Find The Best Financial Advisors in Toledo, 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 Toledo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Toledo & pick the one as per your needs

How To Find The Best Financial Advisors in Toledo , Ohio

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Toledo, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 4 non-vetted financial advisors in Toledo, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Toledo, Ohio have an average of 27 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 Toledo , Ohio

Edelman Financial Engines, LLC

877-208-7414

Address

• 475 W. Dussel Drive,
  Maumee, OH 43537 See Details
• 2950 South State Street,
  Suite 250,
  Ann Arbor, MI 48104 See Details
• 39775 Traditions Drive,
  Suite D-800,
  Northville, MI 48168 See Details
• 39555 Orchard Hill Place,
  Suite 365,
  Novi Township, MI 48375 See Details
• 201 West Big Beaver Road, The Columbia Center,
  Suite 950,
  Troy, MI 48084 See Details

Connect with Edelman

Connect with Edelman

Savant Wealth Management

734-737-0866

Address

• 41100 Plymouth Road,
  Suite B1-210,
  Plymouth, MI 48170 See Details

Connect with Savant

Connect with Savant

Todd Perry

EP Wealth Advisors

810-229-6446

Address

• 135 W North Street,
  Brighton, MI 48116 See Details

Connect with Todd

Connect with Todd

Top Financial Advisor Firms in Toledo, Ohio(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
KMG FIDUCIARY PARTNERS, LLC 7530 Kings Pointe Road, Toledo, OH, 43617	298331	$1,598,774,979	3849	A percentage of AUM, Fixed fees
CROAK CAPITAL 432 N Superior St., Toledo, OH, 43604	297666	$213,129,136	1881	A percentage of AUM, Hourly charges, Fixed fees, Other (ASSETS UNDER ADVISEMENT)
ALAN B. LANCZ & ASSOCIATES, INC. 3435 N Holland Sylvania Rd, Toledo, OH, 43615	105363	$162,137,398	161	A percentage of AUM, Hourly charges, Fixed fees, Other (POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM)
SENIORS HOUSING FUND MANAGER LLC 4500 Dorr Street, Toledo, OH, 43615	334006	$0	0	A percentage of AUM, Other (CARRIED INTEREST)

Select other cities around Toledo, Ohio to broaden your search for a financial advisor

• Financial Advisors in Akron, Ohio
• Financial Advisors in Avon, Ohio
• Financial Advisors in Beachwood, Ohio
• Financial Advisors in Canton, Ohio
• Financial Advisors in Cincinnati, Ohio
• Financial Advisors in Cleveland, Ohio
• Financial Advisors in Columbus, Ohio
• Financial Advisors in Dayton, Ohio
• Financial Advisors in Groveport, Ohio
• Financial Advisors in Independence, 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

Frequently Asked Questions