A complete list of active advisors currently associated with Bricker Financial

Warmer can help you find a great advisor at Bricker Financial or one who fits your needs even better.

Bricker Financial provides advisory and planning services primarily to pooled and institutional-type clients — including pension and profit-sharing plans, businesses, trusts/estates, and charitable organizations — rather than acting as a direct custodian or traditional retail asset manager. The firm reports no assets under management but, as of December 31, 2025, advised on approximately $84.5 million in assets under advisement. The firm’s investment approach centers on long-term asset allocation and use of the Orion Portfolio Solutions platform to implement portfolios, allocating among selected third-party managers and strategists or serving as portfolio manager with limited discretion. Bricker Financial conducts ongoing monitoring of those third-party managers’ strategies, holdings and performance, provides financial planning support, and periodically offers educational seminars and workshops for clients and prospects. Noteworthy distinctions include a disclosed affiliation with an accountancy firm whose principal provides tax and accounting services and may receive compensation when clients engage that firm, a relationship the brochure identifies and treats as a potential conflict of interest. The firm also emphasizes its role in selecting and overseeing other advisers via the OPS platform — an arrangement that is less common among peers — and discloses a prior regulatory consent related to transacting in a state while unregistered.

To learn more about the advisors currently working at Bricker Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.