Best Financial Advisors in TOLEDO, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$364M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in TOLEDO
#1
100
STRUCTURED WEALTH MANAGEMENT, INC.
TOLEDO, OH · Since 2025
$227M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
CROAK CAPITAL
TOLEDO, OH · Since 2022
$364M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
100
SENIORS HOUSING FUND MANAGER LLC
TOLEDO, OH · Since 2025
$3.8B AUM18 clientsFee: 0%
FiduciaryFee-Only
#4
95
ALAN B. LANCZ & ASSOCIATES, INC.
TOLEDO, OH · Since 1985
$175M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
95
KMG FIDUCIARY PARTNERS, LLC
TOLEDO, OH · Since 2018
$1.7B AUM10 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.