RIAs in Toledo, OH

14 RIAs based in Toledo, Ohio managing a combined $6.3B.

Seniors Housing Fund Manager LLC

Toledo, OH

AUM $3.8BTEAM 40REPS 2

KMG Fiduciary Partners, LLC

Toledo, OH

AUM $1.7BTEAM 16REPS 7

Croak Capital

Toledo, OH

AUM $364MTEAM 6REPS 7

Structured Wealth Management, Inc.

Toledo, OH

AUM $227MTEAM 4REPS 6

Alan B. Lancz & Associates, Inc.

Toledo, OH

AUM $175MTEAM 4REPS 2

Gurnee Group, LLC

Toledo, OH

AUM $21.7MTEAM 4REPS 1

Integrated Financial Resources, Inc.

Toledo, OH

AUM $11.3MTEAM 2REPS 3

The Bottom Line Wealth Management Ltd.

Toledo, OH

AUM $6.3MTEAM 3REPS 3

Reinhart Asset Management LLC

Toledo, OH

AUM $2.9MTEAM 1REPS 1

Gant Investment Advisors, Inc.

Toledo, OH

AUM $1.8MTEAM 1REPS 1

Candela Financial

Toledo, OH

AUM $20.9KTEAM 1REPS 1

Gould Ruma Financial Advisors

Toledo, OH

AUM —TEAM 2REPS 2

Walen Financial Group, LLC

Toledo, OH

AUM —TEAM 2REPS 2

Ruiz Financial Group, LLC

Toledo, OH

AUM —TEAM 3REPS 1

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