Landing Point Financial Group, LLC is a reputable local investment advisory firm based out of Avon, Ohio, with two offices. With a total of 11 dedicated employees, the firm specializes in providing comprehensive investment advisory services. Six of their skilled professionals are solely focused on offering expert advice in investment strategies. Each investment advisor manages an average of approximately $36,890,000 in assets under their supervision. The compensation structure at Landing Point Financial Group, LLC encompasses various methods, including a percentage of assets under management and fixed fees. Notably, around half of the assets they manage originate from employer 401Ks or individuals, indicating their strong expertise in this specific domain. Moreover, the firm prides itself on having a 100% discretionary management approach for all the assets entrusted to their care. Boasting an extensive client base, Landing Point Financial Group, LLC serves over 510 individual clients, overseeing a substantial $221,366,000 in assets under management. With an impressive track record and commitment to delivering exceptional service, the firm has garnered a stellar reputation in the financial industry. Landing Point Financial Group, LLC attributes its success in part to the contributions of some of its longest-tenured advisors, including Susan Vasu, Garrett Bourbina, and Denise Shafer. Their extensive experience and unwavering dedication have helped shape the firm's strong presence in the market. Overall, Landing Point Financial Group, LLC offers a comprehensive suite of investment advisory services, backed by a team of knowledgeable professionals and a client-focused approach. With their expertise and commitment to delivering results, they are well-positioned to guide individuals and employers towards their financial goals.

Elios Financial Group, Inc. is a small investment advisory firm based out of Westlake, OH, with one office. With a total of four employees, two of whom provide investment advisory services, they have established themselves as a reputable player in the financial industry. Elios Financial Group, Inc. manages an average of approximately $104,340,000 in assets under management per investment advisor, which is on par with the industry average. The firm's compensation structure is diverse, encompassing a range of methods such as a percentage of assets under management, hourly charges, subscription fees, and commissions. Notably, around half of their assets under management come from employer 401Ks or individuals, reflecting their strong expertise in this particular area. An impressive 92% of the assets they manage are discretionary, providing clients with flexibility and trust in their decision-making. Elios Financial Group, Inc. predominantly serves high-net-worth individuals, catering to their specific financial needs. Additionally, they offer other valuable services such as being a registered representative of a broker-dealer and functioning as an insurance broker or agent. With a substantial client base of over 190 individuals, Elios Financial Group, Inc. oversees more than $208,684,000 in assets under management. The firm boasts a team of experienced professionals, including James Elios and Brandon Steinhagen, who are among the longest-tenured registered advisors at the company. Their expertise, coupled with a strong commitment to client satisfaction, sets Elios Financial Group, Inc. apart in the financial advisory landscape.

Cornerstone Wealth Management, based out of Westlake, OH, is a reputable investment advisory firm serving over 250 individual clients with a remarkable $329,922,000 in assets under management. With a commitment to delivering personalized financial solutions, Cornerstone Wealth Management has established itself as a trusted partner in helping clients achieve their financial goals. As a small firm with one office, Cornerstone Wealth Management offers a range of services tailored to meet the diverse needs of its clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm also possesses the expertise and capability to manage employer funds, demonstrating their comprehensive approach to wealth management. The firm's compensation structure is designed to align with client interests and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable and transparent fee arrangement for their specific requirements. Cornerstone Wealth Management boasts a team of eight dedicated professionals, four of whom provide investment advisory services. With an average of approximately $82,480,000 in assets under management per investment advisor, the firm's advisors deliver quality guidance and service that is in line with industry standards. Notably, Cornerstone Wealth Management takes pride in its experienced team, with some of the longest-tenured advisors being Michael Kelley, Christina Fanourakis, and Nick Dionisos. Their collective expertise and commitment to client success contribute to the firm's exceptional reputation in the financial advisory space. Through their personalized approach, comprehensive services, and experienced team, Cornerstone Wealth Management continues to serve as a trusted partner for individuals and employers seeking sound financial guidance and effective wealth management strategies.

Ska Financial Services, Inc. is a reputable investment advisory firm headquartered in Fairview Park, OH. With a strong track record in the industry, they cater to over 170 individual clients, effectively managing a remarkable $107,325,000 in assets. Specializing in employer 401Ks and individual investments, Ska Financial Services, Inc. boasts extensive experience in this sector. As a small but dynamic firm, Ska Financial Services, Inc. operates from a single office location. They offer discretionary asset management services, handling 100% of their clients' assets. Their compensation structure is flexible, comprising various types including a percentage of assets under management, fixed fees, and hourly charges. Despite their modest size, Ska Financial Services, Inc. demonstrates their commitment to excellence by providing personalized investment advisory services to their clientele. With a team of dedicated professionals, the firm employs a total of one employee, each of whom is actively involved in delivering top-notch financial guidance. A standout within the firm is Russel Walcher, one of the longest-tenured registered advisors. Joining Ska Financial Services, Inc. in 2019, Walcher brings a wealth of experience and expertise to the table. With an average of approximately $107,320,000 in assets under management per investment advisor, Ska Financial Services, Inc. aligns with the industry average, ensuring their clients receive optimal financial management services. With a solid foundation and a client-centric approach, Ska Financial Services, Inc. continues to thrive as a trusted partner for individuals and companies seeking reliable and effective investment strategies.

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.

