Meridian Capital Management Group, Inc. is a small investment advisory firm based out of Uniontown, OH. With one office location, the firm is dedicated to providing comprehensive investment advisory services. Among their four employees, three specialize in offering expert guidance and advice to clients. The firm manages an average of approximately $48,760,000 in assets per investment advisor, placing them on par with the industry average. Meridian Capital Management Group, Inc. adopts a varied compensation structure, including a percentage of assets under management. A significant portion of their assets under management, around 50%, is sourced from employer 401K plans and individual investors, demonstrating their proficiency in this sector. The firm primarily handles discretionary assets, accounting for an impressive 99% of the total assets they manage. With over 420 individual clients, Meridian Capital Management Group, Inc. oversees a substantial portfolio totaling more than $146,290,000 in assets under management. The firm takes pride in its team of seasoned advisors, with notable individuals such as Bradley Fergason, Peter Laakso, and Joseph Strancar having contributed their expertise for many years. Meridian Capital Management Group, Inc. prioritizes offering personalized financial advice and tailored investment strategies to meet the unique needs and goals of their diverse clientele. Through their extensive experience and dedication, the firm strives to ensure the financial well-being and long-term success of their clients' investment endeavors.

Carnegie Investment Counsel, a reputable regional investment advisory firm headquartered in Pepper Pike, OH, is dedicated to providing exceptional financial services to its clients. With a team of 54 skilled professionals, including 34 experienced investment advisors, they offer comprehensive investment advice and wealth management solutions. Setting themselves apart from the industry average, Carnegie Investment Counsel boasts an impressive average of $146,750,000 in assets under management per investment advisor. Their compensation structure is diverse, incorporating various models such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. With over 1,890 individual clients, Carnegie Investment Counsel manages a substantial amount of assets under management, totaling more than $3,470,337,000. While they primarily handle discretionary assets, accounting for 99% of the total, they also possess the capability to manage employer funds, though 401K and individual accounts represent less than 30% of their managed assets. Operating from nine offices, Carnegie Investment Counsel has established a strong presence in the region. The firm prides itself on its team of seasoned advisors, some of whom have enjoyed long tenures with the company. Notable individuals in this regard include Richard Alt, Gary Wagner, and James Pease, whose extensive experience and expertise contribute to the firm's success. In summary, Carnegie Investment Counsel is a trusted investment advisory firm that combines industry-leading expertise, a diverse compensation structure, and an impressive track record of managing substantial assets.

Rootstock Advisors, based out of Sewickley, PA, is a prominent small investment advisory firm with a strong track record of success. With over 10 individual clients and a staggering $435,434,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Their primary focus is on high net worth individuals, who comprise the majority of their client base. With a compensation structure that includes a percentage of assets under management and fixed fees, Rootstock Advisors ensures that their interests are aligned with those of their clients. Their commitment to providing exceptional service is reflected in their 81% discretionary asset management, which grants them the flexibility to make informed investment decisions on behalf of their clients. Rootstock Advisors operates out of a single office, and their team consists of three dedicated employees. One of their key strengths lies in the expertise of their investment advisory services, provided by Gregory Simpson, who has been with the firm since 2013. Gregory's extensive experience and tenure make him a valuable asset to the firm and a trusted advisor to their clients. With an average of approximately $435,430,000 in assets under management per investment advisor, Rootstock Advisors surpasses the industry average, showcasing their ability to effectively manage significant portfolios. Their consistent success, client-centric approach, and skilled professionals make Rootstock Advisors a top choice for individuals seeking personalized and expert investment advisory services.

LRJ Wealth Management LLC, a prominent investment advisory firm located in Solon, OH, prides itself on providing exceptional financial services to a diverse clientele. With a total of 7 dedicated employees, 5 of whom specialize in investment advisory services, LRJ Wealth Management offers comprehensive wealth management solutions to individuals and businesses alike. With an impressive average of approximately $41,150,000 in assets under management per investment advisor, LRJ Wealth Management has demonstrated its ability to handle substantial portfolios effectively. Their compensation structure is flexible, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts an extensive client base, serving over 1,010 individual clients and managing a staggering $920,568,000 in assets. While their primary focus lies in managing the wealth of high-net-worth individuals, LRJ Wealth Management also possesses the expertise to oversee employer funds, despite 401K and individual accounts accounting for less than 30% of their assets under management. As a local business, LRJ Wealth Management has established itself as a trusted and reliable partner for financial guidance. With three office locations, they ensure accessibility and convenience for their clients. The firm takes pride in its experienced team of advisors, with key members including Jacob Dunbar, Kyle Patterson, and Ethan Dunbar, who have garnered extensive industry knowledge and built long-standing relationships with clients. LRJ Wealth Management LLC maintains a discretionary approach, overseeing 100% of the assets they manage. Their commitment to providing personalized and tailored financial solutions has solidified their reputation as a leading wealth management firm in the Solon area.

