Fiduciary advisors in Ohio

376registered advisers
343fee-only verified

Cleveland, Columbus, and Cincinnati each maintain substantial advisory communities, giving Ohio 376 SEC-registered fiduciary advisors statewide. Fee-only firms total 343. Ohio's municipal income tax system -- one of the most complex in the country, with over 600 taxing jurisdictions -- makes local tax knowledge an essential part of any advisory relationship.

Cities

Akron13Ashland3Aurora3Avon2Beachwood12Beavercreek3Bellbrook1Bratenahl1Broadview Hts.1Brooklyn1Brookville1Bucyrus1Canfield1Canton3Centerville4Chagrin Falls2Cincinnati85Cleveland34Columbus40Copley1Cuyahoga Falls2Dayton7Defiance1Dublin15Fairfield1Fairlawn2Fairview Park2Findlay2Gallipolis1Groveport1Highland Heights1Hillsboro1Holland2Hudson5Independence11Lebanon1Lima3Loveland1Mansfield2Marysville1Mason4Maumee7Mayfield Heights2Medina1Mentor1Miami Township1Miamisburg2Middleburg Heights2Middletown1Milford1Montgomery1New Albany4New Philadelphia1North Royalton1Oakwood2Orange Village1Pepper Pike7Poland1Powell3Richfield1Sandusky1Shaker Heights2Solon2Springboro5St Clairsville2Sylvania2Toledo5Troy1Uniontown1Upper Arlington2Valley View1Wadsworth1Waterville1West Chester2West Chester Township1Westerville10Westlake10Westlake, Oh1Worthington5Xenia1Youngstown1Zanesville1

Top advisors

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

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
View all 376 advisors in Ohio
Fiduciary Financial Advisors in Ohio | FiduciaryListings