Top financial advisors in Cuyahoga Falls, OH
We’ve curated a list of the best financial advisors in Cuyahoga Falls, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$93,305,837
Number of advisors
2 advisors
| $93,305,837 | 2 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 Cuyahoga Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cuyahoga Falls. 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.
Dbk Financial Counsel, LLC
DBK Financial Counsel, LLC is a registered investment adviser specializing in providing investment advisory services to high-net-worth individuals. Established in January 2014 by principal owner David B. Kearns, the firm operates under a fiduciary standard, always prioritizing clients' interests and disclosing any potential conflicts of interest. DBK offers portfolio management services tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance assessment. The firm's investment strategies include fundamental analysis, technical analysis, and modern portfolio theory, with a focus on securities such as fixed income, equities, ETFs, and non-U.S. securities. Clients have the option to grant discretionary authority for trading decisions. The minimum account size for portfolio management is $1,000,000, which may be waived at the firm's discretion. Fees are asset-based, with rates negotiable and detailed in the Investment Advisory Contract. DBK does not participate in wrap fee programs and has assets under management totaling $131,500,775.00 for discretionary amounts and $27,974,565.00 for non-discretionary amounts as of December 2024. Clients are responsible for third-party fees, and DBK does not accept compensation for the sale of securities to clients. The firm does not engage in performance-based fees or accept economic benefits for client referrals. Clients receive regular account reports and have the option to direct brokerage. DBK provides discretionary and non-discretionary investment advisory services, with proxy voting conducted for managed securities. The firm has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.
$93,305,837 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 Cuyahoga Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cuyahoga Falls. 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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