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.

Keidan Financial Consultants LLC is a small investment advisory firm based out of Columbus, OH. With one office, the company prides itself on providing personalized financial guidance to a diverse clientele. With three employees, two of whom specialize in investment advisory services, Keidan Financial Consultants LLC has established a strong reputation for managing substantial assets. Their average assets under management per investment advisor stands at an impressive $192,410,000, surpassing the industry average. The firm offers a comprehensive compensation structure, including a percentage of assets under management and fixed fees. While the majority of their assets under management, accounting for 85%, are discretionary, Keidan Financial Consultants LLC also possesses the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their assets. Catering primarily to high-net-worth individuals, Keidan Financial Consultants LLC is entrusted with over $384,829,000 in assets under management from their 40 individual clients. The company's commitment to delivering exceptional service is reinforced by the extensive experience of their registered advisors. Notably, Robert Keidan and Eric Eberts stand as two of the firm's longest-tenured advisors, showcasing their deep industry knowledge and client dedication. In addition to their investment advisory services, Keidan Financial Consultants LLC also serves as a registered representative of a broker-dealer and an insurance broker or agent. These comprehensive offerings allow the firm to provide comprehensive financial solutions to meet the diverse needs of their valued clients.

Hamilton Capital is a regional investment advisory firm based out of Columbus, OH. With two offices, the firm boasts a team of 69 dedicated employees, 46 of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $81,690,000, which falls within the industry average. Hamilton Capital's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. While they manage less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to handle employer funds. A significant 94% of the assets they manage are discretionary, demonstrating their clients' trust in their investment decisions. Catering primarily to high net worth individuals, Hamilton Capital takes pride in serving over 1,390 individual clients who entrust them with more than $3,757,878,000 in assets under management. The firm's success can be attributed in part to their experienced and loyal advisors. Among the longest tenured advisors at Hamilton Capital are Michael Faieta, Jeffrey Loehnis, and William Leuby, who bring a wealth of knowledge and expertise to their clients' portfolios. With a commitment to providing comprehensive investment advisory services, Hamilton Capital continues to be a trusted partner in helping clients achieve their financial goals. Through personalized strategies and a client-centric approach, the firm strives to optimize returns and manage risk effectively, ensuring the long-term success of their clients' investments.

Everhart Advisors, based out of Dublin, OH, is a reputable regional investment advisory firm. With 45 employees, including 25 dedicated to providing investment advisory services, they offer a comprehensive range of financial solutions. The firm manages a considerable amount of assets, averaging approximately $64,400,000 per investment advisor, which aligns with the industry average. Everhart Advisors boasts an extensive client base, serving over 2,340 individual clients and overseeing more than $1,084,744,000 in assets under management. Notably, around half of their managed assets come from employer 401Ks or individuals, indicating their strong expertise in this particular area. A remarkable 88% of the assets they handle are discretionary, reflecting the high level of trust placed in their investment strategies. In addition to their investment advisory services, Everhart Advisors also offers insurance brokering and accounting services, showcasing their commitment to comprehensive financial support. With three offices, the firm provides convenience and accessibility to clients throughout the region. The success of Everhart Advisors can be attributed, in part, to the experience and expertise of their longest-tenured advisors. Notable individuals such as Steven Murlin, Matthew Romeo, and Richard Everhart contribute their extensive knowledge to the firm, ensuring that clients receive the highest level of professional guidance. With their solid reputation, diverse service offerings, and experienced team, Everhart Advisors stands as a trusted partner for individuals and businesses seeking effective financial solutions in the Dublin, OH area and beyond.

