Financial advisers in Lima, OH
3 registered investment adviser firms in Lima managing $952M in assets, based on public SEC Form ADV filings.
Trueblood Wealth Management, LLC
Lima, OH · Est. 2022
Local
- AUM
- $474M
- Per adviser
- $237M
- Advisers
- 2
No reported disclosures
Hardy & Hardy Co LLC
Lima, OH · Est. 2024
Local
- AUM
- $269M
- Per adviser
- $135M
- Advisers
- 2
No reported disclosures
Reservoir Wealth Management
Lima, OH · Est. 2021
Local
- AUM
- $209M
- Per adviser
- $104M
- Advisers
- 2
No reported disclosures