How many financial advisors are in Medina, Ohio?

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

How do financial advisors in Medina charge fees?

Fee structures vary by firm. In Medina, 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 Medina?

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 Medina, Ohio

Looking for a financial advisor in Medina, Ohio? Falists indexes 6 SEC-registered and state-registered investment advisers in Medina — 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 $185.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$185.7M

Financial planning

Filter by specialty

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

All Wealth6 Planning6 Trusts6 Retirement3 Institutional1

Top advisors in Medina

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

View all 6 →

FIRST MASON FINANCIAL, LLC

Medina, OH

AUM

$185.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

330-722-5777

Full profile Visit site →

ODA AND COMPANY, INC.

Medina, OH

AUM

$125.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

330-725-8911

Full profile Visit site →

S.C. THOMAS & ASSOCIATES, CPA, LLC

Medina, OH

AUM

$104.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

330-725-3162

Full profile Visit site →

RIVER WEALTH MANAGEMENT LLC

Medina, OH

AUM

$86.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

216-600-8175

Full profile Visit site →

VICTORY FINANCIAL SERVICES LLC

Medina, OH

AUM

$13.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

330-331-4447

Full profile Visit site →

GJW INVESTMENT ADVISER LLC

Medina, OH

AUM

$5.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

330-723-7241

Full profileNo website

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Common questions

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