Financial advisers in Toledo, OH
5 registered investment adviser firms in Toledo managing $6.2B in assets, based on public SEC Form ADV filings.
Seniors Housing Fund Manager LLC
Toledo, OH · Est. 2025
Regional
- AUM
- $3.8B
- Per adviser
- $210M
- Advisers
- 18
No reported disclosures
Kmg Fiduciary Partners, LLC
Toledo, OH · Est. 2018
RegionalInternational
- AUM
- $1.7B
- Per adviser
- $167M
- Advisers
- 10
No reported disclosures
Croak Capital
Toledo, OH · Est. 2022
Local
- AUM
- $364M
- Per adviser
- $61M
- Advisers
- 6
No reported disclosures
Structured Wealth Management, INC.
Toledo, OH · Est. 2025
Local
- AUM
- $227M
- Per adviser
- $113M
- Advisers
- 2
No reported disclosures
Alan B. Lancz & Associates, INC.
Toledo, OH · Est. 1985
Local
- AUM
- $175M
- Per adviser
- $175M
- Advisers
- 1
No reported disclosures