Enza Financial, LLC, a small investment advisory firm located in Independence, OH, is dedicated to providing comprehensive financial solutions to a diverse client base. With over 60 individual clients and an impressive $110,790,000 in assets under management, Enza Financial has established itself as a trusted partner in managing clients' wealth. Based in a single office, the firm caters to a wide range of clients, offering discretionary asset management for all their assets. This approach allows Enza Financial to make informed investment decisions on behalf of their clients, tailored to their unique financial goals and risk tolerance. While less than 30% of their assets under management come from 401K and individual accounts, Enza Financial has the capability to effectively manage employer funds, further expanding their service offerings. The compensation structure of Enza Financial is diverse, including a percentage of assets under management and hourly charges, ensuring flexibility and fairness in their fee arrangements. With a total of five employees, four of whom provide investment advisory services, the firm maintains a favorable advisor-to-client ratio, allowing for personalized attention and dedicated service. Enza Financial's investment advisors average approximately $27,700,000 in assets under management per advisor, reflecting their ability to handle substantial portfolios. Seasoned advisors such as Linda Cahill, Scott Fischer, and Joseph Crea bring valuable experience and expertise to the firm, contributing to its long-standing success. Enza Financial, LLC prides itself on its commitment to delivering exceptional financial advice and strategies tailored to each client's unique circumstances. With a client-centric approach and a focus on building long-term relationships, Enza Financial strives to empower its clients to achieve their financial objectives and secure their financial future.

Warther Private Wealth, headquartered in Akron, OH, is a leading investment advisory firm catering to high-net-worth individuals and employers. With a solid track record and an exceptional client base, they manage assets worth over $233,958,000, serving more than 60 individual clients. The firm operates from three offices strategically located to provide personalized financial guidance and comprehensive wealth management services. Distinguishing themselves in the industry, Warther Private Wealth demonstrates expertise in managing employer 401Ks and individual investments, accounting for nearly half of their assets under management. A significant advantage is that all assets entrusted to the firm are under their discretionary control, allowing for streamlined decision-making and responsive investment strategies. The compensation structure offered by Warther Private Wealth is flexible and tailored to meet their clients' specific needs. Options include a percentage of assets under management, fixed fees, and hourly charges. This versatility ensures transparency and aligns the firm's interests with their clients' financial objectives. With a team of eight dedicated professionals, Warther Private Wealth prides itself on their high-caliber investment advisors. Each advisor manages an average of approximately $233,960,000 in assets under management, surpassing the industry average. One of the firm's longest-tenured registered advisors, Robert Warther, has been an integral part of the team since 2018, contributing his extensive expertise and knowledge to the firm's success. As a trusted partner in wealth management, Warther Private Wealth provides exceptional financial guidance, leveraging their experience and commitment to help clients achieve their long-term financial goals while navigating the complexities of the ever-changing investment landscape.

True Wealth Design, LLC, a well-established local investment advisory firm with eight offices in Akron, OH, is dedicated to providing comprehensive financial services to their clients. With over 270 individual clients and managing assets totaling over $431,088,000, they have earned a strong reputation in the industry. True Wealth Design, LLC goes beyond investment advisory services and also serves as an insurance broker or agent, as well as an accountant or accounting firm. While less than 30% of their assets under management come from 401K and individual accounts, they possess the capability to effectively manage employer funds. A distinguishing feature of True Wealth Design, LLC is that they manage 100% of the assets on a discretionary basis, showcasing the trust and confidence their clients place in their investment expertise. The majority of the assets they manage are for high-net-worth individuals, further highlighting their specialization in this segment. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, providing flexibility and aligning their interests with those of their clients. With 11 dedicated employees, including six providing investment advisory services, True Wealth Design, LLC ensures personalized attention and a high level of service. They average approximately $71,850,000 in assets under management per investment advisor, maintaining industry-average standards in effectively managing their clients' wealth. The firm takes pride in their experienced advisors, including long-tenured professionals like Ronald Wyatt, Kevin Kroskey, and Jonathan Emrick, who have contributed to their enduring success. True Wealth Design, LLC continues to serve as a trusted partner for individuals seeking holistic financial solutions in the Akron area.

