Expand Financial, LLC, based out of Mansfield, OH, is a small investment advisory firm specializing in comprehensive financial planning and wealth management. With a team of four dedicated professionals, including three experienced investment advisors, they provide expert guidance and personalized solutions to meet their clients' financial goals. With an average of $45,340,000 in assets under management per investment advisor, Expand Financial's performance aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. Currently, Expand Financial serves a diverse client base of over 110 individuals, managing a substantial portfolio of more than $931,897,000 in assets. Impressively, 95% of the assets they oversee are managed on a discretionary basis, indicating a high level of trust and confidence from their clients. Operating from three offices, Expand Financial has established a strong presence in Mansfield and surrounding areas. The firm boasts a team of dedicated professionals, including Quintan Kocher, Gregory Bakke, and Sheri Baker, who are among the longest-tenured advisors at the company. Their expertise and experience contribute to the firm's reputation for providing comprehensive and reliable financial advice. As a client-centric firm, Expand Financial, LLC takes pride in its commitment to delivering exceptional service, tailored investment strategies, and long-term financial success for their valued clients.

Pinnacle Wealth Planning Services, Inc. is a local investment advisory firm based out of Mansfield, OH, with six offices serving clients throughout the region. With 25 dedicated employees, the firm boasts a team of 13 skilled investment advisors who provide comprehensive wealth planning services. These advisors collectively manage an average of $91,770,000 in assets per advisor, which falls in line with the industry average. Pinnacle Wealth Planning Services, Inc. prides itself on its diverse compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This flexibility ensures that clients can choose the compensation model that best aligns with their unique financial goals. With over 520 individual clients, Pinnacle Wealth Planning Services, Inc. manages an impressive portfolio of assets valued at over $1,609,403,000. While the firm predominantly caters to high net worth individuals, they also have the expertise to manage employer funds if required. Notably, an overwhelming 99% of the assets they manage are discretionary, providing clients with a hands-off approach to investment management. The firm takes pride in its long-standing relationships, and several of its advisors, such as Keith Heichel, William Heichel, and Christopher Meek, have established themselves as some of the most trusted and tenured professionals in the industry. Pinnacle Wealth Planning Services, Inc. is committed to delivering personalized financial strategies, exceptional client service, and innovative solutions to help individuals and families achieve their long-term financial goals.

Whitaker-Myers Wealth Managers, Ltd., a reputable local investment advisory firm headquartered in Mansfield, OH, holds an impressive track record in managing assets for over 2,330 individual clients. With a staggering $313,281,000 in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals. Specializing in employer 401Ks and individual investments, Whitaker-Myers Wealth Managers, Ltd. possesses extensive expertise in this space, managing approximately half of their assets under management in these areas. A significant portion, 62% to be precise, of the assets they oversee are discretionary, providing clients with the flexibility and peace of mind to navigate the ever-changing investment landscape. The firm's compensation structure is designed to cater to diverse client needs, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures a tailored approach that aligns with each client's unique requirements. Comprising a total of 17 employees, with 10 dedicated to providing expert investment advisory services, Whitaker-Myers Wealth Managers, Ltd. boasts a team of experienced professionals. Among the firm's longest-tenured advisors are Amanda Sharratt, Matthew Harris, and John-Mark Young, who bring a wealth of knowledge and insight to their clients' portfolios. With an average of approximately $31,330,000 in assets under management per investment advisor, Whitaker-Myers Wealth Managers, Ltd. demonstrates a commitment to personalized service and diligent wealth management strategies. Operating from 20 offices, they are well-positioned to serve clients in Mansfield, OH, and beyond, empowering individuals to make informed financial decisions and pursue their long-term financial aspirations.

Meridian Capital Management Group, Inc. is a small investment advisory firm based out of Uniontown, OH. With one office location, the firm is dedicated to providing comprehensive investment advisory services. Among their four employees, three specialize in offering expert guidance and advice to clients. The firm manages an average of approximately $48,760,000 in assets per investment advisor, placing them on par with the industry average. Meridian Capital Management Group, Inc. adopts a varied compensation structure, including a percentage of assets under management. A significant portion of their assets under management, around 50%, is sourced from employer 401K plans and individual investors, demonstrating their proficiency in this sector. The firm primarily handles discretionary assets, accounting for an impressive 99% of the total assets they manage. With over 420 individual clients, Meridian Capital Management Group, Inc. oversees a substantial portfolio totaling more than $146,290,000 in assets under management. The firm takes pride in its team of seasoned advisors, with notable individuals such as Bradley Fergason, Peter Laakso, and Joseph Strancar having contributed their expertise for many years. Meridian Capital Management Group, Inc. prioritizes offering personalized financial advice and tailored investment strategies to meet the unique needs and goals of their diverse clientele. Through their extensive experience and dedication, the firm strives to ensure the financial well-being and long-term success of their clients' investment endeavors.

