AdvisorCensus / Financial advisors / Ohio / Toledo, OH / Branch offices
Advisory firms with an office in Toledo, OH, headquartered elsewhere
37 investment advisory firms with a principal office outside the Toledo, OH metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisory Alpha, LLC | Perrysburg, OH | Holland, MI | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Perrysburg, OH | Lincoln, NE | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Toledo, OH | Cedar Rapids, IA | SEC-registered investment adviser |
| BFC Planning, Inc. | Toledo, OH | Cedar Rapids, IA | SEC-registered investment adviser |
| Capital Investment Advisory Services, LLC | Toledo, OH | Raleigh, NC | SEC-registered investment adviser |
| Carnegie Investment Counsel | Maumee, OH | Pepper Pike, OH | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Maumee, OH | Ann Arbor, MI | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Northwood, OH | Woodbury, NY | SEC-registered investment adviser |
| Creative Financial Designs, Inc. | Bowling Green, OH | Kokomo, IN | SEC-registered investment adviser |
| Creekmur Asset Management, LLC | Maumee, OH | Morton, IL | SEC-registered investment adviser |
| Desert Rose Capital Management, Inc. | Sylvania, OH | Meridian, ID | SEC-registered investment adviser |
| Evergreen Wealth Management, LLC | Perrysburg, OH | Williamston, MI | SEC-registered investment adviser |
| Foguth Wealth Management, LLC. | Maumee, OH | Brighton, MI | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Archbold, OH | Alpharetta, GA | SEC-registered investment adviser |
| Gryphon Financial Partners | Toldeo, OH | Columbus, OH | SEC-registered investment adviser |
| Hantz Financial Services, Inc. | Maumee, OH | Southfield, MI | SEC-registered investment adviser |
| Howard Bailey Securities, LLC | Perrysburg, OH | Fort Wayne, IN | SEC-registered investment adviser |
| Huntington Financial Advisors | Maumee, OH | Columbus, OH | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Toledo, OH | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Oregon, OH | Tampa, FL | SEC-registered investment adviser |
| Key Investment Services LLC | Sylvania, OH | Brooklyn, OH | SEC-registered investment adviser |
| McDonald Partners LLC | Toledo, OH | Cleveland, OH | SEC-registered investment adviser |
| Money Concepts Advisory Service | Perrysburg, OH | Palm Beach Gardens, FL | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Maumee, OH | Rock Island, IL | SEC-registered investment adviser |
| Newedge Advisors | Maumee, OH | New Orleans, LA | SEC-registered investment adviser |
| Oneseven | Bowling Green, OH | Beachwood, OH | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Maumee, OH | Scottsdale, AZ | SEC-registered investment adviser |
| PNC Wealth Management | Toledo, OH | Pittsburgh, PA | SEC-registered investment adviser |
| Primerica Advisors | Maumee, OH | Duluth, GA | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Toledo, OH | Miami, FL | SEC-registered investment adviser |
| Signature Equity Partners, LLC | Sylvania, OH | Columbus, OH | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Toledo, OH | Fort Lauderdale, FL | SEC-registered investment adviser |
| Stirlingshire Investments | Toledo, OH | New York, NY | SEC-registered investment adviser |
| Vantage Financial Group, Inc. | Sylvania, OH | Cleveland, OH | SEC-registered investment adviser |
| Vision Capital Partners | Sylvania, OH | Ann Arbor, MI | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Maumee, OH | Cincinnati, OH | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | Maumee, OH | Mansfield, OH | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Toledo, OH on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| 724 Capital, LLC | Archbold, OH | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Toledo, OH, headquartered elsewhere. https://advisorcensus.com/advisors/oh/toledo/branch-offices https://advisorcensus.com/advisors/oh/toledo/branch-offices