Ohio · 3 advisers
Financial Advisors in Holland, Ohio
Looking for a financial advisor in Holland, Ohio? Falists indexes 3 SEC-registered and state-registered investment advisers in Holland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $1.04B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$1.04B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Holland
Ranked by AUM · Fees, team & specialties at a glance
MPM WEALTH ADVISORS
Holland, OH
AUM
$1.04B
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
419-861-1400
WURZ FINANCIAL SERVICES, LLC
Holland, OH
AUM
$117.0M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
859-291-9879
MACINO FINANCIAL, LLC
Holland, OH
AUM
$12.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
419-491-0909
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Common questions
- How many financial advisors are in Holland, Ohio?
- 3 registered investment advisers are listed in our Holland directory, sourced from public SEC filings.
- What types of advisors are in Holland?
- 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 Holland?
- 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.