A densely populated state like Ohio has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Ohio and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Ohio
has
13
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
2127
non-vetted advisors in your local area. These financial advisors in
Ohio
have an average of
22
years of experience.
NOTE: The list of financial
advisors in
Ohio
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Ohio.
List of Qualified Financial Advisors in Ohio | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
James Elios
ChFC®, CLU® ELIOS FINANCIAL GROUP, INC. 30700 Center Ridge Road, Westlake, OH 44145 |
25 | $1000000 | $250,000 | Fee-Based |
Karla Stanton
CFP®, ChFC®, AIF® ENGLER, GARROW & ROTH, LTD 1645 Indian Wood Circle, Ste.102, Maumee, OH 43537 |
33 | Not Specified | $100,000 | Fee-Based |
Michael Kelsey
LPL FINANCIAL 425 Metro Place North #620, Dublin, OH 43017 |
20 | $10000000 | $25,000 | Fee-Based |
Dave Wilder
Accredited Investment Fiduciary® (AIF), CFP®, Certified Trust and Financial Advisor (CTFA) TOTAL WEALTH PLANNING LLC. 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241 |
30 | $520M | $5,000 | Fee-Only |
Adam Roslovic
CFP®, Certificate in Blockchain and Digital AssetsSM EDELMAN FINANCIAL ENGINES, LLC 1 Easton Oval, Suite 340, Columbus, OH 43219 |
26 | Not Specified | Not Specified | Fee-Based |
Brian Mills
CFP® MILLS FINANCIAL PLANNING,INC. 5910 Wilcox Place, Suite F, Dublin, OH 43016 |
27 | $33m | $100,000 | Fee-Based |
Britton Riley
CFP® ALLWORTH FINANCIAL 7890 E. Kemper Road, Suite 200, Cincinnati, OH 45249 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Dan Brown
CWS® NATIONAL WEALTH MANAGEMENT GROUP / LPL FINANCIAL 11260 Chester Rd Suite 250, Cincinnati, OH 45246 |
26 | $40,000,000 | $25000 | Fee-Based |
Doug Kinsey
Certified Divorce Financial Analyst(CDFA), CFP® ARTIFEX FINANCIAL GROUP, LLC 2305 Far Hills Avenue, Dayton, OH 45419 |
25 | Not Specified | Not Specified | Not Specified |
Glenn Downs
CFS® ALLWORTH FINANCIAL 7890 E. Kemper Road, Suite 200, Cincinnati, OH 45249 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Justin Kattau
EDELMAN FINANCIAL ENGINES, LLC 10100 Innovation Drive, Suite 160, Miamisburg, OH 45342 |
14 | Not Specified | Not Specified | Fee-Based |
Kevin Kroskey
CFP®, MBA TRUE WEALTH DESIGN, LLC 700 Ghent Road, Suite 100, Akron, OH 44333 |
15 | Not Specified | $250,000 | Not Specified |
Johnathan W. Roberts
CPA AUXIN GROUP 2923 Smith Rd, Suite 202, Akron, OH 44333 |
9 | Not Specified | $100,000 | Fee-Based |
Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
30700 Center Ridge Road,
Westlake,
OH
44145
Phone Number
440-617-9100
He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities. He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000. Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China. Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.
Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services. WE ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT. MISSION: ENVISION | ENLIGHTEN | ENRICH We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives. VALUE PROPOSITION We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.
Advisory Services Provided:
Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4885960
Firm CRD# 14303
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
1645 Indian Wood Circle,
Ste.102,
Maumee,
OH
43537
Phone Number
419-794-0550
Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER and an Accredited Investment Fiduciary®. John Engler, Matthew Garrow, and Timothy Roth have been guest speakers on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. Matt and Tim have each served as President of the Society of Financial Service Professionals, Toledo Chapter. Tim currently serves on the Board of Lutheran Ministries of Mercy. Matt serves on the Morenci, Michigan Downtown Development Authority Board and is actively involved with the Kiwanis Club of Morenci. John is a past board member of the FPA of Northwest Ohio. Outside of the office, Matt farms 534 acres in Northwest Ohio with his brother where they grow corn and soybeans. Karla Stanton understands the challenges families face in balancing daily life while saving for the future, so she focuses her practice on the financial goals of families while still assisting clients who are focused on retirement and other goals. Karla has been actively involved in the Northwest Ohio/Southeast Michigan communities her entire life.
Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton, all CERTIFIED FINANCIAL PLANNER professionals, have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation. The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations. Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans. You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning
Qualifications
CRD# 4292753
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
Office Location
425 Metro Place North #620,
Dublin,
OH
43017
Phone Number
614-419-1503
Michael Kelsey is an Investment Advisor Representative working at LPL Financial LLC in Dublin, OH and has over 14 years of experience in the finance industry. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. As a seasoned financial advisor, Michael Kelsey offers a process driven approach for strategic financial guidance to individuals, executives, and business owners in areas from wealth accumulation through wealth distribution. Michael is enthusiastic about guiding his clients and strives to build a reputation founded on honesty and integrity.
Primarily, we are committed to the individual. We believe in building trustworthy relationships that allows us to truly get to know our clients. We like our clients, and we enjoy working with them. By taking a process driven approach, we can get to know and understand our clients' unique and complex needs. By putting the relationship first, we can offer a client driven experience, one that is guided to each of our client's values and objectives with the ability to adjust to changes along the way.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)
Compensation/Fee Fee-Only, Based on Assets, Flat Fee
Office Location
4665 Cornell Rd,
Suite 160,
Cincinnati,
OH
45241
Phone Number
513-984-6696
As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Masters in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Daves background and experience includes: 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired Five-Star Advisor through Paladin Registry; 2008 Reuters Top Advisor; Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.
For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
CRD# 5575320
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1 Easton Oval,
Suite 340,
Columbus,
OH
43219
Phone Number
614-454-3393
I graduated from The Ohio State University with a Civil Engineering degree in 1994, attained my MBA in 2001 and the CERTIFIED FINANCIAL PLANNER (CFP®) certification in 2012. My career evolved from insurance risk management into financial planning, as I believe it's my mission to equip people to retire with financial stability. Outside of work, I enjoy spending time with my family, serving at my church and rooting for the Columbus Blue Jackets.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63
Compensation/Fee Fee-Based, Commissions, Hourly
Office Location
5910 Wilcox Place,
Suite F,
Dublin,
OH
43016
Phone Number
614-504-0402
Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. He is currently teaching financial planning courses at Franklin University as an adjunct professor.
We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 6431601
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
7890 E. Kemper Road, Suite 200,
Cincinnati,
OH
45249
Phone Number
888-242-6766
Britton Riley is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. An outdoor enthusiast, and the father of two children, Britton holds a Bachelor of Arts degree from Miami University in Oxford, Ohio.
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
11260 Chester Rd Suite 250,
Cincinnati,
OH
45246
Phone Number
513-252-6140
I Started in the financial services business in 1996 ( Investments and Insurance). I Became securities licensed (series 6,63,66, and 7) a few years later . I specialize in creating financial plans for individuals and families, and recommending the appropriate investments to help my clients achieve their goals. I received my Certified Wealth Strategist CWS® designation in 2015.
LPL was Founded in 1989 , and currently has over 18,000 advisors, 800 financial partners , and Fortune 500 Company.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1223159
Firm CRD# 140643
Office Location
2305 Far Hills Avenue,
Dayton,
OH
45419
Phone Number
855-752-6644
Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program. Dougs passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor. Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.
Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are. In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services. We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.
Qualifications
CRD# 1839892
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
7890 E. Kemper Road, Suite 200,
Cincinnati,
OH
45249
Phone Number
888-242-6766
With over 30 years of financial sector experience, Glenn Downs is an advisor in our Cincinnati office and father of five children.
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5425237
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number
937-490-4548
I consider my clients a part of my family, and I'm dedicated to taking care of them and watching them work hard to achieve their financial goals. In my spare time, I enjoy working out and spending time with my family and my three dogs.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65
Office Location
700 Ghent Road, Suite 100,
Akron,
OH
44333
Phone Number
330-777-0688
Bio for Kevin Kroskey, CFP, MBA: Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida. What is something most don't know about you? I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.
We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in... - RETIREMENT PLANNING - TAX PLANNING - INVESTMENT MANAGEMENT ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.
Advisory Services Provided:
Retirement Planning, Investment Advice & Management, Tax Advice and Services
Qualifications
Firm CRD# 226599
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2923 Smith Rd, Suite 202,
Akron,
OH
44333
Phone Number
330-237-4065
Auxin Group Wealth Management, LLC, is an independent advisory firm specializing in financial planning and investment management. Based in Northeast Ohio, we are trusted by successful individuals and families nationwide to create and implement customized plans to accumulate, maintain, and distribute assets. The Auxin Group name explains our philosophy best. Auxins are hormones that help guide plant growth. They affect the processes that allow a plant to follow the sun and gain the most energy. This is similar to how Auxin Group meets the needs of our clients. We envision our clients' financial goals as the sun. Our job is to serve as auxins - always guiding our clients toward the sun, regardless of changes in the market or personal circumstances. This is significant because, at Auxin Group, our clients are not just numbers. We know our clients. We like our clients. We enjoy working with them and their families, from generation to generation. As a result, we grow to really understand our clients' unique and complex needs. By truly valuing client relationships, Auxin Group is able to offer a unique and discreet experience - one with tailored, long-term solutions.
