Frazier Financial Advisors, LLC, based out of Columbus, OH, is a reputable investment advisory firm with a strong presence in the financial industry. With 14 dedicated employees, including 11 experienced professionals specializing in investment advisory services, Frazier Financial Advisors offers comprehensive wealth management solutions to a diverse client base. The firm boasts an impressive track record, managing an average of approximately $79,050,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, allowing clients to choose from various options, including a percentage of assets under management, hourly charges, and fixed fees. With over 360 individual clients, Frazier Financial Advisors handles a substantial portfolio of more than $623,751,000 in assets under management. Notably, the firm caters primarily to high-net-worth individuals, with a significant portion of their managed assets representing this segment. While 401(k) and individual accounts account for less than 30% of their assets under management, Frazier Financial Advisors possesses the expertise to manage employer funds as well. In addition to their investment advisory services, Frazier Financial Advisors also provides accounting services through their in-house accountant or accounting firm. With two office locations in Columbus, OH, the firm has established itself as a trusted local institution. The company prides itself on its team of seasoned professionals, with advisors like Jane Callahan, Joshua Frazier, and James Frazier offering extensive industry experience and knowledge to guide clients towards their financial goals.

Everhart Advisors, based out of Dublin, OH, is a reputable regional investment advisory firm. With 45 employees, including 25 dedicated to providing investment advisory services, they offer a comprehensive range of financial solutions. The firm manages a considerable amount of assets, averaging approximately $64,400,000 per investment advisor, which aligns with the industry average. Everhart Advisors boasts an extensive client base, serving over 2,340 individual clients and overseeing more than $1,084,744,000 in assets under management. Notably, around half of their managed assets come from employer 401Ks or individuals, indicating their strong expertise in this particular area. A remarkable 88% of the assets they handle are discretionary, reflecting the high level of trust placed in their investment strategies. In addition to their investment advisory services, Everhart Advisors also offers insurance brokering and accounting services, showcasing their commitment to comprehensive financial support. With three offices, the firm provides convenience and accessibility to clients throughout the region. The success of Everhart Advisors can be attributed, in part, to the experience and expertise of their longest-tenured advisors. Notable individuals such as Steven Murlin, Matthew Romeo, and Richard Everhart contribute their extensive knowledge to the firm, ensuring that clients receive the highest level of professional guidance. With their solid reputation, diverse service offerings, and experienced team, Everhart Advisors stands as a trusted partner for individuals and businesses seeking effective financial solutions in the Dublin, OH area and beyond.

John E. Sestina And Company, a prominent local investment advisory firm based out of Columbus, OH, is renowned for its exceptional track record and personalized financial solutions. With over 1,330 individual clients and an impressive $451,134,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Operating from three strategically located offices, John E. Sestina And Company boasts extensive expertise in managing diverse investment portfolios, particularly excelling in employer 401Ks and individual accounts. Dedicated to providing comprehensive and tailored financial advice, John E. Sestina And Company prides itself on its discretionary asset management approach. The firm's team of 18 highly skilled professionals, with 11 specializing in investment advisory services, possess a deep understanding of the market and a commitment to achieving clients' financial goals. One of the key strengths of John E. Sestina And Company lies in its compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive transparent and fair remuneration, aligning the firm's success with their own. Notably, the firm's investment advisors maintain an impressive average of approximately $41,010,000 in assets under management, showcasing their expertise in maximizing returns and preserving capital. Among the longest tenured advisors at the firm are Craig Constantinovich, Anthony Payne, and Kimberly Wirtz, who bring a wealth of experience and insights to their clients' investment strategies. Through their dedication, expertise, and commitment to client satisfaction, John E. Sestina And Company continues to be a leading force in the investment advisory industry, delivering exceptional financial guidance and superior results to their valued clientele.

Vawter Financial Ltd is a reputable investment advisory firm headquartered in Columbus, OH, with one office serving a diverse clientele. With a dedicated team of five employees, three of whom specialize in providing expert investment advisory services, the firm boasts a solid foundation of financial expertise. On average, each investment advisor at Vawter Financial Ltd manages approximately $68,110,000 in assets under management, aligning with industry standards. Vawter Financial Ltd offers a comprehensive compensation structure that caters to the unique needs of their clients. This structure includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's asset portfolio primarily consists of discretionary assets, they also possess the expertise to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. With a focus on serving high net worth individuals, Vawter Financial Ltd has cultivated strong relationships with over 90 individual clients, managing a combined total of more than $204,341,000 in assets. The firm takes pride in the experience and longevity of its advisors, with notable tenured professionals such as Katrina Moore, William Whitaker, and Gary Vawter. Their expertise and dedication contribute to the firm's commitment to delivering exceptional financial advice and services to their valued clientele. As Vawter Financial Ltd continues to grow and expand its reach in the investment advisory sector, they remain steadfast in their mission to help clients achieve their financial goals and secure their long-term prosperity.

