Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

2 KNIGHTS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pepper Pike, OhioCRD #307238
Typical Fee--
AUM$107M
Minimum--
Clients57

365 WEALTH MANAGEMENT GROUP

Fee-Only, No ConflictsClean Record
Mason, OhioCRD #314674
Typical Fee--
AUM$183M
Minimum--
Clients1,046

AA FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #119829
Typical Fee--
AUM$1.0B
Minimum--
Clients2,097

ACCENT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Centerville, OhioCRD #319275
Typical Fee--
AUM$321M
Minimum--
Clients79

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Fee-Only, No ConflictsClean Record
Columbus, OhioCRD #145635
Typical Fee--
AUM$1.5B
Minimum--
Clients41

ADAPTIVE FINANCIAL CONSULTING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #288185
Typical Fee--
AUM$509M
Minimum--
Clients556

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dublin, OhioCRD #119859
Typical Fee--
AUM$740M
Minimum--
Clients576

AFFINITY WEALTH LLC

Fee-Only, No ConflictsClean Record
Canton, OhioCRD #285169
Typical Fee--
AUM$218M
Minimum--
Clients1,129

AGDEAVOR INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Worthington, OhioCRD #147340
Typical Fee--
AUM$25M
Minimum--
Clients159

ALAN B. LANCZ & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toledo, OhioCRD #105363
Typical Fee--
AUM$162M
Minimum--
Clients159

ALCYON WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Youngstown, OhioCRD #334909
Typical Fee--
AUM$356M
Minimum--
Clients1,096

ALIGN CAPITAL PARTNERS, LP

Fee-Only, No ConflictsClean Record
Shaker Heights, OhioCRD #284487
Typical Fee--
AUM$1.7B
Minimum--
Clients8

ALPHA ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Akron, OhioCRD #112571
Typical Fee--
AUM$129M
Minimum--
Clients149

ALPHA PLANNING AND FINANCIAL SERVICES, INC.

Fee-OnlyAlso Compensated via Product Sales
Solon, OhioCRD #130842
Typical Fee--
AUM$113M
Minimum--
Clients578

AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #161853
Typical Fee--
AUM$20.1B
Minimum--
Clients50

ANCORA ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Mayfield Heights, OhioCRD #124674
Typical Fee--
AUM$4.5B
Minimum--
Clients313

ANCORA ALTERNATIVES LLC

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #311902
Typical Fee--
AUM$1.0B
Minimum--
Clients17

ANCORA PRIVATE WEALTH ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #124845
Typical Fee--
AUM$3.2B
Minimum--
Clients4,083

ANCORA RETIREMENT PLAN ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Cleveland, OhioCRD #31256
Typical Fee--
AUM$1.3B
Minimum--
Clients157

ANDERSON FINANCIAL STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dayton, OhioCRD #290343
Typical Fee--
AUM$348M
Minimum--
Clients642

APPALACHIAN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Clairsville, OhioCRD #120038
Typical Fee--
AUM$175M
Minimum--
Clients761

ARDENT CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #108264
Typical Fee--
AUM$321M
Minimum--
Clients307

ARGENTARII, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #332112
Typical Fee--
AUM$294M
Minimum--
Clients383

ARTIFEX FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakwood, OhioCRD #140643
Typical Fee--
AUM$282M
Minimum--
Clients917

ATLANTIS WEALTH ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Maumee, OhioCRD #169956
Typical Fee--
AUM$147M
Minimum--
Clients773

AXIM PLANNING & WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Springboro, OhioCRD #319618
Typical Fee--
AUM$119M
Minimum--
Clients587

B.A. SCHROCK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wadsworth, OhioCRD #304694
Typical Fee--
AUM$201M
Minimum--
Clients1,149

BAHL & GAYNOR INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #106139
Typical Fee0.60%
AUM$21.0B
Minimum$1M
Clients3,251

BALANCE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Worthington, OhioCRD #329589
Typical Fee--
AUM$348M
Minimum--
Clients2,019

BALANCED WEALTH GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake, OhioCRD #328007
Typical Fee--
AUM$420M
Minimum--
Clients1,552
Browse Fiduciary Financial Advisors | FiduciaryListings