Ruggaard & Associates is a well-established local investment advisory firm based out of Twinsburg, OH, with a reputation for delivering exceptional financial services. With over 60 individual clients, the firm oversees an impressive $210,516,000 in assets under management. Serving a diverse range of clients, Ruggaard & Associates has become a trusted partner in helping individuals and employer 401K plans maximize their investment potential. The firm's success can be attributed to their extensive experience and expertise in the investment advisory space. With three offices strategically located, they provide personalized services tailored to meet each client's unique financial goals and objectives. Their dedicated team of 10 employees, including 6 skilled investment advisors, ensures that clients receive the utmost attention and support. Ruggaard & Associates follows a comprehensive and transparent compensation structure, offering various options such as a percentage of assets under management and performance-based fees. By aligning their interests with their clients', they foster a strong sense of trust and collaboration. Notably, the firm boasts an impressive average of approximately $35,090,000 in assets under management per investment advisor, reflecting their commitment to delivering exceptional results. Several of the firm's longest-tenured advisors, including Ryan Ruggaard, Randall Ruggaard, and John May III, bring a wealth of experience and expertise to their clients' investment strategies. Ruggaard & Associates remains dedicated to providing top-tier investment advisory services, helping their clients navigate the complex world of finance and secure their financial future.

Legend Financial Advisors Inc, a small investment advisory firm based out of Pittsburgh, PA, is dedicated to providing expert financial guidance and wealth management services. With one office in Pittsburgh, the firm boasts a team of 12 highly skilled professionals, four of whom specialize in investment advisory services. Drawing upon their extensive industry knowledge, Legend Financial Advisors Inc manages an average of $61,640,000 in assets under management per investment advisor, aligning with the industry standard. Their compensation structure is designed to cater to various client needs, including a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily lies in managing assets for high-net-worth individuals, Legend Financial Advisors Inc also possesses the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. The firm operates with 100% discretionary control over the assets they manage, ensuring swift decision-making and proactive portfolio adjustments. With a strong client base of over 80 individuals, Legend Financial Advisors Inc currently oversees assets valued at more than $246,568,000. The firm takes pride in its experienced team of advisors, which includes industry veterans David Cawley, Robert White, and James Holtzman, who have made significant contributions to the firm's success. As a trusted financial advisor, Legend Financial Advisors Inc continues to assist clients in achieving their financial goals through comprehensive wealth management strategies and personalized service.

Endeavor Wealth Advisors, LLC is a reputable investment advisory firm headquartered in Pepper Pike, OH, with a singular office location. With a total of two experienced employees, all members of the team are dedicated to providing exceptional investment advisory services. On average, each investment advisor manages approximately $79,740,000 in assets under management, aligning closely with industry standards. The firm's compensation structure is diverse and includes various types, such as a percentage of assets under management and hourly charges. Although 401K and individual accounts make up less than 30% of their assets under management, Endeavor Wealth Advisors, LLC possesses the expertise and capacity to effectively manage employer funds. An impressive 99% of the assets they oversee are under discretionary management, showcasing their commitment to personalized investment strategies. Endeavor Wealth Advisors, LLC primarily serves high-net-worth individuals, who represent the majority of their managed assets. Boasting a substantial client base, the firm caters to over 80 individual clients, with a combined asset under management value exceeding $159,488,000. Kara Downing and Molly Balunek stand as two of the firm's most experienced and longest-serving registered advisors, contributing their extensive knowledge and expertise to the success of the company. With their dedication to client satisfaction and prudent investment strategies, Endeavor Wealth Advisors, LLC continues to solidify their position as a trusted partner in the realm of investment advisory services.

