Akron, Ohio, the hometown of many famous and notable figures, is one of the most popular research and development hubs in the United States. Known as a city that sparks innovation, Akron is a rapidly growing city, home to some of the biggest companies in the country, including Goodyear, Quaker Oats, and more. With a low cost of living that is 6% lower than the national average, it may be beneficial for Akron residents to seek the assistance of a financial advisor to take advantage of this low cost city. With over 1,100 professional advisors in your area, FinancialAdvisor.net is here to help you match and connect with qualified financial advisors that are fit to guide your financial decisions.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Akron, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 14 non-vetted financial advisors in Akron, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Akron, Ohio have an average of 21 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 |
---|---|---|---|---|
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 |
VALMARK ADVISERS, INC. 130 Springside Drive, Suite 300 Akron, OH, 44333 | 108050 | $5,802,516,925 | 16044 | A Percentage of AUM, Hourly charges, Fixed Fees |
OAK ASSOCIATES LTD 3800 Embassy Parkway, Suite 31o Akron, OH, 44333 | 108874 | $1,341,000,000 | 83 | A Percentage of AUM |
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. 3421 Ridgewood Road, Suite 125 Akron, OH, 44333 | 138851 | $536,486,028 | 881 | A Percentage of AUM, Hourly charges, Fixed Fees |
JENTNER WEALTH MANAGEMENT 3677 Embassy Parkway, Akron, OH, 44333 | 105248 | $481,067,712 | 929 | A Percentage of AUM, Hourly charges, Fixed Fees |
TRUE WEALTH DESIGN, LLC 700 Ghent Road, Suite 100 Akron, OH, 44333 | 143194 | $431,088,083 | 1321 | A Percentage of AUM, Hourly charges, Fixed Fees |
WELLS TRECASO FINANCIAL GROUP, LLC 3560 West Market Street, Suite 340 Akron, OH, 44333 | 289899 | $424,686,318 | 1165 | A Percentage of AUM |
SYMPHONY FINANCIAL SERVICES, INC. 4100 Embassy Parkway, Suite 100 Akron, OH, 44333 | 125058 | $292,002,783 | 1272 | A Percentage of AUM, Hourly charges, Fixed Fees |
AUXIN GROUP WEALTH MANAGEMENT, LLC 2923 Smith Road, Suite 202 Akron, OH, 44333 | 226599 | $272,036,640 | 1085 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE OFFSET) |
PRESPER FINANCIAL ARCHITECTS, LLC 441 Wolf Ledges Parkway, Suite 103 Akron, OH, 44311-1077 | 297538 | $263,332,249 | 1819 | A Percentage of AUM, Hourly charges, Fixed Fees |
WARTHER PRIVATE WEALTH 1075 West Market St., Akron, OH, 44313 | 125145 | $233,957,939 | 262 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISORY FEES) |
EGI FINANCIAL, INC. 50 South Main Street, Suite 1210 Akron, OH, 44308-1831 | 120607 | $205,475,484 | 297 | A Percentage of AUM, Hourly charges |
1858 WEALTH MANAGEMENT, LLC 3250 West Market Street, Suite 105 Akron, OH, 44333 | 305817 | $151,220,181 | 392 | A Percentage of AUM |
OELSCHLAGER INVESTMENTS 4040 Embassy Pkwy Suite 320, Akron, OH, 44333 | 306035 | $45,168,366 | 14 | A Percentage of AUM |
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