National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > ohio > worthington

ROYAL OAK FINANCIAL GROUP

Tel: 614-842-6090
5858 High Street
Worthington, Ohio  43085

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

ROYAL OAK FINANCIAL GROUP

ROYAL OAK FINANCIAL GROUP is a Worthington, Ohio based financial advisory firm with nearly $263,000,000 in assets under management and provides investment advisory services for 339 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

166391

SEC#:

801-122701

No. of Clients:

339

Assets under Management

$263,000,000

No. of Advisors:

4

More Financial Advisory Firms in Worthington, Ohio

More Firms in Worthington, Ohio >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.