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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.
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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 23 vetted financial advisors and 372 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 26 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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Top Financial Advisor Firms in Ohio (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202 | 107126 | $79,457,379,980 | 1444 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd, Columbus, OH, 43215 | 109391 | $78,252,229,704 | 130 | A percentage of AUM |
| MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive, Dublin, OH, 43017 | 106816 | $54,569,476,420 | 741 | A percentage of AUM, Hourly charges, Fixed fees |
| DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215 | 110638 | $30,011,530,941 | 3811 | A percentage of AUM, Performance Based |
| TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203 | 107028 | $26,738,929,617 | 39 | A percentage of AUM |
| SEQUOIA FINANCIAL GROUP, L.L.C. 3500 Embassy Parkway, Akron, OH, 44333 | 117756 | $23,033,619,111 | 28338 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based |
| CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS 1100 Superior Ave East, Suite 700 Cleveland, OH, 44114 | 105674 | $22,368,771,314 | 11645 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE) |
| TOWNSEND HOLDINGS LLC 950 Main Avenue, Suite 1600 Cleveland, OH, 44113 | 160006 | $22,118,740,671 | 69 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
| BAHL & GAYNOR INC 255 East Fifth Street, Suite 2700 Cincinnati, OH, 45202 | 106139 | $20,095,080,277 | 3173 | A percentage of AUM, Fixed fees |
| FEG 201 East Fifth Street, Suite 1600 Cincinnati, OH, 45202 | 121658 | $19,848,561,829 | 185 | A percentage of AUM, Fixed fees, Performance Based |
| AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") 301 East Fourth Street, 27th Floor, Cincinnati, OH, 45202 | 161853 | $19,747,131,000 | 53 | A percentage of AUM, Fixed fees, Performance Based |
| MAI CAPITAL MANAGEMENT, LLC 6050 Oak Tree Blvd, Suite 500 Cleveland, OH, 44131 | 109807 | $19,711,015,200 | 26826 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
| MATSON MONEY, INC. 5955 Deerfield Blvd., Mason, OH, 45040 | 110425 | $19,647,408,985 | 30605 | A percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION) |
| JOHNSON INVESTMENT COUNSEL, INC. 3777 West Fork Road, Cincinnati, OH, 45247 | 117054 | $18,609,057,968 | 15436 | A percentage of AUM, Fixed fees |
| BOYD WATTERSON ASSET MANAGEMENT, LLC 1301 East 9th Street, Suite 2900 Cleveland, OH, 44114-3179 | 107808 | $17,878,495,158 | 1126 | A percentage of AUM, Fixed fees, Performance Based |
Select other cities around Ohio to broaden your search for a financial advisor
- Financial Advisors in Akron, Ohio
- Financial Advisors in Beachwood, 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 Groveport, Ohio
- Financial Advisors in Maumee, Ohio
- Financial Advisors in Miamisburg, Ohio
- Financial Advisors in Richfield, Ohio
- Financial Advisors in West Chester, Ohio
- Financial Advisors in Westlake, Ohio
- Financial Advisors in Youngstown, Ohio
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