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.
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 24 vetted financial advisors and 357 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 25 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 |
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