Enza Financial, LLC, a small investment advisory firm located in Independence, OH, is dedicated to providing comprehensive financial solutions to a diverse client base. With over 60 individual clients and an impressive $110,790,000 in assets under management, Enza Financial has established itself as a trusted partner in managing clients' wealth. Based in a single office, the firm caters to a wide range of clients, offering discretionary asset management for all their assets. This approach allows Enza Financial to make informed investment decisions on behalf of their clients, tailored to their unique financial goals and risk tolerance. While less than 30% of their assets under management come from 401K and individual accounts, Enza Financial has the capability to effectively manage employer funds, further expanding their service offerings. The compensation structure of Enza Financial is diverse, including a percentage of assets under management and hourly charges, ensuring flexibility and fairness in their fee arrangements. With a total of five employees, four of whom provide investment advisory services, the firm maintains a favorable advisor-to-client ratio, allowing for personalized attention and dedicated service. Enza Financial's investment advisors average approximately $27,700,000 in assets under management per advisor, reflecting their ability to handle substantial portfolios. Seasoned advisors such as Linda Cahill, Scott Fischer, and Joseph Crea bring valuable experience and expertise to the firm, contributing to its long-standing success. Enza Financial, LLC prides itself on its commitment to delivering exceptional financial advice and strategies tailored to each client's unique circumstances. With a client-centric approach and a focus on building long-term relationships, Enza Financial strives to empower its clients to achieve their financial objectives and secure their financial future.

Hackman Financial Group, a local investment advisory firm based out of Cincinnati, OH, is dedicated to providing comprehensive financial planning and investment management services. With over 180 individual clients, they currently oversee an impressive $234,811,000 in assets under management. Hackman Financial Group distinguishes itself by its ability to handle employer funds in addition to 401K and individual accounts, accounting for less than 30% of their total assets. The firm's expertise lies in managing discretionary assets, with 100% of the assets they handle falling under this category. Catering primarily to high-net-worth individuals, they possess the knowledge and experience to navigate complex financial landscapes and meet the unique needs of their affluent clientele. Hackman Financial Group's compensation structure offers clients flexibility, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of 10 dedicated professionals, including five experienced investment advisors, the firm maintains an average of approximately $46,960,000 in assets under management per advisor, aligning well with industry standards. A testament to their commitment to excellence, Hackman Financial Group boasts a team of seasoned advisors, some of whom have been with the firm for many years. Notable among them are Joseph Jones, John Spencer, and Steven Nguyen, who bring a wealth of experience and expertise to the table. With their client-centered approach, Hackman Financial Group is well-positioned to guide individuals and businesses towards achieving their financial goals and securing their financial futures.

Garlikov Advisors Inc, a small investment advisory firm based out of Columbus, OH, is dedicated to providing exceptional financial services to their clients. With over 140 individual clients and a staggering $181,143,000 in assets under management, Garlikov Advisors Inc has established itself as a trusted partner in wealth management. The firm takes pride in offering a comprehensive range of services tailored to meet the unique needs of their clients. As a registered representative of a broker-dealer, insurance broker, or agent, they possess the expertise to navigate complex investment landscapes. While they primarily focus on managing discretionary assets, including employer funds, Garlikov Advisors Inc also handles 401K and individual accounts, comprising less than 30% of their assets under management. Their team of four experienced professionals provides personalized investment advisory services, ensuring that each client receives individual attention and tailored solutions. Garlikov Advisors Inc adopts a flexible compensation structure that includes various types such as a percentage of assets under management and fixed fees. This ensures that their interests are aligned with those of their clients, fostering a long-term partnership based on trust and mutual success. With an average of approximately $45,290,000 in assets under management per investment advisor, Garlikov Advisors Inc stands on par with industry standards. Matthew Wolfe and Thomas Kaiser, two of the longest-tenured registered advisors with the firm, bring extensive knowledge and expertise to their clients' investment strategies. Garlikov Advisors Inc continues to grow and thrive, driven by their commitment to delivering exceptional financial guidance and securing the financial future of their clients in Columbus, OH, and beyond.

With a strong presence in Cincinnati, OH, Clarify Wealth Management is a reputable local investment advisory firm. Operating from their sole office, the company boasts a dedicated team of 11 employees, of which 8 specialize in providing expert investment advisory services. Each investment advisor manages an average of $41,200,000 in assets under management, ensuring that clients' portfolios are in capable hands. Clarify Wealth Management implements a diverse compensation structure, incorporating various models such as a percentage of assets under management. While their asset portfolio is primarily composed of non-401K and non-individual accounts, comprising less than 30% of their total assets under management, the firm is fully equipped to handle employer funds. Notably, all of the assets managed by Clarify Wealth Management are done so on a discretionary basis, showcasing their expertise in making strategic investment decisions on behalf of their clients. Boasting an impressive client base, Clarify Wealth Management serves over 490 individual clients, overseeing a substantial $329,625,000 in assets under management. The firm takes pride in its long-serving advisors, including industry veterans such as Thomas Clark, Martin Kubik, and James Brandenburgh. These experienced professionals contribute to the firm's stellar reputation and commitment to delivering exceptional investment advisory services to their valued clients. Overall, Clarify Wealth Management is a trusted local firm offering comprehensive wealth management solutions to individuals and organizations in Cincinnati, OH. With their knowledgeable team, robust compensation structure, and a track record of successful portfolio management, they continue to build strong relationships with clients and help them achieve their financial goals.

