Top financial advisors in Troy, OH
We've curated a list of the best financial advisors in Troy, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $119,740,646 Number of advisors 2 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 Troy, 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.
Turnstone Financial
Turnstone Financial, established in May 2010 and licensed in Ohio since 2014, offers manager selection and supervision services to individuals, businesses, high-net-worth individuals, and charitable organizations. As a fiduciary, the firm prioritizes clients' interests and discloses any potential conflicts of interest. Turnstone Financial does not directly hold customer funds or securities. The firm provides tailored services based on clients' needs, including client-imposed restrictions. They do not participate in wrap fee programs and have $152,759,270.00 in discretionary assets under management as of December 2024. Turnstone Financial charges fees based on a tiered schedule, with fees deducted from client accounts and shared with third-party managers. The firm may receive soft dollar benefits from custodians and broker-dealers. Clients have the option to direct their own investments, with TF executing trades on their behalf. The firm's investment strategies include modern portfolio theory, emphasizing long-term trading. Turnstone Financial does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and charitable organizations without an account minimum. Clients receive regular reports and have the option to review their accounts annually or as triggered by specific events. The firm does not vote proxies for clients and has no financial conditions impairing its ability to meet contractual commitments.
$119,740,646 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
FEE SPLIT WITH UNDERLYING MANAGER
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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 Troy, 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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