Find Top Financial Advisors Near New Philadelphia, Ohio
Showing 1 - 12 of 20 results
Sort by
Relevancy
Distance
Alphabetical
SEQUOIA FINANCIAL GROUP, L.L.C.
Akron, Ohio
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.
FIRST MASON FINANCIAL, LLC
Medina, Ohio
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.
LINDAHL & MANSAGER INC
Fairlawn, Ohio
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.
WELLS TRECASO FINANCIAL GROUP, LLC
Akron, Ohio
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.
MERIDIAN CAPITAL MANAGEMENT GROUP, INC.
Uniontown, Ohio
Meridian Capital Management Group, Inc. is a small investment advisory firm based out of Uniontown, OH. With one office location, the firm is dedicated to providing comprehensive investment advisory services. Among their four employees, three specialize in offering expert guidance and advice to clients. The firm manages an average of approximately $48,760,000 in assets per investment advisor, placing them on par with the industry average.
Meridian Capital Management Group, Inc. adopts a varied compensation structure, including a percentage of assets under management. A significant portion of their assets under management, around 50%, is sourced from employer 401K plans and individual investors, demonstrating their proficiency in this sector. The firm primarily handles discretionary assets, accounting for an impressive 99% of the total assets they manage.
With over 420 individual clients, Meridian Capital Management Group, Inc. oversees a substantial portfolio totaling more than $146,290,000 in assets under management. The firm takes pride in its team of seasoned advisors, with notable individuals such as Bradley Fergason, Peter Laakso, and Joseph Strancar having contributed their expertise for many years.
Meridian Capital Management Group, Inc. prioritizes offering personalized financial advice and tailored investment strategies to meet the unique needs and goals of their diverse clientele. Through their extensive experience and dedication, the firm strives to ensure the financial well-being and long-term success of their clients' investment endeavors.
TRUE WEALTH DESIGN, LLC
Akron, Ohio
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.
MCKINLEY CARTER WEALTH SERVICES, INC.
Wheeling, West Virginia
McKinley Carter Wealth Services, Inc. is a highly reputable and successful regional investment advisory firm located in Wheeling, WV. With 56 dedicated employees, 36 of whom specialize in providing top-notch investment advisory services, the company ensures exceptional client experiences. Their impressive average of approximately $129,620,000 in assets under management per investment advisor exceeds industry standards, showcasing their expertise and ability to deliver outstanding results.
With a strong compensation structure that includes various methods, such as a percentage of assets under management, McKinley Carter Wealth Services, Inc. attracts and retains top talent in the industry. They boast a substantial client base, serving over 1,270 individual clients who entrust them with their substantial assets totaling more than $1,904,927,000 under management.
While 401K and individual accounts constitute less than 30% of their assets under management, the company possesses the expertise to effectively manage employer funds. An impressive 91% of the assets they oversee are handled on a discretionary basis, reflecting their clients' confidence in their decision-making abilities.
McKinley Carter Wealth Services, Inc. has established itself as a leader in the region, operating from seven strategically located offices. The company takes pride in its long-tenured advisors, including notable individuals like Teresa Shawver, Brian Gongaware, and Suzette Smith, who bring years of experience and expertise to the table. With a commitment to personalized service and exceptional financial guidance, McKinley Carter Wealth Services, Inc. continues to be a trusted partner for individuals and organizations seeking to secure their financial future.
HENDLEY & CO. INC.
Zanesville, Ohio
Hendley & Co. Inc. is a small investment advisory firm based out of Zanesville, OH, specializing in providing personalized financial solutions to high net worth individuals. With a total of four dedicated employees, including two experienced investment advisors, the firm maintains a robust clientele of over 150 individual clients, entrusting them with more than $430,845,000 in assets under management.
Renee' Smith and Michael Snode, two of the firm's longest tenured registered advisors, bring their extensive expertise and deep industry knowledge to guide clients towards achieving their financial goals. The firm's investment advisors boast an average of approximately $98,410,000 in assets under management per advisor, positioning them on par with the industry average.
Hendley & Co. Inc. implements a comprehensive compensation structure, encompassing various fee types such as a percentage of assets under management and performance-based fees. Their approach ensures alignment with clients' financial success while fostering a sense of trust and accountability.
While the firm primarily manages assets for high net worth individuals, it also possesses the capability to manage employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Remarkably, all the assets entrusted to Hendley & Co. Inc. are managed on a discretionary basis, showcasing the firm's commitment to providing proactive and strategic investment management services.
With a single office in Zanesville, OH, Hendley & Co. Inc. prides itself on offering a boutique-like experience, characterized by personalized attention, meticulous analysis, and a dedication to building long-term client relationships.
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
Akron, Ohio
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.
WARTHER PRIVATE WEALTH
Akron, Ohio
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.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
WARTHER PRIVATE WEALTH
Akron, Ohio
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.
JENTNER WEALTH MANAGEMENT
Akron, Ohio
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.
1858 WEALTH MANAGEMENT, LLC
Akron, Ohio
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.
Browse Financial Advisors by City
AkronAshlandAuroraAvonBeachwoodBeavercreekBellbrookBlue AshBroadview Hts.BrooklynBrookvilleBucyrusCantonCentervilleChagrin FallsChardonCincinnatiCincinnciatiClevelandColumbusConcordCuyahoga FallsDaytonDublinFairfieldFairlawnFairview ParkFindlayGroveportHighland HeightsHollandHudsonIndependenceKetteringLakewoodLimaLovelandMansfieldMasonMaumeeMayfield HeightsMedinaMentorMiamisburgMiami TownshipMiddleburg HeightsMiddletownMilfordNew AlbanyNew PhiladelphiaOakwoodOrange VillagePepper PikePowellRichfieldSanduskyShaker HeightsSolonSpringboroSt ClairsvilleSylvaniaToledoTroyTwinsburgUniontownUpper ArlingtonValley ViewWatervilleWest ChesterWestervilleWestlakeWestlake, OhWorthingtonXeniaYoungstownZanesville