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
| $3,128,018,690 | 35 advisors | |
| 2 |
Assets under management
$2,028,889,719
Number of advisors
18 advisors
| $2,028,889,719 | 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.
Methodology
To generate our top financial advisors list in Sylvania, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sylvania. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersSjs 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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio 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.
Methodology
To generate our top financial advisors list in Sylvania, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sylvania. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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