Best Financial Advisors in TOLEDO, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in TOLEDO
SENIORS HOUSING FUND MANAGER LLC
TOLEDO, OH · Since 2025
CROAK CAPITAL
TOLEDO, OH · Since 2022
STRUCTURED WEALTH MANAGEMENT, INC.
TOLEDO, OH · Since 2025
KMG FIDUCIARY PARTNERS, LLC
TOLEDO, OH · Since 2018
ALAN B. LANCZ & ASSOCIATES, INC.
TOLEDO, OH · Since 1985
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in TOLEDO?
The median advisory fee in TOLEDO, OH is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.