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.

Livelsberger Financial Advisory, headquartered in Ashland, OH, is a distinguished investment advisory firm serving clients with expertise and integrity. With a strong presence in the industry, they have established themselves as a trusted partner for individuals and employer 401Ks alike. With one office, Livelsberger Financial Advisory operates with a team of five dedicated professionals, including Lynn Livelsberger, one of the longest tenured registered advisors who has been with the firm since 2017. Livelsberger Financial Advisory boasts an impressive average of approximately $160,040,000 in assets under management per investment advisor, surpassing the industry average. This success is attributed to their comprehensive compensation structure, which includes a percentage of assets under management, hourly charges, and commissions. The firm's expertise in managing discretionary assets is evident as they oversee a remarkable 96% of the assets they manage. This remarkable track record speaks to their commitment to delivering tailored investment strategies that align with their clients' objectives. In addition to their investment advisory services, Livelsberger Financial Advisory also excels as an insurance broker or agent. Their diverse range of offerings positions them as a one-stop solution for clients seeking comprehensive financial guidance. With over 550 individual clients and more than $160,044,000 in assets under management, Livelsberger Financial Advisory has earned a stellar reputation in the industry. Their commitment to personalized service and their ability to consistently exceed client expectations have solidified their position as a leader in the financial advisory sector.

Lighthouse Wealth Management, Inc., based in Ashland, OH, is a small investment advisory firm dedicated to helping clients achieve their financial goals. With a team of 5 professionals, 4 of whom specialize in investment advisory services, they provide personalized guidance and support to individuals and employers. Their average assets under management per investment advisor amount to approximately $38,210,000, reflecting their expertise and commitment to delivering quality service. Lighthouse Wealth Management, Inc. has established itself as a trusted partner in managing clients' financial portfolios. Their compensation structure offers flexibility, including a percentage of assets under management and hourly charges, ensuring transparency and alignment of interests with their clients. Notably, Lighthouse Wealth Management, Inc. has extensive experience in managing employer 401Ks and individual investments, accounting for around half of their assets under management. With a strong track record in this area, they provide valuable insights and strategies tailored to the unique needs of their clients. In addition to investment advisory services, Lighthouse Wealth Management, Inc. offers insurance brokering or agent services and collaborates with an accountant or accounting firm. This comprehensive approach enables clients to benefit from a holistic financial management experience under one roof. With over 300 individual clients and assets under management totaling over $152,836,000, Lighthouse Wealth Management, Inc. has built a substantial client base and manages all assets on a discretionary basis. The firm's success is further bolstered by the expertise and dedication of advisors such as Christopher Bevington, Gregory Emmons, and Timothy Rowsey, who have been with the company for many years, ensuring continuity and deep industry knowledge.

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.

The firm's compensation structure is diverse, including a percentage of assets under management and fixed fees. With over 100 individual clients and more than $341,676,000 in assets under management, Redmond Asset Management, LLC has established a loyal client base.

Auxin Group Wealth Management, LLC is a small investment advisory firm based out of Akron, OH. With a team of seven dedicated professionals, they provide comprehensive wealth management services to a diverse client base. Four of their experienced employees specialize in offering investment advisory services to individuals seeking expert guidance for their financial goals. The firm boasts an impressive average of approximately $70,900,000 in assets under management per investment advisor, aligning with the industry average. Auxin Group's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success. With over 300 individual clients, Auxin Group manages an impressive $272,037,000 in assets. The majority of these assets are tailored for high net worth individuals, although the firm also possesses the capability to manage employer funds. While 401K and individual accounts represent less than 30% of their assets under management, the firm's expertise extends to managing these accounts effectively. Auxin Group prides itself on its discretionary management approach, as 86% of the assets they oversee are managed with the authority to make investment decisions on behalf of their clients. Their commitment to personalized and tailored strategies ensures that each client receives the highest level of attention and care. Led by accomplished advisors, including Johnathan Roberts, Benjamin Tegel, and Matthew Burnham, Auxin Group Wealth Management, LLC operates from a single office in Akron, OH. The team's extensive experience and dedication to client success position them as a trusted partner in achieving financial goals and building long-term wealth.

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.