OH
AUM
$331.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
614-457-1530
SIGNATURE EQUITY PARTNERS, LLC
Columbus, OH
AUM
$330.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
614-846-6000
ARTIFEX FINANCIAL GROUP, LLC
Oakwood, OH
AUM
$328.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
855-752-6644
ARDENT CAPITAL MANAGEMENT, INC.
Cincinnati, OH
AUM
$327.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
513-831-9393
BROWN FINANCIAL ADVISORS, LLC
Milford, OH
AUM
$323.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
513-575-9654
KAPSTONE FINANCIAL ADVISORS LLC
Lebanon, OH
AUM
$322.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(937) 751-1000