Ohio · 3 advisers
Financial Advisors in Wadsworth, Ohio
Looking for a financial advisor in Wadsworth, Ohio? Falists indexes 3 SEC-registered and state-registered investment advisers in Wadsworth — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $281.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$281.6M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wadsworth
Ranked by AUM · Fees, team & specialties at a glance
B.A. SCHROCK WEALTH MANAGEMENT
Wadsworth, OH
AUM
$281.6M
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
330-473-1060
PRELUDE FINANCIAL
Wadsworth, OH
AUM
$33.5M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
330-331-5197
R&B FINANCIAL CONSULTANTS
Wadsworth, OH
AUM
—
Team
1 advisors
Clients
26-50
Fees
Fixed fees
330-334-7000
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Common questions
- How many financial advisors are in Wadsworth, Ohio?
- 3 registered investment advisers are listed in our Wadsworth directory, sourced from public SEC filings.
- What types of advisors are in Wadsworth?
- 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 Wadsworth?
- 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.