Reservoir Wealth Management, a small investment advisory firm based in Lima, OH, caters to over 340 individual clients, entrusting them with assets under management exceeding $126,352,000. With their office located in Lima, Reservoir Wealth Management serves a diverse clientele, including employer 401K plans and individuals seeking expert financial guidance. The firm boasts substantial experience in managing these types of assets, with approximately 84% of the total assets under management falling under their discretionary management. Reservoir Wealth Management's compensation structure offers clients various options, including a percentage-based fee tied to the assets under management as well as hourly charges. The firm takes pride in their personalized approach, providing investment advisory services to clients through their team of two dedicated employees. These professionals collectively oversee an average of approximately $63,180,000 in assets under management per investment advisor, aligning with the industry average. Jared Walsh and Shawn Goetz stand as two of Reservoir Wealth Management's longest-serving registered advisors, contributing their extensive expertise and commitment to the firm's success. With their comprehensive knowledge of the financial landscape and commitment to client satisfaction, Reservoir Wealth Management strives to provide tailored investment strategies that align with the unique goals and risk tolerances of their valued clientele.

Trueblood Wealth Management, LLC is a small investment advisory firm based out of Lima, OH, offering comprehensive wealth management services to a diverse clientele. With a team of two dedicated professionals, including one investment advisor, they strive to provide personalized financial guidance and investment strategies tailored to the unique needs and goals of their clients. Led by the experienced and knowledgeable Phillip Trueblood, one of the firm's longest-tenured registered advisors, Trueblood Wealth Management, LLC has built a reputation for delivering exceptional client service and sound investment advice. With a deep understanding of the financial markets and a commitment to staying abreast of industry trends, they aim to help clients navigate the complexities of wealth management successfully. Trueblood Wealth Management, LLC manages an impressive average of approximately $16,680,000 in assets under management per investment advisor. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring their interests align with their clients' long-term financial success. Catering primarily to high net worth individuals, Trueblood Wealth Management, LLC oversees over $274,105,000 in assets under management for more than 130 individual clients. While the majority of their managed assets are discretionary, they also possess the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With their commitment to personalized service, expertise in investment management, and a strong track record of success, Trueblood Wealth Management, LLC stands as a trusted partner in helping clients achieve their financial objectives.

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.

Camelot Portfolios, LLC, headquartered in Maumee, OH, is a highly regarded investment advisory firm with a strong presence in the financial industry. With over 970 individual clients and a staggering $285,980,000 in assets under management, Camelot Portfolios, LLC has established itself as a trusted partner for individuals and employer 401Ks alike. Driven by a dedicated team of seven employees, including four experienced investment advisors, Camelot Portfolios, LLC offers a comprehensive range of services. As a registered representative of a broker-dealer, insurance broker, and agent, they provide expert guidance in managing investments and mitigating risks. The firm's compensation structure is flexible, accommodating various client preferences. They offer competitive options such as a percentage of assets under management, hourly charges, and performance-based fees. With 99% of the assets they manage being discretionary, Camelot Portfolios, LLC demonstrates their ability to make informed investment decisions on behalf of their clients. Boasting an average of approximately $71,500,000 in assets under management per investment advisor, Camelot Portfolios, LLC's professionals align with industry standards. Noteworthy advisors at the firm include Paul Hoffmeister, Frank Echelmeyer, and Darren Munn, who have displayed exceptional longevity and expertise in their roles. With two offices strategically located in Maumee, OH, Camelot Portfolios, LLC is well-positioned to serve clients with personalized attention and a comprehensive suite of investment services. Clients can trust in their proven track record and extensive experience in managing diverse portfolios, making Camelot Portfolios, LLC an ideal partner for long-term financial success.

