Browse all Large-firm 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	9,437
Executive	5,928
Tax-loss harvesting	5,334
Retired	5,216
Wealth management	4,885
Retirement income strategy	2,953
Retirement plans for business owners (SEP, solo 401k)	2,842
General retirement planning	2,841
Approaching retirement	1,940
Active portfolio management	1,922
ESG / Sustainable investing	1,913
College savings (529s, UTMA, etc.)	1,449
Cash flow / budgeting	1,389
Passive / index investing	1,377
Income planning	1,286
Mid-Career Professionals	1,276
Charitable giving & philanthropy	1,272
General estate planning guidance	1,251
HENRY (High Earners, Not Rich Yet)	1,084
Business exit / sale strategy	1,073
Social Security optimization	1,046
Annuities	1,004
Private / alternative investments	887
Self-Employed	776
Retirement withdrawal strategies	694
Multi-generational wealth transfer	691
Options & derivatives strategies	584
Equity compensation tax strategy	553
Business succession planning	489
Divorce financial planning	407
Real estate investing	326
Concentrated stock management	318
Business ownership considerations	308
Planning for children with special needs	193
Married/Couples/Partners	183
Divorced	172
Attorney	169
Financial Professional	165
Women Professionals	101
Established Professionals	98
Values-based investing	77
Educators, Teachers, and Academics	58
Retired	58
Liquidity event planning	47
Debt management	45
Long-term care insurance	44
Family Business	35
Equity Recipients (RS/RSU, SOP, ESPP)	33
LGBTQIA	30
Young Families	27
Exec comp design	21
Stock option exercise strategy	12
Dentist	10
Life insurance needs analysis	10
Consultant	6
Professional Athlete	4
Technology Professional	4

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