John E. Sestina And Company, a prominent local investment advisory firm based out of Columbus, OH, is renowned for its exceptional track record and personalized financial solutions. With over 1,330 individual clients and an impressive $451,134,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Operating from three strategically located offices, John E. Sestina And Company boasts extensive expertise in managing diverse investment portfolios, particularly excelling in employer 401Ks and individual accounts. Dedicated to providing comprehensive and tailored financial advice, John E. Sestina And Company prides itself on its discretionary asset management approach. The firm's team of 18 highly skilled professionals, with 11 specializing in investment advisory services, possess a deep understanding of the market and a commitment to achieving clients' financial goals. One of the key strengths of John E. Sestina And Company lies in its compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive transparent and fair remuneration, aligning the firm's success with their own. Notably, the firm's investment advisors maintain an impressive average of approximately $41,010,000 in assets under management, showcasing their expertise in maximizing returns and preserving capital. Among the longest tenured advisors at the firm are Craig Constantinovich, Anthony Payne, and Kimberly Wirtz, who bring a wealth of experience and insights to their clients' investment strategies. Through their dedication, expertise, and commitment to client satisfaction, John E. Sestina And Company continues to be a leading force in the investment advisory industry, delivering exceptional financial guidance and superior results to their valued clientele.

Vawter Financial Ltd is a reputable investment advisory firm headquartered in Columbus, OH, with one office serving a diverse clientele. With a dedicated team of five employees, three of whom specialize in providing expert investment advisory services, the firm boasts a solid foundation of financial expertise. On average, each investment advisor at Vawter Financial Ltd manages approximately $68,110,000 in assets under management, aligning with industry standards. Vawter Financial Ltd offers a comprehensive compensation structure that caters to the unique needs of their clients. This structure includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's asset portfolio primarily consists of discretionary assets, they also possess the expertise to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. With a focus on serving high net worth individuals, Vawter Financial Ltd has cultivated strong relationships with over 90 individual clients, managing a combined total of more than $204,341,000 in assets. The firm takes pride in the experience and longevity of its advisors, with notable tenured professionals such as Katrina Moore, William Whitaker, and Gary Vawter. Their expertise and dedication contribute to the firm's commitment to delivering exceptional financial advice and services to their valued clientele. As Vawter Financial Ltd continues to grow and expand its reach in the investment advisory sector, they remain steadfast in their mission to help clients achieve their financial goals and secure their long-term prosperity.

Frazier Financial Advisors, LLC, based out of Columbus, OH, is a reputable investment advisory firm with a strong presence in the financial industry. With 14 dedicated employees, including 11 experienced professionals specializing in investment advisory services, Frazier Financial Advisors offers comprehensive wealth management solutions to a diverse client base. The firm boasts an impressive track record, managing an average of approximately $79,050,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, allowing clients to choose from various options, including a percentage of assets under management, hourly charges, and fixed fees. With over 360 individual clients, Frazier Financial Advisors handles a substantial portfolio of more than $623,751,000 in assets under management. Notably, the firm caters primarily to high-net-worth individuals, with a significant portion of their managed assets representing this segment. While 401(k) and individual accounts account for less than 30% of their assets under management, Frazier Financial Advisors possesses the expertise to manage employer funds as well. In addition to their investment advisory services, Frazier Financial Advisors also provides accounting services through their in-house accountant or accounting firm. With two office locations in Columbus, OH, the firm has established itself as a trusted local institution. The company prides itself on its team of seasoned professionals, with advisors like Jane Callahan, Joshua Frazier, and James Frazier offering extensive industry experience and knowledge to guide clients towards their financial goals.

Consolidated Financial, headquartered in Dublin, OH, is a small investment advisory firm offering a range of financial services. With a team of five dedicated professionals, including three investment advisors, Consolidated Financial is committed to providing expert guidance and managing assets on behalf of their clients. On average, each investment advisor oversees approximately $96,560,000 in assets under management, reflecting the industry average. The firm's compensation structure is diverse and flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients have options that suit their unique needs and preferences. Consolidated Financial boasts an impressive client base of over 520 individuals, with a combined total of more than $379,000,000 in assets under management. While 401K and individual accounts make up less than 30% of their total assets under management, Consolidated Financial also possesses the capability to manage employer funds. Notably, 39% of the assets they oversee are managed on a discretionary basis, allowing the firm to exercise informed decision-making and maximize returns on behalf of their clients. In addition to their investment advisory services, Consolidated Financial also serves as an insurance broker or agent. This comprehensive approach enables them to address a wider range of financial needs and provide holistic solutions to their clients. Consolidated Financial's success can be attributed in part to their experienced team of advisors. Some of the firm's longest tenured advisors include Andrew Roseberry, Jeffrey Bell, and Edward Bell. With their depth of knowledge and expertise, Consolidated Financial is well-equipped to guide clients through the complexities of the financial landscape and help them achieve their financial goals.

