Top financial advisors in Loveland, OH
We've curated a list of the best financial advisors in Loveland, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $96,716,000 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Loveland, 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.
Infinity Wealth Counsel, LLC
Infinity Wealth Counsel, LLC is an investment advisory firm established in 2014, offering financial planning, investment management, and retirement plan advisory services. The firm manages client assets totaling $129,323,294 on a discretionary basis and $3,294,562 on a non-discretionary basis as of February 25, 2025. Services include financial planning, investment management, and retirement plan advisory services. Financial planning covers areas such as estate planning, risk management, retirement planning, and investment portfolio design. Investment management involves developing an Investment Plan based on the client's financial circumstances and goals. The firm uses a diversified asset allocation approach with a value-oriented tilt. IWC does not participate in wrap programs and may recommend third-party advisors for specific roles in managing client portfolios. Fees are based on a percentage of assets under management, starting at 1.00% for the first $1,000,000. The minimum portfolio value is $250,000, and the minimum annual fee is $2,500. IWC acts as a fiduciary and does not have any disciplinary events to report. The firm does not vote proxies for client securities and does not have physical custody of client funds. Clients may direct brokerage and wire transfers, and IWC may recommend IRA rollovers, presenting a conflict of interest. The firm does not vote proxies for client securities and does not have physical custody of client funds. Clients may direct brokerage and wire transfers, and IWC may recommend IRA rollovers, presenting a conflict of interest.
$96,716,000 under management
3 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
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 Loveland, 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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