Elios Financial Group, Inc. is a small investment advisory firm based out of Westlake, OH, with one office. With a total of four employees, two of whom provide investment advisory services, they have established themselves as a reputable player in the financial industry. Elios Financial Group, Inc. manages an average of approximately $104,340,000 in assets under management per investment advisor, which is on par with the industry average. The firm's compensation structure is diverse, encompassing a range of methods such as a percentage of assets under management, hourly charges, subscription fees, and commissions. Notably, around half of their assets under management come from employer 401Ks or individuals, reflecting their strong expertise in this particular area. An impressive 92% of the assets they manage are discretionary, providing clients with flexibility and trust in their decision-making. Elios Financial Group, Inc. predominantly serves high-net-worth individuals, catering to their specific financial needs. Additionally, they offer other valuable services such as being a registered representative of a broker-dealer and functioning as an insurance broker or agent. With a substantial client base of over 190 individuals, Elios Financial Group, Inc. oversees more than $208,684,000 in assets under management. The firm boasts a team of experienced professionals, including James Elios and Brandon Steinhagen, who are among the longest-tenured registered advisors at the company. Their expertise, coupled with a strong commitment to client satisfaction, sets Elios Financial Group, Inc. apart in the financial advisory landscape.

Cornerstone Wealth Management, based out of Westlake, OH, is a reputable investment advisory firm serving over 250 individual clients with a remarkable $329,922,000 in assets under management. With a commitment to delivering personalized financial solutions, Cornerstone Wealth Management has established itself as a trusted partner in helping clients achieve their financial goals. As a small firm with one office, Cornerstone Wealth Management offers a range of services tailored to meet the diverse needs of its clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm also possesses the expertise and capability to manage employer funds, demonstrating their comprehensive approach to wealth management. The firm's compensation structure is designed to align with client interests and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable and transparent fee arrangement for their specific requirements. Cornerstone Wealth Management boasts a team of eight dedicated professionals, four of whom provide investment advisory services. With an average of approximately $82,480,000 in assets under management per investment advisor, the firm's advisors deliver quality guidance and service that is in line with industry standards. Notably, Cornerstone Wealth Management takes pride in its experienced team, with some of the longest-tenured advisors being Michael Kelley, Christina Fanourakis, and Nick Dionisos. Their collective expertise and commitment to client success contribute to the firm's exceptional reputation in the financial advisory space. Through their personalized approach, comprehensive services, and experienced team, Cornerstone Wealth Management continues to serve as a trusted partner for individuals and employers seeking sound financial guidance and effective wealth management strategies.

Lindahl & Mansager Inc is a reputable investment advisory firm located in Fairlawn, Ohio. With a strong track record and a commitment to excellence, they have successfully built a portfolio of over 220 individual clients, managing assets worth an impressive $161,312,000. As a small firm with one office, Lindahl & Mansager Inc provides personalized and attentive service to their clients. They specialize in offering accounting services, catering to a diverse range of needs in this field. Notably, they have extensive experience managing employer 401Ks and individual assets, making them well-versed in this particular space. All of the assets managed by Lindahl & Mansager Inc are discretionary, ensuring that clients have complete trust and confidence in the firm's investment decisions. The majority of their clientele comprises high net worth individuals, highlighting their ability to handle substantial wealth portfolios effectively. The compensation structure at Lindahl & Mansager Inc includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment success. With a total of three dedicated employees, each providing investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor at Lindahl & Mansager Inc manages approximately $53,770,000 in assets, which is consistent with industry standards. Lindahl & Mansager Inc takes pride in its long-standing team of advisors, including Norman Lindahl, Douglas Mansager, and Laura Lindahl, who bring a wealth of experience and expertise to the firm. With their proven strategies and personalized approach, Lindahl & Mansager Inc continues to provide exceptional financial management services to their clients.

Ska Financial Services, Inc. is a reputable investment advisory firm headquartered in Fairview Park, OH. With a strong track record in the industry, they cater to over 170 individual clients, effectively managing a remarkable $107,325,000 in assets. Specializing in employer 401Ks and individual investments, Ska Financial Services, Inc. boasts extensive experience in this sector. As a small but dynamic firm, Ska Financial Services, Inc. operates from a single office location. They offer discretionary asset management services, handling 100% of their clients' assets. Their compensation structure is flexible, comprising various types including a percentage of assets under management, fixed fees, and hourly charges. Despite their modest size, Ska Financial Services, Inc. demonstrates their commitment to excellence by providing personalized investment advisory services to their clientele. With a team of dedicated professionals, the firm employs a total of one employee, each of whom is actively involved in delivering top-notch financial guidance. A standout within the firm is Russel Walcher, one of the longest-tenured registered advisors. Joining Ska Financial Services, Inc. in 2019, Walcher brings a wealth of experience and expertise to the table. With an average of approximately $107,320,000 in assets under management per investment advisor, Ska Financial Services, Inc. aligns with the industry average, ensuring their clients receive optimal financial management services. With a solid foundation and a client-centric approach, Ska Financial Services, Inc. continues to thrive as a trusted partner for individuals and companies seeking reliable and effective investment strategies.

