# Financial advisors in Akron, OH

> AdvisorCensus lists 52 investment advisory firms with a principal office in the Akron metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/akron

## At a glance

- Investment advisory firms: 52
- Registration: SEC-registered investment adviser: 29, State-registered investment adviser: 22, Exempt reporting adviser: 1
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 14 (27%); Percentage of assets 44 (86%); Hourly charges 21 (41%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 32 (63%); Commissions 2 (4%); Performance-based fees 3 (6%); Other 9 (18%); No compensation arrangements reported 1
- Regulatory assets under management (Item 5.F): Under $25 million 6 (12%); $25 million to $100 million 9 (17%); $100 million to $500 million 19 (37%); $500 million to $1 billion 2 (4%); $1 billion to $5 billion 4 (8%); Over $5 billion 2 (4%); Not reported 10 (19%)
- Years registered: Under 5 years 15 (29%); 5 to 9 years 11 (21%); 10 to 19 years 14 (27%); 20 years or more 12 (23%)

## Firms (page 1 of 2, 1 to 50 of 52, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [AI Stock Prophet, LLC](https://advisorcensus.com/firm/ai-stock-prophet-llc-akron-oh-340421) ([md](https://advisorcensus.com/firm/ai-stock-prophet-llc-akron-oh-340421.md)) | 340421 | Akron, OH | SEC-registered investment adviser | Under $25 million | 0 | Fixed fee, Other |
| [Alpha Asset Management](https://advisorcensus.com/firm/alpha-asset-management-akron-oh-112571) ([md](https://advisorcensus.com/firm/alpha-asset-management-akron-oh-112571.md)) | 112571 | Akron, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Andrews Wealth Management, LLC](https://advisorcensus.com/firm/andrews-wealth-management-llc-uniontown-oh-154911) ([md](https://advisorcensus.com/firm/andrews-wealth-management-llc-uniontown-oh-154911.md)) | 154911 | Uniontown, OH | State-registered investment adviser | Under $25 million | 16 | % of assets, Fixed fee |
| [Broadleaf Partners, LLC](https://advisorcensus.com/firm/broadleaf-partners-llc-hudson-oh-137433) ([md](https://advisorcensus.com/firm/broadleaf-partners-llc-hudson-oh-137433.md)) | 137433 | Hudson, OH | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Other |
| [Bullington Capital Management, LLC](https://advisorcensus.com/firm/bullington-capital-management-llc-akron-oh-128697) ([md](https://advisorcensus.com/firm/bullington-capital-management-llc-akron-oh-128697.md)) | 128697 | Akron, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [CCM Investment Counsel](https://advisorcensus.com/firm/ccm-investment-counsel-stow-oh-121174) ([md](https://advisorcensus.com/firm/ccm-investment-counsel-stow-oh-121174.md)) | 121174 | Stow, OH | State-registered investment adviser | $25 million to $100 million | 26 | % of assets |
| [Chlebina Capital](https://advisorcensus.com/firm/chlebina-capital-akron-oh-142376) ([md](https://advisorcensus.com/firm/chlebina-capital-akron-oh-142376.md)) | 142376 | Akron, OH | State-registered investment adviser | Under $25 million | 19 | % of assets |
| [Davis Wealth Management, LLC](https://advisorcensus.com/firm/davis-wealth-management-llc-richfield-oh-121053) ([md](https://advisorcensus.com/firm/davis-wealth-management-llc-richfield-oh-121053.md)) | 121053 | Richfield, OH | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [DBK Financial Counsel, LLC](https://advisorcensus.com/firm/dbk-financial-counsel-llc-cuyahoga-falls-oh-170688) ([md](https://advisorcensus.com/firm/dbk-financial-counsel-llc-cuyahoga-falls-oh-170688.md)) | 170688 | Cuyahoga Falls, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Demming Financial Services Corp.](https://advisorcensus.com/firm/demming-financial-services-corp-aurora-oh-120106) ([md](https://advisorcensus.com/firm/demming-financial-services-corp-aurora-oh-120106.md)) | 120106 | Aurora, OH | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly, Fixed fee |
