Garlikov Advisors Inc, a small investment advisory firm based out of Columbus, OH, is dedicated to providing exceptional financial services to their clients. With over 140 individual clients and a staggering $181,143,000 in assets under management, Garlikov Advisors Inc has established itself as a trusted partner in wealth management. The firm takes pride in offering a comprehensive range of services tailored to meet the unique needs of their clients. As a registered representative of a broker-dealer, insurance broker, or agent, they possess the expertise to navigate complex investment landscapes. While they primarily focus on managing discretionary assets, including employer funds, Garlikov Advisors Inc also handles 401K and individual accounts, comprising less than 30% of their assets under management. Their team of four experienced professionals provides personalized investment advisory services, ensuring that each client receives individual attention and tailored solutions. Garlikov Advisors Inc adopts a flexible compensation structure that includes various types such as a percentage of assets under management and fixed fees. This ensures that their interests are aligned with those of their clients, fostering a long-term partnership based on trust and mutual success. With an average of approximately $45,290,000 in assets under management per investment advisor, Garlikov Advisors Inc stands on par with industry standards. Matthew Wolfe and Thomas Kaiser, two of the longest-tenured registered advisors with the firm, bring extensive knowledge and expertise to their clients' investment strategies. Garlikov Advisors Inc continues to grow and thrive, driven by their commitment to delivering exceptional financial guidance and securing the financial future of their clients in Columbus, OH, and beyond.

Whitaker-Myers Wealth Managers, Ltd., a reputable local investment advisory firm headquartered in Mansfield, OH, holds an impressive track record in managing assets for over 2,330 individual clients. With a staggering $313,281,000 in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals. Specializing in employer 401Ks and individual investments, Whitaker-Myers Wealth Managers, Ltd. possesses extensive expertise in this space, managing approximately half of their assets under management in these areas. A significant portion, 62% to be precise, of the assets they oversee are discretionary, providing clients with the flexibility and peace of mind to navigate the ever-changing investment landscape. The firm's compensation structure is designed to cater to diverse client needs, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures a tailored approach that aligns with each client's unique requirements. Comprising a total of 17 employees, with 10 dedicated to providing expert investment advisory services, Whitaker-Myers Wealth Managers, Ltd. boasts a team of experienced professionals. Among the firm's longest-tenured advisors are Amanda Sharratt, Matthew Harris, and John-Mark Young, who bring a wealth of knowledge and insight to their clients' portfolios. With an average of approximately $31,330,000 in assets under management per investment advisor, Whitaker-Myers Wealth Managers, Ltd. demonstrates a commitment to personalized service and diligent wealth management strategies. Operating from 20 offices, they are well-positioned to serve clients in Mansfield, OH, and beyond, empowering individuals to make informed financial decisions and pursue their long-term financial aspirations.

Nationwide Investment Advisors, LLC, headquartered in Columbus, OH, is a renowned regional investment advisory firm with a strong presence in the financial industry. With 401 dedicated employees, including 310 experienced investment advisors, they offer exceptional expertise to their clients. The firm boasts an impressive average of $222,940,000 in assets under management per investment advisor, surpassing the industry average and highlighting their ability to deliver outstanding results. With a comprehensive compensation structure that includes a percentage of assets under management, Nationwide Investment Advisors, LLC ensures a strong alignment of interests with their clients. Their client base is extensive, with over 268,760 individual clients and an impressive $12,147,000,000 in assets under management. Notably, more than 80% of these assets come from employer 401Ks and individual investments, showcasing the firm's proficiency in managing both corporate and personal financial portfolios. Nationwide Investment Advisors, LLC takes pride in being highly qualified to oversee 401K plans for employers and employees alike. They demonstrate exceptional skill and professionalism in handling all aspects of these plans, providing reliable guidance and delivering optimal results. Moreover, the firm manages 100% of their clients' assets on a discretionary basis, enabling them to make strategic investment decisions with flexibility and efficiency. Operating from ten offices, Nationwide Investment Advisors, LLC has established itself as a trusted financial partner in the region. Their team includes esteemed advisors with substantial experience, such as Thomas Bussard, John Bennett, and Kevin Rayborn, who have been integral to the firm's success and have gained the trust of their clients over the years. With their extensive resources, expertise, and dedication to client satisfaction, Nationwide Investment Advisors, LLC continues to thrive as a leading investment advisory firm.

