Artifex Financial Group, LLC, based out of Oakwood, OH, is a leading local investment advisory firm with a strong track record of success. With seven dedicated employees, including six experienced investment advisors, they provide comprehensive financial services to a diverse client base. With an average of $39,590,000 in assets under management per investment advisor, Artifex Financial Group, LLC demonstrates their expertise in managing significant portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored options to meet their needs. As a testament to their reputation and client satisfaction, Artifex Financial Group, LLC serves over 160 individual clients, overseeing an impressive $202,551,000 in assets under management. Their expertise lies in managing assets for high-net-worth individuals, with the majority of their portfolio dedicated to this segment. While 401(k) and individual accounts comprise less than 30% of their assets under management, they possess the capabilities to efficiently manage employer funds. Operating from three conveniently located offices, Artifex Financial Group, LLC fosters a strong team environment and boasts a roster of highly experienced advisors. Gerald Summers, Darren Harp, and Douglas Kinsey are among the firm's longest-tenured and most trusted advisors, providing invaluable insights and guidance to clients. Artifex Financial Group, LLC's commitment to exceptional service, extensive industry knowledge, and tailored investment strategies has established them as a premier investment advisory firm in the Oakwood, OH area. Clients can trust their assets are in capable hands and can rely on the firm's dedication to helping them achieve their financial goals.

James Investment Research Inc is a highly reputable local investment advisory firm based in Xenia, OH. With over 680 individual clients and an impressive $1,071,123,000 in assets under management, the firm has established itself as a trusted partner in wealth management. While 401K and individual accounts comprise less than 30% of their assets under management, James Investment Research Inc possesses the expertise to effectively manage employer funds as well. With a strong emphasis on discretion and professionalism, the firm manages a staggering 99% of the assets under their care on a discretionary basis. Their compensation structure is flexible and offers multiple options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can choose the arrangement that suits their needs best. James Investment Research Inc operates out of a single office and boasts a team of 16 dedicated employees, 8 of whom provide investment advisory services. Each investment advisor manages an average of approximately $133,890,000 in assets, surpassing the industry average and highlighting their expertise and ability to handle substantial portfolios. Notably, the firm prides itself on the longevity and experience of its advisors, with Brian Shepardson, Ann Shaw-Kremer, and Diane Rose being among the longest tenured professionals at the company. Clients of James Investment Research Inc benefit from personalized and comprehensive investment strategies tailored to their unique goals and risk tolerance. With a commitment to delivering exceptional service and achieving long-term financial success for their clients, the firm continues to solidify its position as a leading investment advisory firm in the Xenia area and beyond.

Anderson Financial Strategies, LLC is a small investment advisory firm based out of Dayton, OH. With 6 dedicated employees, including two seasoned investment advisors, they provide comprehensive financial planning and investment management services. With an average of $75,280,000 in assets under management per investment advisor, Anderson Financial Strategies, LLC maintains an industry-average performance in terms of managing client investments. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts a substantial client base, serving over 100 individual clients with a combined total of more than $205,617,000 in assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Anderson Financial Strategies, LLC possesses the expertise to manage employer funds when required. All the assets managed by Anderson Financial Strategies, LLC are discretionary, reflecting the trust clients place in the firm's expertise and decision-making abilities. The company operates from a single office location in Dayton, OH. Notably, Shon Anderson and Timothy Brown are two of the firm's most experienced and longest-tenured registered advisors, providing clients with a wealth of knowledge and personalized attention. With a commitment to delivering tailored financial strategies and cultivating long-term client relationships, Anderson Financial Strategies, LLC continues to serve individuals and businesses in the Dayton area and beyond, helping them navigate the complexities of the financial landscape.

Kapstone Financial Advisors LLC is a reputable investment advisory firm headquartered in Dayton, OH, boasting two well-established offices. With a total of four dedicated professionals on their team, three of them specialize in providing comprehensive investment advisory services. Their average assets under management per investment advisor stand at an impressive $60,870,000, aligning with the industry average. As a client-focused firm, Kapstone Financial Advisors LLC offers a diverse compensation structure, including a percentage of assets under management. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, reflecting their expertise and success in this sector. An impressive 96% of the assets they manage are discretionary, showcasing their clients' trust in their decision-making abilities. With a substantial client base, Kapstone Financial Advisors LLC serves over 450 individual clients, effectively managing assets exceeding $182,607,000. The firm takes pride in the extensive knowledge and experience of their advisors, particularly Roy Mcguffin, David Kronour, and Randall Kronour, who are among the longest-tenured professionals at the firm. Kapstone Financial Advisors LLC has built a strong reputation by providing personalized financial guidance and ensuring the financial well-being of their diverse clientele. Through their expert investment advisory services, the firm consistently delivers optimal results and helps clients achieve their financial goals.

