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.

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.

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.

Huntington Financial Advisors, based out of Columbus, OH, is a well-established regional investment advisory firm boasting an extensive network of 767 offices. With a team of 432 employees, including 366 dedicated to providing expert investment advisory services, they have cultivated a strong reputation in the industry. Each investment advisor at Huntington Financial Advisors boasts an impressive average of approximately $11,750,000 in assets under management. What sets Huntington Financial Advisors apart is their specialization in managing employer 401K plans and individual assets. Over 80% of their assets under management are derived from employer 401K plans and individual investors, making them highly qualified in catering to both employers and employees. Remarkably, all of the assets they manage are done so on a discretionary basis, allowing clients to place complete trust in their expertise. In addition to investment advisory services, Huntington Financial Advisors also offers insurance brokerage and agent services, ensuring that clients have access to comprehensive financial solutions under one roof. Their client base comprises over 28,950 individuals with an impressive $4,300,721,000 in assets under management. With a team of highly experienced professionals, Huntington Financial Advisors takes pride in their long-tenured advisors. Notable individuals include Joseph Leonetti, Andrew Koogler, and Jeffrey Zeigler, whose extensive industry knowledge and dedication contribute to the firm's continued success. Huntington Financial Advisors remains committed to providing personalized financial guidance and services that align with their clients' unique goals and aspirations. With their expertise and comprehensive range of offerings, they continue to be a trusted partner in helping individuals and employers achieve financial success.

Lakeridge Wealth Management LLC, a well-established local investment advisory firm with nine offices based in Mentor, OH, has been diligently serving a diverse clientele. With over 710 individual clients and assets under management exceeding $456,176,000, they have demonstrated their commitment to delivering exceptional financial solutions. As a comprehensive financial services provider, Lakeridge Wealth Management LLC goes beyond investment advisory services. They also serve as registered representatives of a broker-dealer and offer insurance brokerage services. This diverse range of offerings positions them as a one-stop solution for clients' financial needs. Approximately half of their assets under management are sourced from employer 401Ks or individuals, reflecting their proficiency in managing these accounts. With extensive experience in this space, Lakeridge Wealth Management LLC possesses the necessary expertise to guide clients toward their financial goals. The firm operates on a discretionary basis, managing 100% of the assets entrusted to them with meticulous care. Their compensation structure includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in client engagements. Lakeridge Wealth Management LLC takes pride in its team of 18 dedicated employees, including 10 investment advisory professionals. Each investment advisor manages an average of approximately $45,620,000 in assets under management, reflecting their dedication to providing personalized attention and comprehensive financial strategies. The firm is further distinguished by its experienced advisors, including Brian Distler, Brandon Kane, and Kayla Stowe, who have demonstrated long-standing commitment to their clients' financial success. Their expertise and tenure contribute to Lakeridge Wealth Management LLC's reputation as a trusted and reliable partner in the industry.

Monetary Solutions, Ltd., a small investment advisory firm based out of Dayton, OH, is dedicated to providing personalized financial solutions to its clients. With over 130 individual clients and more than $116,803,000 in assets under management, the firm has established a solid reputation in the industry. They specialize in managing employer 401Ks and individual investments, boasting extensive experience in this sector. The company's investment approach is entirely discretionary, allowing them to make informed decisions based on their clients' goals and risk tolerance. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment method that aligns with their preferences and needs. Monetary Solutions, Ltd. operates from a single office in Dayton, OH, and currently employs two dedicated professionals who provide comprehensive investment advisory services. On average, each investment advisor manages approximately $58,400,000 in assets, which is consistent with the industry average. With a commitment to delivering exceptional service and tailored financial strategies, Monetary Solutions, Ltd. has cultivated enduring relationships with its clients. Among the firm's notable registered advisors are Michael Lamb and Brian Walker, both of whom have demonstrated extensive knowledge and commitment to their clients' financial well-being. By leveraging their expertise and focusing on client satisfaction, Monetary Solutions, Ltd. continues to thrive as a trusted partner in the ever-changing financial landscape.

