Enza Financial, LLC, a small investment advisory firm located in Independence, OH, is dedicated to providing comprehensive financial solutions to a diverse client base. With over 60 individual clients and an impressive $110,790,000 in assets under management, Enza Financial has established itself as a trusted partner in managing clients' wealth. Based in a single office, the firm caters to a wide range of clients, offering discretionary asset management for all their assets. This approach allows Enza Financial to make informed investment decisions on behalf of their clients, tailored to their unique financial goals and risk tolerance. While less than 30% of their assets under management come from 401K and individual accounts, Enza Financial has the capability to effectively manage employer funds, further expanding their service offerings. The compensation structure of Enza Financial is diverse, including a percentage of assets under management and hourly charges, ensuring flexibility and fairness in their fee arrangements. With a total of five employees, four of whom provide investment advisory services, the firm maintains a favorable advisor-to-client ratio, allowing for personalized attention and dedicated service. Enza Financial's investment advisors average approximately $27,700,000 in assets under management per advisor, reflecting their ability to handle substantial portfolios. Seasoned advisors such as Linda Cahill, Scott Fischer, and Joseph Crea bring valuable experience and expertise to the firm, contributing to its long-standing success. Enza Financial, LLC prides itself on its commitment to delivering exceptional financial advice and strategies tailored to each client's unique circumstances. With a client-centric approach and a focus on building long-term relationships, Enza Financial strives to empower its clients to achieve their financial objectives and secure their financial future.

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.

Auxin Group Wealth Management, LLC is a small investment advisory firm based out of Akron, OH. With a team of seven dedicated professionals, they provide comprehensive wealth management services to a diverse client base. Four of their experienced employees specialize in offering investment advisory services to individuals seeking expert guidance for their financial goals. The firm boasts an impressive average of approximately $70,900,000 in assets under management per investment advisor, aligning with the industry average. Auxin Group's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success. With over 300 individual clients, Auxin Group manages an impressive $272,037,000 in assets. The majority of these assets are tailored for high net worth individuals, although the firm also possesses the capability to manage employer funds. While 401K and individual accounts represent less than 30% of their assets under management, the firm's expertise extends to managing these accounts effectively. Auxin Group prides itself on its discretionary management approach, as 86% of the assets they oversee are managed with the authority to make investment decisions on behalf of their clients. Their commitment to personalized and tailored strategies ensures that each client receives the highest level of attention and care. Led by accomplished advisors, including Johnathan Roberts, Benjamin Tegel, and Matthew Burnham, Auxin Group Wealth Management, LLC operates from a single office in Akron, OH. The team's extensive experience and dedication to client success position them as a trusted partner in achieving financial goals and building long-term wealth.

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.

The firm's compensation structure is diverse, including a percentage of assets under management and fixed fees. With over 100 individual clients and more than $341,676,000 in assets under management, Redmond Asset Management, LLC has established a loyal client base.

Warther Private Wealth, headquartered in Akron, OH, is a leading investment advisory firm catering to high-net-worth individuals and employers. With a solid track record and an exceptional client base, they manage assets worth over $233,958,000, serving more than 60 individual clients. The firm operates from three offices strategically located to provide personalized financial guidance and comprehensive wealth management services. Distinguishing themselves in the industry, Warther Private Wealth demonstrates expertise in managing employer 401Ks and individual investments, accounting for nearly half of their assets under management. A significant advantage is that all assets entrusted to the firm are under their discretionary control, allowing for streamlined decision-making and responsive investment strategies. The compensation structure offered by Warther Private Wealth is flexible and tailored to meet their clients' specific needs. Options include a percentage of assets under management, fixed fees, and hourly charges. This versatility ensures transparency and aligns the firm's interests with their clients' financial objectives. With a team of eight dedicated professionals, Warther Private Wealth prides itself on their high-caliber investment advisors. Each advisor manages an average of approximately $233,960,000 in assets under management, surpassing the industry average. One of the firm's longest-tenured registered advisors, Robert Warther, has been an integral part of the team since 2018, contributing his extensive expertise and knowledge to the firm's success. As a trusted partner in wealth management, Warther Private Wealth provides exceptional financial guidance, leveraging their experience and commitment to help clients achieve their long-term financial goals while navigating the complexities of the ever-changing investment landscape.

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.