Monetary Solutions, Ltd., a small investment advisory firm based out of Dayton, OH, is dedicated to providing personalized financial solutions to its clients. With over 130 individual clients and more than $116,803,000 in assets under management, the firm has established a solid reputation in the industry. They specialize in managing employer 401Ks and individual investments, boasting extensive experience in this sector. The company's investment approach is entirely discretionary, allowing them to make informed decisions based on their clients' goals and risk tolerance. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment method that aligns with their preferences and needs. Monetary Solutions, Ltd. operates from a single office in Dayton, OH, and currently employs two dedicated professionals who provide comprehensive investment advisory services. On average, each investment advisor manages approximately $58,400,000 in assets, which is consistent with the industry average. With a commitment to delivering exceptional service and tailored financial strategies, Monetary Solutions, Ltd. has cultivated enduring relationships with its clients. Among the firm's notable registered advisors are Michael Lamb and Brian Walker, both of whom have demonstrated extensive knowledge and commitment to their clients' financial well-being. By leveraging their expertise and focusing on client satisfaction, Monetary Solutions, Ltd. continues to thrive as a trusted partner in the ever-changing financial landscape.

The Private Investment Group, Inc., headquartered in Centerville, OH, is a reputable investment advisory firm serving a diverse clientele. With over 90 individual clients and more than $148,000,000 in assets under management, they possess a solid track record of success. This small yet dynamic firm operates from a single office and specializes in discretionary management, handling employer funds alongside 401K and individual accounts. Catering predominantly to high net worth individuals, The Private Investment Group, Inc. distinguishes itself through its comprehensive compensation structure. This includes various options such as a percentage of assets under management, fixed fees, and commissions, ensuring flexibility and aligning interests with their clients. Comprising a team of six dedicated professionals, The Private Investment Group, Inc. boasts a highly qualified staff, with two advisors exclusively dedicated to providing investment advisory services. Their average assets under management per investment advisor amount to approximately $74,000,000, aligning well with the industry average. The firm takes pride in the longevity of its advisors, some of whom have been with the company for years. Notable figures among their experienced team include Nicholas Schubeler, Alfredo Sandoval, and Jack Bowman, who bring valuable expertise and insight to the table. Overall, The Private Investment Group, Inc. stands as a trusted partner for individuals seeking professional guidance in managing their wealth. With a client-centric approach and a focus on delivering superior results, they continue to thrive as a prominent player in the investment advisory sector.

Miami Valley Portfolio Management Inc is a small investment advisory firm based out of Brookville, OH, with three offices. With a total of four employees, three of whom specialize in investment advisory services, the company is dedicated to providing expert financial guidance to its clients. With an average of $43,420,000 in assets under management per investment advisor, they demonstrate a strong track record in managing wealth. Miami Valley Portfolio Management Inc's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility for clients. A notable aspect of their business is that approximately half of their assets under management are derived from employer 401Ks and individual investments, showcasing their expertise in this specific area. The company manages all of its clients' assets on a discretionary basis, allowing for efficient decision-making and ensuring a streamlined investment process. With over 500 individual clients and an impressive $130,269,000 in assets under management, Miami Valley Portfolio Management Inc has built a reputation for excellence in the financial industry. The firm takes pride in its team of experienced advisors, with notable long-tenured professionals such as Scott Behnken, Kent Behnken, and Michael Moran. These seasoned advisors bring extensive knowledge and expertise to their clients' portfolios, offering personalized strategies tailored to each individual's financial goals. Overall, Miami Valley Portfolio Management Inc distinguishes itself through its commitment to client success, extensive industry experience, and comprehensive investment advisory services.

