Top financial advisors in Concord, OH
We’ve curated a list of the best financial advisors in Concord, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$173,566,714
Number of advisors
3 advisors
| $173,566,714 | 3 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.
Methodology
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. 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.
Hickory Asset Management, Inc.
Hickory Asset Management, Inc. is a financial advisory firm established in December 2002, previously known as Daniel Gilbert LeScoezec, Inc., and renamed in March 2008. The firm offers investment supervisory services tailored to individual client goals, with discretionary authority for portfolio management based on risk tolerance and time horizon. Financial planning services are provided based on fixed fees. The firm primarily advises on open-end mutual funds, ETFs, individual equities, and other securities. Clients may impose restrictions on investments based on personal values. Hickory Asset Management does not participate in wrap fee programs and had over $224 million in assets under management as of December 2024. The fee structure for investment supervisory services ranges from 0.90% to 1.90% based on total assets under management. There is no minimum account size requirement. The firm utilizes fundamental analysis and various investment strategies, including long-term trading and margin transactions, with a focus on managing risks associated with specific securities. Hickory Asset Management does not accept performance-based fees and acts as a fiduciary in the best interests of clients. The firm discloses its code of ethics, investment discretion, and voting policies, and has no disciplinary history or financial impairments that could affect client commitments.
$173,566,714 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
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.
Methodology
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. 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.
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