Fidato Wealth LLC, based out of Middleburg Heights, OH, is a prominent investment advisory firm specializing in providing comprehensive financial services. With a team of 10 dedicated professionals, including 5 experienced investment advisors, Fidato Wealth LLC is committed to helping clients achieve their financial goals. With an impressive average of approximately $1,484,030,000 in assets under management per investment advisor, Fidato Wealth LLC surpasses the industry average, reflecting their expertise in managing substantial portfolios. The firm's compensation structure includes various models, such as a percentage of assets under management and performance-based fees, ensuring a client-centered approach. Fidato Wealth LLC caters to a diverse clientele, serving over 100 individual clients with assets under management exceeding $270,686,000. The majority of their managed assets are from high-net-worth individuals, although they also have the capability to manage employer funds. Remarkably, all the assets managed by Fidato Wealth LLC are handled on a discretionary basis, highlighting the firm's commitment to providing personalized and proactive financial solutions. In addition to their investment advisory services, Fidato Wealth LLC also offers insurance brokerage services, further enhancing their comprehensive approach to wealth management. As a local firm, Fidato Wealth LLC takes pride in its Middleburg Heights roots. The firm operates from a single office, serving as a reliable partner for clients seeking tailored financial guidance. Fidato Wealth LLC boasts a team of experienced advisors, including long-tenured professionals such as Brian Eberhardt, Amy D'Amico, and Anthony D'Amico, who bring extensive knowledge and expertise to their clients' financial journeys.

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.

First Mason Financial, LLC, a small investment advisory firm based out of Medina, OH, is dedicated to providing comprehensive financial services to its clients. With a team of three talented professionals, they strive to offer personalized investment strategies and wealth management solutions. One of the firm's key strengths lies in their expertise in managing employer 401Ks and individual accounts, which make up approximately half of their impressive $148,125,000 in assets under management. Their extensive experience in this space has solidified their reputation as a trusted advisor within the industry. First Mason Financial, LLC takes pride in their commitment to delivering exceptional service and building long-lasting client relationships. Their compensation structure is flexible and includes various options, such as a percentage of assets under management, hourly charges, and fixed fees. This versatility ensures that clients can choose a payment method that aligns with their individual needs and preferences. With an average of $77,350,000 in assets under management per investment advisor, First Mason Financial, LLC performs at par with the industry average. Furthermore, all of the assets they manage are under their discretion, allowing them to make informed investment decisions on behalf of their clients. Daniel Mason, one of the registered advisors at First Mason Financial, LLC, has been with the firm since 2022, bringing a wealth of experience and expertise to the team. Their dedication to staying abreast of market trends and providing tailored financial guidance positions them as a reliable partner in helping clients achieve their financial goals.

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.

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.

Wells Trecaso Financial Group, LLC is a reputable investment advisory firm headquartered in Akron, OH. With a singular office location, they have established themselves as a trusted financial partner in the community. The firm boasts a dedicated team of seven professionals, four of whom specialize in providing comprehensive investment advisory services. With an average of $106,170,000 in assets under management per investment advisor, Wells Trecaso Financial Group, LLC aligns with industry averages. Their compensation structure encompasses various types, including a percentage of assets under management. While they manage a significant portion of assets on a discretionary basis, employer funds can also be efficiently handled. High net worth individuals make up the majority of Wells Trecaso Financial Group, LLC's clientele. The firm expertly manages the assets of over 190 individual clients, amounting to an impressive $424,686,000 in assets under management. The longevity of the firm's success can be attributed to the experience and expertise of their key advisors, including Douglas Wells, Ralph Trecaso, and Christopher Walters, who have dedicated themselves to serving clients with unwavering commitment. Wells Trecaso Financial Group, LLC understands the unique financial needs of their clients and employs a client-centric approach to deliver tailored investment solutions. By staying abreast of market trends and leveraging their extensive knowledge, the firm ensures their clients receive sound financial advice and strategies to achieve their long-term goals. With a strong track record of success and a deep-rooted commitment to their clients' financial well-being, Wells Trecaso Financial Group, LLC continues to be a trusted partner in the realm of investment advisory services.

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.

True Wealth Design, LLC, a well-established local investment advisory firm with eight offices in Akron, OH, is dedicated to providing comprehensive financial services to their clients. With over 270 individual clients and managing assets totaling over $431,088,000, they have earned a strong reputation in the industry. True Wealth Design, LLC goes beyond investment advisory services and also serves as an insurance broker or agent, as well as an accountant or accounting firm. While less than 30% of their assets under management come from 401K and individual accounts, they possess the capability to effectively manage employer funds. A distinguishing feature of True Wealth Design, LLC is that they manage 100% of the assets on a discretionary basis, showcasing the trust and confidence their clients place in their investment expertise. The majority of the assets they manage are for high-net-worth individuals, further highlighting their specialization in this segment. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, providing flexibility and aligning their interests with those of their clients. With 11 dedicated employees, including six providing investment advisory services, True Wealth Design, LLC ensures personalized attention and a high level of service. They average approximately $71,850,000 in assets under management per investment advisor, maintaining industry-average standards in effectively managing their clients' wealth. The firm takes pride in their experienced advisors, including long-tenured professionals like Ronald Wyatt, Kevin Kroskey, and Jonathan Emrick, who have contributed to their enduring success. True Wealth Design, LLC continues to serve as a trusted partner for individuals seeking holistic financial solutions in the Akron area.

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.

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.

Sequoia Financial Group, L.L.C. is a reputable regional investment advisory firm headquartered in Akron, OH. With a strong presence in the industry, Sequoia Financial Group operates through its network of 18 offices, providing comprehensive financial services to clients across the region. The company boasts a dedicated team of 212 professionals, of which 135 offer expert investment advisory services. With an average of $115,310,000 in assets under management per investment advisor, Sequoia Financial Group aligns with the industry average, ensuring competitive performance for its clients. The firm's compensation structure is diverse, offering options such as a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees, tailoring their services to meet various client needs. While 401K and individual accounts constitute less than 30% of their assets under management, Sequoia Financial Group possesses the expertise to manage employer funds, catering to a wide range of clientele. An impressive 79% of the assets they manage are discretionary, signifying the trust clients place in their expertise and decision-making. Sequoia Financial Group primarily serves high-net-worth individuals, managing a substantial portfolio of over 3,870 individual clients with an impressive $15,567,376,000 in assets under management. The firm takes pride in its experienced team, including highly tenured advisors like Heather Welsh, Annelise Mccauley, and William Venter, who bring their extensive knowledge and expertise to the table. Sequoia Financial Group, L.L.C. continues to demonstrate its commitment to delivering personalized and strategic financial guidance, ensuring the long-term success of its clients in an ever-evolving market.