Top financial advisors in Sylvania, OH
We've curated a list of the best financial advisors in Sylvania, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $3,128,018,690 Number of advisors 35 advisors | |||
| 2 | Assets under management $2,028,889,719 Number of advisors 18 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 Sylvania, 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.
Venture Visionary Partners LLC
Venture Visionary Partners LLC is a financial advisory firm based in Sylvania, Ohio. It currently has approximately $3,128,018,690 of assets under management and employs about 35 people. Venture Visionary Partners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$3,128,018,690 under management
35 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
Sjs Investment Services
SJS Investment Services, founded in July 1995 by Scott J. Savage, is a registered investment advisory firm specializing in institutional quality investment management services for clients with portfolios exceeding $1 million. As fiduciaries, they act in clients' best interests, providing investment advice under the Investment Advisers Act of 1940 and ERISA regulations. Services include tailored investment strategies for individuals, families, institutions, public funds, and retirement plans. The firm offers financial planning, asset management, and consultation services, with a focus on risk management and diversification. SJS charges a tiered "fee only" structure based on assets under management, with fees calculated quarterly. The firm does not charge performance-based fees and does not vote proxies for client securities. SJS emphasizes research-driven investment strategies, led by the Chief Investment Officer and Investment Committee, ensuring best execution and transparency in brokerage practices. Clients receive regular performance reports and have the option to review and approve investment decisions. SJS does not have any disciplinary history and maintains financial transparency, with total assets under management reported as $2.5 billion as of December 31, 2024.
$2,028,889,719 under management
18 advisors
Fee structure
A percentage of assets under your management
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)
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 Sylvania, 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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