Falists

Ohio · 14 advisers

Financial Advisors in Toledo, Ohio

Looking for a financial advisor in Toledo, Ohio? Falists indexes 14 SEC-registered and state-registered investment advisers in Toledo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $3.79B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

10

Largest AUM

$3.79B

Financial planning

9

Filter by specialty

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

AllWealth12Planning9Trusts8Retirement5Institutional5

Top advisors in Toledo

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

View all 14 →

CROAK CAPITAL

Toledo, OH

AUM

$363.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

419-464-7000

Full profileVisit site →

More cities in Ohio

Cincinnati (129)Columbus (82)Cleveland (49)Dublin (38)Akron (21)Beachwood (21)Dayton (18)Independence (17)Westlake (17)Westerville (16)Canton (15)Pepper Pike (11)

Common questions

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