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GARLIKOV ADVISORS INC
GARLIKOV ADVISORS INC
Columbus, Ohio
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.
SWS PARTNERS, LLC
SWS PARTNERS, LLC
Columbus, Ohio
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.
HUNTINGTON FINANCIAL ADVISORS
HUNTINGTON FINANCIAL ADVISORS
Columbus, Ohio
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.
NATIONWIDE INVESTMENT ADVISORS, LLC
NATIONWIDE INVESTMENT ADVISORS, LLC
Columbus, Ohio
Nationwide Investment Advisors, LLC, headquartered in Columbus, OH, is a renowned regional investment advisory firm with a strong presence in the financial industry. With 401 dedicated employees, including 310 experienced investment advisors, they offer exceptional expertise to their clients. The firm boasts an impressive average of $222,940,000 in assets under management per investment advisor, surpassing the industry average and highlighting their ability to deliver outstanding results. With a comprehensive compensation structure that includes a percentage of assets under management, Nationwide Investment Advisors, LLC ensures a strong alignment of interests with their clients. Their client base is extensive, with over 268,760 individual clients and an impressive $12,147,000,000 in assets under management. Notably, more than 80% of these assets come from employer 401Ks and individual investments, showcasing the firm's proficiency in managing both corporate and personal financial portfolios. Nationwide Investment Advisors, LLC takes pride in being highly qualified to oversee 401K plans for employers and employees alike. They demonstrate exceptional skill and professionalism in handling all aspects of these plans, providing reliable guidance and delivering optimal results. Moreover, the firm manages 100% of their clients' assets on a discretionary basis, enabling them to make strategic investment decisions with flexibility and efficiency. Operating from ten offices, Nationwide Investment Advisors, LLC has established itself as a trusted financial partner in the region. Their team includes esteemed advisors with substantial experience, such as Thomas Bussard, John Bennett, and Kevin Rayborn, who have been integral to the firm's success and have gained the trust of their clients over the years. With their extensive resources, expertise, and dedication to client satisfaction, Nationwide Investment Advisors, LLC continues to thrive as a leading investment advisory firm.
GERBER, LLC
GERBER, LLC
Columbus, Ohio
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.
TSG ADVICE PARTNERS, LLC
TSG ADVICE PARTNERS, LLC
Columbus, Ohio
TSG Advice Partners, LLC is a distinguished investment advisory firm based in Columbus, OH, renowned for its exceptional services and client-centric approach. With a single office, the company employs a dedicated team of 12 professionals, 10 of whom specialize in providing comprehensive investment advisory services. Their expertise and commitment enable them to effectively manage an impressive average of approximately $48,290,000 in assets per investment advisor, placing them on par with industry standards. TSG Advice Partners, LLC has earned a reputation for its diverse compensation structure, which includes various options such as a percentage of assets under management and fixed fees. Notably, approximately half of the assets under their management originate from employer 401Ks or individuals, showcasing their expertise and experience in this domain. All of the assets they manage are done so with discretion, ensuring the utmost privacy and trust for their clients. The firm primarily focuses on catering to high net worth individuals, managing a significant majority of assets for this exclusive clientele. Furthermore, TSG Advice Partners, LLC extends its services beyond investment advisory, offering accounting expertise and partnering with accounting firms to provide comprehensive financial solutions. With a substantial client base of over 740 individuals, TSG Advice Partners, LLC currently manages assets exceeding $482,910,000. The company boasts a team of seasoned advisors, including Christopher Schumacher, Alvin Asiamah, and Isao Shoji, who have been instrumental in the firm's success and longevity. Their unwavering commitment to delivering exceptional service has established TSG Advice Partners, LLC as a trusted and reputable advisory firm in the Columbus area.
GRYPHON FINANCIAL PARTNERS
GRYPHON FINANCIAL PARTNERS
Columbus, Ohio
Gryphon Financial Partners, based out of Columbus, OH, is a reputable local investment advisory firm with a strong presence in the industry. With 15 skilled employees, 7 of whom specialize in providing investment advisory services, the firm is committed to delivering exceptional financial solutions. Boasting an impressive average of approximately $206,530,000 in assets under management per investment advisor, Gryphon Financial Partners surpasses the industry average, a testament to their expertise and success. The firm's compensation structure is diversified and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. Notably, a staggering 99% of the assets they manage are discretionary, showcasing their clients' trust in their decision-making capabilities. Gryphon Financial Partners caters primarily to high net worth individuals, with the majority of the assets they manage belonging to this affluent demographic. With a robust client base of over 300 individual clients, Gryphon Financial Partners oversees a substantial $1,445,705,000 in assets under management. The firm's longevity is reflected in the presence of highly experienced advisors such as Joel Guth, Catherine Cory, and Jeffrey Lagusch, who have contributed significantly to the success and growth of the company. Gryphon Financial Partners operates from a single office in Columbus, OH, where their team of dedicated professionals strives to provide personalized and tailored financial solutions to meet their clients' unique needs. With a strong track record and a commitment to excellence, Gryphon Financial Partners is a trusted partner for individuals seeking expert investment advisory services.
