SEC-registered financial advisors in Ohio
This page lists 342 advisory firms with a main office in Ohio that are registered with the SEC and report individual clients. It is not every advisor in Ohio. Firms registered with Ohio's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Ohio
Showing 24 of 342
- 2 Knights Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- 365 Wealth Management Group$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Accent Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Adaptive Financial Consulting, LLC$500M to $1BSEC recordPercentage of assets
- Advanced Asset Management Advisors, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Affinity Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Alan B. Lancz & Associates, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Alcyon Wealth Partners$100M to $500MSEC recordPercentage of assets
- Alpha Asset Management$100M to $500MSEC recordPercentage of assets
- Alpha Planning and Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ancora Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Ancora Private Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Ancora Retirement Plan Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Anderson Financial Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Antolino Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Appalachian Capital Management$100M to $500MSEC recordPercentage of assets
- Ardent Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Arg Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Argentarii, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Artifex Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Atlantis Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Axim Planning & Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- B.A. Schrock Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Bahl & Gaynor LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Balance Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Balanced Wealth Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Barnes Dennig Private Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Bartlett & Co. Wealth Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Beacon Associates Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Beacon Capital Management, Inc.$1B or moreSEC recordPercentage of assets
- Beacon Financial Advisory LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Beese Fulmer Private Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bell City Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Benchmark Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Birchcreek Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bison Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Blake Schutter Theil Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blue Jay Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bluestone Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Bond Tech Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Boyd Watterson Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- BPS Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assets
- Brilliant Advice, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Broadleaf Partners, LLC$500M to $1BSEC recordPercentage of assetsOther
- Brown Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Bullseye Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Cambridge Financial Group, Inc.$100M to $500MSEC recordPercentage of assets
- Camelot Portfolios, LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Canopy Partners$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Capital Advisors, Ltd., LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Asset Management, Inc.$100M to $500MSEC recordPercentage of assets
- Capstone Wealth Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Carnegie Investment Counsel$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cbiz Investment Advisory Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Chapman & Chapman Advisors LLC$100M to $500MSEC recordPercentage of assetsHourly
- Cincinnati Asset Management Inc$1B or moreSEC recordPercentage of assets
- Clearstead; Clearstead Advisory Solutions$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Cleveland Wealth, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Clutterbuck Capital Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- CM Wealth Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Colburn Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Columbus Investment Advisory Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Columbus Street Wealth Management, LLC$100M to $500MSEC recordHourlyFixed or flat fee
- Compass Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Consolidated Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Constellation Wealth Advisors$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat feePerformance-based
- Coordinated Financial Planning Corp$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cornerstone Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Cox & Cook Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Crew Capital Management, Ltd.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Croak Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Daymark Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- DBK Financial Counsel, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dean Financial Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dean Investments$500M to $1BSEC recordPercentage of assetsOther
- Demers Financial Planning$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Demming Financial Services Corp.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Diamond Hill Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Dover Partners Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Edgewater Pro Sports Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Egi Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Egsi Investment Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Eichner Investment Planning, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Elios Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsCommissions
- Ellsworth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Emvision Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Endeavor Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Enza Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Eubel Brady & Suttman$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Eukles Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Everhart Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Fairway Wealth Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Family Wealth Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- FC Wealth Solutions LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Feg$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Feg Curio Investment Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Fidato Wealth LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Fiduciary Wealth Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fifth Third Securities, Inc.$1B or moreSEC recordPercentage of assets
- Fifth Third Wealth Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Financial Counseling, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Freedom$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Management Strategies, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Rounds$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Finish Well RIA LLC$100M to $500MSEC recordFixed or flat fee
- First Fiduciary Investment Counsel Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- First Mason Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Formidable Asset Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Fort Washington Investment Advisors Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Foster & Motley Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Fountain Square Asset Management$100M to $500MSEC recordPercentage of assets
