Enza Financial, LLC, a small investment advisory firm located in Independence, OH, is dedicated to providing comprehensive financial solutions to a diverse client base. With over 60 individual clients and an impressive $110,790,000 in assets under management, Enza Financial has established itself as a trusted partner in managing clients' wealth. Based in a single office, the firm caters to a wide range of clients, offering discretionary asset management for all their assets. This approach allows Enza Financial to make informed investment decisions on behalf of their clients, tailored to their unique financial goals and risk tolerance. While less than 30% of their assets under management come from 401K and individual accounts, Enza Financial has the capability to effectively manage employer funds, further expanding their service offerings. The compensation structure of Enza Financial is diverse, including a percentage of assets under management and hourly charges, ensuring flexibility and fairness in their fee arrangements. With a total of five employees, four of whom provide investment advisory services, the firm maintains a favorable advisor-to-client ratio, allowing for personalized attention and dedicated service. Enza Financial's investment advisors average approximately $27,700,000 in assets under management per advisor, reflecting their ability to handle substantial portfolios. Seasoned advisors such as Linda Cahill, Scott Fischer, and Joseph Crea bring valuable experience and expertise to the firm, contributing to its long-standing success. Enza Financial, LLC prides itself on its commitment to delivering exceptional financial advice and strategies tailored to each client's unique circumstances. With a client-centric approach and a focus on building long-term relationships, Enza Financial strives to empower its clients to achieve their financial objectives and secure their financial future.

Hackman Financial Group, a local investment advisory firm based out of Cincinnati, OH, is dedicated to providing comprehensive financial planning and investment management services. With over 180 individual clients, they currently oversee an impressive $234,811,000 in assets under management. Hackman Financial Group distinguishes itself by its ability to handle employer funds in addition to 401K and individual accounts, accounting for less than 30% of their total assets. The firm's expertise lies in managing discretionary assets, with 100% of the assets they handle falling under this category. Catering primarily to high-net-worth individuals, they possess the knowledge and experience to navigate complex financial landscapes and meet the unique needs of their affluent clientele. Hackman Financial Group's compensation structure offers clients flexibility, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of 10 dedicated professionals, including five experienced investment advisors, the firm maintains an average of approximately $46,960,000 in assets under management per advisor, aligning well with industry standards. A testament to their commitment to excellence, Hackman Financial Group boasts a team of seasoned advisors, some of whom have been with the firm for many years. Notable among them are Joseph Jones, John Spencer, and Steven Nguyen, who bring a wealth of experience and expertise to the table. With their client-centered approach, Hackman Financial Group is well-positioned to guide individuals and businesses towards achieving their financial goals and securing their financial futures.

Garlikov Advisors Inc, a small investment advisory firm based out of Columbus, OH, is dedicated to providing exceptional financial services to their clients. With over 140 individual clients and a staggering $181,143,000 in assets under management, Garlikov Advisors Inc has established itself as a trusted partner in wealth management. The firm takes pride in offering a comprehensive range of services tailored to meet the unique needs of their clients. As a registered representative of a broker-dealer, insurance broker, or agent, they possess the expertise to navigate complex investment landscapes. While they primarily focus on managing discretionary assets, including employer funds, Garlikov Advisors Inc also handles 401K and individual accounts, comprising less than 30% of their assets under management. Their team of four experienced professionals provides personalized investment advisory services, ensuring that each client receives individual attention and tailored solutions. Garlikov Advisors Inc adopts a flexible compensation structure that includes various types such as a percentage of assets under management and fixed fees. This ensures that their interests are aligned with those of their clients, fostering a long-term partnership based on trust and mutual success. With an average of approximately $45,290,000 in assets under management per investment advisor, Garlikov Advisors Inc stands on par with industry standards. Matthew Wolfe and Thomas Kaiser, two of the longest-tenured registered advisors with the firm, bring extensive knowledge and expertise to their clients' investment strategies. Garlikov Advisors Inc continues to grow and thrive, driven by their commitment to delivering exceptional financial guidance and securing the financial future of their clients in Columbus, OH, and beyond.

