AdvisorGrade

Financial advisers in Oakwood, OH

2 registered investment adviser firms in Oakwood managing $494M in assets, based on public SEC Form ADV filings.

Artifex Financial Group, LLC

Oakwood, OH · Est. 2018

Local
Fee-based
AUM
$329M
Per adviser
$66M
Advisers
5

No reported disclosures

M.K. Brown Wealth Advisory

Oakwood, OH · Est. 2021

Local
Fee-only
AUM
$166M
Per adviser
$166M
Advisers
1

No reported disclosures