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.

Steeloaks Investment Advisers, Inc., headquartered in Weirton, WV, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions to its diverse clientele. With over 220 individual clients and a total of $137,000,000 in assets under management, they have proven their ability to deliver exceptional investment services. Operating from a single office, Steeloaks Investment Advisers, Inc. offers a range of advisory services tailored to meet the unique needs and goals of their clients. While their portfolio comprises various types of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. They also possess the capability to effectively manage employer funds, offering a comprehensive suite of investment solutions. With a discretionary management approach, Steeloaks Investment Advisers, Inc. ensures that 99% of the assets they oversee are actively monitored and adjusted in line with market conditions and client objectives. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management and fixed fees. The firm's team consists of two dedicated professionals, each providing investment advisory services. With an average of approximately $68,500,000 in assets under management per investment advisor, Steeloaks Investment Advisers, Inc. maintains a standard comparable to the industry average. Dewey Guida, Sara Payne, and Donald Kendrick are among the firm's longest-tenured advisors, bringing a wealth of experience and expertise to Steeloaks Investment Advisers, Inc. Their commitment to providing exceptional guidance and service reflects the firm's dedication to client satisfaction. As a trusted partner in wealth management, Steeloaks Investment Advisers, Inc. strives to help clients achieve their financial goals through personalized strategies and a client-centric approach.

Investment Partners Ltd is a leading investment advisory firm headquartered in New Philadelphia, OH, with five branch offices strategically located to serve clients efficiently. With a dedicated team of 19 professionals, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Out of their talented staff, 11 individuals are solely focused on delivering personalized investment advice, ensuring that each client receives the highest level of attention and expertise. With an impressive average of approximately $215,470,000 in assets under management per investment advisor, Investment Partners Ltd surpasses the industry average, reflecting their ability to attract and retain high-value clients. Their compensation structure is designed to align the interests of the firm with their clients' goals, including performance-based fees that motivate the team to achieve exceptional investment outcomes. With over 710 individual clients, Investment Partners Ltd manages a substantial portfolio of over $580,186,000 in assets under management. Although 401K and individual accounts make up less than 30% of their managed assets, the firm possesses the capability to effectively handle employer funds. Notably, 99% of the assets under their management are discretionary, enabling Investment Partners Ltd to execute investment strategies on behalf of their clients with the necessary agility and autonomy. By leveraging their local presence, industry expertise, and commitment to personalized service, Investment Partners Ltd continues to build lasting partnerships with clients seeking expert investment advisory services in New Philadelphia and beyond.

Beese Fulmer Private Wealth Management, headquartered in Canton, OH, is a highly regarded investment advisory firm with a team of 5 dedicated professionals. With a focus on providing exceptional services, they specialize in managing high net worth individuals' assets. Each investment advisor at Beese Fulmer Private Wealth Management boasts an impressive average of $430,590,000 in assets under management, surpassing industry standards. Their comprehensive compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures that their clients receive tailored financial guidance aligned with their unique goals and interests. With over 200 individual clients and assets under management totaling more than $1,159,005,000, Beese Fulmer Private Wealth Management has built a solid reputation for delivering effective wealth management solutions. While the firm predominantly manages assets for high net worth individuals, they also possess the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their managed assets. Beese Fulmer Private Wealth Management prides itself on offering discretionary management for all the assets they handle. With their local presence and a single office in Canton, OH, the firm has established strong roots in the community. Notably, the company boasts a team of highly experienced advisors, including Ryan Fulmer, Nicholas Perini, and Dennis Fulmer, who have contributed significantly to its success over the years.

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.

Fort Henry Capital, LLC is a small investment advisory firm based out of Wheeling, WV. With a single office, they specialize in providing investment advisory services. With a team of two dedicated professionals, Fort Henry Capital, LLC manages an average of approximately $97,350,000 in assets per investment advisor, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management, fixed fees, and hourly charges. A notable aspect of Fort Henry Capital, LLC's portfolio is their expertise in employer 401Ks and individual investment management, which collectively represent around half of their assets under management. This experience has positioned them well within this space, fostering trust and confidence among their clients. With 98% of the assets they manage being discretionary, Fort Henry Capital, LLC holds a high level of autonomy and decision-making authority over their clients' investments. Their commitment to tailored investment strategies based on individual needs and risk profiles ensures a personalized approach. Fort Henry Capital, LLC boasts an extensive client base, serving over 330 individuals and managing assets worth over $194,700,000. Among their team, Jeremy Lowe and Russell Dunkin stand out as the longest-tenured registered advisors, contributing to the firm's stability and continuity. Overall, Fort Henry Capital, LLC exemplifies a client-centered approach, combining their expertise in various investment areas with a dedication to personalized service and long-term financial growth.

Security Capital Management, a reputable local investment advisory firm headquartered in Wheeling, WV, serves a diverse client base comprising over 1,610 individuals. With a remarkable track record, they currently manage a substantial portfolio of assets totaling over $982,736,000. Security Capital Management operates from four strategically located offices to cater to their clients' needs effectively. In addition to their core investment advisory services, the firm also excels in providing comprehensive insurance brokerage and agency solutions. They possess extensive expertise in managing employer-sponsored 401(k) plans and individual investment portfolios, accounting for approximately half of their assets under management. Furthermore, 41% of the assets they oversee are discretionary, indicating their proficiency in executing investment strategies tailored to specific client goals. Security Capital Management's compensation structure incorporates various models, including a percentage of assets under management, ensuring alignment with clients' interests and fostering long-term partnerships. With a dedicated team of 19 professionals, 14 of whom specialize in investment advisory services, the firm is well-equipped to deliver personalized and expert guidance. On average, each investment advisor handles approximately $70,200,000 in assets under management, demonstrating their ability to handle substantial portfolios in line with industry standards. Among their accomplished team, Security Capital Management boasts advisors with extensive tenure, including Timothy Bidwell, Michael Barickman, and Marilynn Echols. Their collective expertise and commitment to client success contribute to the firm's outstanding reputation within the industry. By leveraging their experience and a client-centric approach, Security Capital Management continues to provide exceptional investment advisory and insurance brokerage services, ensuring the financial well-being of their clients in Wheeling and beyond.

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.

Valmark Advisers, Inc. is a highly regarded regional investment advisory firm headquartered in Akron, OH. With an extensive network of 157 offices, Valmark Advisers, Inc. boasts a strong presence in the financial industry. With a team of 260 dedicated professionals, all of whom specialize in providing top-notch investment advisory services, they consistently deliver exceptional results. With an average of $22,320,000 in assets under management per investment advisor, Valmark Advisers, Inc. demonstrates their expertise and ability to effectively grow and protect their clients' wealth. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a customized approach that aligns with clients' needs. Valmark Advisers, Inc. has established a solid reputation in managing employer 401Ks and individual portfolios, drawing on their extensive experience in this particular space. Impressively, 99% of the assets they manage are discretionary, showcasing their clients' trust in their expertise and decision-making abilities. With over 10,470 individual clients and an impressive $5,802,517,000 in assets under management, Valmark Advisers, Inc. demonstrates their ability to serve a diverse range of clients and effectively navigate the complexities of the financial market. The firm takes pride in its long-tenured advisors, including respected professionals such as Paul Ward, Kevin Spearman, and Lance Spearman. Their wealth of experience and deep understanding of the industry contribute to the firm's overall success and client satisfaction. Valmark Advisers, Inc. is dedicated to providing exceptional financial guidance and investment management services, ensuring their clients' financial goals are met with precision and care.

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.

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.

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.