Atlantis Wealth Advisors LLC is a small investment advisory firm based out of Maumee, OH, with a team of 4 experienced professionals dedicated to providing comprehensive investment advisory services. With an average of $49,930,000 in assets under management per investment advisor, they maintain an industry-average position in terms of portfolio size. Their compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. With over 330 individual clients and a total of $113,053,000 in assets under management, Atlantis Wealth Advisors LLC has established a strong presence in the financial industry. They excel in managing employer 401Ks and individual investments, with approximately half of their assets under management derived from these sources. Their extensive experience in this space has solidified their reputation as a reliable and trusted wealth management partner. A notable aspect of Atlantis Wealth Advisors LLC's services is their expertise as a registered representative of a broker-dealer, insurance broker or agent, real estate broker, dealer, or agent. This diversification allows them to offer a comprehensive range of financial solutions to their clients. Located in Maumee, OH, Atlantis Wealth Advisors LLC operates from five office locations. The firm takes pride in its team of highly experienced advisors, including Muhammed-Kabeer Gbaja-Biamila, Todd Rhine, and Richard Horner, who have been with the company for a significant period of time. Their extensive knowledge and dedication contribute to the firm's continued success in serving the financial needs of their clients.

The Retirement Guys Formula is a well-established investment advisory firm located in Maumee, OH, serving clients with their financial needs. With a total of six offices, the company boasts a team of 12 dedicated employees, most of whom specialize in providing investment advisory services. On average, each investment advisor handles approximately $18,270,000 in assets under management, demonstrating their expertise in managing substantial portfolios. The firm offers a diverse compensation structure tailored to meet clients' specific requirements, including a percentage of assets under management, hourly charges, and fixed fees. Their client base primarily consists of employer 401K plans and individual investors, collectively accounting for over 80% of their assets under management. The Retirement Guys Formula is particularly adept at managing 401K plans for employers and employees alike, leveraging their extensive knowledge and experience in the field. Notably, all the assets managed by The Retirement Guys Formula are discretionary, showcasing their clients' trust in the firm's decision-making capabilities. With over 980 individual clients and an impressive $200,949,000 in assets under management, the company has established a strong track record in delivering exceptional financial outcomes for their clients. The Retirement Guys Formula prides itself on its seasoned team of advisors, including Kenneth Sullivan, Shane Galino, and Nolan Baker, who have been instrumental in the firm's long-standing success. With their combined expertise and the firm's commitment to delivering personalized financial solutions, The Retirement Guys Formula has become a trusted name in the investment advisory industry, helping individuals and employers navigate their financial journeys with confidence and security.

Camelot Event-Driven Advisors, LLC is a reputable investment advisory firm headquartered in Maumee, Ohio. With one office location, this small yet dynamic firm specializes in providing comprehensive investment advisory services to its clients. Comprising a team of two dedicated professionals, Camelot Event-Driven Advisors, LLC delivers personalized financial strategies tailored to meet the unique goals and objectives of their discerning clientele. As seasoned experts in the industry, Camelot Event-Driven Advisors, LLC boasts an impressive track record of managing substantial assets. On average, each investment advisor oversees an impressive $29,540,000 in assets under management. The firm's compensation structure is designed to align the interests of the advisors with the success of their clients' portfolios. They receive a percentage of the assets under management as part of their remuneration. Furthermore, Camelot Event-Driven Advisors, LLC takes pride in its discretionary management approach, with 100% of the assets they oversee falling under this category. This discretionary approach allows the firm's skilled advisors to make informed investment decisions on behalf of their clients, leveraging their expertise and market insights to maximize returns while managing risk. With a robust client base, Camelot Event-Driven Advisors, LLC currently serves a diverse group of individuals, catering to the financial needs of over 0 individual clients. Collectively, these clients entrust the firm with more than $59,084,000 in assets under management. As a trusted partner, Camelot Event-Driven Advisors, LLC remains committed to delivering exceptional investment advisory services that drive their clients' financial success.

Munn Wealth Management, LLC is a local investment advisory firm headquartered in Maumee, Ohio. With seven dedicated employees, they specialize in providing comprehensive investment advisory services to a wide range of clients. Their team consists of five experienced investment advisors, each with an impressive track record. On average, Munn Wealth Management's investment advisors oversee approximately $29,820,000 in assets under management. They possess a deep understanding of the financial industry and offer a variety of compensation structures, including a percentage of assets under management and performance-based fees. With over 540 individual clients and a total of $164,136,000 in assets under management, Munn Wealth Management has established a strong presence in the industry. They have extensive experience managing assets from employer 401Ks and individual portfolios, demonstrating their expertise in this area. The firm's services extend beyond investment advisory, as they also serve as registered representatives of a broker-dealer and act as insurance brokers or agents. This diversified approach allows them to offer a comprehensive range of financial solutions to their clients. Munn Wealth Management operates out of a single office in Maumee, Ohio. The firm boasts a team of highly tenured advisors, including Daniel Acheson, Laura Walker, and David Munn. Their collective expertise and commitment to client satisfaction have earned them a reputable standing within the local community and beyond.

