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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.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Ohio 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 & Planners in Ohio

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Ohio that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Ohio. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Ohio

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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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Michael Kelsey

LPL Financial

425 Metro Place North #620

Dublin, OH 43017

614-419-1503

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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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Rick Scheeler, CFP®

Scheeler Financial Group

9078 Union Centre Blvd, Suite 202

West Chester, OH 45069

513-883-6100

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Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

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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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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

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Glenn Downs

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

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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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Johnathan W. Roberts

Auxin Group

2923 Smith Rd, Suite 202

Akron, OH 44333

330-237-4065

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Axim Planning & Wealth

Axim Planning & Wealth

4 Sycamore Creek Drive

Springboro, OH 45066

937-291-2060

Top Financial Advisor Firms in Ohio (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100 Cincinnati, OH 45202-4203
107028 $34,631,984,518 36 A percentage of AUM
CINCINNATI ASSET MANAGEMENT INC
8845 Governor'S Hill Drive, Suite 230 Cincinnati, OH 45249-3317
104946 $2,948,407,854 7222 A percentage of AUM
JAMES INVESTMENT RESEARCH INC
1349 Fairground Road, Xenia, OH 45385
110433 $1,464,157,338 938 A percentage of AUM
Hourly charges
Fixed fees
MEEDER ADVISORY SERVICES, INC.
6125 Memorial Dr, Dublin, OH 43017
106814 $1,161,295,923 4205 A percentage of AUM
Fixed fees
NORTH POINT PORTFOLIO MANAGERS CORPORATION
100 Park Avenue, Suite 200 Orange Village, OH 44122-8201
111257 $985,611,161 272 A percentage of AUM
RANDOLPH CO INC
4200 Malsbary Road, Cincinnati, OH 45242
104868 $879,873,087 152 A percentage of AUM
VAN CLEEF ASSET MANAGEMENT INC
3201 Enterprise Pkwy, Suite 140 Beachwood, OH 44122
105768 $872,555,262 637 A percentage of AUM
ANCORA RETIREMENT PLAN ADVISORS INC.
6060 Parkland, Suite 200 Cleveland, OH 44124
31256 $856,421,851 168 A percentage of AUM
Fixed fees
INVESTMENT PARTNERS LTD
419 W High Ave, New Philadelphia, OH 44663
108913 $695,788,674 1576 A percentage of AUM
Hourly charges
Fixed fees
TW ADVISORS
1065 E. Centerville Station Road, Centerville, OH 45459
117295 $269,549,819 490 A percentage of AUM
CAMBRIDGE FINANCIAL GROUP, INC.
4100 Horizons Drive, Suite 101, Columbus, OH 43220
112254 $231,329,546 226 A percentage of AUM
VAWTER FINANCIAL LTD
1161 Bethel Road, Suite 304 Columbus, OH 43220
108830 $215,477,134 658 A percentage of AUM
Hourly charges
Fixed fees
CBIZ RETIREMENT PLAN ADVISORY SERVICES
6801 Brecksville Rd, Door N Independence, OH 44131
16678 $172,370,441 62 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
W&S BROKERAGE SERVICES, INC.
400 Broadway, Cincinnati, OH 45202
8099 $20,140,000 70 A percentage of AUM
NATIONWIDE SECURITIES, LLC
10 West Nationwide Blvd, Mailing Code: 5-02-210x Columbus, OH 43215
11173 $0 0 A percentage of AUM

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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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