Ways to browse advisors serving Ohio

Pick a specialty or descriptor to browse more advisors serving Ohio.

By how they work

Type	Advisors
Large-firm	14,208
Flat-fee	8,927
Seasoned	7,502
Independent	4,858
CFP®-certified	3,041

By who they serve

Type	Advisors
High-net-worth	2,735
Baby Boomer	268
Gen X	17
Millennial	12

Browse by city

Find advisors near a specific metro area in Ohio.

City	Advisors
Cincinnati, OH	4,258
Cleveland, OH	3,846
Columbus, OH	3,474
Akron, OH	2,239
Kettering, OH	1,086
Beavercreek, OH	1,071
Dayton, OH	1,063
Massillon, OH	927
Toledo, OH	867
Canton, OH	748
Wilmington, OH	541
Youngstown, OH	498
Gallipolis, OH	486
Warren, OH	472
Salem, OH	427
Dover, OH	403
Springfield, OH	396
Wooster, OH	310
New Philadelphia, OH	262
Wapakoneta, OH	226
Sidney, OH	220
Ashland, OH	216
Findlay, OH	210
Mount Vernon, OH	193
Lima, OH	186
Bucyrus, OH	180
Steubenville, OH	173
Urbana, OH	169
Mansfield, OH	166
Greenville, OH	164
Fremont, OH	158
Celina, OH	152
Norwalk, OH	151
Sandusky, OH	147
Tiffin, OH	142
Zanesville, OH	123
Bellefontaine, OH	115
Van Wert, OH	113
Marietta, OH	113
Defiance, OH	112
Coshocton, OH	95
Marion, OH	95
Cambridge, OH	82
Portsmouth, OH	51
Chillicothe, OH	47
Washington Court House, OH	30
Athens, OH	26

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	11,734
Executive	7,188
Wealth management	6,522
Retired	6,239
Tax-loss harvesting	6,172
Retirement plans for business owners (SEP, solo 401k)	4,070
Retirement income strategy	3,966
General retirement planning	3,671
Active portfolio management	2,859
ESG / Sustainable investing	2,360
College savings (529s, UTMA, etc.)	2,192
Approaching retirement	2,155
Private / alternative investments	2,011
Cash flow / budgeting	1,901
Income planning	1,787
Options & derivatives strategies	1,784
Passive / index investing	1,682
Annuities	1,636
Charitable giving & philanthropy	1,622
General estate planning guidance	1,620
Mid-Career Professionals	1,452
Business exit / sale strategy	1,426
HENRY (High Earners, Not Rich Yet)	1,168
Social Security optimization	1,083
Self-Employed	857
Retirement withdrawal strategies	811
Real estate investing	803
Business succession planning	795
Equity compensation tax strategy	760
Concentrated stock management	736
Multi-generational wealth transfer	712
Business ownership considerations	473
Divorce financial planning	447
General tax planning	307
Married/Couples/Partners	218
Planning for children with special needs	213
Financial Professional	188
Attorney	176
Divorced	175
Tax strategies for small businesses	155
Long-term care insurance	142
Established Professionals	140
Parents	133
Debt management	122
Values-based investing	121
Women Professionals	113
Retired	86
Life insurance needs analysis	83
Educators, Teachers, and Academics	82
Doctor or Medical Professional	71
Family Business	71
Factor investing / smart beta	67
Religious/faith focused	67
Intergenerational Families	62
Equity Recipients (RS/RSU, SOP, ESPP)	52
Liquidity event planning	52
Military & Veterans	45
Business sale tax planning	43
Young Families	41
Women's Finance	38
Charitable giving tax strategies	33
Medicare planning	33
LGBTQIA	31
Roth conversion strategy	29
Young Professionals	29
Business Financial Management	27
Consultant	25
Exec comp design	21
Elder care planning	20
Professional Athlete	19
Dentist	17
Stock option exercise strategy	17
Disability insurance	14
Christian Faith Based	12
Early retirement planning	9
Public Service Employee	9
Student loan debt	6
Engineering Professional	5
Technology Professional	5
Caring for aging parents	4
Divorced Women	4
Dual Income Family	4
Widow/Widower	4
Home buying	3

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