Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd, Columbus, OH, 43215 | $71,982,699,043 | 134 | 133 | A Percentage of AUM |
2 | FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202 | $71,037,804,050 | 1405 | 151 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
3 | MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive, Dublin, OH, 43017 | $25,371,529,349 | 516 | 48 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215 | $24,763,108,831 | 4149 | 129 | A Percentage of AUM, Performance Based |
5 | TOWNSEND HOLDINGS LLC 950 Main Avenue, Suite 1600 Cleveland, OH, 44113 | $23,908,418,539 | 68 | 122 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.) |
6 | TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203 | $23,643,699,112 | 40 | 83 | A Percentage of AUM |
7 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") 301 East Fourth Street, 27th Floor, Cincinnati, OH, 45202 | $19,958,935,000 | 51 | 23 | A Percentage of AUM, Fixed Fees, Performance Based |
8 | MATSON MONEY, INC. 5955 Deerfield Blvd., Mason, OH, 45040 | $17,683,543,587 | 30322 | 69 | A Percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION) |
9 | BOYD WATTERSON ASSET MANAGEMENT, LLC 1301 East 9th Street, Suite 2900 Cleveland, OH, 44114-3179 | $17,207,197,273 | 1184 | 118 | A Percentage of AUM, Fixed Fees, Performance Based |
10 | FEG 201 East Fifth Street, Suite 1600 Cincinnati, OH, 45202 | $16,616,287,284 | 174 | 130 | A Percentage of AUM, Fixed Fees, Performance Based |
11 | BAHL & GAYNOR INC 255 East Fifth Street, Suite 2700 Cincinnati, OH, 45202 | $16,346,243,189 | 2870 | 63 | A Percentage of AUM, Fixed Fees |
12 | JOHNSON INVESTMENT COUNSEL, INC. 3777 West Fork Road, Cincinnati, OH, 45247 | $16,313,911,333 | 14346 | 131 | A Percentage of AUM, Fixed Fees |
13 | MAI CAPITAL MANAGEMENT, LLC 6050 Oak Tree Blvd, Suite 500 Cleveland, OH, 44131 | $15,773,426,777 | 23704 | 331 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME) |
14 | HIGHLAND CONSULTING ASSOCIATES INC. 159 Crocker Park Blvd., Suite 350, Cleveland, OH, 44145-8132 | $15,697,224,104 | 439 | 28 | A Percentage of AUM, Hourly charges, Fixed Fees |
15 | SEQUOIA FINANCIAL GROUP, L.L.C. 3500 Embassy Parkway, Akron, OH, 44333 | $15,548,248,576 | 21430 | 241 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based |
QualificationsFirm CRD# 109391
Assets Under Management $71,982,699,043
No. Of Clients134
Clients Per Financial Advisor1
NATIONWIDE FUND ADVISORS is a financial advisory firm situated in Columbus, Ohio. With a nearly $72B assets under management, the firm specializes in crafting personalized retirement planning solutions for 134 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107126
Assets Under Management $71,037,804,050
No. Of Clients1405
Clients Per Financial Advisor9
FORT WASHINGTON INVESTMENT ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1405 clients. The team consists of 151 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106816
Assets Under Management $25,371,529,349
No. Of Clients516
Clients Per Financial Advisor11
MEEDER PUBLIC FUNDS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110638
Assets Under Management $24,763,108,831
No. Of Clients4149
Clients Per Financial Advisor32
DIAMOND HILL CAPITAL MANAGEMENT INC is a financial advisory firm situated in Columbus, Ohio. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4149 clients. The team consists of 129 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160006
Assets Under Management $23,908,418,539
No. Of Clients68
Clients Per Financial Advisor1
TOWNSEND HOLDINGS LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 122 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107028
Assets Under Management $23,643,699,112
No. Of Clients40
Clients Per Financial Advisor0
TOUCHSTONE ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161853
Assets Under Management $19,958,935,000
No. Of Clients51
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 51 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110425
Assets Under Management $17,683,543,587
No. Of Clients30322
Clients Per Financial Advisor439
MATSON MONEY, INC. is a financial advisory firm situated in Mason, Ohio. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30322 clients. The team consists of 69 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107808
Assets Under Management $17,207,197,273
No. Of Clients1184
Clients Per Financial Advisor10
BOYD WATTERSON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1184 clients. The team consists of 118 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 121658
Assets Under Management $16,616,287,284
No. Of Clients174
Clients Per Financial Advisor1
FEG is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 130 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106139
Assets Under Management $16,346,243,189
No. Of Clients2870
Clients Per Financial Advisor46
BAHL & GAYNOR INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2870 clients. The team consists of 63 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117054
Assets Under Management $16,313,911,333
No. Of Clients14346
Clients Per Financial Advisor110
JOHNSON INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14346 clients. The team consists of 131 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109807
Assets Under Management $15,773,426,777
No. Of Clients23704
Clients Per Financial Advisor72
MAI CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Cleveland, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23704 clients. The team consists of 331 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109834
Assets Under Management $15,697,224,104
No. Of Clients439
Clients Per Financial Advisor16
HIGHLAND CONSULTING ASSOCIATES INC. is a financial advisory firm situated in Cleveland, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 439 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117756
Assets Under Management $15,548,248,576
No. Of Clients21430
Clients Per Financial Advisor89
SEQUOIA FINANCIAL GROUP, L.L.C. is a financial advisory firm situated in Akron, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21430 clients. The team consists of 241 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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