Top Financial Advisors in Ohio

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Johnson Investment Counsel is a fee-only firm based in Cincinnati. It is also featured on SmartAsset’s top Cincinnati financial advisors list. The firm's individual clients are both non-high-net-worth and high-net-worth individuals. Institutional clients include investment companies, retirement plans, charities, government entities, insurance companies and businesses. The firm doesn't have a specific minimum account size for new clients.

To manage client assets as comprehensively as possible, this firm employs a slew of different pillars of financial management. These pillars include goal-based financial planning, investment management, retirement planning, insurance analysis, income tax planning and estate planning.

Rather than have one advisor form each client’s portfolio and investment plan, Johnson Investment Counsel prefers to work as a group. The firm believes this plays to its collective experience and allows clients to benefit from the entire team’s knowledge. Portfolios are primarily made up of exchange-traded funds (ETFs), stocks, bonds and mutual funds. However, the exact mix depends on each client's risk tolerance, time horizon and other factors.

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Sequoia Financial Group is a large firm that is also featured on our list of Akron's top financial advisors. It works almost exclusively with individual clients. Of these individuals, the majority do not have a high net worth. It also works with a few institutional clients, such as pooled investments, charities, retirement plans and businesses.

Sequoia provides its clients with a range of financial advisory services. Investment portfolio management services may be tailored, but the firm may also make use of model portfolios.

As is the case with most financial advisory firms, Sequoia Financial Group looks to tailor its investment strategies to the needs of clients. While portfolios may be fully tailored from scratch, the firm may also use model portfolios to help invest according the financial situation and investment objectives of each client individually. 

Advisors use such investments as stocks, bonds, mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs) and others to populate client portfolios. They will use a variety of analysis methods, including fundamental, technical and cyclical.

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This fee-only Cleveland firm works with both high-net-worth individuals and non-high-net-worth individuals, as well as retirement plans and corporations. The firm does not list a set account minimum.

This firm builds unique investment and financial plans for each of its clients as opposed to pairing clients with previously created solutions. The firm’s stated areas of expertise are retirement and healthcare management for institutions and family financial management for private clients.

Clearstead Advisors believes it can build successful portfolios by working to control risk. While this isn’t necessarily a novel idea, this emphasis helps to reduce a portfolio's market volatility, making it more stable over the long term. 

The firm combines both active and passive investment strategies. This marriage of two approaches allows the firm to take advantage of broad opportunities in the market.

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Bahl & Gaynor is a fee-only firm based in Cincinnati. All of the firm's individual clients are high-net-worth. The firm also advises institutional clients, including investment companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, insurance companies and corporations.

Bahl & Gaynor requires a minimum account size of at least $750,000, and it charges a minimum annual fee of $7,000. Each of these minimums are waivable, though. Services offered at the firm include portfolio management, financial planning, cash flow planning, estate planning, tax strategies, reitrement planning and education funding. 

The following investment management model portfolios are available for Bahl & Gaynor clients: Quality growth, income growth, small growth, SMIG, total return bond strategy and more. 

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Although Wealth Dimensions Family Office has no minimum investment requirement, its client base is composed almost entirely of high-net-worth individuals and its only other clients are a handful of trusts. In fact, it specializes in working with medical and dental professionals, corporate executives, business owners and women in transition.

When you start a client-advisor relationship with Wealth Dimensions Family Office, you’ll meet with them to discuss the specifics of your financial situation, as well as your goals for the future. The firm will work with you to develop your risk tolerance, time horizon, income needs, liquidity needs and any other important factors.

The firm invests client assets for both the short term (held for less than one year) and long term (held for a year or longer). It also engages in option investing, as well as occasional margin transactions.

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Bartlett & Co. Wealth Management has high minimums to establish an account. Individuals need to meet a $2 million minimum, whereas institutional investors have a $10 million threshold. This is a fee-only firm that manages assets for more than 2,000 individuals who are split between those who do and don't have high net worths. The firm also works with retirement plans, charities, government entities and businesses.

Bartlett & Co. Wealth Management has been in business since 1898, making it one of the oldest financial advisor firms in the U.S. Focus Operating, LLC mostly owns the firms, while some employees have small stakes.

