DIRECTORY OF REGISTERED ADVISORS
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 13 vetted financial advisors and 2281 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 23 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
440-376-2782
Top Financial Advisor Firms in Ohio (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd, Columbus, OH, 43215 | 109391 | $95,818,104,162 | 130 | A percentage of AUM |
| FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202 | 107126 | $78,024,335,638 | 1333 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203 | 107028 | $34,631,984,518 | 36 | A percentage of AUM |
| DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215 | 110638 | $31,028,174,892 | 3918 | A percentage of AUM, Performance Based |
| TOWNSEND HOLDINGS LLC 950 Main Avenue, Suite 1600 Cleveland, OH, 44113 | 160006 | $21,602,039,597 | 66 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
| AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") 301 East Fourth Street, 27th Floor, Cincinnati, OH, 45202 | 161853 | $21,041,000,000 | 42 | A percentage of AUM, Fixed fees, Performance Based |
| MATSON MONEY, INC. 5955 Deerfield Blvd., Mason, OH, 45040 | 110425 | $19,222,844,988 | 65232 | A percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION) |
| MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive, Dublin, OH, 43017 | 106816 | $18,915,097,970 | 472 | A percentage of AUM, Hourly charges, Fixed fees |
| FEG 201 East Fifth Street, Suite 1600 Cincinnati, OH, 45202 | 121658 | $18,769,851,917 | 339 | A percentage of AUM, Fixed fees |
| JOHNSON INVESTMENT COUNSEL, INC. 3777 West Fork Road, Cincinnati, OH, 45247 | 117054 | $18,763,707,876 | 13835 | A percentage of AUM, Fixed fees |
| NATIONWIDE ASSET MANAGEMENT, LLC One Nationwide Plaza, Mail Code 1-05-602 Columbus, OH, 43215 | 143668 | $18,432,859,995 | 12 | A percentage of AUM, Other (COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS) |
| BAHL & GAYNOR INC 255 East Fifth Street, Suite 2700 Cincinnati, OH, 45202 | 106139 | $17,565,552,525 | 2536 | A percentage of AUM, Fixed fees |
| HIGHLAND CONSULTING ASSOCIATES INC. 159 Crocker Park Blvd., Suite 350, Cleveland, OH, 44145-8132 | 109834 | $17,373,490,222 | 402 | A percentage of AUM, Hourly charges, Fixed fees |
| BOYD WATTERSON ASSET MANAGEMENT, LLC 1301 East 9th Street, Suite 2900 Cleveland, OH, 44114-3179 | 107808 | $16,738,915,196 | 1337 | A percentage of AUM, Fixed fees, Performance Based |
| MAI CAPITAL MANAGEMENT, LLC 6050 Oak Tree Blvd, Suite 500 Cleveland, OH, 44131 | 109807 | $14,386,109,187 | 16698 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
Additional Financial Advisors in Ohio
* 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 |
Select other cities around Ohio to broaden your search for a financial advisor
- Financial Advisors in Akron, Ohio
- Financial Advisors in Canton, Ohio
- Financial Advisors in Cincinnati, Ohio
- Financial Advisors in Columbus, Ohio
- Financial Advisors in Dayton, Ohio
- Financial Advisors in Dublin, Ohio
- Financial Advisors in Maumee, Ohio
- Financial Advisors in West Chester, Ohio
- Financial Advisors in Westerville, Ohio
- Financial Advisors in Westlake, Ohio
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR