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Find Best Financial Advisors in Akron, Ohio

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Akron is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Akron & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Akron?

Looking for a qualified financial advisor in Akron? We can help you by narrowing down your options & listing the best financial advisors in Akron as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Akron near you with the list of certified and vetted Akron financial advisors.

List of Qualified Financial Advisors in Akron, Ohio

advisor-photo

Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

advisor-photo

Johnathan W. Roberts

Auxin Group

2923 Smith Rd, Suite 202

Akron, OH 44333

330-237-4065

Top Financial Advisor Firms in Ohio (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SEQUOIA FINANCIAL GROUP, L.L.C.
3500 Embassy Parkway, Akron, OH 44333
117756 $10,090,918,361 16247 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
VALMARK ADVISERS, INC.
130 Springside Drive, Suite 300 Akron, OH 44333
108050 $7,506,226,783 13514 A percentage of AUM
Hourly charges
Fixed fees
OAK ASSOCIATES LTD
3875 Embassy Parkway, Suite 250 Akron, OH 44333
108874 $2,067,000,000 91 A percentage of AUM
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
3421 Ridgewood Road, Suite 125 Akron, OH 44333
138851 $540,286,041 796 A percentage of AUM
Hourly charges
Fixed fees
JENTNER WEALTH MANAGEMENT
3677 Embassy Parkway, Akron, OH 44333
105248 $529,600,647 904 A percentage of AUM
Hourly charges
Fixed fees
WELLS TRECASO FINANCIAL GROUP, LLC
3560 West Market Street, Suite 340 Akron, OH 44333
289899 $477,875,527 1099 A percentage of AUM
TRUE WEALTH DESIGN, LLC
700 Ghent Road, Suite 100 Akron, OH 44333
143194 $416,875,913 1070 A percentage of AUM
Hourly charges
Fixed fees
SYMPHONY FINANCIAL SERVICES, INC.
4100 Embassy Parkway, Suite 100 Akron, OH 44333
125058 $339,461,674 1162 A percentage of AUM
Hourly charges
Fixed fees
AUXIN GROUP WEALTH MANAGEMENT, LLC
2923 Smith Road, Suite 202 Akron, OH 44333
226599 $300,774,656 786 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 $261,619,486 1381 A percentage of AUM
Hourly charges
Fixed fees
EGI FINANCIAL, INC.
50 South Main Street, Suite 1210 Akron, OH 44308-1831
120607 $221,165,213 437 A percentage of AUM
Hourly charges
1858 WEALTH MANAGEMENT, LLC
3250 West Market Street, Suite 105 Akron, OH 44333
305817 $192,000,000 377 A percentage of AUM
WARTHER PRIVATE WEALTH
1075 West Market St., Akron, OH 44313
125145 $176,443,799 470 A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY ADVISORY FEES)
OELSCHLAGER INVESTMENTS
4040 Embassy Pkwy Suite 320, Akron, OH 44333
306035 $35,111,864 11 A percentage of AUM
VALMARK RETIREMENT ADVISERS, LLC
130 Springside Drive,, Suite 300 Akron, OH 44333
284914 $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
Brant Giere
Inquire with Brant
3700 Embassy Parkway, Ste 340 Akron, OH 44333 330-670-7723
Jason Netherton
Inquire with Jason
3333 Massillon Rd, Ste 110 Akron, OH 44312 330-628-8000
Tim Channel
Inquire with Tim
3333 Massillon Rd, Ste 110 Akron, OH 44312 330-628-8000
Morgan Stanley Financial Advisors
Inquire with Morgan
3700 Embassy Parkway, Ste 340 Akron, OH 44333 330-670-4600
Phillip Peachock
Inquire with Phillip
3333 Massillon Rd, Ste 110 Akron, OH 44312 330-628-8024
Jeff McDaniels
Inquire with Jeff
3333 Massillon Rd, Ste 110 Akron, OH 44312 330-628-8000
Kelly Pariso
Inquire with Kelly
972 E Turkeyfoot Lake Rd, Akron, OH 44312 330-595-4321
Chelsie Brenneman Gibson
Inquire with Chelsie
3700 Embassy Parkway, Ste 340 Akron, OH 44333 330-670-4653
James Woods
Inquire with James
3700 Embassy Parkway, Ste 340 Akron, OH 44333 330-670-4608
Mark S Baer
Inquire with Mark
3700 Embassy Parkway, Ste 340 Akron, OH 44333 330-670-4635

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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