Advisory Services Provided:
Financial Planning, Wealth Management, Investment Advice & Management
Top Financial Advisor Firms in Ohio (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Touchstone Advisors Inc
303 Broadway , Suite 1100, Cincinnati, OH 45202-4203 |
$34,631,984,518 | 36 |
A percentage of AUM |
Cincinnati Asset Management Inc
8845 Governor'S Hill Drive , Suite 230, Cincinnati, OH 45249-3317 |
$2,948,407,854 | 7222 |
A percentage of AUM |
James Investment Research Inc
1349 Fairground Road, Xenia, OH 45385 |
$1,464,157,338 | 938 |
A percentage of AUM Fixed fees |
Meeder Advisory Services, Inc.
6125 Memorial Dr, Dublin, OH 43017 |
$1,161,295,923 | 4205 |
A percentage of AUM Hourly charges Fixed fees |
Mgo Investment Advisors Inc.
24400 Chagrin Blvd , Suite 310, Beachwood, OH 44122 |
$1,013,208,381 | 4877 |
A percentage of AUM Fixed fees |
North Point Portfolio Managers Corporation
100 Park Avenue , Suite 200, Orange Village, OH 44122-8201 |
$985,611,161 | 272 |
A percentage of AUM Hourly charges |
Randolph Co Inc
4200 Malsbary Road, Cincinnati, OH 45242 |
$879,873,087 | 152 |
A percentage of AUM |
Van Cleef Asset Management Inc
3201 Enterprise Pkwy , Suite 140, Beachwood, OH 44122 |
$872,555,262 | 637 |
A percentage of AUM |
Bowling Portfolio Management Llc
4030 Smith Road , Suite 140, Cincinnati, OH 45209 |
$554,781,105 | 786 |
A percentage of AUM Hourly charges |
Eichner Investment Planning, Llc
4030 Smith Road , Suite 200, Cincinnati, OH 45209 |
$445,869,537 | 249 |
A percentage of AUM Fixed fees |
Tw Advisors
1065 E. Centerville Station Road, Centerville, OH 45459 |
$269,549,819 | 490 |
A percentage of AUM Hourly charges |
Vawter Financial Ltd
1161 Bethel Road , Suite 304, Columbus, OH 43220 |
$215,477,134 | 658 |
A percentage of AUM Fixed fees |
Summit Capital Inc.
29425 Chagrin Blvd. # 350, Pepper Pike, OH 44122 |
$196,873,937 | 645 |
A percentage of AUM |
Meridian Capital Management Group, Inc.
3500 Massillon Road , Suite 250, Uniontown, OH 44685 |
$142,504,338 | 661 |
A percentage of AUM |
Chapman & Chapman Advisors Llc
2307 East Aurora Rd , Suite B-1a, Twinsburg, OH 44087 |
$131,760,244 | 385 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Allred Harris Group Inquire with Allred |
7755 Montgomery Road, 2nd Floor, Cincinnati, OH 45236 | 513-762-5232 |
Brad Vitucci Inquire with Brad |
7755 Montgomery Road - 2nd, Floor, Cincinnati, OH 45236 | 513-562-8330 |
Andrew Benson Inquire with Andrew |
7755 Montgomery Road - 2nd, Floor, Cincinnati, OH 45236 | 513-562-8319 |
Alpha Financial Planning Inquire with Alpha |
6241 Riverside Drive, Dublin, OH 43017 | 614-384-0499 |
Amy R Edwards Inquire with Amy |
41 South High St, Suite 2700, Columbus, OH 43215 | 614-460-2669 |
Alex Joseph Inquire with Alex |
41 South High St, Suite 2700, Columbus, OH 43215 | 614-460-2680 |
B. P. Shelley & Associates Inquire with B. |
9100 Ctr Pointe Dr, Ste 180, West Chester, OH 45069 | 513-642-2506 |
Bart Metzler Inquire with Bart |
225 Pictoria Dr, Ste 110, Cincinnati, OH 45246 | 513-346-1738 |
Allan M Poturalski Inquire with Allan |
7311 Crossleigh Court, Toledo, OH 43617 | 419-842-5353 |
Anderson Financial Strategies Inquire with Anderson |
2500 Kettering Tower, Dayton, OH 45423 | 937-610-9388 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?