Top financial advisors in Ashland, OH
We've curated a list of the best financial advisors in Ashland, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $153,181,210 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Ashland, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Livelsberger Financial Advisory
Livelsberger Financial Advisory is an established registered investment adviser with 40 years of experience in the financial services industry. The firm specializes in providing comprehensive financial planning services for individuals, families, and small businesses, including retirement planning, estate planning, college planning, risk management, and tax planning. Livelsberger Financial Advisory manages client assets on a discretionary basis, providing education and guidance to clients in making investment decisions. As of December 31, 2024, the firm manages a total of $160,941,461 in advisory assets. The firm charges fees based on a percentage of assets under management, starting at up to 2% in the first year and lowering to 1% thereafter. Additional financial planning and consulting services are billed at a flat rate of $75.00 per hour. Livelsberger Financial Advisory may recommend insurance products and receive commissions from insurance companies, always prioritizing the client's best interest. The firm does not charge performance-based fees and does not impose account minimums. Clients have the option to be billed directly for fees or authorize fee deductions from their accounts. The firm uses Charles Schwab & Co., Inc. as a custodian and does not accept soft dollar benefits. Livelsberger Financial Advisory does not provide compensation for client referrals and does not vote for proxies on behalf of clients. Clients are encouraged to review account statements provided by the custodian and are responsible for notifying the firm of any changes in their financial situation or investment objectives.
$153,181,210 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Ashland, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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