Top Financial Advisors in Akron, Ohio
Finding the right financial advisor in Akron is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Akron, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Akron, OH.
Find the Best Financial Advisor Firms in Akron:
SEQUOIA FINANCIAL GROUP, L.L.C.
CRD#: 117756
Address: 3500 Embassy Parkway, Akron, OH 44333
Clients: 5,292
Average Clients per Advisor: 31
AUM: $ 23.0B
VALMARK ADVISERS, INC.
CRD#: 108050
Address: 130 Springside Drive Suite 300, Akron, OH 44333
Clients: 12,995
Average Clients per Advisor: 46
AUM: $ 10.2B
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
CRD#: 138851
Address: 3421 Ridgewood Road Suite 125, Akron, OH 44333
Clients: 271
Average Clients per Advisor: 67
AUM: $ 911M
JENTNER WEALTH MANAGEMENT
CRD#: 105248
Address: 3677 Embassy Parkway, Akron, OH 44333
Clients: 119
Average Clients per Advisor: 23
AUM: $ 575M
WELLS TRECASO FINANCIAL GROUP, LLC
CRD#: 289899
Address: 3560 West Market Street Suite 340, Akron, OH 44333
Clients: 179
Average Clients per Advisor: 44
AUM: $ 533M
TRUE WEALTH DESIGN, LLC
CRD#: 143194
Address: 700 Ghent Road Suite 100, Akron, OH 44333
Clients: 234
Average Clients per Advisor: 33
AUM: $ 425M
How We Chose the Top Financial Advisors in Akron, Ohio
To create this list of top financial advisor firms in Akron, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Akron has to offer.
Search Financial Advisors in Akron, Ohio
Prashant J Ravani
Registered Affiliation(s):CBIZ INVESTMENT ADVISORY SERVICES, LLC
Keith Michael Lucas
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Laura Lynn Sternheimer
Registered Affiliation(s):CIRRUS WEALTH MANAGEMENT
Richard Lee Lucas
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
David Kenneth Thorne
Registered Affiliation(s):STRATOS WEALTH PARTNERS, LTD
Timothy Jay Rice
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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