Mai Capital Management, LLC, a prominent regional investment advisory firm headquartered in Cleveland, OH, is dedicated to delivering comprehensive financial services to its clients. With a robust team of 331 employees, including 137 investment advisors, they possess a wealth of expertise and resources to provide exceptional guidance. Each investment advisor at Mai Capital Management, LLC manages an impressive average of approximately $142,810,000 in assets under management, exceeding the industry average. Their compensation structure offers various options, such as a percentage of assets under management and fixed fees, ensuring a tailored approach to client needs. The firm caters to a substantial client base of over 4,010 individuals, expertly managing assets totaling $15,773,427,000. Their primary focus is on high-net-worth individuals, with the majority of assets under their management belonging to this clientele segment. While 401(k) and individual accounts represent less than 30% of their assets, Mai Capital Management, LLC has the capability to efficiently handle employer funds. With an impressive 90% of assets under management falling under their discretionary management, the firm exhibits a high level of autonomy in their investment decisions. Operating regionally, Mai Capital Management, LLC maintains 21 offices across the country. The firm takes pride in its longest tenured advisors, including Matthew Eiben, Leah Detwiler, and John Ciancibello, who contribute their extensive experience to the company's success. Through their unwavering dedication, Mai Capital Management, LLC strives to provide exemplary investment advisory services and comprehensive financial solutions, fostering long-term relationships with their valued clients.

Beese Fulmer Private Wealth Management, headquartered in Canton, OH, is a highly regarded investment advisory firm with a team of 5 dedicated professionals. With a focus on providing exceptional services, they specialize in managing high net worth individuals' assets. Each investment advisor at Beese Fulmer Private Wealth Management boasts an impressive average of $430,590,000 in assets under management, surpassing industry standards. Their comprehensive compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures that their clients receive tailored financial guidance aligned with their unique goals and interests. With over 200 individual clients and assets under management totaling more than $1,159,005,000, Beese Fulmer Private Wealth Management has built a solid reputation for delivering effective wealth management solutions. While the firm predominantly manages assets for high net worth individuals, they also possess the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their managed assets. Beese Fulmer Private Wealth Management prides itself on offering discretionary management for all the assets they handle. With their local presence and a single office in Canton, OH, the firm has established strong roots in the community. Notably, the company boasts a team of highly experienced advisors, including Ryan Fulmer, Nicholas Perini, and Dennis Fulmer, who have contributed significantly to its success over the years.

Planned Financial Services, headquartered in Cleveland, OH, is a reputable local investment advisory firm that caters to a diverse clientele. With over 230 individual clients, they oversee an impressive $352,375,000 in assets under management, highlighting their expertise in wealth management and financial planning. As a trusted partner in financial matters, Planned Financial Services distinguishes itself by offering comprehensive solutions tailored to meet their clients' specific needs. While the firm's focus extends beyond 401K and individual accounts, they possess the necessary expertise to effectively manage employer funds. An impressive 84% of the assets they manage are under their discretion, ensuring a hands-on and personalized approach. Planned Financial Services' compensation structure offers flexibility and choice to their clients. They provide various options, including a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. This diversified approach demonstrates their commitment to accommodating clients' preferences and aligning their interests. The firm employs a team of 11 dedicated professionals, with five of them specializing in providing investment advisory services. With an average of approximately $70,470,000 in assets under management per investment advisor, Planned Financial Services maintains an industry-average level of efficiency and attention to detail. Notably, several of the firm's advisors boast extensive tenures and expertise. Chelsea Hussey, Danielle Lechard, and Yuanyuan Yang are among the longest-serving professionals at Planned Financial Services, further exemplifying their commitment to client satisfaction and the cultivation of long-term relationships. In summary, Planned Financial Services is a well-established investment advisory firm with a strong presence in Cleveland, OH. Their focus on personalized solutions, diverse compensation options, and experienced team sets them apart in the financial services industry, ensuring that clients receive expert guidance in achieving their financial goals.