Lindahl & Mansager Inc is a reputable investment advisory firm located in Fairlawn, Ohio. With a strong track record and a commitment to excellence, they have successfully built a portfolio of over 220 individual clients, managing assets worth an impressive $161,312,000. As a small firm with one office, Lindahl & Mansager Inc provides personalized and attentive service to their clients. They specialize in offering accounting services, catering to a diverse range of needs in this field. Notably, they have extensive experience managing employer 401Ks and individual assets, making them well-versed in this particular space. All of the assets managed by Lindahl & Mansager Inc are discretionary, ensuring that clients have complete trust and confidence in the firm's investment decisions. The majority of their clientele comprises high net worth individuals, highlighting their ability to handle substantial wealth portfolios effectively. The compensation structure at Lindahl & Mansager Inc includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment success. With a total of three dedicated employees, each providing investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor at Lindahl & Mansager Inc manages approximately $53,770,000 in assets, which is consistent with industry standards. Lindahl & Mansager Inc takes pride in its long-standing team of advisors, including Norman Lindahl, Douglas Mansager, and Laura Lindahl, who bring a wealth of experience and expertise to the firm. With their proven strategies and personalized approach, Lindahl & Mansager Inc continues to provide exceptional financial management services to their clients.

1858 Wealth Management, LLC is a small investment advisory firm based out of Akron, OH. With a total of three employees, including two experienced investment advisors, the firm specializes in providing comprehensive wealth management services to a diverse client base. With over 110 individual clients, 1858 Wealth Management manages more than $151,220,000 in assets. With an average of approximately $106,160,000 in assets under management per investment advisor, the firm maintains an industry-average performance in terms of asset management. Their compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. Catering primarily to high net worth individuals, the firm's asset management predominantly focuses on discretionary accounts, which constitute 100% of the assets they manage. While 401K and individual accounts account for less than 30% of their assets under management, 1858 Wealth Management possesses the expertise and capability to oversee employer funds. Joseph D'Anniballe and Sean Houston, two of the longest tenured registered advisors with the firm, bring extensive knowledge and experience to their advisory roles. With one office location, 1858 Wealth Management delivers personalized service and a client-centric approach to help individuals achieve their financial goals. As a trusted partner, 1858 Wealth Management, LLC is committed to providing tailored investment solutions and strategic financial planning to their growing clientele, ensuring long-term success and prosperity.

True Wealth Design, LLC, a well-established local investment advisory firm with eight offices in Akron, OH, is dedicated to providing comprehensive financial services to their clients. With over 270 individual clients and managing assets totaling over $431,088,000, they have earned a strong reputation in the industry. True Wealth Design, LLC goes beyond investment advisory services and also serves as an insurance broker or agent, as well as an accountant or accounting firm. While less than 30% of their assets under management come from 401K and individual accounts, they possess the capability to effectively manage employer funds. A distinguishing feature of True Wealth Design, LLC is that they manage 100% of the assets on a discretionary basis, showcasing the trust and confidence their clients place in their investment expertise. The majority of the assets they manage are for high-net-worth individuals, further highlighting their specialization in this segment. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, providing flexibility and aligning their interests with those of their clients. With 11 dedicated employees, including six providing investment advisory services, True Wealth Design, LLC ensures personalized attention and a high level of service. They average approximately $71,850,000 in assets under management per investment advisor, maintaining industry-average standards in effectively managing their clients' wealth. The firm takes pride in their experienced advisors, including long-tenured professionals like Ronald Wyatt, Kevin Kroskey, and Jonathan Emrick, who have contributed to their enduring success. True Wealth Design, LLC continues to serve as a trusted partner for individuals seeking holistic financial solutions in the Akron area.

Beese Fulmer Private Wealth Management, headquartered in Canton, OH, is a highly regarded investment advisory firm with a team of 5 dedicated professionals. With a focus on providing exceptional services, they specialize in managing high net worth individuals' assets. Each investment advisor at Beese Fulmer Private Wealth Management boasts an impressive average of $430,590,000 in assets under management, surpassing industry standards. Their comprehensive compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures that their clients receive tailored financial guidance aligned with their unique goals and interests. With over 200 individual clients and assets under management totaling more than $1,159,005,000, Beese Fulmer Private Wealth Management has built a solid reputation for delivering effective wealth management solutions. While the firm predominantly manages assets for high net worth individuals, they also possess the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their managed assets. Beese Fulmer Private Wealth Management prides itself on offering discretionary management for all the assets they handle. With their local presence and a single office in Canton, OH, the firm has established strong roots in the community. Notably, the company boasts a team of highly experienced advisors, including Ryan Fulmer, Nicholas Perini, and Dennis Fulmer, who have contributed significantly to its success over the years.