Top financial advisors in Youngstown, OH
We've curated a list of the best financial advisors in Youngstown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,031,315 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 Youngstown, 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.
G. Earl Mowrey & Co., L.l.c
G. Earl Mowrey & Co, LLC is a fee-only investment advisor established in 1987, offering Portfolio Management Services and Financial Planning Services. The firm is owned by G. Earl Mowrey, a Certified Financial Planner since 1988. Earl Mowrey transitioned to fee-only advising in 2009 and is no longer affiliated with a broker/dealer. The firm's investment strategy focuses on well-diversified portfolios and long-term approaches, aiming to maximize returns within accepted risk levels. For Portfolio Management Services, the firm charges a management fee of up to 1% of assets under management (AUM) annually, with a minimum account value of $20,000. Clients are billed quarterly based on AUM. Earl Mowrey does not charge performance-based fees and manages accounts on a non-discretionary basis, requiring client approval for transactions. The firm recommends Charles Schwab Advisor Services as a custodian. Earl Mowrey does not manage discretionary accounts for clients but has limited trading authority. The firm does not have physical custody of client assets but may deduct advisory fees directly from client accounts. Clients are encouraged to review statements from the custodian. Earl Mowrey has no disciplinary events in his past. The firm offers comprehensive Financial Planning Services and annual plan reviews. Clients can engage in free initial consultations to discuss their financial objectives and risk tolerance.
$1,031,315 under management
2 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
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 Youngstown, 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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