Financial advisers in Akron, OH
14 registered investment adviser firms in Akron managing $50.2B in assets, based on public SEC Form ADV filings.
Sequoia Financial Group, L.L.C.
Akron, OH · Est. 2002
National
- AUM
- $32.2B
- Per adviser
- $165M
- Advisers
- 195
No reported disclosures
Valmark Advisers, INC.
Akron, OH · Est. 1998
National
- AUM
- $10.2B
- Per adviser
- $36M
- Advisers
- 280
Revisor Wealth Management LLC
Akron, OH · Est. 2021
Regional
- AUM
- $2.5B
- Per adviser
- $361M
- Advisers
- 7
No reported disclosures
Oak Associates Ltd
Akron, OH · Est. 1985
Local
- AUM
- $1.8B
- Per adviser
- $592M
- Advisers
- 3
No reported disclosures
Kohmann Bosshard Financial Services, LLC.
Akron, OH · Est. 2014
Local
- AUM
- $1.1B
- Per adviser
- $187M
- Advisers
- 6
No reported disclosures
True Wealth Design, LLC
Akron, OH · Est. 2018
RegionalInternational
- AUM
- $494M
- Per adviser
- $62M
- Advisers
- 8
No reported disclosures
Symphony Financial Services, INC.
Akron, OH · Est. 2004
Local
- AUM
- $429M
- Per adviser
- $61M
- Advisers
- 7
No reported disclosures
Warther Private Wealth
Akron, OH · Est. 2022
Local
- AUM
- $371M
- Per adviser
- $186M
- Advisers
- 2
No reported disclosures
Presper Financial Architects, LLC
Akron, OH · Est. 2018
Local
- AUM
- $363M
- Per adviser
- $121M
- Advisers
- 3
No reported disclosures
Egi Financial, INC.
Akron, OH · Est. 2018
Local
- AUM
- $349M
- Per adviser
- $44M
- Advisers
- 8
No reported disclosures
Alpha Asset Management
Akron, OH · Est. 2025
Local
- AUM
- $129M
- Per adviser
- $129M
- Advisers
- 1
No reported disclosures
Summit Wealth Management LLC
Akron, OH · Est. 2025
Local
- AUM
- $120M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Oelschlager Investments
Akron, OH · Est. 2019
Local
- AUM
- $93M
- Per adviser
- $93M
- Advisers
- 1
No reported disclosures
Ai Stock Prophet, LLC
Akron, OH · Est. 2026
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures