Ohio · 5 advisers
Financial Advisors in Springboro, Ohio
Looking for a financial advisor in Springboro, Ohio? Falists indexes 5 SEC-registered and state-registered investment advisers in Springboro — 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 $271.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$271.9M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Springboro
Ranked by AUM · Fees, team & specialties at a glance
INVEST CAPITAL PARTNERS
Springboro, OH
AUM
$271.9M
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-557-3200
KIPLINGER WEALTH ADVISORS
Springboro, OH
AUM
$261.7M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
937-886-1442
MCCARTHY WEALTH & TAX ADVISORS
Springboro, OH
AUM
$202.0M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
937-748-4765
AXIM PLANNING & WEALTH
Springboro, OH
AUM
$127.2M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
937-291-2060
FINANCIAL COUNSELING, INC.
Springboro, OH
AUM
$100.1M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-748-8710
More cities in Ohio
Common questions
- How many financial advisors are in Springboro, Ohio?
- 5 registered investment advisers are listed in our Springboro directory, sourced from public SEC filings.
- What types of advisors are in Springboro?
- 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 Springboro?
- 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.