Ohio · 4 advisers
Financial Advisors in Milford, Ohio
Looking for a financial advisor in Milford, Ohio? Falists indexes 4 SEC-registered and state-registered investment advisers in Milford — 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 $323.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$323.3M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Milford
Ranked by AUM · Fees, team & specialties at a glance
BROWN FINANCIAL ADVISORS, LLC
Milford, OH
AUM
$323.3M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
513-575-9654
MESSMER CAPITAL ADVISORS LLC
Milford, OH
AUM
$130.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
740-972-1196
EQUITTA ADVISORS LLC
Milford, OH
AUM
$89.8M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
844-369-3961
JOHNSON CAPITAL ADVISORY, LLC
Milford, OH
AUM
$58.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SUB-ADVISORY FEES PAID BY RIA
937-626-6651
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Common questions
- How many financial advisors are in Milford, Ohio?
- 4 registered investment advisers are listed in our Milford directory, sourced from public SEC filings.
- What types of advisors are in Milford?
- 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 Milford?
- 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.