Top financial advisors in Richfield, OH
We've curated a list of the best financial advisors in Richfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $94,926,431 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 Richfield, 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.
Rabe Investment Consulting Group
Rabe Investment Consulting Group, LLC is a registered investment adviser founded in July 2021, owned by Michael N. Rabe, CFA. The firm offers investment management and financial advisory services to individuals, high net worth individuals, foundations, businesses, and corporations. RICG operates under a fiduciary standard of care, providing a holistic approach to personalized service. The firm's active portfolio management style includes a wide range of global investment choices, utilizing quantitative analysis to screen for undervalued securities. RICG offers discretionary and non-discretionary investment and wealth management services, tailored to each client's needs and goals. The firm also provides financial planning and consulting services, including cash flow analysis, estate planning, tax planning, and retirement plan consulting. RICG manages over $102 million in regulatory assets under management on a discretionary basis. Fees for wealth management services range from 1.0% to 2.0% annually, based on assets under management. The firm does not charge performance-based fees, requires no minimum initial investment, and does not vote proxies on behalf of clients. Clients retain responsibility for voting proxies and receive account statements directly from the custodian. RICG does not have any disciplinary information to report and does not engage in soft-dollar relationships.
$94,926,431 under management
3 advisors
Fee structure
A percentage of assets under your management
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)
Selection Of Other Advisers
Educational Seminars/workshops
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 Richfield, 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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