| [Disrupt Digital Investments, LLC](https://advisorcensus.com/firm/disrupt-digital-investments-llc-akron-oh-319021) ([md](https://advisorcensus.com/firm/disrupt-digital-investments-llc-akron-oh-319021.md)) | 319021 | Akron, OH | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Edgetech Analytics, LLC](https://advisorcensus.com/firm/edgetech-analytics-llc-fairlawn-oh-175038) ([md](https://advisorcensus.com/firm/edgetech-analytics-llc-fairlawn-oh-175038.md)) | 175038 | Fairlawn, OH | State-registered investment adviser | Not reported | 11 | % of assets, Other |
| [EGI Financial, Inc.](https://advisorcensus.com/firm/egi-financial-inc-akron-oh-120607) ([md](https://advisorcensus.com/firm/egi-financial-inc-akron-oh-120607.md)) | 120607 | Akron, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Ellsworth Advisors, LLC](https://advisorcensus.com/firm/ellsworth-advisors-llc-hudson-oh-297464) ([md](https://advisorcensus.com/firm/ellsworth-advisors-llc-hudson-oh-297464.md)) | 297464 | Hudson, OH | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Emvision Capital Advisors, LLC](https://advisorcensus.com/firm/emvision-capital-advisors-llc-aurora-oh-337827) ([md](https://advisorcensus.com/firm/emvision-capital-advisors-llc-aurora-oh-337827.md)) | 337827 | Aurora, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Epic Financial, LLC](https://advisorcensus.com/firm/epic-financial-llc-hudson-oh-169410) ([md](https://advisorcensus.com/firm/epic-financial-llc-hudson-oh-169410.md)) | 169410 | Hudson, OH | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Forward Thinking Wealth Management](https://advisorcensus.com/firm/forward-thinking-wealth-management-akron-oh-282297) ([md](https://advisorcensus.com/firm/forward-thinking-wealth-management-akron-oh-282297.md)) | 282297 | Akron, OH | State-registered investment adviser | $25 million to $100 million | 10 | Hourly, Fixed fee |
| [Gateway Financial](https://advisorcensus.com/firm/gateway-financial-northfield-oh-306078) ([md](https://advisorcensus.com/firm/gateway-financial-northfield-oh-306078.md)) | 306078 | Northfield, OH | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Great Lakes Financial Companies Inc.](https://advisorcensus.com/firm/great-lakes-financial-companies-inc-twinsburg-oh-120272) ([md](https://advisorcensus.com/firm/great-lakes-financial-companies-inc-twinsburg-oh-120272.md)) | 120272 | Twinsburg, OH | State-registered investment adviser | Under $25 million | 27 | % of assets, Commissions |
| [Hudson Financial Advisors Inc](https://advisorcensus.com/firm/hudson-financial-advisors-inc-streetsboro-oh-113978) ([md](https://advisorcensus.com/firm/hudson-financial-advisors-inc-streetsboro-oh-113978.md)) | 113978 | Streetsboro, OH | State-registered investment adviser | Not reported | 26 | % of assets, Commissions |
| [Hyland Wealth Management LLC](https://advisorcensus.com/firm/hyland-wealth-management-llc-green-oh-288231) ([md](https://advisorcensus.com/firm/hyland-wealth-management-llc-green-oh-288231.md)) | 288231 | Green, OH | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Integrated Wealth Management, Inc.](https://advisorcensus.com/firm/integrated-wealth-management-inc-uniontown-oh-141092) ([md](https://advisorcensus.com/firm/integrated-wealth-management-inc-uniontown-oh-141092.md)) | 141092 | Uniontown, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Other |
| [Kohmann Bosshard Financial Services, LLC.](https://advisorcensus.com/firm/kohmann-bosshard-financial-services-llc-akron-oh-138851) ([md](https://advisorcensus.com/firm/kohmann-bosshard-financial-services-llc-akron-oh-138851.md)) | 138851 | Akron, OH | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Lee Hyder and Associates Wealth Management, LLC](https://advisorcensus.com/firm/lee-hyder-and-associates-wealth-management-llc-akron-oh-175474) ([md](https://advisorcensus.com/firm/lee-hyder-and-associates-wealth-management-llc-akron-oh-175474.md)) | 175474 | Akron, OH | State-registered investment adviser | Not reported | 11 | Fixed fee, Other |
