National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Ohio

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Ohio

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 17 vetted financial advisors and non-vetted financial advisors in Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Ohio have an average of 24 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Ohio

advisor-photo

James Elios

Elios Financial Group, Inc.

440-617-9100

advisor-photo

Dave Wilder

Total Wealth Planning LLC.

513-984-6696

advisor-photo

Doug Kinsey

Artifex Financial Group, LLC

855-752-6644

advisor-photo

Jonathan Kesselman

Kesselman Wealth Management

440-709-3315

advisor-photo

Rick Scheeler

Scheeler Financial Group

513-883-6100

advisor-photo

Andrew Hayek

Bluestone Wealth Partners / LPL Financial

614-392-7497

advisor-photo

Brian Mills

Mills Financial Planning,Inc.

614-504-0402

advisor-photo

Dan Brown

National Wealth Management Group / LPL Financial

513-391-3187

advisor-photo

David Bailey

Edelman Financial Engines, LLC

937-431-1925

advisor-photo

Ian Gedminas

Edelman Financial Engines, LLC

614-454-3390

advisor-photo

Jeremy DiTullio

Cleveland Financial Group

440-617-6676

advisor-photo

Kevin Kroskey

True Wealth Design, LLC

330-777-0688

advisor-photo

Tom Nemec

Edelman Financial Engines, LLC

513-619-5794

advisor-photo

James Evans

TTG Financial Inc

330-491-2220

Top Financial Advisor Firms in Ohio (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd,
Columbus, OH, 43215
109391 $71,982,699,043 134 A Percentage of AUM
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200
Cincinnati, OH, 45202
107126 $71,037,804,050 1405 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive,
Dublin, OH, 43017
106816 $25,371,529,349 516 A Percentage of AUM, Hourly charges, Fixed Fees
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200
Columbus, OH, 43215
110638 $24,763,108,831 4149 A Percentage of AUM, Performance Based
TOWNSEND HOLDINGS LLC
950 Main Avenue, Suite 1600
Cleveland, OH, 44113
160006 $23,908,418,539 68 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
107028 $23,643,699,112 40 A Percentage of AUM
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
301 East Fourth Street, 27th Floor,
Cincinnati, OH, 45202
161853 $19,958,935,000 51 A Percentage of AUM, Fixed Fees, Performance Based
MATSON MONEY, INC.
5955 Deerfield Blvd.,
Mason, OH, 45040
110425 $17,683,543,587 30322 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
107808 $17,207,197,273 1184 A Percentage of AUM, Fixed Fees, Performance Based
FEG
201 East Fifth Street, Suite 1600
Cincinnati, OH, 45202
121658 $16,616,287,284 174 A Percentage of AUM, Fixed Fees, Performance Based
BAHL & GAYNOR INC
255 East Fifth Street, Suite 2700
Cincinnati, OH, 45202
106139 $16,346,243,189 2870 A Percentage of AUM, Fixed Fees
JOHNSON INVESTMENT COUNSEL, INC.
3777 West Fork Road,
Cincinnati, OH, 45247
117054 $16,313,911,333 14346 A Percentage of AUM, Fixed Fees
MAI CAPITAL MANAGEMENT, LLC
6050 Oak Tree Blvd, Suite 500
Cleveland, OH, 44131
109807 $15,773,426,777 23704 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
109834 $15,697,224,104 439 A Percentage of AUM, Hourly charges, Fixed Fees
SEQUOIA FINANCIAL GROUP, L.L.C.
3500 Embassy Parkway,
Akron, OH, 44333
117756 $15,548,248,576 21430 A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors