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.

SJS Investment Services, a local investment advisory firm based in Sylvania, OH, prides itself on providing comprehensive financial solutions to its clients. With a team of 17 highly skilled professionals, 15 of whom specialize in investment advisory services, SJS Investment Services offers expertise and personalized guidance to help individuals and businesses achieve their financial goals. With an average of approximately $42,580,000 in assets under management per investment advisor, SJS Investment Services demonstrates its commitment to delivering exceptional results. Their compensation structure is diverse, including various methods such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have flexible options to suit their needs. SJS Investment Services manages over $2,028,890,000 in assets for more than 380 individual clients. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capability to manage employer funds. Notably, all of the assets they manage are discretionary, reflecting the trust and confidence their clients place in their expertise. With three offices in strategic locations, SJS Investment Services is accessible to a wide range of clients. The firm boasts a team of experienced advisors, including Kevin Kelly, Jeffrey Yost, and Scott Savage, who have established long-standing tenures, contributing to the firm's solid reputation and commitment to excellence. SJS Investment Services stands as a reliable partner in financial planning and investment management, dedicated to assisting clients in navigating the complexities of the financial landscape and achieving lasting success.

Croak Asset Management is a small investment advisory firm headquartered in Toledo, OH. With one office, the firm employs a total of four dedicated professionals, all of whom specialize in providing expert investment advisory services. Renowned for their exceptional service and financial expertise, Croak Asset Management boasts an impressive average of approximately $35,730,000 in assets under management per investment advisor. The firm's compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Croak Asset Management has developed significant expertise in managing employer 401Ks and individual accounts, which together comprise around half of their assets under management. This expertise has been honed through years of experience and a deep understanding of the intricacies of this space. With 100% of the assets they manage being discretionary, clients of Croak Asset Management benefit from the firm's unwavering commitment to acting in their best interests. The firm proudly serves a diverse clientele, with over 940 individual clients entrusting them with a total of more than $142,911,000 in assets under management. Croak Asset Management takes pride in its team of seasoned advisors, with notable long-tenured individuals such as Connor Hutchison, James Burnor, and Timothy Croak. These professionals bring a wealth of experience and knowledge to their roles, ensuring that clients receive top-tier financial guidance and personalized investment strategies tailored to their unique needs and goals.

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.

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.

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.

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.

Heritage Financial Advisors, LLC, headquartered in Waterville, OH, is a leading investment advisory firm catering to a diverse clientele. With two strategically located offices, the firm boasts a team of dedicated professionals who provide comprehensive investment advisory services. Recognized for their expertise and commitment to excellence, Heritage Financial Advisors stands out in the industry with an impressive average of $135,270,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure reflects flexibility and client-centricity, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's portfolio includes a majority of non-401K and individual accounts, which represent less than 30% of their assets under management, they possess the capability to efficiently manage employer funds. Heritage Financial Advisors, LLC boasts a sizable client base, serving over 180 individual clients and expertly managing assets worth more than $135,266,000. Among their highly experienced team, Charlotte Sargeant and Sasha Wright stand as the firm's longest-tenured registered advisors, exemplifying the firm's commitment to longevity and stability. With a strong track record, a client-focused approach, and a team of seasoned professionals, Heritage Financial Advisors, LLC has earned a stellar reputation as a trusted partner in achieving 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.

Alan B. Lancz & Associates, Inc. is a highly regarded investment advisory firm based in Toledo, OH. With a single office location, the firm is focused on providing exceptional investment services to its clients. Led by Alan Lancz, one of the longest-tenured registered advisors in the industry, the company boasts a team of two dedicated professionals, one of whom specializes in offering comprehensive investment advisory services. With an impressive average of approximately $150,200,000 in assets under management per investment advisor, Alan B. Lancz & Associates, Inc. stands out in the industry due to its ability to handle significant wealth. This figure is notably higher than the industry average, reflecting their expertise and commitment to delivering superior results for their clients. The firm's compensation structure is flexible, offering clients various options including a percentage of assets under management, fixed fees, and hourly charges. Notably, all the assets managed by Alan B. Lancz & Associates, Inc. are discretionary, highlighting their clients' trust in the firm's decision-making abilities. The majority of the firm's assets are managed for high net worth individuals, and they serve over 20 individual clients with assets under management totaling more than $150,205,000. This demonstrates the firm's proficiency in handling substantial portfolios and catering to the unique needs of affluent individuals. With a strong track record and a client-centric approach, Alan B. Lancz & Associates, Inc. continues to be a trusted partner for individuals seeking expert investment guidance and personalized wealth management solutions.

Venture Visionary Partners LLC, headquartered in Sylvania, OH, is a prominent local investment advisory firm. With a dedicated team of 35 professionals, including 14 experienced investment advisors, they provide comprehensive investment advisory services. Renowned for their exceptional track record, Venture Visionary Partners manages an impressive average of $149,280,000 in assets under management per investment advisor, surpassing industry norms. Catering primarily to high net worth individuals, Venture Visionary Partners handles over $3,156,585,000 in assets under management, serving more than 1,240 individual clients. While the majority of their assets are discretionary, they also possess the capability to manage employer funds, demonstrating their versatility and breadth of expertise. With a compensation structure that encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees, Venture Visionary Partners ensures a flexible approach that aligns with their clients' diverse needs. Operating from two office locations, Venture Visionary Partners takes pride in their team of seasoned advisors. Notably, Robert Retzloff, Brian Funkhouser, and John O'Brien are among the longest-tenured advisors at the firm. Their collective experience and in-depth knowledge contribute to the firm's continued success and trusted reputation. As a leading investment advisory firm, Venture Visionary Partners LLC remains committed to delivering personalized and strategic solutions that help their clients achieve their financial goals, solidifying their position as a trusted partner in wealth management.