Dean Financial Services, based out of Beavercreek, OH, is a reputable local investment advisory firm. With over 210 individual clients and more than $206,529,000 in assets under management, they have established themselves as a trusted partner in wealth management. Catering to a diverse clientele, Dean Financial Services offers a range of financial services, including accounting and financial planning. With a strong focus on employer 401Ks and individual investment management, Dean Financial Services boasts extensive expertise in this field. All of the assets they manage are under a discretionary framework, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, ensuring a tailored approach to client needs. With a dedicated team of 10 employees, including 5 investment advisors, Dean Financial Services provides personalized and comprehensive advisory services. Each investment advisor manages an average of approximately $41,310,000 in assets, demonstrating their commitment to individualized attention and effective portfolio management. Dean Financial Services operates from their well-established office in Beavercreek, OH. Their strong track record, deep industry knowledge, and commitment to client satisfaction have earned them a solid reputation in the local community. Whether clients seek assistance with retirement planning, wealth preservation, or financial goal achievement, Dean Financial Services is well-equipped to guide them through the complexities of the investment landscape.

Rightwealth Advisors, LLC is a small investment advisory firm headquartered in Miamisburg, OH, with an additional office location. With a total of four employees, three of whom specialize in investment advisory services, Rightwealth Advisors has built a reputation for providing expert financial guidance to a diverse client base. Their exceptional team manages an impressive average of approximately $39,190,000 in assets under management per investment advisor. Rightwealth Advisors employs a flexible compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. Their dedication to delivering exceptional results is evident in their portfolio, which boasts over $160,722,000 in assets under management for more than 170 individual clients. The firm primarily focuses on managing assets for high-net-worth individuals, with less than 30% of their assets under management attributed to 401K and individual accounts. However, they also possess the expertise and capability to manage employer funds. As a registered representative of a broker-dealer, Rightwealth Advisors expands its offerings beyond investment advisory services. The firm's commitment to building long-term client relationships is reinforced by its team of seasoned advisors. Among the firm's longest-tenured advisors are Roger Chudde, Adam Chudde, and Robert Lampe. Rightwealth Advisors, LLC continues to make its mark in the financial industry by providing personalized investment strategies, superior client service, and comprehensive wealth management solutions to individuals, families, and organizations seeking to achieve their financial goals.

M.K. Brown Wealth Advisory is a reputable investment advisory firm located in Kettering, OH. With a single office serving the community, they specialize in providing comprehensive wealth management solutions to individuals and employer 401Ks. The firm boasts a team of four dedicated professionals, including two experienced investment advisors who deliver top-notch services to their clients. With an impressive average of approximately $64,070,000 in assets under management per investment advisor, M.K. Brown Wealth Advisory stands at par with industry standards. Their compensation structure encompasses various methods, including a percentage of assets under management. Notably, they have established a strong foothold in the 401K and individual asset management space, with these sources accounting for approximately half of their assets under management. M.K. Brown Wealth Advisory distinguishes itself by offering discretionary management for all of the assets they oversee, reflecting their commitment to providing expert guidance and relieving clients of the burden of day-to-day investment decisions. Currently, the firm serves a diverse clientele of over 140 individuals, managing an impressive total of $128,146,000 in assets. Among the notable advisors at M.K. Brown Wealth Advisory, Elizabeth Kussman and Martin Brown stand out as the longest-tenured registered professionals, exemplifying the firm's commitment to stability and expertise. As a small but highly capable team, M.K. Brown Wealth Advisory ensures personalized attention and tailored strategies to help clients achieve their financial goals.

Dean Investments, a local investment advisory firm based in Beavercreek, OH, is dedicated to providing comprehensive financial solutions to its clients. With one office, the firm boasts a team of ten highly skilled professionals, five of whom specialize in investment advisory services. Known for their exceptional expertise and commitment, Dean Investments manages a remarkable average of approximately $153,680,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are aligned with those of their clients. While 401K and individual accounts make up less than 30% of their assets under management, Dean Investments possesses the capability to effectively manage employer funds. Moreover, all assets under their management are discretionary, allowing the firm to make informed investment decisions on behalf of their clients. With a robust client base exceeding 250 individuals, Dean Investments oversees an impressive total of $768,424,000 in assets under management. The firm takes pride in the expertise and longevity of its advisors, with notable veterans such as Edward Wright, Beth Verdoorn, and Stephen Miller, who have contributed significantly to the firm's success. Dean Investments strives to provide personalized and tailored investment strategies that align with their clients' financial goals and risk tolerance. By combining their extensive market knowledge, proven strategies, and unwavering dedication to client satisfaction, Dean Investments has established itself as a trusted and reputable investment advisory firm in Beavercreek, OH.