Whitcomb & Hess, Inc., a reputable investment advisory firm headquartered in Ashland, OH, specializes in offering comprehensive financial services to a diverse range of clients. With a team of 29 talented professionals, including eight dedicated investment advisors, they possess the expertise to handle a vast portfolio of assets. Each investment advisor manages an average of approximately $43,310,000 in assets under management, demonstrating their competence in wealth management. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring that clients can select a payment method that suits their preferences. With a substantial client base of over 1,180 individuals, Whitcomb & Hess manages an impressive $297,010,000 in assets under management. Notably, they excel in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. This solid experience makes them a trusted partner in retirement planning and personal investment strategies. As a comprehensive financial service provider, Whitcomb & Hess, Inc. also offers insurance brokerage services and has an in-house team of skilled accountants. Their extensive range of expertise allows them to deliver a holistic approach to clients' financial needs. With a focus on discretionary management, the firm boasts an impressive 89% of assets under management being handled in a discretionary manner, showcasing their commitment to delivering tailored solutions. Whitcomb & Hess, Inc. operates from its Ashland, OH headquarters and prides itself on its local presence. The firm's success is attributed, in part, to the extensive knowledge and experience of its longest-tenured advisors, including James Hess, Tracy Wells, and Aaron Bates. With a single office location, they maintain close relationships with their clients, ensuring personalized and attentive service.

MICHAEL BRADY & CO., LLC is a small investment advisory firm based out of Westlake, OH, with a commitment to delivering personalized financial guidance. With over 190 individual clients and a total assets under management (AUM) of $138,869,000, they have established a strong presence in the industry. Their two registered advisors, Michael Brady and Cameron Brady, bring extensive experience and expertise to the table. With an average of approximately $80,950,000 in AUM per investment advisor, Michael Brady & Co., LLC maintains an industry-average position in terms of asset management. They specialize in serving employer 401Ks and individuals, which comprise about half of their AUM. The firm has demonstrated a solid track record in this space, providing valuable insights and strategies to help clients meet their financial goals. Michael Brady & Co., LLC offers a flexible compensation structure to cater to diverse client needs. Their fees include a percentage of AUM, hourly charges, and fixed fees, ensuring transparency and alignment of interests. Importantly, all the assets they manage are discretionary, allowing the firm to make investment decisions on behalf of their clients without constant consultation. Dedicated to personalized service, Michael Brady & Co., LLC focuses on building long-term relationships with their clients. Their Westlake office serves as a hub for comprehensive financial planning, portfolio management, and investment advisory services. By combining their expertise with a commitment to client satisfaction, Michael Brady & Co., LLC continues to establish itself as a trusted partner in the financial industry.

Lighthouse Wealth Management, Inc., based in Ashland, OH, is a small investment advisory firm dedicated to helping clients achieve their financial goals. With a team of 5 professionals, 4 of whom specialize in investment advisory services, they provide personalized guidance and support to individuals and employers. Their average assets under management per investment advisor amount to approximately $38,210,000, reflecting their expertise and commitment to delivering quality service. Lighthouse Wealth Management, Inc. has established itself as a trusted partner in managing clients' financial portfolios. Their compensation structure offers flexibility, including a percentage of assets under management and hourly charges, ensuring transparency and alignment of interests with their clients. Notably, Lighthouse Wealth Management, Inc. has extensive experience in managing employer 401Ks and individual investments, accounting for around half of their assets under management. With a strong track record in this area, they provide valuable insights and strategies tailored to the unique needs of their clients. In addition to investment advisory services, Lighthouse Wealth Management, Inc. offers insurance brokering or agent services and collaborates with an accountant or accounting firm. This comprehensive approach enables clients to benefit from a holistic financial management experience under one roof. With over 300 individual clients and assets under management totaling over $152,836,000, Lighthouse Wealth Management, Inc. has built a substantial client base and manages all assets on a discretionary basis. The firm's success is further bolstered by the expertise and dedication of advisors such as Christopher Bevington, Gregory Emmons, and Timothy Rowsey, who have been with the company for many years, ensuring continuity and deep industry knowledge.

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.

Livelsberger Financial Advisory, headquartered in Ashland, OH, is a distinguished investment advisory firm serving clients with expertise and integrity. With a strong presence in the industry, they have established themselves as a trusted partner for individuals and employer 401Ks alike. With one office, Livelsberger Financial Advisory operates with a team of five dedicated professionals, including Lynn Livelsberger, one of the longest tenured registered advisors who has been with the firm since 2017. Livelsberger Financial Advisory boasts an impressive average of approximately $160,040,000 in assets under management per investment advisor, surpassing the industry average. This success is attributed to their comprehensive compensation structure, which includes a percentage of assets under management, hourly charges, and commissions. The firm's expertise in managing discretionary assets is evident as they oversee a remarkable 96% of the assets they manage. This remarkable track record speaks to their commitment to delivering tailored investment strategies that align with their clients' objectives. In addition to their investment advisory services, Livelsberger Financial Advisory also excels as an insurance broker or agent. Their diverse range of offerings positions them as a one-stop solution for clients seeking comprehensive financial guidance. With over 550 individual clients and more than $160,044,000 in assets under management, Livelsberger Financial Advisory has earned a stellar reputation in the industry. Their commitment to personalized service and their ability to consistently exceed client expectations have solidified their position as a leader in the financial advisory sector.

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.