Horter Investment Management, LLC, a regional investment advisory firm based out of Cincinnati, OH, is dedicated to helping clients achieve their financial goals. With over 1,790 individual clients and more than $354,329,000 in assets under management, the company has established a strong presence in the industry. Operating through 52 offices, Horter Investment Management offers personalized investment strategies and a comprehensive range of services, including insurance brokerage. A significant portion of their assets under management, approximately half, comes from employer 401Ks and individual investors, showcasing their expertise in this sector. As a discretionary asset manager, Horter Investment Management has the authority to make investment decisions on behalf of their clients, ensuring a proactive approach to wealth management. With a team of 64 skilled professionals, including 46 investment advisors, Horter Investment Management delivers personalized advice and tailored solutions to meet the unique needs of each client. Their advisors boast an average of approximately $7,700,000 in assets under management, reflecting their ability to handle substantial portfolios. Notably, Horter Investment Management is proud to have long-serving advisors such as Michael Lightfield, Stephen Lamb, and Glenda Jensen, who bring extensive experience and deep industry knowledge to their clients' investment journeys. The compensation structure at Horter Investment Management offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures alignment with clients' preferences and financial objectives. In summary, Horter Investment Management, LLC stands out as a trusted partner for individuals and employers seeking comprehensive investment advisory services. With a strong track record, a diverse team of experts, and a client-centric approach, they continue to help their clients navigate the complexities of wealth management with confidence and success.

Brown Financial Advisors, LLC, based out of Milford, OH, is a small investment advisory firm specializing in providing expert financial guidance to individuals and employers. With a team of three highly skilled professionals, Brown Financial Advisors offers comprehensive investment advisory services to a diverse clientele. With an impressive average of approximately $304,940,000 in assets under management per investment advisor, Brown Financial Advisors stands above the industry average, showcasing their exceptional proficiency in managing substantial portfolios. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and hourly charges. Catering to over 640 individual clients, Brown Financial Advisors has amassed an impressive total of over $257,042,000 in assets under management. Notably, they have garnered a strong foothold in the employer 401K and individual investment market, with these assets accounting for nearly half of their total managed funds. Their extensive experience in this sector makes them a trusted partner for individuals and businesses seeking reliable financial advice. Brown Financial Advisors operates from five offices strategically located throughout Milford, OH, ensuring accessibility and convenience for their valued clients. The firm boasts a team of seasoned advisors, including Myron Borth, Alexander Brown, and Gregory Brown, who have been instrumental in the company's long-standing success. With a commitment to delivering personalized and prudent financial strategies, Brown Financial Advisors, LLC is dedicated to helping clients achieve their financial goals while maintaining the highest standards of integrity and professionalism.

Family Wealth Advisory Group, LLC, based out of Cincinnati, OH, is a small investment advisory firm with a strong focus on high net worth individuals. With over 110 individual clients, they currently manage assets worth more than $232,267,000. The firm operates from a single office and employs a total of six individuals, three of whom specialize in providing investment advisory services. While 401K and individual accounts make up less than 30% of their assets under management, Family Wealth Advisory Group, LLC possesses the capability to effectively manage employer funds. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to the specific needs of their clients. Notably, 67% of the assets under their management are discretionary, providing clients with the benefit of professional expertise and decision-making. The firm's investment advisors handle an average of approximately $77,420,000 in assets, which aligns with the industry average. Family Wealth Advisory Group, LLC takes pride in its team of experienced professionals. Among the firm's longest-tenured advisors are James Hoskins, Susan Rushworth, and Robert Grossheim, who bring a wealth of knowledge and expertise to their client engagements. Through their personalized approach and commitment to excellence, Family Wealth Advisory Group, LLC aims to provide comprehensive wealth management solutions that help clients achieve their financial goals.

