Top financial advisors in Findlay, OH
We've curated a list of the best financial advisors in Findlay, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $268,048,560 Number of advisors 10 advisors | |||
| 2 | Assets under management $121,302,751 Number of advisors 6 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 Findlay, 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.
Hixon Zuercher Capital Management
Hixon Zuercher Capital Management, established in 2002, offers tailored Investment Supervisory Services to clients, focusing on fee-only investment management. The firm does not sell commissioned products and is not affiliated with entities selling financial products. Investment advice includes financial planning aspects such as cash flow, college planning, retirement planning, and estate planning. Clients have control over their assets, with Hixon Zuercher placing trades under a limited power of attorney. The firm offers various agreements, including Financial Planning, Investment Advisory, Retainer, and Hourly Planning Engagements. Fees are based on a percentage of assets under management, with a minimum account size of $250,000. Investment strategies primarily involve mutual funds, individual stocks, bonds, or ETF securities. Risk of loss factors include interest-rate, market, inflation, currency, and liquidity risks. Hixon Zuercher does not charge performance-based fees and provides periodic account reviews and reports to clients. The firm does not vote proxies on securities and maintains financial stability to meet client commitments. Clients are encouraged to compare custodian account statements with performance reports provided by the firm.
$268,048,560 under management
10 advisors
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
Educational Seminars/workshops
Mutual Fund Research Services
Resolute Wealth Advisor, Inc.
Resolute Wealth Advisor, Inc. is a registered investment adviser located in Findlay, Ohio, founded in November 2017 by Scott
$121,302,751 under management
6 advisors
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
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 Findlay, 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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