NORTHAVENUE LLC
NORTHAVENUE LLC
Columbus, Ohio
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.
AA FINANCIAL ADVISORS, LLC
AA FINANCIAL ADVISORS, LLC
Columbus, Ohio
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.
KEIDAN FINANCIAL CONSULTANTS LLC
KEIDAN FINANCIAL CONSULTANTS LLC
Columbus, Ohio
Keidan Financial Consultants LLC is a small investment advisory firm based out of Columbus, OH. With one office, the company prides itself on providing personalized financial guidance to a diverse clientele. With three employees, two of whom specialize in investment advisory services, Keidan Financial Consultants LLC has established a strong reputation for managing substantial assets. Their average assets under management per investment advisor stands at an impressive $192,410,000, surpassing the industry average. The firm offers a comprehensive compensation structure, including a percentage of assets under management and fixed fees. While the majority of their assets under management, accounting for 85%, are discretionary, Keidan Financial Consultants LLC also possesses the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their assets. Catering primarily to high-net-worth individuals, Keidan Financial Consultants LLC is entrusted with over $384,829,000 in assets under management from their 40 individual clients. The company's commitment to delivering exceptional service is reinforced by the extensive experience of their registered advisors. Notably, Robert Keidan and Eric Eberts stand as two of the firm's longest-tenured advisors, showcasing their deep industry knowledge and client dedication. In addition to their investment advisory services, Keidan Financial Consultants LLC also serves as a registered representative of a broker-dealer and an insurance broker or agent. These comprehensive offerings allow the firm to provide comprehensive financial solutions to meet the diverse needs of their valued clients.
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REBEL FINANCIAL, LLC
REBEL FINANCIAL, LLC
Groveport, Ohio
Rebel Financial, LLC, a leading investment advisory firm, is making waves in the financial industry from its headquarters in Groveport, OH. With a strong commitment to delivering exceptional service, they have garnered a loyal clientele of over 370 individuals, entrusting them with a remarkable $248,504,000 in assets under management. Specializing in employer 401Ks and individual investments, Rebel Financial, LLC has established a solid reputation and possesses extensive experience in these areas. With a team of six highly skilled professionals, each dedicated to providing expert investment advisory services, Rebel Financial, LLC ensures personalized attention to every client. Their advisors boast an impressive average of $41,420,000 in assets under management per investment advisor, reflecting their proficiency and commitment to delivering superior results. Rebel Financial, LLC takes pride in their discretionary management approach, as 98% of the assets they oversee are under their discretionary control. This enables them to make informed investment decisions based on thorough research and analysis, ensuring optimal returns for their clients. In addition to their investment advisory services, Rebel Financial, LLC extends their expertise in accounting, offering comprehensive financial solutions to cater to their clients' diverse needs. Whether it's providing tax planning advice or managing complex financial statements, their accountants deliver accurate and reliable support. The firm's compensation structure is flexible and tailored to meet individual requirements, encompassing various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This allows clients to choose a payment method that aligns with their preferences and financial goals. Rebel Financial, LLC is distinguished by its team of dedicated advisors, including the highly regarded Acie Clayborne, Jonathan Bailey, and Anthony Jones, who boast extensive tenure with the firm. Their unwavering commitment to client success and their ability to navigate the intricacies of the financial markets have made Rebel Financial, LLC a trusted partner for individuals seeking expert investment guidance.
YOUR FINANCIAL PHARMACIST PLANNING
YOUR FINANCIAL PHARMACIST PLANNING
New Albany, Ohio
Your Financial Pharmacist Planning, a local investment advisory firm headquartered in New Albany, OH, specializes in providing comprehensive financial planning services. With a dedicated team of 14 professionals, including six experienced investment advisors, they are committed to helping their clients achieve their financial goals. Boasting an impressive average of $2,780,000 in assets under management per investment advisor, Your Financial Pharmacist Planning offers a range of compensation structures to suit individual needs. Their services include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options for their diverse clientele. What sets Your Financial Pharmacist Planning apart is their expertise in managing employer 401K plans, making them an ideal choice for businesses and their employees seeking reliable investment management. In fact, over 80% of their assets under management are derived from employer 401Ks and individual accounts. With an impressive portfolio of over 220 individual clients and assets under management exceeding $16,651,000, Your Financial Pharmacist Planning has built a reputation for delivering personalized, top-notch financial advice. The firm takes pride in its team of seasoned advisors, including Christina Slavonik, Timothy Baker, and Kelly Reddy-Heffner, who have demonstrated their commitment to client success over their long tenures. At Your Financial Pharmacist Planning, 100% of the assets they manage are discretionary, allowing clients to trust in their expertise and decision-making abilities. Whether clients are planning for retirement, managing investments, or seeking overall financial guidance, Your Financial Pharmacist Planning is dedicated to providing exceptional service and customized solutions tailored to individual needs.