Spreng Capital Management, Inc., based out of Bucyrus, OH, is a small investment advisory firm that has gained a strong reputation for its expertise and commitment to its clients. With over 790 individual clients and a remarkable $201,987,000 in assets under management, the firm has demonstrated its ability to deliver effective financial solutions. With a focus on employer 401Ks and individual accounts, Spreng Capital Management, Inc. possesses extensive experience in managing these types of assets. All of their assets under management are handled with discretion, ensuring the utmost confidentiality and trust for their clients. Comprised of three dedicated employees, including two registered advisors, Spreng Capital Management, Inc. offers personalized and tailored investment advisory services. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges. James Spreng and Thomas Brown, two highly experienced registered advisors, have contributed significantly to the success of the firm. Their long tenure reflects their commitment to providing exceptional service and building long-term relationships with clients. With an average of approximately $100,990,000 in assets under management per investment advisor, Spreng Capital Management, Inc. aligns with the industry average. This demonstrates their ability to handle a substantial portfolio while maintaining a high standard of service. Overall, Spreng Capital Management, Inc. has established itself as a trusted partner for individuals and employers seeking comprehensive investment advisory services. With a client-centric approach and a track record of success, the firm continues to grow and thrive in the financial industry.

Financial Management Strategies, Inc. is a prominent investment advisory firm located in Broadview Hts., OH, boasting a strong presence with eight offices. With a dedicated team of 34 employees, 23 of whom specialize in providing expert investment advisory services, the firm is well-equipped to assist clients in achieving their financial goals. Each investment advisor at Financial Management Strategies, Inc. handles an average of approximately $22,710,000 in assets under management, showcasing their expertise in managing substantial portfolios. The firm's compensation structure is designed to accommodate diverse client needs and preferences. They offer various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility in meeting client requirements. While the management of 401K and individual accounts represents a portion of their assets under management, Financial Management Strategies, Inc. possesses the capabilities to effectively handle employer funds as well. With an impressive 81% of the assets they manage being discretionary, Financial Management Strategies, Inc. demonstrates their ability to make informed investment decisions on behalf of their clients. Serving a substantial client base of over 940 individuals, the firm oversees a staggering $522,311,000 in assets under management, further solidifying their reputation as a trusted partner in wealth management. Among the firm's notable strengths are their experienced advisors, including Charles Elliott, Anant Jain, and Geoffrey Novack, who have been with the company for an extended period. Their expertise and commitment to client success contribute to Financial Management Strategies, Inc.'s status as a reliable and respected presence in the financial services industry.

Whitcomb & Hess, Inc., a reputable investment advisory firm headquartered in Ashland, OH, specializes in offering comprehensive financial services to a diverse range of clients. With a team of 29 talented professionals, including eight dedicated investment advisors, they possess the expertise to handle a vast portfolio of assets. Each investment advisor manages an average of approximately $43,310,000 in assets under management, demonstrating their competence in wealth management. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring that clients can select a payment method that suits their preferences. With a substantial client base of over 1,180 individuals, Whitcomb & Hess manages an impressive $297,010,000 in assets under management. Notably, they excel in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. This solid experience makes them a trusted partner in retirement planning and personal investment strategies. As a comprehensive financial service provider, Whitcomb & Hess, Inc. also offers insurance brokerage services and has an in-house team of skilled accountants. Their extensive range of expertise allows them to deliver a holistic approach to clients' financial needs. With a focus on discretionary management, the firm boasts an impressive 89% of assets under management being handled in a discretionary manner, showcasing their commitment to delivering tailored solutions. Whitcomb & Hess, Inc. operates from its Ashland, OH headquarters and prides itself on its local presence. The firm's success is attributed, in part, to the extensive knowledge and experience of its longest-tenured advisors, including James Hess, Tracy Wells, and Aaron Bates. With a single office location, they maintain close relationships with their clients, ensuring personalized and attentive service.

MICHAEL BRADY & CO., LLC is a small investment advisory firm based out of Westlake, OH, with a commitment to delivering personalized financial guidance. With over 190 individual clients and a total assets under management (AUM) of $138,869,000, they have established a strong presence in the industry. Their two registered advisors, Michael Brady and Cameron Brady, bring extensive experience and expertise to the table. With an average of approximately $80,950,000 in AUM per investment advisor, Michael Brady & Co., LLC maintains an industry-average position in terms of asset management. They specialize in serving employer 401Ks and individuals, which comprise about half of their AUM. The firm has demonstrated a solid track record in this space, providing valuable insights and strategies to help clients meet their financial goals. Michael Brady & Co., LLC offers a flexible compensation structure to cater to diverse client needs. Their fees include a percentage of AUM, hourly charges, and fixed fees, ensuring transparency and alignment of interests. Importantly, all the assets they manage are discretionary, allowing the firm to make investment decisions on behalf of their clients without constant consultation. Dedicated to personalized service, Michael Brady & Co., LLC focuses on building long-term relationships with their clients. Their Westlake office serves as a hub for comprehensive financial planning, portfolio management, and investment advisory services. By combining their expertise with a commitment to client satisfaction, Michael Brady & Co., LLC continues to establish itself as a trusted partner in the financial industry.

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.