Northavenue LLC, headquartered in Columbus, OH, is a small investment advisory firm that caters primarily to high net worth individuals. With a total of six employees, including three dedicated investment advisors, Northavenue provides expert guidance and management for its clients' financial assets. The firm boasts an impressive average of approximately $39,840,000 in assets under management per investment advisor, demonstrating their commitment to delivering personalized attention and maximizing client returns. Northavenue's compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, aligning their success with that of their clients. Currently, the firm manages over $119,352,000 in assets for more than 70 individual clients. While the majority of these assets are for high net worth individuals, Northavenue also possesses the capability to oversee employer funds, although they represent a smaller portion of their total assets under management. Notably, all of the assets the firm manages are discretionary, allowing for flexibility in investment strategies. Operating from three offices, Northavenue LLC benefits from the expertise of its longest-tenured advisors, including Emily Paulus, Stephanie Bailey, and Kristen Moosmiller. These experienced professionals contribute to the firm's reputation for delivering exceptional investment advisory services and maintaining strong client relationships. As Northavenue continues to grow, their unwavering commitment to achieving financial success for their clients remains at the forefront of their operations.

SWS Partners, LLC is a prominent investment advisory firm headquartered in Columbus, OH. With a strong focus on personalized financial solutions, they have built a reputation for providing exceptional service to their clients. With over 90 individual clients and an impressive $312,518,000 in assets under management, SWS Partners, LLC is committed to helping their clients achieve their financial goals. While the firm manages a diverse range of assets, 401K and individual accounts make up less than 30% of their total assets under management. However, SWS Partners, LLC possesses the expertise and capacity to effectively manage employer funds. Notably, all the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients with complete autonomy. Catering primarily to high net worth individuals, SWS Partners, LLC offers a comprehensive compensation structure that includes various types, such as a percentage of assets under management and fixed fees. The firm boasts a dedicated team of five employees, all of whom provide exceptional investment advisory services. On average, each investment advisor manages approximately $62,500,000 in assets, which aligns with the industry average. SWS Partners, LLC takes pride in the expertise and tenure of their advisors. Among the longest-tenured advisors at the firm are Kurt Grove, James Parker, and Philip Kessler. These seasoned professionals bring valuable experience and insight to the table, further strengthening the firm's ability to deliver outstanding financial guidance to their clients. With their client-centric approach and commitment to excellence, SWS Partners, LLC stands as a trusted partner for individuals seeking expert investment advice.

Gryphon Financial Partners, based out of Columbus, OH, is a reputable local investment advisory firm with a strong presence in the industry. With 15 skilled employees, 7 of whom specialize in providing investment advisory services, the firm is committed to delivering exceptional financial solutions. Boasting an impressive average of approximately $206,530,000 in assets under management per investment advisor, Gryphon Financial Partners surpasses the industry average, a testament to their expertise and success. The firm's compensation structure is diversified and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. Notably, a staggering 99% of the assets they manage are discretionary, showcasing their clients' trust in their decision-making capabilities. Gryphon Financial Partners caters primarily to high net worth individuals, with the majority of the assets they manage belonging to this affluent demographic. With a robust client base of over 300 individual clients, Gryphon Financial Partners oversees a substantial $1,445,705,000 in assets under management. The firm's longevity is reflected in the presence of highly experienced advisors such as Joel Guth, Catherine Cory, and Jeffrey Lagusch, who have contributed significantly to the success and growth of the company. Gryphon Financial Partners operates from a single office in Columbus, OH, where their team of dedicated professionals strives to provide personalized and tailored financial solutions to meet their clients' unique needs. With a strong track record and a commitment to excellence, Gryphon Financial Partners is a trusted partner for individuals seeking expert investment advisory services.

