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Find The Best Financial Advisors in Ohio

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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

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Brian Maher

LC Wealth Management

670 Meridian Way

Westerville, OH 43082

440-376-2782

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James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

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Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

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Jonathan Kesselman

Kesselman Wealth Management

159 Crocker Park Blvd Suite 400

Westlake, OH 44145

440-709-3315

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Rick Scheeler

Scheeler Financial Group

9078 Union Centre Blvd, Suite 202

West Chester, OH 45069

513-883-6100

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Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

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Jeremy DiTullio

Cleveland Financial Group

2001 Crocker Rd. Suite 400

Westlake, OH 44145

440-617-6676

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Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

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James Evans

TTG Financial Inc

4051 Whipple Ave NW
Suite 110

Canton, OH 44718

330-491-2220

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Allworth Financial

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Allworth Financial

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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 $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 AdvisorOffice LocationPhone 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

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