Adviser Record

Investment advisers in Akron, OH

14 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in OH

FirmAssetsEmployeesDisclosures
Sequoia Financial Group, L.L.C.$32.24 billion4240
Valmark Advisers, Inc.$10.17 billion2803
Revisor Wealth Management LLC$2.53 billion110
Oak Associates Ltd$1.78 billion80
Kohmann Bosshard Financial Services, LLC.$1.12 billion90
True Wealth Design, LLC$494.0 million120
Symphony Financial Services, Inc.$428.7 million70
Warther Private Wealth$371.3 million90
Presper Financial Architects, LLC$362.6 million100
Egi Financial, Inc.$348.7 million80
Alpha Asset Management$129.1 million10
Summit Wealth Management LLC$120.1 million30
Oelschlager Investments$93.3 million40
Ai Stock Prophet, LLC$030