Lindahl & Mansager Inc is a reputable investment advisory firm located in Fairlawn, Ohio. With a strong track record and a commitment to excellence, they have successfully built a portfolio of over 220 individual clients, managing assets worth an impressive $161,312,000. As a small firm with one office, Lindahl & Mansager Inc provides personalized and attentive service to their clients. They specialize in offering accounting services, catering to a diverse range of needs in this field. Notably, they have extensive experience managing employer 401Ks and individual assets, making them well-versed in this particular space. All of the assets managed by Lindahl & Mansager Inc are discretionary, ensuring that clients have complete trust and confidence in the firm's investment decisions. The majority of their clientele comprises high net worth individuals, highlighting their ability to handle substantial wealth portfolios effectively. The compensation structure at Lindahl & Mansager Inc includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment success. With a total of three dedicated employees, each providing investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor at Lindahl & Mansager Inc manages approximately $53,770,000 in assets, which is consistent with industry standards. Lindahl & Mansager Inc takes pride in its long-standing team of advisors, including Norman Lindahl, Douglas Mansager, and Laura Lindahl, who bring a wealth of experience and expertise to the firm. With their proven strategies and personalized approach, Lindahl & Mansager Inc continues to provide exceptional financial management services to their clients.

1858 Wealth Management, LLC is a small investment advisory firm based out of Akron, OH. With a total of three employees, including two experienced investment advisors, the firm specializes in providing comprehensive wealth management services to a diverse client base. With over 110 individual clients, 1858 Wealth Management manages more than $151,220,000 in assets. With an average of approximately $106,160,000 in assets under management per investment advisor, the firm maintains an industry-average performance in terms of asset management. Their compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. Catering primarily to high net worth individuals, the firm's asset management predominantly focuses on discretionary accounts, which constitute 100% of the assets they manage. While 401K and individual accounts account for less than 30% of their assets under management, 1858 Wealth Management possesses the expertise and capability to oversee employer funds. Joseph D'Anniballe and Sean Houston, two of the longest tenured registered advisors with the firm, bring extensive knowledge and experience to their advisory roles. With one office location, 1858 Wealth Management delivers personalized service and a client-centric approach to help individuals achieve their financial goals. As a trusted partner, 1858 Wealth Management, LLC is committed to providing tailored investment solutions and strategic financial planning to their growing clientele, ensuring long-term success and prosperity.

Wells Trecaso Financial Group, LLC is a reputable investment advisory firm headquartered in Akron, OH. With a singular office location, they have established themselves as a trusted financial partner in the community. The firm boasts a dedicated team of seven professionals, four of whom specialize in providing comprehensive investment advisory services. With an average of $106,170,000 in assets under management per investment advisor, Wells Trecaso Financial Group, LLC aligns with industry averages. Their compensation structure encompasses various types, including a percentage of assets under management. While they manage a significant portion of assets on a discretionary basis, employer funds can also be efficiently handled. High net worth individuals make up the majority of Wells Trecaso Financial Group, LLC's clientele. The firm expertly manages the assets of over 190 individual clients, amounting to an impressive $424,686,000 in assets under management. The longevity of the firm's success can be attributed to the experience and expertise of their key advisors, including Douglas Wells, Ralph Trecaso, and Christopher Walters, who have dedicated themselves to serving clients with unwavering commitment. Wells Trecaso Financial Group, LLC understands the unique financial needs of their clients and employs a client-centric approach to deliver tailored investment solutions. By staying abreast of market trends and leveraging their extensive knowledge, the firm ensures their clients receive sound financial advice and strategies to achieve their long-term goals. With a strong track record of success and a deep-rooted commitment to their clients' financial well-being, Wells Trecaso Financial Group, LLC continues to be a trusted partner in the realm of investment advisory services.

Auxin Group Wealth Management, LLC is a small investment advisory firm based out of Akron, OH. With a team of seven dedicated professionals, they provide comprehensive wealth management services to a diverse client base. Four of their experienced employees specialize in offering investment advisory services to individuals seeking expert guidance for their financial goals. The firm boasts an impressive average of approximately $70,900,000 in assets under management per investment advisor, aligning with the industry average. Auxin Group's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success. With over 300 individual clients, Auxin Group manages an impressive $272,037,000 in assets. The majority of these assets are tailored for high net worth individuals, although the firm also possesses the capability to manage employer funds. While 401K and individual accounts represent less than 30% of their assets under management, the firm's expertise extends to managing these accounts effectively. Auxin Group prides itself on its discretionary management approach, as 86% of the assets they oversee are managed with the authority to make investment decisions on behalf of their clients. Their commitment to personalized and tailored strategies ensures that each client receives the highest level of attention and care. Led by accomplished advisors, including Johnathan Roberts, Benjamin Tegel, and Matthew Burnham, Auxin Group Wealth Management, LLC operates from a single office in Akron, OH. The team's extensive experience and dedication to client success position them as a trusted partner in achieving financial goals and building long-term wealth.

