Browse all Independent advisors in Ohio

Every advisor below is licensed to work with clients in Ohio. Narrow by specialty to find someone who focuses on your situation.

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	2,230
Wealth management	1,625
Retirement plans for business owners (SEP, solo 401k)	1,217
Options & derivatives strategies	1,208
Executive	1,197
Private / alternative investments	1,116
Retired	997
Retirement income strategy	960
Active portfolio management	893
General retirement planning	849
Tax-loss harvesting	774
College savings (529s, UTMA, etc.)	745
Annuities	622
Cash flow / budgeting	503
Income planning	503
Real estate investing	475
ESG / Sustainable investing	441
Concentrated stock management	412
Charitable giving & philanthropy	345
Business exit / sale strategy	344
General estate planning guidance	326
Business succession planning	309
Passive / index investing	306
General tax planning	279
Approaching retirement	215
Equity compensation tax strategy	208
Mid-Career Professionals	178
Business ownership considerations	158
Tax strategies for small businesses	139
Retirement withdrawal strategies	117
Long-term care insurance	99
Self-Employed	80
Debt management	78
HENRY (High Earners, Not Rich Yet)	73
Life insurance needs analysis	73
Social Security optimization	69
Values-based investing	45
Religious/faith focused	44
Doctor or Medical Professional	37
Family Business	36
Business sale tax planning	35
Divorce financial planning	35
Married/Couples/Partners	35
Established Professionals	33
Charitable giving tax strategies	30
Medicare planning	28
Retired	28
Intergenerational Families	27
Factor investing / smart beta	25
Educators, Teachers, and Academics	24
Roth conversion strategy	24
Young Professionals	24
Financial Professional	22
Multi-generational wealth transfer	18
Equity Recipients (RS/RSU, SOP, ESPP)	17
Professional Athlete	15
Young Families	15
Disability insurance	13
Elder care planning	13
Christian Faith Based	11
Women Professionals	11
Parents	10
Business Financial Management	9
Attorney	8
Military & Veterans	6
Student loan debt	6
Dual Income Family	4
Public Service Employee	3
Widow/Widower	3

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