Keeler & Nadler Family Wealth is a highly regarded investment advisory firm based out of Dublin, OH, boasting two offices in the region. With a total of 10 dedicated professionals, they specialize in offering comprehensive investment advisory services to a diverse clientele. Out of their team, 8 experienced advisors provide exceptional guidance on investments. Renowned for their expertise, Keeler & Nadler Family Wealth manages an impressive average of approximately $42,150,000 in assets under management per investment advisor. The firm's compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. While 401K and individual accounts constitute less than 30% of their assets under management, Keeler & Nadler Family Wealth possesses the expertise to effectively handle employer funds, expanding their service capabilities. A significant portion of the assets they manage, around 79%, are discretionary, reflecting the firm's autonomy in making investment decisions on behalf of their clients. High-net-worth individuals comprise the majority of Keeler & Nadler Family Wealth's clientele. With a substantial client base of over 300 individuals, they currently oversee an impressive $337,186,000 in assets under management. The firm's longevity is evident through the tenure of key advisors, including William Root, Mark Beaver, and Andrew Keeler, who have established themselves as pillars of the organization. Keeler & Nadler Family Wealth is dedicated to providing personalized investment strategies and wealth management solutions, ensuring their clients' financial goals and aspirations are met with utmost professionalism and integrity. With their experienced team and comprehensive approach, they continue to thrive as a leading investment advisory firm in the Dublin, OH area.

Journey Wealth Management, a reputable investment advisory firm headquartered in Cleveland, Ohio, specializes in providing comprehensive financial services to a diverse clientele. With a team of 15 highly skilled professionals, including 9 dedicated investment advisors, they offer personalized wealth management solutions to meet the unique needs of their clients. With an impressive track record, Journey Wealth Management manages an average of $26,370,000 in assets under management per investment advisor, demonstrating their expertise and ability to deliver results. Their compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests. Catering primarily to high net worth individuals, Journey Wealth Management boasts an extensive client base of over 330 individuals, with a combined assets under management exceeding $593,044,000. While their focus lies predominantly on managing personal investment portfolios, they also possess the capacity to handle employer funds, although 401K and individual accounts make up less than 30% of their total assets under management. Journey Wealth Management extends their services beyond investment advisory, offering additional support in the form of accounting through their in-house accountants or accounting firm. With one office in Cleveland, they have established a strong local presence and are well-positioned to serve the community. The firm prides itself on its experienced team, with some of the longest tenured advisors including Terence Gliha, Lauren Maclaren, and David Lightner. These individuals bring a wealth of knowledge and expertise to the table, ensuring clients receive top-tier guidance and strategic financial planning. In summary, Journey Wealth Management is a trusted local partner for individuals seeking professional investment advisory services in Cleveland, Ohio and beyond. With their focus on tailored solutions and dedication to client success, they continue to build a solid reputation in the industry.

James Investment Research Inc is a highly reputable local investment advisory firm based in Xenia, OH. With over 680 individual clients and an impressive $1,071,123,000 in assets under management, the firm has established itself as a trusted partner in wealth management. While 401K and individual accounts comprise less than 30% of their assets under management, James Investment Research Inc possesses the expertise to effectively manage employer funds as well. With a strong emphasis on discretion and professionalism, the firm manages a staggering 99% of the assets under their care on a discretionary basis. Their compensation structure is flexible and offers multiple options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can choose the arrangement that suits their needs best. James Investment Research Inc operates out of a single office and boasts a team of 16 dedicated employees, 8 of whom provide investment advisory services. Each investment advisor manages an average of approximately $133,890,000 in assets, surpassing the industry average and highlighting their expertise and ability to handle substantial portfolios. Notably, the firm prides itself on the longevity and experience of its advisors, with Brian Shepardson, Ann Shaw-Kremer, and Diane Rose being among the longest tenured professionals at the company. Clients of James Investment Research Inc benefit from personalized and comprehensive investment strategies tailored to their unique goals and risk tolerance. With a commitment to delivering exceptional service and achieving long-term financial success for their clients, the firm continues to solidify its position as a leading investment advisory firm in the Xenia area and beyond.

