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.

JFR Financial Services, Inc., headquartered in Trenton, MI, is a reputable investment advisory firm catering to a diverse clientele. With a knowledge cutoff in 2021, JFR Financial Services, Inc. had accumulated an impressive portfolio of over 360 individual clients and managed assets worth more than $204,741,000. Specializing in employer 401Ks and individual investment management, the firm has established itself as an experienced player in the field. Operating from a single office, JFR Financial Services, Inc. boasts a team of three dedicated professionals, two of whom provide top-notch investment advisory services. With an average of $102,370,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Among the seasoned registered advisors at JFR Financial Services, Inc., Craig Sawicki and John Robbins stand out as the longest tenured, bringing a wealth of expertise to the firm. JFR Financial Services, Inc. distinguishes itself by offering a versatile compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to choose the payment arrangement that best suits their needs. As a fully discretionary firm, JFR Financial Services, Inc. prides itself on its ability to make independent investment decisions on behalf of its clients. This approach ensures that the firm has the autonomy to pursue investment strategies tailored to each client's unique goals and risk tolerance. Overall, JFR Financial Services, Inc. has built a strong reputation in the investment advisory industry, providing personalized financial guidance and managing substantial assets with professionalism and expertise.

Retirement Income Solutions, Inc., headquartered in Ann Arbor, MI, is a reputable investment advisory firm that specializes in retirement planning. With a team of 20 dedicated professionals, 17 of whom are investment advisors, they provide comprehensive and personalized financial solutions to a diverse clientele. Drawing on their extensive expertise, Retirement Income Solutions guides clients in making informed investment decisions to secure their financial future. On average, each investment advisor manages approximately $86,880,000 in assets, aligning with the industry average. The firm's compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges, ensuring that clients receive tailored services based on their unique needs. Retirement Income Solutions boasts an impressive portfolio, with over $2,145,728,000 in assets under management for more than 570 individual clients. The firm primarily caters to high-net-worth individuals, although they also manage 401K and individual accounts, which collectively constitute less than 30% of their total assets. Furthermore, the company has the expertise and capability to handle employer funds. With a local presence in Ann Arbor, Retirement Income Solutions operates from a single office. The firm prides itself on its long-tenured advisors, including Aaron Tanner, Brock Hastie, and Harrison Kephart, who bring years of experience and a deep understanding of the financial industry. Their commitment to client satisfaction and comprehensive retirement planning has established Retirement Income Solutions, Inc. as a trusted partner in helping individuals achieve their retirement goals.

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.

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.

Arbor Trust Wealth Advisors, LLC is a reputable investment advisory firm located in Ann Arbor, MI. With over 320 individual clients and a remarkable $450,555,000 in assets under management, they have established themselves as a trusted partner for wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to oversee employer funds, although these make up less than 30% of their assets under management. With one office in Ann Arbor, Arbor Trust Wealth Advisors, LLC operates as a small but dedicated team. They boast a total of 10 employees, with four of them specializing in providing investment advisory services. Their compensation structure is flexible and encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients have options that suit their preferences. Arbor Trust Wealth Advisors, LLC is known for its discretionary approach, as an overwhelming 99% of the assets they manage are under their direct control. This level of discretion allows them to navigate the complexities of the market with agility and make informed investment decisions on behalf of their clients. The firm's average assets under management per investment advisor stand at approximately $112,640,000, aligning closely with industry standards. Notably, Arbor Trust Wealth Advisors, LLC takes pride in the long-standing expertise of some of their advisors, including Charles Waterhouse, Gary Haapala, and James Winslow, who have been instrumental in delivering exceptional service to their clients. With a solid track record and a commitment to client success, Arbor Trust Wealth Advisors, LLC is poised to continue their growth and make a lasting impact in the financial industry.

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.

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.

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.