Top financial advisors in Lima, OH
We've curated a list of the best financial advisors in Lima, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $301,016,695 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Lima, 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.
Trueblood Wealth Management, LLC
Trueblood Wealth Management, LLC, established in 2022, is a financial advisor firm based in Lima, Ohio. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Trueblood Wealth Management offers comprehensive portfolio management services, including asset management, financial planning, and consulting. The firm may utilize third-party investment advisors to aid in portfolio management. Retirement plan consulting services are also provided to employer plan sponsors, assisting in establishing, monitoring, and reviewing participant-directed retirement plans. For Comprehensive Portfolio Management, fees are capped at 1.50% annually, billed quarterly in advance based on account values. Retirement Plan Consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. Trueblood Wealth Management manages over $300 million in regulatory assets under management. The firm does not charge performance-based fees and allows clients to direct brokerage outside recommendations. Clients receive account statements directly from the custodian and have the option to grant investment discretion to the firm. The firm does not vote client securities proxies but forwards them to clients. Trueblood Wealth Management does not have financial conditions impairing its ability to meet obligations.
$301,016,695 under management
2 advisors
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
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 Lima, 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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