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.

Golden Reserve RIA, LLC is a reputable investment advisory firm based out of Dublin, OH. With a team of 9 dedicated professionals, including 6 experienced investment advisors, they offer comprehensive investment management services. The firm boasts an average of $46,450,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is flexible, comprising various types such as a percentage of assets under management and fixed fees. With over 830 individual clients and an impressive $109,235,000 in assets under management, Golden Reserve RIA, LLC has established a strong presence in the financial industry. Notably, more than 80% of their assets under management originate from employer 401(k) plans and individual investors. This positions them as highly qualified and well-equipped to manage 401(k) plans for both employers and employees. Furthermore, all the assets managed by Golden Reserve RIA, LLC are handled on a discretionary basis, instilling trust and confidence in their investment approach. In addition to investment advisory services, Golden Reserve RIA, LLC also serves as an insurance broker or agent, ensuring comprehensive financial planning solutions for their clients. Operating across 18 offices, this local firm has built a robust network in the community. The team at Golden Reserve RIA, LLC includes seasoned advisors, such as Joshua Maly, Matthew Schaefer, and Todd White, who bring extensive experience and expertise to the table. With a focus on personalized service and prudent financial management, Golden Reserve RIA, LLC strives to help their clients achieve their investment goals and secure their financial future.

SWS Partners, LLC is a prominent investment advisory firm headquartered in Columbus, OH. With a strong focus on personalized financial solutions, they have built a reputation for providing exceptional service to their clients. With over 90 individual clients and an impressive $312,518,000 in assets under management, SWS Partners, LLC is committed to helping their clients achieve their financial goals. While the firm manages a diverse range of assets, 401K and individual accounts make up less than 30% of their total assets under management. However, SWS Partners, LLC possesses the expertise and capacity to effectively manage employer funds. Notably, all the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients with complete autonomy. Catering primarily to high net worth individuals, SWS Partners, LLC offers a comprehensive compensation structure that includes various types, such as a percentage of assets under management and fixed fees. The firm boasts a dedicated team of five employees, all of whom provide exceptional investment advisory services. On average, each investment advisor manages approximately $62,500,000 in assets, which aligns with the industry average. SWS Partners, LLC takes pride in the expertise and tenure of their advisors. Among the longest-tenured advisors at the firm are Kurt Grove, James Parker, and Philip Kessler. These seasoned professionals bring valuable experience and insight to the table, further strengthening the firm's ability to deliver outstanding financial guidance to their clients. With their client-centric approach and commitment to excellence, SWS Partners, LLC stands as a trusted partner for individuals seeking expert investment advice.

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.

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 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.

Gerber, LLC is a reputable local investment advisory firm headquartered in Columbus, OH. With a single office, the company is composed of a dedicated team of 17 professionals, five of whom specialize in providing comprehensive investment advisory services. Their collective expertise enables Gerber, LLC to effectively manage assets for a diverse range of clients. On average, each investment advisor at Gerber, LLC oversees approximately $79,280,000 in assets under management, aligning with industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, all the assets managed by Gerber, LLC are discretionary, granting them full authority in making investment decisions. With a focus on serving high-net-worth individuals, Gerber, LLC boasts a robust portfolio of more than 60 individual clients, whose combined assets under management exceed $396,424,000. The firm's success can be attributed, in part, to the invaluable contributions of its longest-tenured advisors, namely Geoffrey Hulme, Erik Roemer, and Randall Gerber. Gerber, LLC prides itself on providing personalized investment strategies tailored to each client's unique financial goals and risk tolerance. The firm's dedicated team, combined with their extensive industry knowledge and commitment to client satisfaction, has garnered them a solid reputation within the investment advisory sector in Columbus, OH.

Waller Financial Planning Group, Inc. is a well-established local investment advisory firm headquartered in Columbus, OH. With a team of 10 dedicated professionals, they specialize in providing comprehensive investment advisory services to their clientele. Boasting an impressive track record, Waller Financial Planning Group manages a substantial amount of assets, with an average of approximately $115,430,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure is diversified, incorporating various types including a percentage of assets under management and fixed fees. With over 310 individual clients, Waller Financial Planning Group manages a sizable portfolio of assets totaling more than $507,157,000. Notably, the majority of these assets are held by high net worth individuals, while 401K and individual accounts constitute less than 30% of their assets under management. Waller Financial Planning Group possesses the expertise and capabilities to oversee employer funds, enhancing their ability to cater to a wide range of clients' needs. A remarkable 93% of the assets they manage are under their discretionary authority, demonstrating their clients' trust in their investment decisions. With two offices serving the community, Waller Financial Planning Group has established a strong local presence. The firm prides itself on its team of experienced advisors, including notable figures such as Christopher Olsgard, Jason Farris, and Jason Eliason, who have demonstrated a long-standing commitment to their clients' financial success. Waller Financial Planning Group, Inc. continues to deliver exceptional investment advisory services, helping their clients navigate the complexities of the financial landscape with confidence.

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.

Northavenue LLC, headquartered in Columbus, OH, is a small investment advisory firm that caters primarily to high net worth individuals. With a total of six employees, including three dedicated investment advisors, Northavenue provides expert guidance and management for its clients' financial assets. The firm boasts an impressive average of approximately $39,840,000 in assets under management per investment advisor, demonstrating their commitment to delivering personalized attention and maximizing client returns. Northavenue's compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, aligning their success with that of their clients. Currently, the firm manages over $119,352,000 in assets for more than 70 individual clients. While the majority of these assets are for high net worth individuals, Northavenue also possesses the capability to oversee employer funds, although they represent a smaller portion of their total assets under management. Notably, all of the assets the firm manages are discretionary, allowing for flexibility in investment strategies. Operating from three offices, Northavenue LLC benefits from the expertise of its longest-tenured advisors, including Emily Paulus, Stephanie Bailey, and Kristen Moosmiller. These experienced professionals contribute to the firm's reputation for delivering exceptional investment advisory services and maintaining strong client relationships. As Northavenue continues to grow, their unwavering commitment to achieving financial success for their clients remains at the forefront of their operations.

Huntington Financial Advisors, based out of Columbus, OH, is a well-established regional investment advisory firm boasting an extensive network of 767 offices. With a team of 432 employees, including 366 dedicated to providing expert investment advisory services, they have cultivated a strong reputation in the industry. Each investment advisor at Huntington Financial Advisors boasts an impressive average of approximately $11,750,000 in assets under management. What sets Huntington Financial Advisors apart is their specialization in managing employer 401K plans and individual assets. Over 80% of their assets under management are derived from employer 401K plans and individual investors, making them highly qualified in catering to both employers and employees. Remarkably, all of the assets they manage are done so on a discretionary basis, allowing clients to place complete trust in their expertise. In addition to investment advisory services, Huntington Financial Advisors also offers insurance brokerage and agent services, ensuring that clients have access to comprehensive financial solutions under one roof. Their client base comprises over 28,950 individuals with an impressive $4,300,721,000 in assets under management. With a team of highly experienced professionals, Huntington Financial Advisors takes pride in their long-tenured advisors. Notable individuals include Joseph Leonetti, Andrew Koogler, and Jeffrey Zeigler, whose extensive industry knowledge and dedication contribute to the firm's continued success. Huntington Financial Advisors remains committed to providing personalized financial guidance and services that align with their clients' unique goals and aspirations. With their expertise and comprehensive range of offerings, they continue to be a trusted partner in helping individuals and employers achieve financial success.