AA Financial Advisors, LLC is a reputable local investment advisory firm based in Columbus, OH. With over 590 individual clients and a staggering $725,251,000 in assets under management, they have established themselves as a trusted financial partner. The firm operates from two well-equipped offices, providing comprehensive investment advisory services to their diverse clientele. While AA Financial Advisors primarily caters to high net worth individuals, they also possess the expertise to manage employer funds, although such accounts represent less than 30% of their assets under management. Approximately 15% of the assets they oversee are discretionary, allowing them the flexibility to make investment decisions on behalf of their clients. AA Financial Advisors employs a team of 14 professionals, 7 of whom specialize in investment advisory services. With an average of $103,610,000 in assets under management per investment advisor, they maintain a level of service that aligns with the industry average. Their compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. Notably, AA Financial Advisors boasts a group of experienced and tenured advisors, such as Ralph Antolino, Christian Hertl, and Maureen Armstrong. These individuals bring a wealth of knowledge and expertise to the firm, further enhancing their ability to provide tailored financial solutions. With their impressive track record and commitment to delivering personalized financial guidance, AA Financial Advisors, LLC continues to make a significant impact on their clients' wealth management journey in Columbus and beyond.

Swisher Financial Concepts, Inc. is a reputable small investment advisory firm located in Westerville, Ohio. With a team of 7 dedicated professionals, they offer a range of financial services to meet the diverse needs of their clients. Four of their employees specialize in providing top-notch investment advisory services, collectively managing an average of $52,410,000 in assets per advisor. As a firm, Swisher Financial Concepts, Inc. prides itself on its solid compensation structure, which includes various types such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the payment method that aligns with their preferences and financial goals. The firm boasts an impressive client base, serving over 500 individual clients who entrust them with a substantial amount of assets under management, totaling over $183,473,000. Notably, approximately half of these assets are derived from employer 401Ks and individual investments, reflecting Swisher Financial Concepts, Inc.'s extensive experience in this space. With a remarkable 51% of the assets they manage being discretionary, the firm has demonstrated its expertise in guiding clients through investment decisions and crafting tailored strategies to maximize their returns. In addition to investment advisory services, Swisher Financial Concepts, Inc. also provides insurance brokerage and accounting services, further enhancing their comprehensive financial solutions. Operating out of three conveniently located offices, the firm has established a strong presence in the Westerville community. Notably, Swisher Financial Concepts, Inc. boasts a team of seasoned advisors, including Brett Vandervort, Daniel Wolford, and Michael Henn, who have contributed significantly to the firm's long-standing success and reputation.

Future Finances Inc is a leading investment advisory firm headquartered in Columbus, OH. With a team of four dedicated professionals, including two investment advisors, the company has established a stellar reputation for managing significant assets. Each investment advisor at Future Finances Inc oversees an impressive average of $3,225,830,000 in assets under management, surpassing industry standards. The firm's compensation structure offers various options, including a percentage of assets under management, ensuring alignment with clients' financial success. Boasting a substantial client base of over 70 individuals, Future Finances Inc manages assets totaling more than $209,336,000. The majority of these assets belong to high net worth individuals, while 401K and individual accounts account for less than 30% of the firm's managed assets. Notably, Future Finances Inc possesses the capability to efficiently manage employer funds. With a 100% discretionary asset management approach, clients entrust Future Finances Inc with full authority over their investments. Moreover, the company offers an array of additional services, including acting as a registered representative of a broker-dealer, commodity pool operator, or commodity trading advisor. They also serve as an insurance broker or agent, as well as an accountant or accounting firm. Future Finances Inc operates from a single office and is deeply rooted in the Columbus community. The firm takes pride in its experienced team, with Bradley Huffman and Max Larsen serving as the firm's longstanding registered advisors. With its commitment to excellence and comprehensive financial solutions, Future Finances Inc continues to empower clients to achieve their long-term financial goals.