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.

Trueblood Wealth Management, LLC is a small investment advisory firm based out of Lima, OH, offering comprehensive wealth management services to a diverse clientele. With a team of two dedicated professionals, including one investment advisor, they strive to provide personalized financial guidance and investment strategies tailored to the unique needs and goals of their clients. Led by the experienced and knowledgeable Phillip Trueblood, one of the firm's longest-tenured registered advisors, Trueblood Wealth Management, LLC has built a reputation for delivering exceptional client service and sound investment advice. With a deep understanding of the financial markets and a commitment to staying abreast of industry trends, they aim to help clients navigate the complexities of wealth management successfully. Trueblood Wealth Management, LLC manages an impressive average of approximately $16,680,000 in assets under management per investment advisor. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring their interests align with their clients' long-term financial success. Catering primarily to high net worth individuals, Trueblood Wealth Management, LLC oversees over $274,105,000 in assets under management for more than 130 individual clients. While the majority of their managed assets are discretionary, they also possess the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With their commitment to personalized service, expertise in investment management, and a strong track record of success, Trueblood Wealth Management, LLC stands as a trusted partner in helping clients achieve their financial objectives.

Birchcreek Wealth Management, LLC, based in Miami Township, OH, is a distinguished investment advisory firm catering to a diverse clientele. With over 90 individual clients and a staggering $199,572,000 in assets under management, Birchcreek provides expert financial guidance to individuals seeking to optimize their wealth. Although 401K and individual accounts make up less than 30% of their portfolio, Birchcreek possesses the capability to effectively manage employer funds, making them a versatile partner for businesses. Boasting a discretionary asset management approach, Birchcreek handles a remarkable 97% of the assets they oversee, showcasing their expertise in navigating market trends and capitalizing on opportunities. Catering primarily to high net worth individuals, the firm specializes in developing customized strategies to suit each client's unique financial goals. Birchcreek's compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose the most suitable arrangement for their needs. With a dedicated team of six employees, including four investment advisors, Birchcreek ensures that their clients receive personalized attention and comprehensive financial planning services. The firm's investment advisors boast extensive industry experience, with notable figures such as Jacob Bartel, Matthew Will, and Daniel Johnson among the longest-tenured professionals at Birchcreek. Their collective expertise, coupled with an average of approximately $49,890,000 in assets under management per investment advisor, positions Birchcreek on par with industry standards. As Birchcreek Wealth Management, LLC continues to thrive in the competitive financial landscape, their commitment to exceptional client service, tailored strategies, and experienced professionals remains steadfast.

Bond Tech Inc is a small investment advisory firm headquartered in Bellbrook, Ohio, boasting a single office location. With a total of two dedicated employees, the firm exclusively offers investment advisory services to its clients. Their expertise and commitment have enabled them to achieve an impressive average of $59,780,000 in assets under management per investment advisor, aligning with the industry average. Bond Tech Inc adopts a flexible compensation structure, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. Although the majority of their assets under management originate from sources other than 401K and individual accounts, the firm possesses the capabilities to efficiently manage employer funds. Importantly, Bond Tech Inc exercises complete discretion over all the assets they manage, reflecting their clients' trust in their decision-making abilities. Having amassed a substantial client base, Bond Tech Inc serves over 100 individual clients, effectively overseeing assets valued at over $119,553,000. Among the registered advisors at the firm, Brad Drager and Samantha Evans boast considerable experience, having demonstrated their dedication and commitment over the long term. With their headquarters situated in Bellbrook, Ohio, Bond Tech Inc offers expert investment advisory services, combining their comprehensive industry knowledge with personalized strategies to effectively manage their clients' assets and achieve 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.

Buckingham Capital Management, Inc. is a leading investment advisory firm based in Dayton, OH, with four offices strategically located across the region. With a dedicated team of 16 skilled professionals, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Drawing upon their expertise, Buckingham Capital Management guides clients in managing their financial portfolios to achieve their long-term goals. The firm boasts an average of $46,370,000 in assets under management per investment advisor, aligning closely with industry standards. The firm's compensation structure is designed to offer flexibility and cater to clients' unique needs. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and client satisfaction. A significant portion of Buckingham Capital Management's assets under management, around 50%, are derived from employer 401Ks and individuals. This demonstrates their extensive experience and success in navigating this specialized space. Impressively, 95% of the assets they manage are discretionary, showcasing their clients' trust in their judgment and decision-making. With over 1,030 individual clients, Buckingham Capital Management oversees a substantial $741,911,000 in assets under management. The firm takes pride in its team of seasoned advisors, including Linda Parenti, Gerald Krach, and Jeff Groezinger, who have demonstrated their commitment and expertise over the years. As a local investment advisory firm, Buckingham Capital Management, Inc. combines industry knowledge, personalized service, and a strong track record to provide exceptional financial guidance to clients throughout the Dayton area and beyond.

Financial Counseling, Inc., based out of Springboro, OH, is a small investment advisory firm with a strong track record in providing financial guidance. With a team of two dedicated employees, they specialize in offering comprehensive investment advisory services to a diverse clientele. On average, each investment advisor at Financial Counseling, Inc. oversees approximately $100,990,000 in assets under management, which aligns with the industry average. Their compensation structure is flexible, encompassing a variety of models such as a percentage of assets under management and hourly charges. With over 360 individual clients, Financial Counseling, Inc. manages an impressive portfolio of assets, totaling more than $94,765,000. Notably, nearly half of their assets under management come from employer 401Ks or individual clients, reflecting their expertise in this specific domain. Furthermore, an impressive 99% of the assets they manage are under discretionary control, demonstrating the trust placed in their expertise and decision-making. Financial Counseling, Inc. maintains a strong presence in Springboro, OH, with a single office serving as their operational hub. Stevan Vaughan and Douglas Moore, two highly experienced and registered advisors, have been instrumental in the firm's success, boasting long tenures with the company. With their extensive knowledge and expertise, Financial Counseling, Inc. continues to provide personalized financial counseling and investment advisory services, helping clients navigate the complexities of the ever-changing financial landscape.

Beacon Capital Management, Inc. is a highly regarded local investment advisory firm based out of Dayton, OH. With 25 dedicated professionals on their team, they specialize in providing exceptional financial guidance and investment advisory services to a diverse client base. Among their staff, 12 experts are solely focused on delivering top-notch investment advisory services to their valued clients. With an impressive average of $25,680,000 in assets under management per investment advisor, Beacon Capital Management, Inc. demonstrates their commitment to delivering personalized attention and tailored strategies to meet the unique financial goals of each client. Their compensation structure reflects their dedication to client satisfaction and includes various options such as a percentage of assets under management and hourly charges. Beacon Capital Management, Inc. prides itself on its extensive experience in managing assets, particularly in the realm of employer 401Ks and individual portfolios. Their exceptional track record is reflected in their substantial client base, boasting over 15,810 individual clients with a remarkable $4,922,296,000 in assets under management. Notably, approximately half of their managed assets are sourced from employer 401Ks or individuals, highlighting their expertise and success in this sector. The firm's comprehensive approach is further exemplified by the fact that 99% of the assets they manage are handled on a discretionary basis. This discretion allows Beacon Capital Management, Inc. to act in the best interest of their clients, making informed decisions based on their financial objectives and market conditions. With their main office located in Dayton, OH, Beacon Capital Management, Inc. serves as a trusted partner for individuals and businesses seeking professional investment advisory services. Their team includes some of the industry's most experienced professionals, including Vincent Gaglione, Tyler Mays, and James Cook, who have contributed significantly to the firm's success and established long-standing relationships with their valued clients.

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.

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.

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.