Search Results

376 advisors in ohio
FirmFeeAUMMin.Clients

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #286002
Typical Fee--
AUM$10.5B
Minimum--
Clients2,658

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Also Compensated via Brokerage
Cleveland, OhioCRD #16678
Typical Fee--
AUM$24M
Minimum--
Clients23

CHAPMAN & CHAPMAN ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chagrin Falls, OhioCRD #122655
Typical Fee--
AUM$131M
Minimum--
Clients449

CINCINNATI ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #104946
Typical Fee--
AUM$2.4B
Minimum--
Clients6,163

CINTRIFUSE CAPITAL

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #166973
Typical Fee--
AUM$177M
Minimum--
Clients5

CITYMARK CAPITAL MANAGEMENT COMPANY LLC

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #291405
Typical Fee--
AUM$555M
Minimum--
Clients2

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #105674
Typical Fee--
AUM$24.3B
Minimum--
Clients12,144

CLEVELAND WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #282196
Typical Fee--
AUM$507M
Minimum--
Clients1,047

CLUTTERBUCK CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #140082
Typical Fee--
AUM$221M
Minimum--
Clients8

CM WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beachwood, OhioCRD #119467
Typical Fee--
AUM$3.4B
Minimum--
Clients614

COLUMBUS INVESTMENT ADVISORY INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Albany, OhioCRD #104595
Typical Fee--
AUM$406M
Minimum--
Clients103

COMPASS FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dublin, OhioCRD #130867
Typical Fee--
AUM$149M
Minimum--
Clients158

CONSOLIDATED FINANCIAL

Also Compensated via Product Sales
Dublin, OhioCRD #119695
Typical Fee--
AUM$516M
Minimum--
Clients1,467

CONSTELLATION INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Montgomery, OhioCRD #107528
Typical Fee--
AUM$26.3B
Minimum--
Clients33

CONSTELLATION WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #147253
Typical Fee--
AUM$5.4B
Minimum--
Clients2,095

COORDINATED FINANCIAL PLANNING CORP

Fee-Only, No ConflictsClean Record
Cincinnati, OhioCRD #105143
Typical Fee--
AUM$290M
Minimum--
Clients1,602

CORNERSTONE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake, OhioCRD #106950
Typical Fee--
AUM$629M
Minimum--
Clients1,173

CREW CAPITAL MANAGEMENT, LTD.

Fee-OnlyAlso Compensated via Product Sales
Cincinnati, OhioCRD #125402
Typical Fee--
AUM$216M
Minimum--
Clients572

CROAK CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toledo, OhioCRD #297666
Typical Fee--
AUM$300M
Minimum--
Clients2,027

CW INDUSTRIAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Cleveland, OhioCRD #160408
Typical Fee--
AUM$293M
Minimum--
Clients4

CYPRIUM PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cleveland, OhioCRD #160746
Typical Fee--
AUM$779M
Minimum--
Clients5

DAYMARK WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #320878
Typical Fee0.25%
AUM$5.0B
Minimum--
Clients7,405

DBK FINANCIAL COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cuyahoga Falls, OhioCRD #170688
Typical Fee--
AUM$199M
Minimum--
Clients227

DEAN FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beavercreek, OhioCRD #129679
Typical Fee--
AUM$320M
Minimum--
Clients486

DEAN INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beavercreek, OhioCRD #104635
Typical Fee--
AUM$896M
Minimum--
Clients494

DEMMING FINANCIAL SERVICES CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aurora, OhioCRD #120106
Typical Fee--
AUM$676M
Minimum--
Clients3,228

DIAMOND HILL CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbus, OhioCRD #110638
Typical Fee--
AUM$29.4B
Minimum--
Clients3,192

DOVER PARTNERS INC

Fee-Only, No ConflictsClean Record
Dayton, OhioCRD #105133
Typical Fee--
AUM$456M
Minimum--
Clients35

EAGLE REALTY CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cincinnati, OhioCRD #282903
Typical Fee--
AUM--
Minimum--
Clients--

EDGEWATER CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Independence, OhioCRD #162735
Typical Fee--
AUM$480M
Minimum--
Clients4
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