wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in New Bremen, Ohio

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in New Bremen, Ohio

Last Updated - April 07, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Are you a Financial Advisor in New Bremen?

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

Top Financial Advisor Firms in New Bremen, Ohio (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd, Columbus, OH 43215
133 134 $71,982,699,043
A Percentage of AUM
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200, Cincinnati, OH 45202
151 1405 $71,037,804,050
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive, Dublin, OH 43017
48 516 $25,371,529,349
A Percentage of AUM, Hourly charges, Fixed Fees
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200, Columbus, OH 43215
129 4149 $24,763,108,831
A Percentage of AUM, Performance Based
TOWNSEND HOLDINGS LLC
950 Main Avenue, Suite 1600, Cleveland, OH 44113
122 68 $23,908,418,539
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100, Cincinnati, OH 45202-4203
83 40 $23,643,699,112
A Percentage of AUM
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
301 East Fourth Street, 27th Floor, Cincinnati, OH 45202
23 51 $19,958,935,000
A Percentage of AUM, Fixed Fees, Performance Based
MATSON MONEY, INC.
5955 Deerfield Blvd., Mason, OH 45040
69 30322 $17,683,543,587
A Percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION)
BOYD WATTERSON ASSET MANAGEMENT, LLC
1301 East 9th Street, Suite 2900, Cleveland, OH 44114-3179
118 1184 $17,207,197,273
A Percentage of AUM, Fixed Fees, Performance Based
FEG
201 East Fifth Street, Suite 1600, Cincinnati, OH 45202
130 174 $16,616,287,284
A Percentage of AUM, Fixed Fees, Performance Based
BAHL & GAYNOR INC
255 East Fifth Street, Suite 2700, Cincinnati, OH 45202
63 2870 $16,346,243,189
A Percentage of AUM, Fixed Fees
JOHNSON INVESTMENT COUNSEL, INC.
3777 West Fork Road, Cincinnati, OH 45247
131 14346 $16,313,911,333
A Percentage of AUM, Fixed Fees
MAI CAPITAL MANAGEMENT, LLC
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131
331 23704 $15,773,426,777
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)
HIGHLAND CONSULTING ASSOCIATES INC.
159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132
28 439 $15,697,224,104
A Percentage of AUM, Hourly charges, Fixed Fees
SEQUOIA FINANCIAL GROUP, L.L.C.
3500 Embassy Parkway, Akron, OH 44333
241 21430 $15,548,248,576
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based

    Frequently Asked Questions

    To know if a financial advisor in Ohio is legitimate and properly licensed, you can check their registration status with appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Ohio State Securities Board. It's also important to review each financial advisor for their years of experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and client testimonials to verify their credibility. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    Financial advisors in Ohio can be compensated through a variety of fee structures. Some advisors can charge fees based on a percentage of assets under management or hourly rates for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the fee structure of a financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the various fee structures advisors use, explore the costs of hiring a financial advisor.

    A financial advisor in Ohio can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.

    When choosing a financial advisor in Ohio, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Financial advisors listed on our directory for the state of Ohio typically offer multiple financial services to help their clients, including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial services they offer.

    How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, your can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.

    A financial advisor in Ohio can help you by creating a personalized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. They will help you set realistic goals, select suitable retirement accounts like 401(k)s or IRAs, and develop an investment strategy for optimal retirement income. The advisor can also help you navigate complex retirement matters like Social Security and taxes, and offer ongoing monitoring and adjustments to ensure your plan stays on track. If you are seeking to connect with a financial advisor that can assist you in planning for retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.

    When choosing a financial advisor in Ohio, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.