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Find Retirement Advisors for Retirement Planning in Ohio, Alvada
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Alvada, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 303 Broadway, Suite 1200 Cincinnati, OH, 45202 | $79,457,379,980 | 1444 | 158 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 2 | 10 West Nationwide Blvd, Columbus, OH, 43215 | $78,252,229,704 | 130 | 135 | A percentage of AUM |
| 3 | 6125 Memorial Drive, Dublin, OH, 43017 | $54,569,476,420 | 741 | 48 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215 | $30,011,530,941 | 3811 | 127 | A percentage of AUM, Performance Based |
| 5 | 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203 | $26,738,929,617 | 39 | 84 | A percentage of AUM |
| 6 | 3500 Embassy Parkway, Akron, OH, 44333 | $23,033,619,111 | 28338 | 296 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based |
| 7 | 1100 Superior Ave East, Suite 700 Cleveland, OH, 44114 | $22,368,771,314 | 11645 | 190 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE) |
| 8 | 950 Main Avenue, Suite 1600 Cleveland, OH, 44113 | $22,118,740,671 | 69 | 120 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
| 9 | 255 East Fifth Street, Suite 2700 Cincinnati, OH, 45202 | $20,095,080,277 | 3173 | 80 | A percentage of AUM, Fixed fees |
| 10 | 201 East Fifth Street, Suite 1600 Cincinnati, OH, 45202 | $19,848,561,829 | 185 | 133 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 301 East Fourth Street, 27th Floor, Cincinnati, OH, 45202 | $19,747,131,000 | 53 | 25 | A percentage of AUM, Fixed fees, Performance Based |
| 12 | 6050 Oak Tree Blvd, Suite 500 Cleveland, OH, 44131 | $19,711,015,200 | 26826 | 331 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
| 13 | 5955 Deerfield Blvd., Mason, OH, 45040 | $19,647,408,985 | 30605 | 61 | A percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION) |
| 14 | 3777 West Fork Road, Cincinnati, OH, 45247 | $18,609,057,968 | 15436 | 151 | A percentage of AUM, Fixed fees |
| 15 | 1301 East 9th Street, Suite 2900 Cleveland, OH, 44114-3179 | $17,878,495,158 | 1126 | 121 | A percentage of AUM, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Alvada, Ohio
QualificationsFirm CRD# 107126
Assets Under Management $79,457,379,980
No. Of Clients1444
Clients Per Financial Advisor9
FORT WASHINGTON INVESTMENT ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $79B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1444 clients. The team consists of 158 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (SUB-ADVISORY)
QualificationsFirm CRD# 109391
Assets Under Management $78,252,229,704
No. Of Clients130
Clients Per Financial Advisor1
NATIONWIDE FUND ADVISORS is a financial advisory firm situated in Columbus, Ohio. With a nearly $78B assets under management, the firm specializes in crafting personalized retirement planning solutions for 130 clients. The team consists of 135 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 106816
Assets Under Management $54,569,476,420
No. Of Clients741
Clients Per Financial Advisor15
MEEDER PUBLIC FUNDS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $55B assets under management, the firm specializes in crafting personalized retirement planning solutions for 741 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (CASH MANAGEMENT SERVICES, CASH FLOW ANALYSIS AND ALLOCATION, BANK AND CUSTODIAL REQUEST FOR PROPOSAL CONSULTING)
QualificationsFirm CRD# 110638
Assets Under Management $30,011,530,941
No. Of Clients3811
Clients Per Financial Advisor30
DIAMOND HILL CAPITAL MANAGEMENT INC is a financial advisory firm situated in Columbus, Ohio. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3811 clients. The team consists of 127 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107028
Assets Under Management $26,738,929,617
No. Of Clients39
Clients Per Financial Advisor0
TOUCHSTONE ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 84 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 117756
Assets Under Management $23,033,619,111
No. Of Clients28338
Clients Per Financial Advisor96
SEQUOIA FINANCIAL GROUP, L.L.C. is a financial advisory firm situated in Akron, Ohio. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28338 clients. The team consists of 296 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 105674
Assets Under Management $22,368,771,314
No. Of Clients11645
Clients Per Financial Advisor61
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS is a financial advisory firm situated in Cleveland, Ohio. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11645 clients. The team consists of 190 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (INVESTMENT CONSULTING FOR 401(K), FOUNDATION & HEALTHCARE CLIENTS; INVESTMENT RESEARCH AND DUE DILIGENCE; TRUST ADMINISTRATION)
QualificationsFirm CRD# 160006
Assets Under Management $22,118,740,671
No. Of Clients69
Clients Per Financial Advisor1
TOWNSEND HOLDINGS LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 120 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 106139
Assets Under Management $20,095,080,277
No. Of Clients3173
Clients Per Financial Advisor40
BAHL & GAYNOR INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3173 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 121658
Assets Under Management $19,848,561,829
No. Of Clients185
Clients Per Financial Advisor1
FEG is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 185 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (RESEARCH SERVICES)
QualificationsFirm CRD# 161853
Assets Under Management $19,747,131,000
No. Of Clients53
Clients Per Financial Advisor2
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109807
Assets Under Management $19,711,015,200
No. Of Clients26826
Clients Per Financial Advisor81
MAI CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26826 clients. The team consists of 331 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (PERCENTAGE OF NON-INVESTMENT INCOME)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (DUE DILIGENCE/RESEARCH)
QualificationsFirm CRD# 110425
Assets Under Management $19,647,408,985
No. Of Clients30605
Clients Per Financial Advisor502
MATSON MONEY, INC. is a financial advisory firm situated in Mason, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30605 clients. The team consists of 61 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (SEE DESCRIPTION IN MISC. SECTION)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 117054
Assets Under Management $18,609,057,968
No. Of Clients15436
Clients Per Financial Advisor102
JOHNSON INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15436 clients. The team consists of 151 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 107808
Assets Under Management $17,878,495,158
No. Of Clients1126
Clients Per Financial Advisor9
BOYD WATTERSON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1126 clients. The team consists of 121 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.