Ohio · 2 advisers
Financial Advisors in Cuyahoga Falls, Ohio
Looking for a financial advisor in Cuyahoga Falls, Ohio? Falists indexes 2 SEC-registered and state-registered investment advisers in Cuyahoga Falls — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $199.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$199.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Cuyahoga Falls
Ranked by AUM · Fees, team & specialties at a glance
VISION FINANCIAL MANAGEMENT, LLC
Cuyahoga Falls, OH
AUM
$165.7M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
330-929-9900
DBK FINANCIAL COUNSEL, LLC
Cuyahoga Falls, OH
AUM
$199.5M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
330-923-3038
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Common questions
- How many financial advisors are in Cuyahoga Falls, Ohio?
- 2 registered investment advisers are listed in our Cuyahoga Falls directory, sourced from public SEC filings.
- What types of advisors are in Cuyahoga Falls?
- 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 Cuyahoga Falls?
- 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.