Future Finances Inc is a leading investment advisory firm headquartered in Columbus, OH. With a team of four dedicated professionals, including two investment advisors, the company has established a stellar reputation for managing significant assets. Each investment advisor at Future Finances Inc oversees an impressive average of $3,225,830,000 in assets under management, surpassing industry standards. The firm's compensation structure offers various options, including a percentage of assets under management, ensuring alignment with clients' financial success. Boasting a substantial client base of over 70 individuals, Future Finances Inc manages assets totaling more than $209,336,000. The majority of these assets belong to high net worth individuals, while 401K and individual accounts account for less than 30% of the firm's managed assets. Notably, Future Finances Inc possesses the capability to efficiently manage employer funds. With a 100% discretionary asset management approach, clients entrust Future Finances Inc with full authority over their investments. Moreover, the company offers an array of additional services, including acting as a registered representative of a broker-dealer, commodity pool operator, or commodity trading advisor. They also serve as an insurance broker or agent, as well as an accountant or accounting firm. Future Finances Inc operates from a single office and is deeply rooted in the Columbus community. The firm takes pride in its experienced team, with Bradley Huffman and Max Larsen serving as the firm's longstanding registered advisors. With its commitment to excellence and comprehensive financial solutions, Future Finances Inc continues to empower clients to achieve their long-term financial goals.

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.

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.

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.

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.

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.

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.

Jericho Financial is a small investment advisory firm based out of Westerville, OH, with a strong track record in managing assets for over 300 individual clients. With over $127,217,000 in assets under management, Jericho Financial is dedicated to providing personalized financial solutions. Their expertise lies in employer 401Ks and individual investments, making up approximately half of their managed assets. Clients trust Jericho Financial's experienced team to handle 100% of their assets on a discretionary basis. Comprising three dedicated employees, Jericho Financial offers comprehensive investment advisory services. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm averages an impressive $42,410,000 in assets under management per investment advisor, demonstrating their commitment to delivering exceptional service to each client. Mark Faubel and Ryan Bosler are two of the longest tenured registered advisors at Jericho Financial. Their extensive knowledge and experience contribute to the firm's reputation as a trusted partner in wealth management. Whether clients seek guidance for retirement planning, portfolio diversification, or other financial goals, Jericho Financial offers personalized strategies tailored to individual needs. Located in Westerville, OH, Jericho Financial is proud to serve their local community and beyond. By building long-lasting relationships with their clients, the firm strives to help individuals achieve their financial aspirations. With a focus on exceptional service and a client-centric approach, Jericho Financial continues to grow and provide effective investment advisory services to individuals seeking financial security and success.

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.

Wealthbridge Capital Management, LLC is a distinguished investment advisory firm located in Westerville, OH. With a team of six talented professionals, including three dedicated investment advisors, they provide comprehensive financial solutions to a diverse clientele. The firm boasts an impressive average of $150,320,000 in assets under management per investment advisor, surpassing industry standards. At Wealthbridge Capital Management, LLC, their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. With over 280 individual clients and a staggering $410,562,000 in assets under management, the firm primarily serves high net worth individuals. Although 401K and individual accounts constitute less than 30% of their managed assets, they possess the expertise and capability to oversee employer funds. As a testament to their commitment and expertise, Wealthbridge Capital Management, LLC manages all assets under their purview on a discretionary basis. With two offices, the firm has established a strong presence in the Westerville area. Notably, the company takes pride in its team of highly experienced advisors, including the longest-tenured professionals Shawn Arseneau, Ryan Dunlap, and Robert Faulkner. Wealthbridge Capital Management, LLC distinguishes itself through its exceptional asset management capabilities, impressive client base, and dedication to delivering tailored financial solutions. With a solid track record and a commitment to client success, the firm continues to solidify its position as a trusted partner in wealth management.

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.