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WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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No. of Advisors158
AUM$79,457,379,980
No. of Clients1444
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
No. of Advisors135
AUM$78,252,229,704
No. of Clients130
Fee StructureA percentage of AUM
Firm Name
No. of Advisors48
AUM$54,569,476,420
No. of Clients741
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
No. of Advisors127
AUM$30,011,530,941
No. of Clients3811
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors84
AUM$26,738,929,617
No. of Clients39
Fee StructureA percentage of AUM
No. of Advisors190
AUM$22,368,771,314
No. of Clients11645
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)
Firm Name
No. of Advisors120
AUM$22,118,740,671
No. of Clients69
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
Firm Name
BAHL & GAYNOR INCCincinnati, OH
No. of Advisors80
AUM$20,095,080,277
No. of Clients3173
Fee StructureA percentage of AUM, Fixed fees
Firm Name
FEGCincinnati, OH
No. of Advisors133
AUM$19,848,561,829
No. of Clients185
Fee StructureA percentage of AUM, Fixed fees, Performance Based
No. of Advisors25
AUM$19,747,131,000
No. of Clients53
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
No. of Advisors331
AUM$19,711,015,200
No. of Clients26826
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)
Firm Name
No. of Advisors61
AUM$19,647,408,985
No. of Clients30605
Fee StructureA percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION)
Firm Name
No. of Advisors151
AUM$18,609,057,968
No. of Clients15436
Fee StructureA percentage of AUM, Fixed fees
No. of Advisors121
AUM$17,878,495,158
No. of Clients1126
Fee StructureA percentage of AUM, Fixed fees, Performance Based
No. of Advisors31
AUM$17,835,470,311
No. of Clients425
Fee StructureA percentage of AUM, Hourly charges, Fixed fees

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