Based in Pepper Pike, OH, Peak Wealth Solutions is a reputable local investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With a team of 11 professionals, including 8 experienced investment advisors, they offer expert guidance and personalized strategies to help clients achieve their financial goals. With an impressive average of $19,810,000 in assets under management per investment advisor, Peak Wealth Solutions demonstrates its commitment to delivering exceptional service and results. Their compensation structure is flexible and encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs. With over 430 individual clients and an impressive $550,962,000 in assets under management, Peak Wealth Solutions has established itself as a trusted partner in wealth management. While the firm primarily manages discretionary assets, representing 83% of their portfolio, they also possess the expertise to effectively manage employer funds, in addition to 401(k) and individual accounts, making them a versatile and valuable resource. Beyond investment advisory services, Peak Wealth Solutions offers a range of financial solutions to address diverse needs. They serve as a registered representative of a broker-dealer, as well as an insurance broker or agent, ensuring clients have access to comprehensive and integrated services to meet their financial objectives. With one office in Pepper Pike, Peak Wealth Solutions prides itself on building long-term relationships with clients. The firm's seasoned advisors, including Keith Witkowski, Gregory Gromek, and David Kocsis, bring extensive industry knowledge and expertise to provide sound financial advice and solutions.

Milestone Asset Management, LLC, based out of Pittsburgh, PA, is a reputable local investment advisory firm with a strong presence in the region. With six offices strategically located, they offer personalized investment advisory services to a diverse clientele. The firm boasts a dedicated team of seven experienced professionals, all of whom are committed to delivering exceptional service and financial guidance. Milestone Asset Management, LLC maintains an average of approximately $54,910,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is flexible, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm has developed a solid reputation in managing employer 401Ks and individual portfolios, with these categories accounting for around half of their total assets under management. Their extensive experience in this space has allowed them to build a strong track record of success. As a discretionary asset manager, Milestone Asset Management, LLC possesses the authority to make investment decisions on behalf of their clients, ensuring efficient and timely execution of investment strategies. Currently, they oversee a substantial portfolio, managing over $384,400,000 in assets for more than 880 individual clients. Colin Barcley and Patrick Reinheimer, two of the longest-tenured registered advisors at Milestone Asset Management, LLC, bring a wealth of knowledge and expertise to the firm. Their commitment to delivering sound financial advice has contributed to the firm's success and earned them the trust of their clients. With their local presence, dedicated team, and comprehensive investment services, Milestone Asset Management, LLC is well-positioned to continue providing top-notch financial guidance and investment management for individuals and businesses alike.

Demming Financial Services Corp., headquartered in Aurora, OH, is a prominent investment advisory firm specializing in comprehensive financial planning and asset management solutions. With a team of 12 dedicated professionals, including 4 experienced investment advisors, Demming Financial Services Corp. has established a reputation for excellence in the industry. One of the key factors that sets them apart is their impressive average of approximately $813,450,000 in assets under management per investment advisor, surpassing the industry standard. Their compensation structure is diverse, incorporating a range of options such as a percentage of assets under management and fixed fees, ensuring flexible and tailored solutions for their clients. With a client base of over 570 individuals, Demming Financial Services Corp. manages more than $462,823,000 in assets. Their expertise predominantly lies in managing the financial affairs of high net worth individuals, and they possess considerable experience in handling employer 401Ks and individual investments, which constitute around half of their assets under management. As a small firm with one office, Demming Financial Services Corp. fosters a personalized approach to client relationships. They take pride in their team of accomplished advisors, including the longest tenured professionals Jacob Smail, Kevin Coholan, and Karen Bordonaro, who bring extensive knowledge and expertise to the table. Demming Financial Services Corp. is committed to helping clients achieve their financial goals through tailored investment strategies, comprehensive financial planning, and exceptional customer service. Their unwavering dedication to excellence has earned them a trusted position in the financial services landscape.

JFS Wealth Advisors, LLC is a well-established regional investment advisory firm based out of Hermitage, PA. With 10 offices strategically located, they have built a strong presence in the region. Committed to providing exceptional financial services, JFS Wealth Advisors, LLC employs a dedicated team of 89 professionals, 30 of whom specialize in investment advisory services. With an average of $99,460,000 in assets under management per investment advisor, JFS Wealth Advisors, LLC maintains a competitive position within the industry. Their compensation structure is designed to align with their clients' needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, JFS Wealth Advisors, LLC possesses the expertise to manage employer funds as well. A significant portion of the assets they manage, 88%, are discretionary, enabling them to make informed decisions on behalf of their clients. With an extensive client base of over 1,400 individuals, JFS Wealth Advisors, LLC oversees an impressive $2,983,685,000 in assets under management. The firm boasts a team of experienced advisors, including notable professionals such as Robert Jazwinski, Gary Dalessandro, and Deborah Stiger, who have contributed to the firm's long-standing success. JFS Wealth Advisors, LLC prides itself on providing personalized financial guidance tailored to meet each client's unique goals. With their experienced team and commitment to exceptional service, they have established themselves as a trusted partner in wealth management for individuals and organizations in Hermitage, PA, and the surrounding areas.