Top financial advisors in Toledo, OH
We've curated a list of the best financial advisors in Toledo, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $31,115,210 Number of advisors 2 advisors | |||
| 2 | Assets under management $11,093,702 Number of advisors 1 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 Toledo, 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.
Treece Investment Advisory Corp
Treece Investment Advisory Corp is a financial advisory firm based in Toledo, Ohio. It currently has approximately $31,115,210 of assets under management and employs about 2 people. Treece Investment Advisory Corp uses a fee structure of and a percentage of assets under your management.
$31,115,210 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Market Timing Services
Parlan Financial Corp
Parlan Financial Corporation, established in 1988, is a fee-only financial planning and investment management firm based in Toledo, OH. The firm specializes in personalized financial planning and active asset management services for high net worth individuals. Parlan Financial Corporation does not receive commissions and strictly operates on a fee-only basis. The firm offers tailored financial planning agreements, hourly planning engagements, and asset management services. Clients have the option to impose restrictions on investments. The minimum account size is $2,000,000, with a corresponding annual fee of $42,000. Parlan Financial Corporation utilizes proprietary investment strategies and algorithms for asset management, including the Parlan Active Management Strategy 7 (PAMS 7) for U.S. Large-Cap equity investments. The firm exercises discretionary authority for trading and provides detailed risk of loss information to clients. Parlan Financial Corporation does not charge performance-based fees and maintains a transparent fee structure based on a percentage of assets under management. The firm's Chief Compliance Officer, Helyn Bolanis, holds a Chartered Financial Consultant (ChFC) certification and has been with the firm since its inception. The firm has a robust Business Continuity Plan in place to ensure the continuity of operations in various scenarios. Clients' privacy and security are maintained through strict information security protocols. Helyn Bolanis is also involved in community service activities and serves on the advisory board of Ceros Financial Services. No disciplinary events have been reported for the firm or its principal executive officer.
$11,093,702 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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 Toledo, 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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