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.

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.

Gerber, LLC is a reputable local investment advisory firm headquartered in Columbus, OH. With a single office, the company is composed of a dedicated team of 17 professionals, five of whom specialize in providing comprehensive investment advisory services. Their collective expertise enables Gerber, LLC to effectively manage assets for a diverse range of clients. On average, each investment advisor at Gerber, LLC oversees approximately $79,280,000 in assets under management, aligning with industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, all the assets managed by Gerber, LLC are discretionary, granting them full authority in making investment decisions. With a focus on serving high-net-worth individuals, Gerber, LLC boasts a robust portfolio of more than 60 individual clients, whose combined assets under management exceed $396,424,000. The firm's success can be attributed, in part, to the invaluable contributions of its longest-tenured advisors, namely Geoffrey Hulme, Erik Roemer, and Randall Gerber. Gerber, LLC prides itself on providing personalized investment strategies tailored to each client's unique financial goals and risk tolerance. The firm's dedicated team, combined with their extensive industry knowledge and commitment to client satisfaction, has garnered them a solid reputation within the investment advisory sector in Columbus, OH.

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.

Huntington Financial Advisors, based out of Columbus, OH, is a well-established regional investment advisory firm boasting an extensive network of 767 offices. With a team of 432 employees, including 366 dedicated to providing expert investment advisory services, they have cultivated a strong reputation in the industry. Each investment advisor at Huntington Financial Advisors boasts an impressive average of approximately $11,750,000 in assets under management. What sets Huntington Financial Advisors apart is their specialization in managing employer 401K plans and individual assets. Over 80% of their assets under management are derived from employer 401K plans and individual investors, making them highly qualified in catering to both employers and employees. Remarkably, all of the assets they manage are done so on a discretionary basis, allowing clients to place complete trust in their expertise. In addition to investment advisory services, Huntington Financial Advisors also offers insurance brokerage and agent services, ensuring that clients have access to comprehensive financial solutions under one roof. Their client base comprises over 28,950 individuals with an impressive $4,300,721,000 in assets under management. With a team of highly experienced professionals, Huntington Financial Advisors takes pride in their long-tenured advisors. Notable individuals include Joseph Leonetti, Andrew Koogler, and Jeffrey Zeigler, whose extensive industry knowledge and dedication contribute to the firm's continued success. Huntington Financial Advisors remains committed to providing personalized financial guidance and services that align with their clients' unique goals and aspirations. With their expertise and comprehensive range of offerings, they continue to be a trusted partner in helping individuals and employers achieve financial success.

Golden Reserve RIA, LLC is a reputable investment advisory firm based out of Dublin, OH. With a team of 9 dedicated professionals, including 6 experienced investment advisors, they offer comprehensive investment management services. The firm boasts an average of $46,450,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is flexible, comprising various types such as a percentage of assets under management and fixed fees. With over 830 individual clients and an impressive $109,235,000 in assets under management, Golden Reserve RIA, LLC has established a strong presence in the financial industry. Notably, more than 80% of their assets under management originate from employer 401(k) plans and individual investors. This positions them as highly qualified and well-equipped to manage 401(k) plans for both employers and employees. Furthermore, all the assets managed by Golden Reserve RIA, LLC are handled on a discretionary basis, instilling trust and confidence in their investment approach. In addition to investment advisory services, Golden Reserve RIA, LLC also serves as an insurance broker or agent, ensuring comprehensive financial planning solutions for their clients. Operating across 18 offices, this local firm has built a robust network in the community. The team at Golden Reserve RIA, LLC includes seasoned advisors, such as Joshua Maly, Matthew Schaefer, and Todd White, who bring extensive experience and expertise to the table. With a focus on personalized service and prudent financial management, Golden Reserve RIA, LLC strives to help their clients achieve their investment goals and secure their financial future.

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.

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.

Wealthbridge Capital Management, LLC is a distinguished investment advisory firm located in Westerville, OH. With a team of six talented professionals, including three dedicated investment advisors, they provide comprehensive financial solutions to a diverse clientele. The firm boasts an impressive average of $150,320,000 in assets under management per investment advisor, surpassing industry standards. At Wealthbridge Capital Management, LLC, their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. With over 280 individual clients and a staggering $410,562,000 in assets under management, the firm primarily serves high net worth individuals. Although 401K and individual accounts constitute less than 30% of their managed assets, they possess the expertise and capability to oversee employer funds. As a testament to their commitment and expertise, Wealthbridge Capital Management, LLC manages all assets under their purview on a discretionary basis. With two offices, the firm has established a strong presence in the Westerville area. Notably, the company takes pride in its team of highly experienced advisors, including the longest-tenured professionals Shawn Arseneau, Ryan Dunlap, and Robert Faulkner. Wealthbridge Capital Management, LLC distinguishes itself through its exceptional asset management capabilities, impressive client base, and dedication to delivering tailored financial solutions. With a solid track record and a commitment to client success, the firm continues to solidify its position as a trusted partner in wealth management.

Meeder Asset Management, Inc., a prominent local investment advisory firm based out of Dublin, OH, boasts an impressive track record of success. With over 1,180 individual clients entrusting them with their financial goals, Meeder manages a substantial $2,145,098,000 in assets. As a comprehensive asset management company, they offer a range of services, including acting as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. While Meeder's focus primarily lies outside of 401K and individual accounts, representing less than 30% of their assets under management, they possess the expertise and capability to effectively manage employer funds. Furthermore, the firm operates under a discretionary management model, ensuring full control and responsibility over the entirety of the assets entrusted to them. With a compensation structure comprising various types, such as a percentage of assets under management and fixed fees, Meeder Asset Management caters to a diverse range of clients and their unique financial objectives. The firm employs a total of 36 highly skilled professionals, 12 of whom provide specialized investment advisory services. This team-oriented approach ensures that clients receive comprehensive support and expertise tailored to their needs. Notably, Meeder Asset Management, Inc. stands out from the competition with an impressive average of approximately $178,760,000 in assets under management per investment advisor, surpassing industry standards. The company takes pride in its dedicated and knowledgeable team, including long-tenured advisors like Aaron Adkins, John Click, and Robert Meeder, who bring extensive experience and insight to the table.

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.