| [Lindahl & Mansager Inc](https://advisorcensus.com/firm/lindahl-and-mansager-inc-fairlawn-oh-107111) ([md](https://advisorcensus.com/firm/lindahl-and-mansager-inc-fairlawn-oh-107111.md)) | 107111 | Fairlawn, OH | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Lyon Capital Strategies](https://advisorcensus.com/firm/lyon-capital-strategies-akron-oh-156349) ([md](https://advisorcensus.com/firm/lyon-capital-strategies-akron-oh-156349.md)) | 156349 | Akron, OH | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [NYE Wealth Management LLC](https://advisorcensus.com/firm/nye-wealth-management-llc-hudson-oh-170415) ([md](https://advisorcensus.com/firm/nye-wealth-management-llc-hudson-oh-170415.md)) | 170415 | Hudson, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Oak Associates Ltd](https://advisorcensus.com/firm/oak-associates-ltd-akron-oh-108874) ([md](https://advisorcensus.com/firm/oak-associates-ltd-akron-oh-108874.md)) | 108874 | Akron, OH | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets |
| [Objective Capital Management, LLC](https://advisorcensus.com/firm/objective-capital-management-llc-fairlawn-oh-156013) ([md](https://advisorcensus.com/firm/objective-capital-management-llc-fairlawn-oh-156013.md)) | 156013 | Fairlawn, OH | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Oelschlager Investments](https://advisorcensus.com/firm/oelschlager-investments-akron-oh-306035) ([md](https://advisorcensus.com/firm/oelschlager-investments-akron-oh-306035.md)) | 306035 | Akron, OH | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Paradigm Investment Advisory LLC](https://advisorcensus.com/firm/paradigm-investment-advisory-llc-akron-oh-168295) ([md](https://advisorcensus.com/firm/paradigm-investment-advisory-llc-akron-oh-168295.md)) | 168295 | Akron, OH | State-registered investment adviser | Not reported | 12 | Hourly, Fixed fee, Other |
| [Poitinger Financial, Inc.](https://advisorcensus.com/firm/poitinger-financial-inc-fairlawn-oh-119867) ([md](https://advisorcensus.com/firm/poitinger-financial-inc-fairlawn-oh-119867.md)) | 119867 | Fairlawn, OH | State-registered investment adviser | Not reported | 26 | Hourly, Fixed fee |
| [Presper Financial Architects, LLC](https://advisorcensus.com/firm/presper-financial-architects-llc-akron-oh-297538) ([md](https://advisorcensus.com/firm/presper-financial-architects-llc-akron-oh-297538.md)) | 297538 | Akron, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Rabe Investment Consulting Group](https://advisorcensus.com/firm/rabe-investment-consulting-group-richfield-oh-316029) ([md](https://advisorcensus.com/firm/rabe-investment-consulting-group-richfield-oh-316029.md)) | 316029 | Richfield, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Revisor Wealth Management LLC](https://advisorcensus.com/firm/revisor-wealth-management-llc-akron-oh-169814) ([md](https://advisorcensus.com/firm/revisor-wealth-management-llc-akron-oh-169814.md)) | 169814 | Akron, OH | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee, Performance fee |
| [Ruggaard & Associates](https://advisorcensus.com/firm/ruggaard-and-associates-hudson-oh-107489) ([md](https://advisorcensus.com/firm/ruggaard-and-associates-hudson-oh-107489.md)) | 107489 | Hudson, OH | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Performance fee |
| [Scofield & Company, LLC](https://advisorcensus.com/firm/scofield-and-company-llc-fairlawn-oh-105589) ([md](https://advisorcensus.com/firm/scofield-and-company-llc-fairlawn-oh-105589.md)) | 105589 | Fairlawn, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Sequoia Financial Group, L.L.C.](https://advisorcensus.com/firm/sequoia-financial-group-l-l-c-akron-oh-117756) ([md](https://advisorcensus.com/firm/sequoia-financial-group-l-l-c-akron-oh-117756.md)) | 117756 | Akron, OH | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [Signal Tree Financial Partners LLC](https://advisorcensus.com/firm/signal-tree-financial-partners-llc-copley-oh-311871) ([md](https://advisorcensus.com/firm/signal-tree-financial-partners-llc-copley-oh-311871.md)) | 