LECLAIR WEALTH PARTNERS - Financial Advisor in Ohio, Dublin

Tel: 888-277-5704 6515 Longshore Loop Suite 100 Dublin, Ohio 43017

About LECLAIR WEALTH PARTNERS

LECLAIR WEALTH PARTNERS is a Dublin, Ohio based financial advisory firm with nearly $342,365,235 in assets under management and provides investment advisory services for 527 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

332827

Firm SEC#:

801-131227

Assets Under Management:

$342,365,235

No. of Clients:

527

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Ohio?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Ohio, Dublin

FirmCRD#:106816

SEC#:801-37125

No. of Advisors:48

No. of Clients:741

AUM:$54,569,476,420

FirmCRD#:105794

SEC#:801-9839

No. of Advisors:33

No. of Clients:1331

AUM:$2,420,073,659

FirmCRD#:107091

SEC#:801-50786

No. of Advisors:47

No. of Clients:4645

AUM:$1,445,557,781

FirmCRD#:106814

SEC#:801-40023

No. of Advisors:52

No. of Clients:3713

AUM:$1,442,357,951

FirmCRD#:106895

SEC#:801-33041

No. of Advisors:16

No. of Clients:3082

AUM:$1,390,058,390

FirmCRD#:322039

SEC#:801-125907

No. of Advisors:45

No. of Clients:12

AUM:$1,080,336,882

FirmCRD#:119859

SEC#:801-61760

No. of Advisors:8

No. of Clients:600

AUM:$722,331,263

FirmCRD#:119695

SEC#:801-112968

No. of Advisors:5

No. of Clients:1348

AUM:$441,210,106

FirmCRD#:173079

SEC#:801-80394

No. of Advisors:10

No. of Clients:1446

AUM:$408,972,052

FirmCRD#:283588

SEC#:801-121383

No. of Advisors:31

No. of Clients:2183

AUM:$310,932,597

FirmCRD#:163701

SEC#:801-112738

No. of Advisors:9

No. of Clients:974

AUM:$242,909,171

FirmCRD#:290276

SEC#:801-122695

No. of Advisors:12

No. of Clients:930

AUM:$142,527,813

FirmCRD#:284613

SEC#:801-129860

No. of Advisors:3

No. of Clients:952

AUM:$128,834,355

FirmCRD#:130867

SEC#:801-130710

No. of Advisors:4

No. of Clients:151

AUM:$128,354,287

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MEEDER PUBLIC FUNDS, INC.

106816

801-37125

741

$54,569,476,420

MEEDER ASSET MANAGEMENT, INC.

105794

801-9839

1331

$2,420,073,659

EVERHART ADVISORS

107091

801-50786

4645

$1,445,557,781

MEEDER ADVISORY SERVICES, INC.

106814

801-40023

3713

$1,442,357,951

PDS PLANNING INC

106895

801-33041

3082

$1,390,058,390

STRIVE ASSET MANAGEMENT

322039

801-125907

$1,080,336,882

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

119859

801-61760

600

$722,331,263

CONSOLIDATED FINANCIAL

119695

801-112968

1348

$441,210,106

KEELER & NADLER FAMILY WEALTH

173079

801-80394

1446

$408,972,052

GOLDEN RESERVE RETIREMENT, LLC

283588

801-121383

2183

$310,932,597

RETIREMENT STRATEGIES, LTD.

163701

801-112738

974

$242,909,171

HERITAGE WEALTH PARTNERS, LLC

290276

801-122695

930

$142,527,813

SAFE HARBOR WEALTH ADVISORS, LLC

284613

801-129860

952

$128,834,355

COMPASS FINANCIAL GROUP, INC.

130867

801-130710

151

$128,354,287

Explore More Financial Advisor Firms in Dublin, Ohio >>