Firms by city
Registered investment advisers in Springboro, OH
5 SEC-registered advisers headquartered in Springboro, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Invest Capital Partners | Springboro, OH | $272M |
| Kiplinger Investment Advisors | Springboro, OH | $262M |
| Wealth Advisors | Springboro, OH | $202M |
| Axim Wealth Management | Springboro, OH | $127M |
| Financial Counseling | Springboro, OH | $100M |
- Headquarters
- Springboro, OH
- Regulatory AUM
- $272M
- Headquarters
- Springboro, OH
- Regulatory AUM
- $262M
- Headquarters
- Springboro, OH
- Regulatory AUM
- $202M
- Headquarters
- Springboro, OH
- Regulatory AUM
- $127M
- Headquarters
- Springboro, OH
- Regulatory AUM
- $100M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Springboro on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Ohio.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.