Top 10 advisors in Ohio
We’ve curated a list of the best financial advisors in Ohio, take a look at it below
Find an advisor in Ohio| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $70,711,246,753 | 151 advisors | ||
| 2 | $24,763,108,831 | 129 advisors | ||
| 3 | $23,643,699,112 | 83 advisors | ||
| 4 | $18,596,639,242 | 122 advisors | ||
| 5 | $16,430,780,511 | 118 advisors | ||
| 6 | $14,591,120,287 | 164 advisors | ||
| 7 | $14,219,025,931 | 331 advisors | ||
| 8 | $12,147,000,000 | 401 advisors | ||
| 9 | $9,631,570,074 | 525 advisors | ||
| 10 | $9,116,055,704 | 130 advisors |
How we came up with this list
To generate our top financial advisors list in Ohio, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ohio. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Fort Washington Investment Advisors Inc
Assets under management
$70,711,246,753
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Sub-advisory
2. Diamond Hill Capital Management Inc
Assets under management
$24,763,108,831
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Touchstone Advisors Inc
Assets under management
$23,643,699,112
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Selection Of Other Advisers
4. Townsend Holdings LLC
Assets under management
$18,596,639,242
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
5. Boyd Watterson Asset Management, LLC
Assets under management
$16,430,780,511
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Nationwide Asset Management, LLC
Assets under management
$14,591,120,287
Fee structure
A percentage of assets under your management
COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Mai Capital Management, LLC
Assets under management
$14,219,025,931
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
PERCENTAGE OF NON-INVESTMENT INCOME
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Due Diligence/research
8. Nationwide Investment Advisors, LLC
Assets under management
$12,147,000,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
9. Stratos Wealth Partners, Ltd
Assets under management
$9,631,570,074
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Feg
Assets under management
$9,116,055,704
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Research Services
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