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: 3,870
Average Clients per Advisor: 28
AUM: $ 15.6B
VALMARK ADVISERS, INC.
CRD#: 108050
Address: 130 Springside Drive Suite 300, Akron, OH 44333
Clients: 10,471
Average Clients per Advisor: 40
AUM: $ 5.8B
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
CRD#: 138851
Address: 3421 Ridgewood Road Suite 125, Akron, OH 44333
Clients: 214
Average Clients per Advisor: 71
AUM: $ 536M
JENTNER WEALTH MANAGEMENT
CRD#: 105248
Address: 3677 Embassy Parkway, Akron, OH 44333
Clients: 91
Average Clients per Advisor: 22
AUM: $ 481M
TRUE WEALTH DESIGN, LLC
CRD#: 143194
Address: 700 Ghent Road Suite 100, Akron, OH 44333
Clients: 265
Average Clients per Advisor: 44
AUM: $ 431M
WELLS TRECASO FINANCIAL GROUP, LLC
CRD#: 289899
Address: 3560 West Market Street Suite 340, Akron, OH 44333
Clients: 188
Average Clients per Advisor: 47
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
Garrit V Wamelink
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
William Owens Ahonen
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Nancy Ann Flogge
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Prashant J Ravani
Registered Affiliation(s):CBIZ INVESTMENT ADVISORY SERVICES, LLC
Denise Neugebauer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brad D Huffman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Patricia Alice Kelley
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Laura Felice Sonderman
Registered Affiliation(s):MORGAN STANLEY
Michael James Vulku
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Patrick Poling
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Andrew Joseph Barkley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Jon Marquardt
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas William Dattilo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel Matthew Latham
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Sanjay Rajiv Beach
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph John Kovach
Registered Affiliation(s):ROCKPORT WEALTH ADVISORS
Thomas M Massey
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Eric Allen Nye
Registered Affiliation(s):NYE WEALTH MANAGEMENT LLC
Robert Eugene Och
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Beverly Ann Stiegele
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Frank Fantozzi
Registered Affiliation(s):LPL FINANCIAL LLC
Nancy Klemperer Leizman
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Michael Francis Cianciolo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Lee Evans
Registered Affiliation(s):T.T.G. FINANCIAL, INC.
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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