How many financial advisors are in Canfield, Ohio?

Falists lists 5 registered investment advisers with a principal office or filing address in Canfield, Ohio, based on public SEC IAPD data.

How do financial advisors in Canfield charge fees?

Fee structures vary by firm. In Canfield, 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 Canfield?

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 · 5 advisers

Financial Advisors in Canfield, Ohio

Looking for a financial advisor in Canfield, Ohio? Falists indexes 5 SEC-registered and state-registered investment advisers in Canfield — 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 $1.08B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.08B

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts5 Retirement3 Institutional3

Top advisors in Canfield

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

View all 5 →

BPS WEALTH ADVISORS, INC.

Canfield, OH

AUM

$1.08B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM

330-758-0575

Full profile Visit site →

GEM-YOUNG WEALTH ADVISORS, LLC

Canfield, OH

AUM

$142.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

6 employees

Clients

251-500

Fees

Percentage of AUM; FEE SPLIT WITH UNDERLYING MANAGER

330-533-6936

Full profile Visit site →

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

Canfield, OH

AUM

$93.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

330-702-3556

Full profile Visit site →

SCOTT S. DUKO, REGISTERED INVESTMENT ADVISOR, LTD.

Canfield, OH

AUM

$48.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

330-550-5428

Full profile Visit site →

SSB MANAGED WEALTH, LLC

Canfield, OH

AUM

$37.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(330) 533-1131

Full profile Visit site →

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Common questions

How many financial advisors are in Canfield, Ohio?: 5 registered investment advisers are listed in our Canfield directory, sourced from public SEC filings.
What types of advisors are in Canfield?: 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 Canfield?: 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.