Your Financial Pharmacist Planning, a local investment advisory firm headquartered in New Albany, OH, specializes in providing comprehensive financial planning services. With a dedicated team of 14 professionals, including six experienced investment advisors, they are committed to helping their clients achieve their financial goals. Boasting an impressive average of $2,780,000 in assets under management per investment advisor, Your Financial Pharmacist Planning offers a range of compensation structures to suit individual needs. Their services include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options for their diverse clientele. What sets Your Financial Pharmacist Planning apart is their expertise in managing employer 401K plans, making them an ideal choice for businesses and their employees seeking reliable investment management. In fact, over 80% of their assets under management are derived from employer 401Ks and individual accounts. With an impressive portfolio of over 220 individual clients and assets under management exceeding $16,651,000, Your Financial Pharmacist Planning has built a reputation for delivering personalized, top-notch financial advice. The firm takes pride in its team of seasoned advisors, including Christina Slavonik, Timothy Baker, and Kelly Reddy-Heffner, who have demonstrated their commitment to client success over their long tenures. At Your Financial Pharmacist Planning, 100% of the assets they manage are discretionary, allowing clients to trust in their expertise and decision-making abilities. Whether clients are planning for retirement, managing investments, or seeking overall financial guidance, Your Financial Pharmacist Planning is dedicated to providing exceptional service and customized solutions tailored to individual needs.

Gerber, LLC is a reputable local investment advisory firm headquartered in Columbus, OH. With a single office, the company is composed of a dedicated team of 17 professionals, five of whom specialize in providing comprehensive investment advisory services. Their collective expertise enables Gerber, LLC to effectively manage assets for a diverse range of clients. On average, each investment advisor at Gerber, LLC oversees approximately $79,280,000 in assets under management, aligning with industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, all the assets managed by Gerber, LLC are discretionary, granting them full authority in making investment decisions. With a focus on serving high-net-worth individuals, Gerber, LLC boasts a robust portfolio of more than 60 individual clients, whose combined assets under management exceed $396,424,000. The firm's success can be attributed, in part, to the invaluable contributions of its longest-tenured advisors, namely Geoffrey Hulme, Erik Roemer, and Randall Gerber. Gerber, LLC prides itself on providing personalized investment strategies tailored to each client's unique financial goals and risk tolerance. The firm's dedicated team, combined with their extensive industry knowledge and commitment to client satisfaction, has garnered them a solid reputation within the investment advisory sector in Columbus, OH.

TSG Advice Partners, LLC is a distinguished investment advisory firm based in Columbus, OH, renowned for its exceptional services and client-centric approach. With a single office, the company employs a dedicated team of 12 professionals, 10 of whom specialize in providing comprehensive investment advisory services. Their expertise and commitment enable them to effectively manage an impressive average of approximately $48,290,000 in assets per investment advisor, placing them on par with industry standards. TSG Advice Partners, LLC has earned a reputation for its diverse compensation structure, which includes various options such as a percentage of assets under management and fixed fees. Notably, approximately half of the assets under their management originate from employer 401Ks or individuals, showcasing their expertise and experience in this domain. All of the assets they manage are done so with discretion, ensuring the utmost privacy and trust for their clients. The firm primarily focuses on catering to high net worth individuals, managing a significant majority of assets for this exclusive clientele. Furthermore, TSG Advice Partners, LLC extends its services beyond investment advisory, offering accounting expertise and partnering with accounting firms to provide comprehensive financial solutions. With a substantial client base of over 740 individuals, TSG Advice Partners, LLC currently manages assets exceeding $482,910,000. The company boasts a team of seasoned advisors, including Christopher Schumacher, Alvin Asiamah, and Isao Shoji, who have been instrumental in the firm's success and longevity. Their unwavering commitment to delivering exceptional service has established TSG Advice Partners, LLC as a trusted and reputable advisory firm in the Columbus area.

Expand Financial, LLC, based out of Mansfield, OH, is a small investment advisory firm specializing in comprehensive financial planning and wealth management. With a team of four dedicated professionals, including three experienced investment advisors, they provide expert guidance and personalized solutions to meet their clients' financial goals. With an average of $45,340,000 in assets under management per investment advisor, Expand Financial's performance aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. Currently, Expand Financial serves a diverse client base of over 110 individuals, managing a substantial portfolio of more than $931,897,000 in assets. Impressively, 95% of the assets they oversee are managed on a discretionary basis, indicating a high level of trust and confidence from their clients. Operating from three offices, Expand Financial has established a strong presence in Mansfield and surrounding areas. The firm boasts a team of dedicated professionals, including Quintan Kocher, Gregory Bakke, and Sheri Baker, who are among the longest-tenured advisors at the company. Their expertise and experience contribute to the firm's reputation for providing comprehensive and reliable financial advice. As a client-centric firm, Expand Financial, LLC takes pride in its commitment to delivering exceptional service, tailored investment strategies, and long-term financial success for their valued clients.

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.