Wealthquest Corporation, based in Cincinnati, OH, is a prominent local investment advisory firm with a stellar track record in managing wealth. With over 1,090 individual clients and an impressive $1,493,991,000 in assets under management, Wealthquest has firmly established itself as a trusted partner for individuals seeking expert financial guidance. Operating from three offices, Wealthquest Corporation caters to a diverse range of clients, serving their unique investment needs and goals. While the firm manages a substantial portion of assets for high net worth individuals, it also possesses the expertise to effectively handle employer funds. Notably, all assets managed by Wealthquest Corporation are discretionary, allowing clients to entrust their investments with confidence. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees. This flexible approach ensures alignment with clients' interests and enables them to choose the most suitable arrangement for their specific requirements. With a total of 38 dedicated employees, Wealthquest Corporation maintains a team of 15 investment advisors who provide personalized and comprehensive advisory services. These professionals have an average of $99,600,000 in assets under management per advisor, placing them on par with industry standards. Among the firm's esteemed advisors are Mark Bates, Stephen King, and James Oliger, who have contributed their expertise to the company over the long term. Wealthquest Corporation's commitment to excellence, combined with their deep industry knowledge and personalized approach, makes them a go-to choice for individuals and organizations seeking exceptional wealth management services in the Cincinnati area and beyond.

The McHugh Group, LLC, a small investment advisory firm based in Lakewood, OH, boasts an impressive track record with over 20 individual clients and more than $263,587,000 in assets under management. With a dedicated team and a focus on providing exceptional services, they have established themselves as a trusted partner in the financial industry. Led by Terrence McHugh, one of the firm's longest tenured registered advisors, The McHugh Group, LLC offers comprehensive investment advisory services to a diverse clientele. While the majority of their assets are managed for high net worth individuals, they also possess the capability to handle employer funds, making them a versatile and sought-after partner. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' interests. With a commitment to transparency and integrity, The McHugh Group, LLC takes a discretionary approach to managing 100% of the assets entrusted to them. The McHugh Group, LLC operates from a single office in Lakewood, OH, providing convenient access to their personalized services. Their team of highly skilled professionals, including accountants and lawyers, enables them to offer holistic solutions to meet their clients' financial needs. With an impressive average of approximately $263,590,000 in assets under management per investment advisor, The McHugh Group, LLC demonstrates their expertise in handling substantial portfolios. Their dedication to delivering exceptional results has earned them a reputation as a reliable and trusted partner in wealth management.

Capital Asset Management, Inc., located in Columbus, OH, is a reputable investment advisory firm. With a single office, the company operates with a team of three employees, two of whom specialize in providing expert investment advisory services. On average, each investment advisor manages around $68,900,000 in assets, which aligns with industry standards. Capital Asset Management, Inc. offers a flexible compensation structure, including a percentage of assets under management. While their portfolio primarily comprises discretionary assets, they also possess the ability to oversee employer funds, although 401K and individual accounts account for less than 30% of their total assets. The firm caters predominantly to high-net-worth individuals, managing a significant portion of their financial assets. Currently, Capital Asset Management, Inc. serves over 60 individual clients, commanding an impressive $137,801,000 in assets under management. Among their experienced staff, Christopher Fry and James Rice stand out as the firm's longstanding registered advisors, leveraging their extensive expertise to guide clients towards successful investment strategies. Capital Asset Management, Inc. prides itself on providing personalized and comprehensive investment advisory services to help clients achieve their financial goals. Through their dedicated team and commitment to excellence, Capital Asset Management, Inc. has established itself as a trusted partner in wealth management, assisting individuals in building and preserving their financial portfolios.

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.

Artifex Financial Group, LLC, based out of Oakwood, OH, is a leading local investment advisory firm with a strong track record of success. With seven dedicated employees, including six experienced investment advisors, they provide comprehensive financial services to a diverse client base. With an average of $39,590,000 in assets under management per investment advisor, Artifex Financial Group, LLC demonstrates their expertise in managing significant portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored options to meet their needs. As a testament to their reputation and client satisfaction, Artifex Financial Group, LLC serves over 160 individual clients, overseeing an impressive $202,551,000 in assets under management. Their expertise lies in managing assets for high-net-worth individuals, with the majority of their portfolio dedicated to this segment. While 401(k) and individual accounts comprise less than 30% of their assets under management, they possess the capabilities to efficiently manage employer funds. Operating from three conveniently located offices, Artifex Financial Group, LLC fosters a strong team environment and boasts a roster of highly experienced advisors. Gerald Summers, Darren Harp, and Douglas Kinsey are among the firm's longest-tenured and most trusted advisors, providing invaluable insights and guidance to clients. Artifex Financial Group, LLC's commitment to exceptional service, extensive industry knowledge, and tailored investment strategies has established them as a premier investment advisory firm in the Oakwood, OH area. Clients can trust their assets are in capable hands and can rely on the firm's dedication to helping them achieve their financial goals.