MARCUM WEALTH, LLC, based out of Cleveland, OH, is a prominent regional investment advisory firm with a strong foothold in the financial industry. With over 2,020 individual clients and a staggering $2,250,828,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating through 12 offices, MARCUM WEALTH, LLC caters to a diverse range of clients. While their expertise extends to various investment vehicles, their primary focus lies on managing the assets of high net worth individuals. Although 401K and individual accounts represent a minority portion of their assets under management, the firm possesses the necessary capabilities to effectively handle employer funds. Notably, 99% of the assets they manage are discretionary, enabling them to make informed decisions aligned with their clients' financial goals. MARCUM WEALTH, LLC boasts a dedicated team of 34 employees, all of whom provide exceptional investment advisory services. With an average of $66,200,000 in assets under management per investment advisor, the firm remains on par with industry standards. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, ensuring a mutually beneficial partnership with their clients. The firm takes pride in its seasoned advisors, exemplified by the long-standing commitment of professionals such as Wendy Eldridge, Michael Mckeown, and Eric Wulff. These trusted advisors bring a wealth of knowledge and experience to the table, further enhancing the firm's reputation for delivering tailored financial solutions. As MARCUM WEALTH, LLC continues to serve its clients diligently, their unwavering dedication and strategic expertise position them as a leading investment advisory firm in the Cleveland area and beyond.

Trueblood Wealth Management, LLC is a small investment advisory firm based out of Lima, OH, offering comprehensive wealth management services to a diverse clientele. With a team of two dedicated professionals, including one investment advisor, they strive to provide personalized financial guidance and investment strategies tailored to the unique needs and goals of their clients. Led by the experienced and knowledgeable Phillip Trueblood, one of the firm's longest-tenured registered advisors, Trueblood Wealth Management, LLC has built a reputation for delivering exceptional client service and sound investment advice. With a deep understanding of the financial markets and a commitment to staying abreast of industry trends, they aim to help clients navigate the complexities of wealth management successfully. Trueblood Wealth Management, LLC manages an impressive average of approximately $16,680,000 in assets under management per investment advisor. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring their interests align with their clients' long-term financial success. Catering primarily to high net worth individuals, Trueblood Wealth Management, LLC oversees over $274,105,000 in assets under management for more than 130 individual clients. While the majority of their managed assets are discretionary, they also possess the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With their commitment to personalized service, expertise in investment management, and a strong track record of success, Trueblood Wealth Management, LLC stands as a trusted partner in helping clients achieve their financial objectives.

PCA Investment Advisory Services, Inc. is a reputable local investment advisory firm based out of Cincinnati, OH, operating from two offices. With a team of 10 dedicated professionals, all experts in the field, PCA provides comprehensive investment advisory services to a diverse client base. Demonstrating their prowess in managing finances, PCA boasts an impressive average of $254,290,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. While PCA primarily manages less than 30% of their assets under management in 401K and individual accounts, they possess the necessary capabilities to handle employer funds, expanding their reach and expertise. Of the assets managed by PCA, an impressive 45% are discretionary, highlighting the trust clients place in the firm's ability to make informed investment decisions. With a substantial client base of over 680 individuals, PCA effectively manages a staggering $2,542,929,000 in assets. The firm's success is further exemplified by the presence of highly experienced advisors like James Eckerle, Zachary Burns, and Mark Holly, who have been instrumental in the firm's growth and longevity. PCA Investment Advisory Services, Inc. distinguishes itself with its commitment to providing exceptional investment advisory services and its ability to consistently deliver results that exceed expectations. As a trusted partner, PCA works diligently to help clients achieve their financial goals and secure a prosperous future.

Landing Point Financial Group, LLC is a reputable local investment advisory firm based out of Avon, Ohio, with two offices. With a total of 11 dedicated employees, the firm specializes in providing comprehensive investment advisory services. Six of their skilled professionals are solely focused on offering expert advice in investment strategies. Each investment advisor manages an average of approximately $36,890,000 in assets under their supervision. The compensation structure at Landing Point Financial Group, LLC encompasses various methods, including a percentage of assets under management and fixed fees. Notably, around half of the assets they manage originate from employer 401Ks or individuals, indicating their strong expertise in this specific domain. Moreover, the firm prides itself on having a 100% discretionary management approach for all the assets entrusted to their care. Boasting an extensive client base, Landing Point Financial Group, LLC serves over 510 individual clients, overseeing a substantial $221,366,000 in assets under management. With an impressive track record and commitment to delivering exceptional service, the firm has garnered a stellar reputation in the financial industry. Landing Point Financial Group, LLC attributes its success in part to the contributions of some of its longest-tenured advisors, including Susan Vasu, Garrett Bourbina, and Denise Shafer. Their extensive experience and unwavering dedication have helped shape the firm's strong presence in the market. Overall, Landing Point Financial Group, LLC offers a comprehensive suite of investment advisory services, backed by a team of knowledgeable professionals and a client-focused approach. With their expertise and commitment to delivering results, they are well-positioned to guide individuals and employers towards their financial goals.