Hamilton Capital is a regional investment advisory firm based out of Columbus, OH. With two offices, the firm boasts a team of 69 dedicated employees, 46 of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $81,690,000, which falls within the industry average. Hamilton Capital's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. While they manage less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to handle employer funds. A significant 94% of the assets they manage are discretionary, demonstrating their clients' trust in their investment decisions. Catering primarily to high net worth individuals, Hamilton Capital takes pride in serving over 1,390 individual clients who entrust them with more than $3,757,878,000 in assets under management. The firm's success can be attributed in part to their experienced and loyal advisors. Among the longest tenured advisors at Hamilton Capital are Michael Faieta, Jeffrey Loehnis, and William Leuby, who bring a wealth of knowledge and expertise to their clients' portfolios. With a commitment to providing comprehensive investment advisory services, Hamilton Capital continues to be a trusted partner in helping clients achieve their financial goals. Through personalized strategies and a client-centric approach, the firm strives to optimize returns and manage risk effectively, ensuring the long-term success of their clients' investments.

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.

AA Financial Advisors, LLC is a reputable local investment advisory firm based in Columbus, OH. With over 590 individual clients and a staggering $725,251,000 in assets under management, they have established themselves as a trusted financial partner. The firm operates from two well-equipped offices, providing comprehensive investment advisory services to their diverse clientele. While AA Financial Advisors primarily caters to high net worth individuals, they also possess the expertise to manage employer funds, although such accounts represent less than 30% of their assets under management. Approximately 15% of the assets they oversee are discretionary, allowing them the flexibility to make investment decisions on behalf of their clients. AA Financial Advisors employs a team of 14 professionals, 7 of whom specialize in investment advisory services. With an average of $103,610,000 in assets under management per investment advisor, they maintain a level of service that aligns with the industry average. Their compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. Notably, AA Financial Advisors boasts a group of experienced and tenured advisors, such as Ralph Antolino, Christian Hertl, and Maureen Armstrong. These individuals bring a wealth of knowledge and expertise to the firm, further enhancing their ability to provide tailored financial solutions. With their impressive track record and commitment to delivering personalized financial guidance, AA Financial Advisors, LLC continues to make a significant impact on their clients' wealth management journey in Columbus and beyond.

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.

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.

Retirement Strategies, Ltd. is a small investment advisory firm based out of Dublin, OH, with one office. With a team of seven employees, four of whom specialize in investment advisory services, the firm has established itself as a trusted financial partner. With an impressive average of approximately $43,440,000 in assets under management per investment advisor, Retirement Strategies, Ltd. effectively manages its clients' wealth. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under management come from employer 401Ks or individuals, demonstrating their expertise in this specific area. Moreover, an impressive 99% of the assets they handle are discretionary, highlighting the trust clients place in their expertise and decision-making. Retirement Strategies, Ltd. boasts an extensive client base, serving over 350 individuals with over $173,767,000 in assets under management. This success can be attributed, in part, to their team of seasoned advisors. Notably, James Lindner, Jerry Snyder, and Jeffrey Foster are among the firm's longest-tenured advisors, bringing a wealth of experience and knowledge to the table. With a commitment to providing exceptional investment advisory services, Retirement Strategies, Ltd. aims to help their clients navigate the complexities of retirement planning. By delivering personalized strategies and sound financial advice, the firm helps individuals achieve their long-term financial goals.

Royal Oak Financial Group is a highly reputable investment advisory firm based out of Worthington, OH, with two strategically located offices. With three dedicated employees, the firm specializes in providing comprehensive investment advisory services. Leveraging their expertise, Royal Oak Financial Group successfully manages an impressive average of approximately $35,000,000 in assets under management per investment advisor. The firm's compensation structure is designed to accommodate various client preferences and includes several types such as a percentage of assets under management and hourly charges. Over 80% of their assets under management comprise employer 401K plans and individual portfolios. Their extensive experience and qualifications make them the ideal choice for employers and employees seeking efficient management of their 401K plans. In addition to investment advisory services, Royal Oak Financial Group also serves as an insurance broker or agent, catering to a diverse range of client needs. The firm takes pride in their vast clientele, boasting over 200 individual clients with a collective asset under management value exceeding $105,000,000. Grant Billings, Bradley Senita, and Matthew Jehn are among the firm's most experienced and longstanding advisors, contributing to the firm's solid reputation and client satisfaction. With their commitment to discretion and professionalism, Royal Oak Financial Group ensures that 100% of the assets they manage are handled on a discretionary basis. With their proven track record, personalized approach, and exceptional team, Royal Oak Financial Group continues to be a trusted partner for individuals and businesses in achieving their financial goals.