The firm’s services are divided into two major areas: investment management and financial planning. Its investment management services encompass different styles of investing, such as equity management, fixed-income, alternative investments and environmental and social investing. 

Diversification is important to most firms in today’s financial advising world, and Bartlett & Co. Wealth Management is no exception. The firm invests in noncorrelating asset classes across stocks, exchange-traded funds, mutual funds and some international investments. The firm is also an active investment manager, which sets it apart from many similar firms. Through this ideology, Bartlett strives to maximize the possibility of high returns while minimizing risk by consistently moving assets to try to take advantage of changing opportunities in the market.

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 CBIZ Investment Advisory Services offers fee-based financial advising to a diverse clientele including individuals, trusts, estates, corporations and state or municipal government entities. The firm offers a comprehensive suite of services tailored to meet the diverse needs of its clients. These include traditional financial planning, personalized planning strategies and executive financial planning. 

As a fee-only advisor, there is the potential for a conflict of interest as the firm or its advisors could earn commissions for the sale of certain securities. However, the firm is bound by a fiduciary duty to act in the best interest of its clients. 

The firm focuses on investment strategies that emphasize long-term purchases, where securities are held for at least one year and an asset allocation process that leverages various asset classes' historical risk and return rates. The firm tailors its investment approach based on each client's risk tolerance, personal investment objectives and a comprehensive review of their demographic and financial information. This personalized strategy ensures that the investments align closely with the individual needs and goals of their clients.

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Carnegie Investment Counsel has a pretty broad client base, though the majority of its clients are non-high-net-worth individuals. It also works with high-net-worth individuals. Institutional clients include retirement plans, charities, government entities, other investment advisors, insurance companies and businesses.

Carnegie is a fee-only firm, so advisors don't earn commissions and there are no potential conflicts of interest related to compensation. The firm has a $500,000 minimum account size requirement for advisory services, though it may be willing to waive that.Carnegie works with clients to provide both investment portfolio management services and financial planning services. Assets are mainly managed on a discretionary basis.

When it comes to investment strategies, Carnegie Investment Counsel provides clients with tailored and ongoing strategies. Advisors work to design individualized investment strategies by learning about each client's tolerance for risk, liquidity needs, financial situation and investment objectives. 

Carnegie and its advisors use a wide range of investments, including equities, bonds, fixed-income securities, mutual funds, debt exchange-traded funds (ETFs), hedge funds, third-party money managers, private placements and more. More specifically, investments will depend on the particular client.

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Prosperity Capital Advisors offers advisory services that include TAMP services, financial planning, financial institution consulting, investment management and retirement plan services. The types of clients the firm works with include individuals, high-net-worth individuals, trusts, corporations, other businesses, brokers, non-profit organizations, government entities and pension and profit-sharing plans. 

The firm has the second most clients on our list. As far as fees at the firm, it depends what service you're engaging the firm for. However, asset management and advisory fees depend on the amount you have invested (or total AUM). The fees can typically range from 30 to 60 basis points on the total AUM invested. 

The firm implements a number of investment strategies, deciding which for each individual client based on the needs and considerations of that portfolio. The core models at the firm include the PCA Unlimited Portfolio Model, Dimensional Fund Advisors Model and the Vanguard ETF Series Model Portfolios. The firm also incorporates specialized strategies and may utilize third-party money managers. 

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Wellspring Financial Advisors is a fee-only advisory firm that works primarily with individuals, families, high-net-worth indviduals, trusts, estates and entities directly related to existing clients (including charitable endeavors). The firm offers a variety of services that include comprehensive financial planning, income tax planning, estate and wealth transfer, business succession and strategic philanthropy or administration. 

Fees at the firm can vary, depending on the type of service being provided. For investment management, the fee is based on the assets under management (AUM) invested at the firm. These fees can range from 0.15% to 0.75%, and typically get smaller the more you invest with the firm. 

The investment strategy at the firm is dependent on a number of factors that include portfolio diversification, quality of investments, liquidity of clients and full transparency. The needs of each client are taken into consideration for full portoflio management.