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.

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.

Consolidated Financial, headquartered in Dublin, OH, is a small investment advisory firm offering a range of financial services. With a team of five dedicated professionals, including three investment advisors, Consolidated Financial is committed to providing expert guidance and managing assets on behalf of their clients. On average, each investment advisor oversees approximately $96,560,000 in assets under management, reflecting the industry average. The firm's compensation structure is diverse and flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients have options that suit their unique needs and preferences. Consolidated Financial boasts an impressive client base of over 520 individuals, with a combined total of more than $379,000,000 in assets under management. While 401K and individual accounts make up less than 30% of their total assets under management, Consolidated Financial also possesses the capability to manage employer funds. Notably, 39% of the assets they oversee are managed on a discretionary basis, allowing the firm to exercise informed decision-making and maximize returns on behalf of their clients. In addition to their investment advisory services, Consolidated Financial also serves as an insurance broker or agent. This comprehensive approach enables them to address a wider range of financial needs and provide holistic solutions to their clients. Consolidated Financial's success can be attributed in part to their experienced team of advisors. Some of the firm's longest tenured advisors include Andrew Roseberry, Jeffrey Bell, and Edward Bell. With their depth of knowledge and expertise, Consolidated Financial is well-equipped to guide clients through the complexities of the financial landscape and help them achieve their financial goals.

Meeder Advisory Services, Inc., a regional investment advisory firm based out of Dublin, OH, is a trusted provider of comprehensive financial solutions. With 49 dedicated employees, including 26 expert investment advisors, they offer a wide range of services to their diverse clientele. Meeder Advisory Services manages an impressive $1,150,940,000 in assets under management, serving over 3,760 individual clients. With an average of $68,990,000 in assets under management per investment advisor, Meeder Advisory Services maintains a solid standing within the industry. Their compensation structure is tailored to client needs, including a percentage of assets under management. They specialize in managing discretionary assets, with 80% of their total assets consisting of employer 401K plans and individual investments. Having built a reputation for excellence, Meeder Advisory Services is well-equipped to handle 401K plans for both employers and employees. Their deep industry knowledge and commitment to personalized service make them highly qualified partners in managing retirement plans. Located in Dublin, OH, Meeder Advisory Services operates from a single office. The firm takes pride in its experienced team of advisors, including Christopher Holbrook, Ted Clark, and Joseph Tocyloski, who have demonstrated exceptional expertise and dedication throughout their tenures. With a focus on providing holistic financial guidance and delivering tailored investment strategies, Meeder Advisory Services, Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.

Meeder Asset Management, Inc., a prominent local investment advisory firm based out of Dublin, OH, boasts an impressive track record of success. With over 1,180 individual clients entrusting them with their financial goals, Meeder manages a substantial $2,145,098,000 in assets. As a comprehensive asset management company, they offer a range of services, including acting as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. While Meeder's focus primarily lies outside of 401K and individual accounts, representing less than 30% of their assets under management, they possess the expertise and capability to effectively manage employer funds. Furthermore, the firm operates under a discretionary management model, ensuring full control and responsibility over the entirety of the assets entrusted to them. With a compensation structure comprising various types, such as a percentage of assets under management and fixed fees, Meeder Asset Management caters to a diverse range of clients and their unique financial objectives. The firm employs a total of 36 highly skilled professionals, 12 of whom provide specialized investment advisory services. This team-oriented approach ensures that clients receive comprehensive support and expertise tailored to their needs. Notably, Meeder Asset Management, Inc. stands out from the competition with an impressive average of approximately $178,760,000 in assets under management per investment advisor, surpassing industry standards. The company takes pride in its dedicated and knowledgeable team, including long-tenured advisors like Aaron Adkins, John Click, and Robert Meeder, who bring extensive experience and insight to the table.

