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.

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.

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.

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.

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.