TFO-TDC, LLC, headquartered in Maumee, OH, is a highly regarded regional investment advisory firm that caters to the financial needs of high net worth individuals. With 11 offices strategically located throughout the region, TFO-TDC serves over 980 individual clients, managing an impressive $3,223,538,000 in assets. As a trusted advisor, TFO-TDC offers a comprehensive range of services tailored to meet the unique financial goals of its discerning clientele. While a majority of their assets under management are discretionary, they possess the expertise and capability to manage employer funds, although such accounts make up less than 30% of their overall assets. The firm's compensation structure is designed to align with their clients' best interests and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. TFO-TDC's commitment to transparency and client-centric approach has earned them a stellar reputation within the investment advisory industry. With a team of 56 dedicated employees, all of whom are experienced investment advisors, TFO-TDC ensures that each client receives personalized attention and expert guidance. On average, their investment advisors manage approximately $57,560,000 in assets, which is in line with the industry average. TFO-TDC takes pride in its longstanding tradition of excellence and boasts a roster of accomplished advisors. Notable among them are Steven Schwartz, Christopher Erblich, and David Sherman, who have been instrumental in the firm's success. Driven by a passion for delivering exceptional financial outcomes, TFO-TDC, LLC remains committed to providing insightful advice, prudent investment strategies, and unparalleled service to its valued clients.

MPM Wealth Advisors, based out of Holland, OH, is a prominent investment advisory firm with a local presence and a track record of success. With 20 dedicated employees, MPM Wealth Advisors offers comprehensive investment advisory services to its diverse client base. They manage an impressive average of approximately $124,860,000 in assets under management per investment advisor, aligning with the industry average. MPM Wealth Advisors adopts a flexible compensation structure, incorporating various models such as a percentage of assets under management and fixed fees. This allows them to cater to the unique needs and preferences of their clientele. The firm proudly serves over 830 individual clients, overseeing a substantial $665,000,000 in assets under management. Notably, a significant portion of these assets belong to high-net-worth individuals, reflecting the firm's expertise in handling substantial wealth. Although 401K and individual accounts account for less than 30% of their total assets under management, MPM Wealth Advisors possesses the capability to effectively manage employer funds. Moreover, 35% of the assets entrusted to the firm are managed on a discretionary basis, emphasizing the clients' confidence in their investment acumen. With 12 offices spread across the region, MPM Wealth Advisors is deeply rooted in the local community. The firm boasts a team of experienced advisors, including the esteemed professionals James Huntington, Bryan Ohm, and Richard Stanfield, who have garnered considerable tenure with the company. MPM Wealth Advisors continues to serve as a trusted partner, providing tailored investment solutions and helping clients achieve their financial goals.

KMG Fiduciary Partners, LLC, headquartered in Toledo, OH, is a leading investment advisory firm catering to the financial needs of over 750 individual clients. With a remarkable $1,007,847,000 in assets under management, KMG Fiduciary Partners boasts a strong local presence, maintaining five offices to ensure personalized service. While their expertise extends beyond 401K and individual accounts, such accounts constitute less than 30% of their total assets managed, showcasing their ability to effectively oversee employer funds. Notably, all the assets entrusted to KMG Fiduciary Partners are managed on a discretionary basis, reflecting the firm's commitment to providing clients with expert decision-making and risk management. Primarily serving high-net-worth individuals, KMG Fiduciary Partners leverages its vast experience and comprehensive knowledge to offer tailored investment strategies. Their compensation structure encompasses various approaches, including a percentage of assets under management, ensuring alignment with their clients' financial goals. With a team of 16 dedicated professionals, nine of whom provide investment advisory services, KMG Fiduciary Partners maintains a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $111,980,000 in assets under management, reflecting their ability to deliver attentive and focused guidance. Drawing on their long-standing industry experience, KMG Fiduciary Partners is proud to have advisors like Richard Kaser, Aaron Mechling, and David Kaser, who have been instrumental in the firm's success. Their expertise, combined with a commitment to exceptional service, positions KMG Fiduciary Partners as a trusted partner for clients seeking comprehensive wealth management solutions.