Ohio · 572 firms
Trust & Estate Advisors in Ohio
Advisers working with trusts, estates, and charitable organizations. Browse 572 advisers in Ohio matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Ohio
FORT WASHINGTON INVESTMENT ADVISORS INC
Cincinnati, OH
AUM
$93.47B
Team
72 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
513-361-7600
MAI CAPITAL MANAGEMENT, LLC
Cleveland, OH
AUM
$52.10B
Team
230 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(216) 920-4800
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Cleveland, OH
AUM
$33.88B
Team
104 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
216-621-1090
SEQUOIA FINANCIAL GROUP, L.L.C.
Akron, OH
AUM
$32.24B
Team
195 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
330-375-9480
DIAMOND HILL CAPITAL MANAGEMENT INC
Columbus, OH
AUM
$29.38B
Team
42 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
614-255-3333
MATSON MONEY, INC.
Mason, OH
AUM
$24.33B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; SEE DESCRIPTION IN MISC. SECTION
513-204-8000
FEG
Cincinnati, OH
AUM
$23.86B
Team
74 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
513-977-4400
JOHNSON INVESTMENT COUNSEL, INC.
Cincinnati, OH
AUM
$22.98B
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
513-661-3100
HIGHLAND CONSULTING ASSOCIATES INC.
Cleveland, OH
AUM
$21.93B
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
440-808-1500
BAHL & GAYNOR INC
Cincinnati, OH
AUM
$20.99B
Team
47 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
513-287-6100
BOYD WATTERSON ASSET MANAGEMENT, LLC
Cleveland, OH
AUM
$18.81B
Team
51 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
216-771-3450
STRATOS WEALTH PARTNERS, LTD
Beachwood, OH
AUM
$18.65B
Team
352 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
440-519-2500
GATEWAY INVESTMENT ADVISERS, LLC
Cincinnati, OH
AUM
$11.59B
Team
10 advisors
Clients
—
Fees
Percentage of AUM
513-719-1100
FIFTH THIRD SECURITIES, INC.
Cincinnati, OH
AUM
$10.92B
Team
848 advisors
Clients
26-50
Fees
Percentage of AUM
888-889-1025
BARTLETT & CO. WEALTH MANAGEMENT LLC
Cincinnati, OH
AUM
$10.25B
Team
34 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
513-621-4612
VALMARK ADVISERS, INC.
Akron, OH
AUM
$10.17B
Team
280 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-765-5201
REDTREE INVESTMENT GROUP
Cincinnati, OH
AUM
$9.68B
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-596-2293
KEY INVESTMENT SERVICES LLC
Brooklyn, OH
AUM
$8.88B
Team
360 advisors
Clients
—
Fees
Percentage of AUM
(888) 547-2968
HUNTINGTON FINANCIAL ADVISORS
Columbus, OH
AUM
$7.89B
Team
415 advisors
Clients
—
Fees
Percentage of AUM
800.322.4600
FIFTH THIRD WEALTH ADVISORS LLC
Cincinnati, OH
AUM
$7.80B
Team
58 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(513) 268-8380
ONESEVEN
Beachwood, OH
AUM
$7.72B
Team
95 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
216-865-1700
CARNEGIE INVESTMENT COUNSEL
Pepper Pike, OH
AUM
$7.51B
Team
39 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
216-367-4114
TRUEPOINT, INC.
Cincinnati, OH
AUM
$6.39B
Team
37 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
513-792-6648
TFO WEALTH PARTNERS
Maumee, OH
AUM
$5.66B
Team
55 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
419-891-9999
777 total advisers in Ohio. Browse all Ohio advisors