How many financial advisors are in Mansfield, Ohio?

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

How do financial advisors in Mansfield charge fees?

Fee structures vary by firm. In Mansfield, 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 Mansfield?

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 Mansfield, Ohio

Looking for a financial advisor in Mansfield, Ohio? Falists indexes 6 SEC-registered and state-registered investment advisers in Mansfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $2.14B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.14B

Financial planning

Filter by specialty

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

All Wealth6 Planning6 Trusts2 Retirement6 Institutional4

Top advisors in Mansfield

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

View all 6 →

PINNACLE ADVISORS

Mansfield, OH

AUM

$2.14B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

19 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

419-526-5226

Full profile Visit site →

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Mansfield, OH

AUM

$850.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

(330) 345-5000

Full profile Visit site →

KM&M PINNACLE, LTD.

Mansfield, OH

AUM

—

Financial PlanningWealth MgmtInstitutional

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

419-756-3211

Full profile Visit site →

QUEST WEALTH SOLUTIONS, INC.

Mansfield, OH

AUM

Financial PlanningWealth Mgmt

Team

2 advisors

Clients

Fees

Percentage of AUM

419-525-2525

Full profile Visit site →

HD PINNACLE ADVISORS, LTD.

Mansfield, OH

AUM

—

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

419-756-3400

Full profileNo website

R & M CONSULTANTS, LTD.

Mansfield, OH

AUM

—

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

419-522-0331

Full profileNo website

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Common questions

How many financial advisors are in Mansfield, Ohio?: 6 registered investment advisers are listed in our Mansfield directory, sourced from public SEC filings.
What types of advisors are in Mansfield?: 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 Mansfield?: 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.