Top 10 advisors in Akron
We’ve curated a list of the best financial advisors in Akron, take a look at it below
Find an advisor in Akron| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $5,748,902,592 | 260 advisors | ||
| 2 | $1,341,000,000 | 9 advisors | ||
| 3 | $536,486,028 | 5 advisors | ||
| 4 | $431,088,083 | 10 advisors | ||
| 5 | $424,686,318 | 7 advisors | ||
| 6 | $260,343,975 | 10 advisors | ||
| 7 | $244,240,188 | 10 advisors | ||
| 8 | $233,625,146 | 7 advisors | ||
| 9 | $190,046,621 | 8 advisors | ||
| 10 | $171,946,544 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Akron, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Akron. 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. Valmark Advisers, Inc.
Assets under management
$5,748,902,592
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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
Consulting
2. Oak Associates Ltd
Assets under management
$1,341,000,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Kohmann Bosshard Financial Services, Llc.
Assets under management
$536,486,028
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
Consultation Services
4. True Wealth Design, LLC
Assets under management
$431,088,083
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
5. Wells Trecaso Financial Group, LLC
Assets under management
$424,686,318
Fee structure
A percentage of assets under your management
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
6. Presper Financial Architects, LLC
Assets under management
$260,343,975
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Symphony Financial Services, Inc.
Assets under management
$244,240,188
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
8. Auxin Group Wealth Management, LLC
Assets under management
$233,625,146
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FEE OFFSET
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
Educational Seminars/workshops
9. Egi Financial, Inc.
Assets under management
$190,046,621
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. 1858 Wealth Management, LLC
Assets under management
$171,946,544
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.