311871 | Copley, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Sobitz Financial Group, LLC](https://advisorcensus.com/firm/sobitz-financial-group-llc-uniontown-oh-337210) ([md](https://advisorcensus.com/firm/sobitz-financial-group-llc-uniontown-oh-337210.md)) | 337210 | Uniontown, OH | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Sullivan Pinnacle Advisors, Ltd.](https://advisorcensus.com/firm/sullivan-pinnacle-advisors-ltd-akron-oh-125176) ([md](https://advisorcensus.com/firm/sullivan-pinnacle-advisors-ltd-akron-oh-125176.md)) | 125176 | Akron, OH | State-registered investment adviser | Not reported | 23 | % of assets, Fixed fee |
| [Summit Investments and Financial Planning](https://advisorcensus.com/firm/summit-investments-and-financial-planning-uniontown-oh-323974) ([md](https://advisorcensus.com/firm/summit-investments-and-financial-planning-uniontown-oh-323974.md)) | 323974 | Uniontown, OH | State-registered investment adviser | Under $25 million | 3 | % of assets, Other |
| [Summit Wealth Management LLC](https://advisorcensus.com/firm/summit-wealth-management-llc-akron-oh-226722) ([md](https://advisorcensus.com/firm/summit-wealth-management-llc-akron-oh-226722.md)) | 226722 | Akron, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Symphony Financial Services, Inc.](https://advisorcensus.com/firm/symphony-financial-services-inc-akron-oh-125058) ([md](https://advisorcensus.com/firm/symphony-financial-services-inc-akron-oh-125058.md)) | 125058 | Akron, OH | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [TCM Wealth Advisors](https://advisorcensus.com/firm/tcm-wealth-advisors-fairlawn-oh-132646) ([md](https://advisorcensus.com/firm/tcm-wealth-advisors-fairlawn-oh-132646.md)) | 132646 | Fairlawn, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [True Wealth Design, LLC](https://advisorcensus.com/firm/true-wealth-design-llc-akron-oh-143194) ([md](https://advisorcensus.com/firm/true-wealth-design-llc-akron-oh-143194.md)) | 143194 | Akron, OH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Valmark Advisers, Inc.](https://advisorcensus.com/firm/valmark-advisers-inc-akron-oh-108050) ([md](https://advisorcensus.com/firm/valmark-advisers-inc-akron-oh-108050.md)) | 108050 | Akron, OH | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Hourly, Fixed fee |
| [Vision Financial Management, LLC](https://advisorcensus.com/firm/vision-financial-management-llc-cuyahoga-falls-oh-170003) ([md](https://advisorcensus.com/firm/vision-financial-management-llc-cuyahoga-falls-oh-170003.md)) | 170003 | Cuyahoga Falls, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [W3 Wealth Advisors, LLC](https://advisorcensus.com/firm/w3-wealth-advisors-llc-akron-oh-129549) ([md](https://advisorcensus.com/firm/w3-wealth-advisors-llc-akron-oh-129549.md)) | 129549 | Akron, OH | State-registered investment adviser | Not reported | 18 | % of assets, Hourly, Fixed fee |
| [Warther Private Wealth](https://advisorcensus.com/firm/warther-private-wealth-akron-oh-125145) ([md](https://advisorcensus.com/firm/warther-private-wealth-akron-oh-125145.md)) | 125145 | Akron, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Other |

- Next page: https://advisorcensus.com/advisors/oh/akron/page/2.md

## Questions people ask

**How many financial advisory firms are there in Akron, OH?**
AdvisorCensus lists 52 investment advisory firms with a principal office in the Akron metro area, from Form ADV filings as of October 2026: 29 SEC-registered, 22 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Akron, OH?**
14 of the 52 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Akron, OH offer financial planning?**
39 of the 51 firms in Akron, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Akron, OH fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/oh/akron.csv

Cite as: AdvisorCensus. Financial advisors in Akron, OH: 52 firms from Form ADV filings as of October 2026.