Sequoia Financial Group, L.L.C. is a reputable regional investment advisory firm headquartered in Akron, OH. With a strong presence in the industry, Sequoia Financial Group operates through its network of 18 offices, providing comprehensive financial services to clients across the region. The company boasts a dedicated team of 212 professionals, of which 135 offer expert investment advisory services. With an average of $115,310,000 in assets under management per investment advisor, Sequoia Financial Group aligns with the industry average, ensuring competitive performance for its clients. The firm's compensation structure is diverse, offering options such as a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees, tailoring their services to meet various client needs. While 401K and individual accounts constitute less than 30% of their assets under management, Sequoia Financial Group possesses the expertise to manage employer funds, catering to a wide range of clientele. An impressive 79% of the assets they manage are discretionary, signifying the trust clients place in their expertise and decision-making. Sequoia Financial Group primarily serves high-net-worth individuals, managing a substantial portfolio of over 3,870 individual clients with an impressive $15,567,376,000 in assets under management. The firm takes pride in its experienced team, including highly tenured advisors like Heather Welsh, Annelise Mccauley, and William Venter, who bring their extensive knowledge and expertise to the table. Sequoia Financial Group, L.L.C. continues to demonstrate its commitment to delivering personalized and strategic financial guidance, ensuring the long-term success of its clients in an ever-evolving market.

Jentner Wealth Management, a small investment advisory firm based out of Akron, OH, is dedicated to providing personalized financial solutions to its clients. With over 90 individual clients and an impressive $481,068,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in high net worth individuals, Jentner Wealth Management offers a comprehensive range of services, including discretionary asset management. With a compensation structure that encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, Jentner Wealth Management ensures transparency and aligns its interests with those of its clients. The firm's team consists of 10 dedicated employees, with four of them specifically focused on providing investment advisory services. Each investment advisor at Jentner Wealth Management oversees an average of approximately $120,270,000 in assets under management, demonstrating their expertise and commitment to delivering exceptional results. What sets Jentner Wealth Management apart is its long-standing legacy of knowledgeable advisors. Matthew Jentner, Seth Jentner, and Bruce Jentner are among the firm's seasoned professionals, whose wealth management expertise and experience have been instrumental in serving clients effectively. Driven by a client-centric approach and a deep understanding of the financial landscape, Jentner Wealth Management aims to help its clients achieve their financial goals and preserve their wealth for generations to come. With a commitment to excellence and a track record of success, they continue to build lasting relationships based on trust and integrity.

First Mason Financial, LLC, a small investment advisory firm based out of Medina, OH, is dedicated to providing comprehensive financial services to its clients. With a team of three talented professionals, they strive to offer personalized investment strategies and wealth management solutions. One of the firm's key strengths lies in their expertise in managing employer 401Ks and individual accounts, which make up approximately half of their impressive $148,125,000 in assets under management. Their extensive experience in this space has solidified their reputation as a trusted advisor within the industry. First Mason Financial, LLC takes pride in their commitment to delivering exceptional service and building long-lasting client relationships. Their compensation structure is flexible and includes various options, such as a percentage of assets under management, hourly charges, and fixed fees. This versatility ensures that clients can choose a payment method that aligns with their individual needs and preferences. With an average of $77,350,000 in assets under management per investment advisor, First Mason Financial, LLC performs at par with the industry average. Furthermore, all of the assets they manage are under their discretion, allowing them to make informed investment decisions on behalf of their clients. Daniel Mason, one of the registered advisors at First Mason Financial, LLC, has been with the firm since 2022, bringing a wealth of experience and expertise to the team. Their dedication to staying abreast of market trends and providing tailored financial guidance positions them as a reliable partner in helping clients achieve their financial goals.

The firm's compensation structure is diverse, including a percentage of assets under management and fixed fees. With over 100 individual clients and more than $341,676,000 in assets under management, Redmond Asset Management, LLC has established a loyal client base.