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.

Pinnacle Wealth Planning Services, Inc. is a local investment advisory firm based out of Mansfield, OH, with six offices serving clients throughout the region. With 25 dedicated employees, the firm boasts a team of 13 skilled investment advisors who provide comprehensive wealth planning services. These advisors collectively manage an average of $91,770,000 in assets per advisor, which falls in line with the industry average. Pinnacle Wealth Planning Services, Inc. prides itself on its diverse compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This flexibility ensures that clients can choose the compensation model that best aligns with their unique financial goals. With over 520 individual clients, Pinnacle Wealth Planning Services, Inc. manages an impressive portfolio of assets valued at over $1,609,403,000. While the firm predominantly caters to high net worth individuals, they also have the expertise to manage employer funds if required. Notably, an overwhelming 99% of the assets they manage are discretionary, providing clients with a hands-off approach to investment management. The firm takes pride in its long-standing relationships, and several of its advisors, such as Keith Heichel, William Heichel, and Christopher Meek, have established themselves as some of the most trusted and tenured professionals in the industry. Pinnacle Wealth Planning Services, Inc. is committed to delivering personalized financial strategies, exceptional client service, and innovative solutions to help individuals and families achieve their long-term financial 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.

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.

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.

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.

Fidato Wealth LLC, based out of Middleburg Heights, OH, is a prominent investment advisory firm specializing in providing comprehensive financial services. With a team of 10 dedicated professionals, including 5 experienced investment advisors, Fidato Wealth LLC is committed to helping clients achieve their financial goals. With an impressive average of approximately $1,484,030,000 in assets under management per investment advisor, Fidato Wealth LLC surpasses the industry average, reflecting their expertise in managing substantial portfolios. The firm's compensation structure includes various models, such as a percentage of assets under management and performance-based fees, ensuring a client-centered approach. Fidato Wealth LLC caters to a diverse clientele, serving over 100 individual clients with assets under management exceeding $270,686,000. The majority of their managed assets are from high-net-worth individuals, although they also have the capability to manage employer funds. Remarkably, all the assets managed by Fidato Wealth LLC are handled on a discretionary basis, highlighting the firm's commitment to providing personalized and proactive financial solutions. In addition to their investment advisory services, Fidato Wealth LLC also offers insurance brokerage services, further enhancing their comprehensive approach to wealth management. As a local firm, Fidato Wealth LLC takes pride in its Middleburg Heights roots. The firm operates from a single office, serving as a reliable partner for clients seeking tailored financial guidance. Fidato Wealth LLC boasts a team of experienced advisors, including long-tenured professionals such as Brian Eberhardt, Amy D'Amico, and Anthony D'Amico, who bring extensive knowledge and expertise to their clients' financial journeys.

Keystone Financial Planning, Inc is a highly reputable investment advisory firm located in Middleburg Heights, OH. With a dedicated team of two skilled professionals, they offer comprehensive financial planning services to a diverse clientele. Their impressive track record is evidenced by an average of $153,680,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is designed to align the interests of their advisors with the success of their clients. It includes various types of compensation, such as a percentage of assets under management, ensuring a strong commitment to delivering optimal results for their clients' portfolios. With a remarkable portfolio management capability, Keystone Financial Planning, Inc oversees more than $342,950,000 in assets under management for over 50 individual clients. While their expertise primarily caters to high net worth individuals, they also possess the expertise to effectively manage employer funds, although 401K and individual accounts constitute a smaller portion of their overall assets under management. In addition to their investment advisory services, Keystone Financial Planning, Inc also extends their expertise as an accountant or accounting firm, providing valuable financial insights and services to their clients. The firm operates from a single office in Middleburg Heights, OH, and has been proudly serving clients since 1999, with Keith Sechler, one of the longest tenured registered advisors, contributing to the firm's success since its inception.

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.

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.

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.