How many financial advisors are in Ashland, Ohio?

Falists lists 6 registered investment advisers with a principal office or filing address in Ashland, Ohio, based on public SEC IAPD data.

How do financial advisors in Ashland charge fees?

Fee structures vary by firm. In Ashland, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Ashland?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Ohio · 6 advisers

Financial Advisors in Ashland, Ohio

Looking for a financial advisor in Ashland, Ohio? Falists indexes 6 SEC-registered and state-registered investment advisers in Ashland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $490.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$490.7M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning6 Trusts4 Retirement4 Institutional4

Top advisors in Ashland

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

WHITCOMB & HESS, INC.

Ashland, OH

AUM

$490.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

419-289-7007

Full profile Visit site →

LIGHTHOUSE WEALTH MANAGEMENT, INC.

Ashland, OH

AUM

$237.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

419-496-0016

Full profile Visit site →

LIVELSBERGER FINANCIAL ADVISORY

Ashland, OH

AUM

$176.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

419-289-7165

Full profile Visit site →

CROSBY ADVISORY GROUP, LLC

Ashland, OH

AUM

$81.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM

(419) 496-0770

Full profile Visit site →

COMPASS PLANNING, LLC

Ashland, OH

AUM

—

Financial Planning

Team

1 advisors

Clients

Fees

Fixed fees

(844) PLAN4IT

Full profile Visit site →

JOVAN, LTD.

Ashland, OH

AUM

—

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

419-281-3211

Full profileNo website

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Common questions

How many financial advisors are in Ashland, Ohio?: 6 registered investment advisers are listed in our Ashland directory, sourced from public SEC filings.
What types of advisors are in Ashland?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Ashland?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.