NVEST WEALTH STRATEGIES, INC. is a small, reputable investment advisory firm based out of Powell, OH. With a total of 3 dedicated employees, including two experienced investment advisors, they specialize in providing comprehensive wealth management services to individuals and businesses. Their extensive knowledge and expertise enable them to effectively manage a diverse range of assets, boasting an impressive average of approximately $116,340,000 in assets under management per investment advisor. Operating with a client-centric approach, Nvest Wealth Strategies, Inc. prides itself on serving over 160 individual clients, accumulating a substantial $140,088,000 in assets under management. Remarkably, more than 80% of these assets consist of employer 401Ks or individual accounts. This places Nvest Wealth Strategies, Inc. in an advantageous position to effectively oversee and optimize 401K plans for both employers and employees. A significant testament to their credibility, 99% of the assets managed by Nvest Wealth Strategies, Inc. are discretionary, indicating the high level of trust their clients place in their expertise and decision-making capabilities. Their compensation structure is flexible, incorporating various options such as a percentage of assets under management and fixed fees, ensuring alignment with clients' specific needs and preferences. With a single office in Powell, OH, Nvest Wealth Strategies, Inc. delivers personalized financial solutions tailored to each client's unique circumstances. The firm benefits from the extensive experience and tenure of registered advisors Steven Henderly and William Henderly, whose commitment to providing exceptional service has solidified the company's reputation as a trusted partner in wealth management.

Shuttleworth & Company, a reputable investment advisory firm headquartered in Powell, OH, boasts a diverse client base consisting of over 130 individuals, entrusting the firm with a staggering $123,121,000 in assets under management. With one office location, Shuttleworth & Company is committed to delivering exceptional financial solutions to its valued clients. While less than 30% of their assets under management originate from 401K and individual accounts, Shuttleworth & Company possesses the expertise to proficiently handle employer funds. Notably, the firm exercises complete discretion in managing 100% of the assets entrusted to their care. Predominantly catering to high net worth individuals, Shuttleworth & Company diligently safeguards and maximizes their clients' wealth. The compensation structure at Shuttleworth & Company encompasses various methods, including a percentage of the assets under management as well as fixed fees. With a team of three dedicated professionals, all of whom specialize in investment advisory services, the firm offers personalized attention and comprehensive financial guidance. On average, each investment advisor at Shuttleworth & Company oversees an impressive $41,040,000 in assets under management. Boasting a legacy of experienced advisors, Shuttleworth & Company benefits from the expertise of notable individuals such as Matthew Freiburger, Erin Maynard, and David Shuttleworth. Their extensive tenure further solidifies the firm's commitment to excellence and long-term client relationships. Through their meticulous approach, unwavering dedication, and commitment to achieving financial objectives, Shuttleworth & Company continues to thrive as a trusted partner in the dynamic world of investment advisory services.

Shore Morgan Young Wealth Strategies is a local investment advisory firm headquartered in Worthington, OH. With a single office location, they offer comprehensive investment advisory services. With a team of 10 dedicated professionals, Shore Morgan Young Wealth Strategies manages an average of $52,640,000 in assets per investment advisor, which aligns with the industry average. Their compensation structure includes various types such as a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to handle employer funds. Impressively, 96% of the assets they manage are under their discretionary authority. Shore Morgan Young Wealth Strategies predominantly serves high-net-worth individuals, managing assets for over 220 individual clients totaling more than $526,357,000. Wayne Struble stands out as one of the firm's longest-tenured registered advisors, having been with the company since 2018. With their in-depth knowledge and experience in the investment advisory field, Shore Morgan Young Wealth Strategies is committed to providing personalized wealth strategies to help clients achieve their financial goals. By offering tailored services and maintaining a strong focus on client satisfaction, the firm has established a reputation as a trusted partner in wealth management.

Swisher Financial Concepts, Inc. is a reputable small investment advisory firm located in Westerville, Ohio. With a team of 7 dedicated professionals, they offer a range of financial services to meet the diverse needs of their clients. Four of their employees specialize in providing top-notch investment advisory services, collectively managing an average of $52,410,000 in assets per advisor. As a firm, Swisher Financial Concepts, Inc. prides itself on its solid compensation structure, which includes various types such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the payment method that aligns with their preferences and financial goals. The firm boasts an impressive client base, serving over 500 individual clients who entrust them with a substantial amount of assets under management, totaling over $183,473,000. Notably, approximately half of these assets are derived from employer 401Ks and individual investments, reflecting Swisher Financial Concepts, Inc.'s extensive experience in this space. With a remarkable 51% of the assets they manage being discretionary, the firm has demonstrated its expertise in guiding clients through investment decisions and crafting tailored strategies to maximize their returns. In addition to investment advisory services, Swisher Financial Concepts, Inc. also provides insurance brokerage and accounting services, further enhancing their comprehensive financial solutions. Operating out of three conveniently located offices, the firm has established a strong presence in the Westerville community. Notably, Swisher Financial Concepts, Inc. boasts a team of seasoned advisors, including Brett Vandervort, Daniel Wolford, and Michael Henn, who have contributed significantly to the firm's long-standing success and reputation.