- Fourth Dimension Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Frazier Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Future Finances Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Future Financial Wealth Management Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- G2 Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Game Plan Financial Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Garlikov Advisors Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Gatepass Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Gateway Investment Advisers, LLC$1B or moreSEC recordPercentage of assets
- Gearhart & Associates$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Generations Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Gerber, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- GGM Financial LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Golden Reserve Retirement, LLC$500M to $1BSEC recordFixed or flat fee
- Graver Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Gryphon Financial Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Gudorf Financial Group, LLC$100M to $500MSEC recordPercentage of assets
- Hackman Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hamilton Capital$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Harding Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hardy & Hardy Co LLC$100M to $500MSEC recordPercentage of assets
- Harvest Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourly
- HCM Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Hda Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Hendley & Co. Inc.$100M to $500MSEC recordPercentage of assets
- Heritage Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Hicks Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Highland Consulting Associates Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Highland Consulting Associates International, Inc.$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hixon Zuercher Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Horan Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Horter Investment Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Huntington Financial Advisors$1B or moreSEC recordPercentage of assets
- Independence Capital Co., Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Independence Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Infinity Wealth Counsel, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrated Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Invest Capital Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- James Investment Research Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Jericho Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Jessup Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- John E. Sestina and Company$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Johnson Investment Counsel, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Journey Wealth Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- JPS Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kapstone Financial Advisors LLC$100M to $500MSEC recordPercentage of assets
- Keeler & Nadler Family Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Keidan Financial Consultants LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Kellett Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Kennon-Green & Co.$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Key Investment Services LLC$1B or moreSEC recordPercentage of assets
- Keystone Financial Planning, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kinetic Wealth Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kiplinger Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissionsOther
- Kirtland Hills Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Kleinfelder Capital, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- KMG Fiduciary Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Kohmann Bosshard Financial Services, LLC.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Kovalcik & Geraghty Wealth Partners LLP$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lakeridge Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Landing Point Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Leclair Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lesjak Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Libertas Wealth Management Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lighthouse Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Lincoln Douglas Investments, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lindahl & Mansager Inc$100M to $500MSEC recordPercentage of assets
- Lineweaver Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Livelsberger Financial Advisory$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- M.K. Brown Wealth Advisory$100M to $500MSEC recordPercentage of assetsOther
- M3 Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mai Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Matson Money, Inc.$1B or moreSEC recordPercentage of assetsOther
- Mbia Capital Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- McCarley & Cook Financial Planners$100M to $500MSEC recordPercentage of assetsHourly
- McCarthy Wealth & Tax Advisors$100M to $500MSEC recordPercentage of assets
- McDonald Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Mediate Financial Investment Advisory Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Meeder Advisory Services, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Meeder Asset Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Meeder Public Funds, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Mench Financial Inc$100M to $500MSEC recordPercentage of assets
- Messmer Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- Meyer Capital Management LLC.$100M to $500MSEC recordPercentage of assets
- Meyer Gates Financial Advisors, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Meyers Wealth Management, LLC$1B or moreSEC recordPercentage of assets
- Miami Valley Portfolio Management Inc$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- Michael Brady & Co., LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Monetary Solutions, Ltd.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MPM Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Munn Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- National Wealth Management Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Nationwide Investment Advisors, LLC$1B or moreSEC recordPercentage of assets
- Newport Investment Advisors Inc$100M to $500MSEC recordPercentage of assets
- North Point Portfolio Managers Corporation$500M to $1BSEC recordPercentage of assets
- North Star Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Northavenue LLC$100M to $500MSEC recordFixed or flat fee
- Nvest Wealth Strategies, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Nye Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Oak Associates Ltd$1B or moreSEC recordPercentage of assets
- Objective Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Octavia Wealth Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Oda and Company, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oelschlager Investments$25M to $100MSEC recordPercentage of assets
- On Investment Management Co$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Oneseven$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Opus Capital Management$1B or moreSEC recordPercentage of assets
- Org Portfolio Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Paradigm Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyOther
- Park Edge Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Pca Investment Advisory Services, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- PDS Planning Inc$1B or moreSEC recordFixed or flat fee
- Peak Retirement Planning, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Peak Wealth Solutions$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Peb Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Peerless Wealth$100M to $500MSEC recordPercentage of assetsHourly
- Pinnacle Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Polaris Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Prasad Wealth Partners$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Presper Financial Architects, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prosperity Capital Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Purtill Financial LLC$100M to $500MSEC recordPercentage of assetsHourly
- Queen City Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Quest Wealth Solutions, Inc.$100M to $500MSEC recordPercentage of assets
- Rabe Investment Consulting Group$100M to $500MSEC recordPercentage of assets
- Randolph Co Inc$1B or moreSEC recordPercentage of assets
- Rea Wealth Management$500M to $1BSEC recordPercentage of assetsHourly
- Rebel Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeOther
- Redwood Financial Network$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Reed Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Reservoir Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyOther
- Resolute Wealth Advisor, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Retirement Plans, Inc.$100M to $500MSEC recordPercentage of assets
- Retirement Strategies, Ltd.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Return on Life Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Revisor Wealth Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Richwood Investment Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Ridgeline Wealth Planning LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rightwealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Rik Saylor Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Riverview Research, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Rockport Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Ross Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Royal Oak Financial Group$100M to $500MSEC recordPercentage of assetsHourly
- Ruggaard & Associates$100M to $500MSEC recordPercentage of assetsPerformance-based
- S.C. Thomas & Associates, CPA, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Sabre Asset Management LLC$100M to $500MSEC recordPercentage of assets
- Safe Harbor Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Schear Investment Advisers, LLC$100M to $500MSEC recordPercentage of assets
- Schmitt Wealth Advisers, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Schulhoff & Co Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Scofield & Company, LLC$100M to $500MSEC recordPercentage of assets
- Sequoia Financial Group, L.L.C.$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feePerformance-based
- Seven Hills Capital Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shaffer Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shaker Investments$100M to $500MSEC recordPercentage of assetsPerformance-based
- Shepherd Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Shuttleworth & Company$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Signal Tree Financial Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Signature Equity Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sims Investment Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- SJS Investment Services$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ska Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Souders Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Spreng Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- St. Clair Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Strategic Planning, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Strategic Wealth Partners, Ltd.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Stratos Wealth Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Stratos Wealth Partners, Ltd$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Strong Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Structured Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Summit Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Summit Financial Strategies Inc$1B or moreSEC recordPercentage of assetsOther
- Summit Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Swisher Financial Concepts, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- SWS Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Symphony Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- T.T.G. Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- TCP Asset Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Tempo Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Tfo Wealth Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The Joseph Group Capital Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- The Pension Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Private Investment Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Retirement Guys Formula$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The Wealth Advantage Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Thor Wealth Management Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Tidmore Retirement Planning Specialists$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Trinity Financial Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- True Wealth Design, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Trueblood Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Truepoint, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- TSG Advice Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Tudor Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Turnstone Financial$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Union Strategic Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- United Advisor Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Valmark Advisers, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Van Cleef Asset Management Inc$1B or moreSEC recordPercentage of assets
- Van Winkle Wealth Management Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vantage Financial Group, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Vanweelden Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vawter Financial Ltd$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vela Investment Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Venture Visionary Partners LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Virtera Partners LLC$100M to $500MSEC recordPercentage of assets
- Vision Financial Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- W.A. Smith Financial Group$1B or moreSEC recordPercentage of assetsFixed or flat fee
- W&S Advisory Services, LLCUnder $25MSEC recordFixed or flat fee
- W&S Brokerage Services, Inc.$100M to $500MSEC recordPercentage of assets
- Waller Financial Planning Group, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Dimensions Family Office, Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Dimensions Group, Ltd.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthbridge Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthquest Corporation$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wellspring Family Office$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wesbanco Securities, Inc.$100M to $500MSEC recordPercentage of assets
- Western Reserve Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Westminster Financial Advisory Corp$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Westpoint Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissionsOther
- Whitaker-Myers Wealth Managers, Ltd.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Whitcomb & Hess, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Windsor Advisory Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Winslow Asset Management Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Woodland Wealth Partners$500M to $1BSEC recordPercentage of assetsPerformance-based
- Worthington Wealth Management$100M to $500MSEC recordPercentage of assets
- Wurz Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Yarger Wealth Strategies, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Yfp Wealth$25M to $100MSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.