Browse all advisors in Ohio

Every advisor below is licensed to work with clients in Ohio. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find Ohio advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
11,667
Executive
7,125
Wealth management
6,510
Retired
6,213
Tax-loss harvesting
6,108
Retirement plans for business owners (SEP, solo 401k)
4,059
Retirement income strategy
3,913
General retirement planning
3,690
Active portfolio management
2,815
ESG / Sustainable investing
2,354
College savings (529s, UTMA, etc.)
2,194
Approaching retirement
2,155
Private / alternative investments
2,003
Cash flow / budgeting
1,892
Options & derivatives strategies
1,792
Income planning
1,789
Passive / index investing
1,683
Annuities
1,626
Charitable giving & philanthropy
1,617
General estate planning guidance
1,577
Mid-Career Professionals
1,454
Business exit / sale strategy
1,417
HENRY (High Earners, Not Rich Yet)
1,157
Social Security optimization
1,115
Self-Employed
856
Retirement withdrawal strategies
811
Real estate investing
801
Business succession planning
798
Equity compensation tax strategy
761
Concentrated stock management
730
Multi-generational wealth transfer
709
Business ownership considerations
466
Divorce financial planning
442
General tax planning
305
Married/Couples/Partners
218
Planning for children with special needs
207
Financial Professional
187
Attorney
177
Divorced
176
Tax strategies for small businesses
151
Long-term care insurance
143
Parents
133
Established Professionals
131
Debt management
123
Values-based investing
122
Women Professionals
112
Retired
86
Life insurance needs analysis
83
Educators, Teachers, and Academics
82
Doctor or Medical Professional
72
Family Business
71
Factor investing / smart beta
67
Religious/faith focused
67
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
65
Intergenerational Families
62
Liquidity event planning
53
Equity Recipients (RS/RSU, SOP, ESPP)
50
Military & Veterans
45
Business sale tax planning
43
Young Families
42
Women's Finance
37
Medicare planning
33
Charitable giving tax strategies
32
LGBTQIA
31
Roth conversion strategy
29
Young Professionals
28
Business Financial Management
26
Consultant
25
Exec comp design
21
Elder care planning
20
Professional Athlete
19
Dentist
17
Stock option exercise strategy
17
Airline Pilot
16
Disability insurance
15
Christian Faith Based
12
Early retirement planning
9
Public Service Employee
9
Trust structures (GRAT, IDGT, revocable)
7
Student loan debt
6
Technology Professional
5
Divorced Women
4
Dual Income Family
4
Engineering Professional
4
Widow/Widower
4
Caring for aging parents
3
Home buying
3
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