ARDENT CAPITAL MANAGEMENT, INC., headquartered in Cincinnati, Ohio, is a small yet prominent investment advisory firm operating with a team of 5 dedicated professionals. With a focus on delivering exceptional financial services, Ardent Capital Management stands out in the industry with its impressive average of approximately $2,170,830,000 in assets under management per investment advisor, a figure significantly higher than the industry norm. Their compensation structure is multifaceted and includes various types of fees, such as a percentage of assets under management and performance-based fees. The firm boasts a robust client base, catering to over 40 individual clients who entrust Ardent Capital Management with more than $234,180,000 in assets under management. Primarily serving high net worth individuals, the company predominantly manages assets for this esteemed clientele, although they also possess the capability to oversee employer funds. With a strong emphasis on discretionary management, Ardent Capital Management demonstrates its ability to make independent investment decisions, accounting for a substantial 73% of the assets they manage. The firm operates from a single office and takes pride in its long-standing registered advisors, Christopher Donabedian and Brian Wade, who have contributed their expertise and experience to the company's continued success. Ardent Capital Management, Inc. distinguishes itself in the investment advisory landscape through its exceptional asset management figures, dedication to providing tailored financial solutions, and a team of skilled professionals committed to delivering outstanding service to their esteemed clientele.

Trinity Wealth Management LLC is a reputable investment advisory firm headquartered in Cincinnati, Ohio, with three offices strategically located to serve a diverse clientele. With a dedicated team of four professionals, three of whom specialize in providing comprehensive investment advisory services, Trinity Wealth Management is committed to delivering exceptional financial solutions tailored to meet the unique needs and goals of their clients. As an established firm in the industry, Trinity Wealth Management manages an impressive average of approximately $90,850,000 in assets under management per investment advisor, aligning with the industry standard. Their compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency for their valued clients. While 401(k) and individual accounts account for less than 30% of their assets under management, Trinity Wealth Management possesses the expertise and capabilities to effectively manage employer funds. All assets under their management, totaling 100%, are entrusted to their discretion, reflecting the high level of confidence their clients place in their expertise. Catering primarily to high-net-worth individuals, Trinity Wealth Management prides itself on building long-term relationships with its discerning clientele. With over 30 individual clients and a substantial $272,557,000 in assets under management, the firm's track record speaks to their ability to achieve financial growth and security for their esteemed clients. At Trinity Wealth Management, the team is led by experienced advisors, including Robert Wassel, Charles Kuhn, and John Dexter, who have earned recognition for their tenure and commitment to excellence within the firm. With their wealth of knowledge and personalized approach to wealth management, Trinity Wealth Management LLC remains dedicated to helping clients navigate the complexities of the financial landscape with confidence and clarity.

Horan Capital Advisors, LLC is a reputable small investment advisory firm headquartered in Cincinnati, Ohio. With over 110 individual clients and an impressive $483,464,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office, strategically located in Cincinnati. While Horan Capital Advisors manages a diverse portfolio of assets, it is noteworthy that 401K and individual accounts make up less than 30% of their total assets under management. Nevertheless, they possess the necessary expertise to efficiently handle employer funds. Their discretionary management accounts for a significant 91% of the assets they oversee, demonstrating their commitment to providing tailored and personalized investment strategies. The firm primarily focuses on high net worth individuals, with the majority of their assets being managed for this esteemed clientele. Horan Capital Advisors' compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring that their clients receive a fair and transparent pricing model. Employing a team of ten dedicated professionals, Horan Capital Advisors boasts four investment advisors who are committed to delivering exceptional advisory services. On average, each investment advisor manages approximately $120,870,000 in assets, aligning with industry standards. Notably, the firm takes pride in the tenure of some of its advisors, including Matthew Antenucci, David Templeton, and Mark Bennett, who have been instrumental in building enduring relationships with clients. With their extensive experience, diverse expertise, and client-centric approach, Horan Capital Advisors, LLC remains a trusted partner for individuals seeking comprehensive investment advisory services.

McCarley & Cook Financial Planners is a well-established investment advisory firm based in Cincinnati, OH. With a team of two dedicated professionals, both of whom provide investment advisory services, the firm excels in delivering personalized financial planning solutions. Each investment advisor manages an average of approximately $31,410,000 in assets, reflecting their ability to handle substantial portfolios with expertise. The firm proudly serves over 120 individual clients, overseeing a total of $103,515,000 in assets under management. McCarley & Cook Financial Planners has garnered valuable experience in managing assets from employer 401Ks and individual clients, which collectively account for roughly half of their total assets under management. This experience positions them well within the industry. Dedicated to providing comprehensive solutions, the firm manages 100% of the assets they oversee on a discretionary basis. This approach allows their clients to place their trust in the expertise of McCarley & Cook Financial Planners' advisors, who make informed investment decisions tailored to individual financial goals. Situated in Cincinnati, OH, the firm operates from a single office location. Within the organization, Christopher Cook and David McCarley stand as two of the longest-tenured registered advisors, contributing their extensive knowledge and experience to the success of the firm. McCarley & Cook Financial Planners' compensation structure includes various types, such as a percentage of assets under management, ensuring alignment of interests between the firm and their clients. The firm's commitment to personalized service and their expertise in investment advisory make them a trusted partner for individuals seeking effective financial planning and wealth management solutions.