Ohio · 5 advisers
Financial Advisors in Sandusky, Ohio
Looking for a financial advisor in Sandusky, Ohio? Falists indexes 5 SEC-registered and state-registered investment advisers in Sandusky — 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 $1.16B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$1.16B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sandusky
Ranked by AUM · Fees, team & specialties at a glance
W.A. SMITH FINANCIAL GROUP
Sandusky, OH
AUM
$1.16B
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
419-626-8600
GREAT LAKES BENEFITS AND WEALTH MANAGEMENT
Sandusky, OH
AUM
$71.0M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
419.626.3900
JAMES RUTHSATZ PINNACLE ADVISORS LLC
Sandusky, OH
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
419-627-1040
STRUCTURED INVESTMENT ADVISORS, LLC
Sandusky, OH
AUM
$106.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
419-621-1794
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Common questions
- How many financial advisors are in Sandusky, Ohio?
- 5 registered investment advisers are listed in our Sandusky directory, sourced from public SEC filings.
- What types of advisors are in Sandusky?
- 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 Sandusky?
- 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.