MGO ONE SEVEN is a Beachwood, Ohio based financial advisory firm with nearly $2,429,831,166 in assets under management and provides investment advisory services for 10151 clients. There are currently 86 financial advisors at the firm.
General Information |
Firm CRD#: | 283087 | |
SEC#: | 801-107829 | |
Assets under Management: | $2,429,831,166 | |
No. of Clients: | 10151 | |
No. of Advisors: | 86 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors, Educational Seminars/ Workshops | |
Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Other(SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS) |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | 801-52664 | 268786 | 401 | $12,147,000,000 |
FIFTH THIRD SECURITIES, INC. | 628 | 801-63623 | 41519 | 1205 | $7,311,047,248 |
STRATOS WEALTH PARTNERS, LTD | 153184 | 801-71457 | 33863 | 525 | $10,316,254,814 |
HUNTINGTON FINANCIAL ADVISORS | 16986 | 801-58015 | 29200 | 432 | $4,300,721,252 |
BEACON CAPITAL MANAGEMENT, INC. | 120641 | 801-61249 | 16372 | 25 | $4,922,296,385 |
VALMARK ADVISERS, INC. | 108050 | 801-55564 | 16044 | 260 | $5,802,516,925 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | 801-112635 | 5301 | 71 | $6,948,868,876 |
CLEARSTEAD; HARTLAND & CO., LLC | 105674 | 801-33554 | 5102 | 126 | $10,227,847,468 |
CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 801-108996 | 2122 | 91 | $6,453,176,238 |
REDTREE INVESTMENT GROUP | 171615 | 801-79797 | 455 | 8 | $7,240,028,513 |
GATEWAY INVESTMENT ADVISERS, LLC | 146681 | 801-68972 | 46 | 21 | $8,592,744,527 |
PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | 801-80031 | 20 | 29 | $4,765,156,035 |
NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | 801-67833 | 12 | 164 | $14,695,163,226 |
IDR INVESTMENT MANAGEMENT, LLC | 286208 | 801-108809 | 5 | 12 | $5,462,600,375 |
OHIO NATIONAL INVESTMENTS INC | 107528 | 801-51396 | 2 | 21 | $10,894,454,296 |