Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #328496
Typical Fee--
AUM$103M
Minimum--
Clients235

BARTLETT & CO. WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #292246
Typical Fee--
AUM$9.4B
Minimum--
Clients6,059

BEACON ASSOCIATES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Maumee, OhioCRD #318651
Typical Fee--
AUM$101M
Minimum--
Clients836

BEACON CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dayton, OhioCRD #120641
Typical Fee--
AUM$4.7B
Minimum--
Clients13,893

BEACON FINANCIAL ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #174334
Typical Fee--
AUM$678M
Minimum--
Clients2,083

BEACON FINANCIAL GROUP, INC.

Clean RecordAlso Compensated via Brokerage
Aurora, OhioCRD #317775
Typical Fee--
AUM$746M
Minimum--
Clients1,298

BEARD INVESTMENT SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Canfield, OhioCRD #106249
Typical Fee--
AUM$860M
Minimum--
Clients890

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Canton, OhioCRD #109882
Typical Fee--
AUM$1.6B
Minimum--
Clients1,257

BELL CITY WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hillsboro, OhioCRD #326354
Typical Fee--
AUM$163M
Minimum--
Clients789

BENCHMARK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #298885
Typical Fee--
AUM$146M
Minimum--
Clients325

BIRCHCREEK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Miami Township, OhioCRD #304207
Typical Fee--
AUM$300M
Minimum--
Clients195

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Dayton, OhioCRD #292661
Typical Fee--
AUM$463M
Minimum--
Clients406

BLUE JAY FINANCIAL GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Defiance, OhioCRD #296467
Typical Fee--
AUM$107M
Minimum--
Clients723

BLUE POINT CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #157031
Typical Fee--
AUM$1.9B
Minimum--
Clients13

BOLT FINANCIAL GROUP, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Worthington, OhioCRD #291799
Typical Fee--
AUM$108M
Minimum--
Clients879

BOND TECH INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellbrook, OhioCRD #105979
Typical Fee--
AUM$184M
Minimum--
Clients352

BOYD WATTERSON ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #107808
Typical Fee--
AUM$18.3B
Minimum--
Clients1,070

BRIGHT PATH SPORTS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #327730
Typical Fee--
AUM$152M
Minimum--
Clients2

BRILLIANT ADVICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #282891
Typical Fee--
AUM$384M
Minimum--
Clients486

BRIXEY & MEYER CAPITAL LLC

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #299465
Typical Fee--
AUM$161M
Minimum--
Clients5

BROADLEAF PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hudson, OhioCRD #137433
Typical Fee--
AUM$495M
Minimum--
Clients526

BROWN FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milford, OhioCRD #147056
Typical Fee--
AUM$299M
Minimum--
Clients1,625

BULLSEYE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #145158
Typical Fee--
AUM$192M
Minimum--
Clients1,561

CAMBRIDGE FINANCIAL GROUP, INC.

Fee-Only, No ConflictsClean Record
Columbus, OhioCRD #112254
Typical Fee--
AUM$315M
Minimum--
Clients308

CAMELOT EVENT-DRIVEN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Maumee, OhioCRD #291798
Typical Fee--
AUM$108M
Minimum--
Clients2

CAMELOT PORTFOLIOS, LLC

Clean RecordAlso Compensated via Brokerage
Maumee, OhioCRD #145918
Typical Fee--
AUM$295M
Minimum--
Clients2,651

CANOPY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #324812
Typical Fee--
AUM$799M
Minimum--
Clients375

CAPITAL ADVISORS, LTD., LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shaker Heights, OhioCRD #153600
Typical Fee--
AUM$1.2B
Minimum--
Clients1,045

CAPITAL ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #120597
Typical Fee--
AUM$180M
Minimum--
Clients326

CARNEGIE INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pepper Pike, OhioCRD #150488
Typical Fee--
AUM$6.5B
Minimum--
Clients8,127
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