Top 9 financial advisor firms in Akron

9 SEC-registered financial advisor firms are headquartered in Akron, OH, with $37.8B in combined regulatory assets under management. The largest by assets are Sequoia Financial Advisors ($32.2B), Revisor Wealth Management ($2.53B) and Kohmann Bosshard Financial Services ($1.12B).

9
Financial advisor firms: $37.8B
Their combined AUM: $429M
Median firm AUM: 17,039
Clients of the top 9

The 9 largest by assets

1
Sequoia Financial Advisors
RIA
$32.2B
Regulatory AUM
2
Revisor Wealth Management
RIA
$2.53B
1.00% to 1.50% a year
3
Kohmann Bosshard Financial Services
RIA
$1.12B
0.50% to 0.85% a year
4
True Wealth Design
RIA
$494M
Regulatory AUM
5
Symphony Financial Services
RIA
$429M
Regulatory AUM
6
Presper Financial Architects
RIA
$363M
0.10% to 1.00% a year
7
EGI Financial
RIA
$349M
Regulatory AUM
8
JCT Investment Counsel
RIA
$129M
Regulatory AUM
9
Summit Wealth Management
RIA
$120M
1.00% to 1.00% a year

Profiles of the top 9

No. 1 · RIA

Sequoia Financial Advisors

Sequoia Financial Advisors is an investment adviser based in Akron, OH, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $32.2 billion, as filed on 24 August 2026.

Regulatory AUM: $32.2B
Clients: 11,218
Advisory staff: 195
Custodians: Charles Schwab, Fidelity
Headquarters: 3500 Embassy Parkway, Akron, OH 44333
Phone: 330-375-9480
Website: sequoia-financial.com

No. 2 · RIA

Revisor Wealth Management

Revisor Wealth Management is an investment adviser based in Akron, OH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.53 billion, as filed on 14 May 2026.

Revisor Wealth Management charges 1.00%–1.50% a year for its Investment Management Services.

Regulatory AUM: $2.53B
Clients: 3,132
Advisory staff: 7
Founded: 2004
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab, Fidelity, Interactive Brokers, Altruist
Headquarters: 2650 W. Market St., 2nd Floor, Akron, OH 44333
Phone: 440-248-3355
Website: revisorwealth.com

No. 3 · RIA

Kohmann Bosshard Financial Services

Kohmann Bosshard Financial Services is an investment adviser based in Akron, OH, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.12 billion, as filed on 23 March 2026.

Kohmann Bosshard Financial Services charges 0.50%–0.85% a year for its Investment Management Services.

Regulatory AUM: $1.12B
Clients: 510
Advisory staff: 6
Founded: 2006
Fee schedule: 0.50% to 0.85% a year
Custodians: Charles Schwab
Headquarters: 3421 Ridgewood Road, Suite 125, Akron, OH 44333
Phone: 330-666-6886
Website: kohmannbosshard.com

No. 4 · RIA

True Wealth Design

True Wealth Design is an investment adviser based in Akron, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $494 million, as filed on 1 October 2026.

Regulatory AUM: $494M
Clients: 366
Advisory staff: 7
Founded: 2007
Custodians: Charles Schwab, Fidelity
Headquarters: 700 Ghent Road, Suite 100, Akron, OH 44333
Phone: 330-777-0688
Website: truewealthdesign.com

No. 5 · RIA

Symphony Financial Services

Symphony Financial Services is an investment adviser based in Akron, OH, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $429 million, as filed on 25 February 2026.

Regulatory AUM: $429M
Clients: 641
Advisory staff: 7
Custodians: LPL Financial, Voya
Headquarters: 4100 Embassy Parkway, Suite 100, Akron, OH 44333
Phone: 330-434-2000
Website: symphony-financial.com

No. 6 · RIA

Presper Financial Architects

Presper Financial Architects is an investment adviser based in Akron, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $363 million, as filed on 14 September 2026.

Presper Financial Architects charges 0.10%–1.00% a year for its Asset Management.

Regulatory AUM: $363M
Clients: 533
Advisory staff: 3
Fee schedule: 0.10% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 441 Wolf Ledges Parkway, Suite 103, Akron, OH 44311-1077
Phone: 330-253-6000

No. 7 · RIA

EGI Financial

EGI Financial is an investment adviser based in Akron, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $349 million, as filed on 13 February 2026.

Regulatory AUM: $349M
Clients: 292
Advisory staff: 8
Founded: 1992
Custodians: Charles Schwab, Wells Fargo Clearing Services
Headquarters: 50 South Main Street, Suite 1210, Akron, OH 44308-1831
Phone: 330-374-1932
Website: egifinancial.com

No. 8 · RIA

JCT Investment Counsel

JCT Investment Counsel is an investment adviser based in Akron, OH, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $129 million, as filed on 12 February 2026.

Regulatory AUM: $129M
Clients: 149
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 50 South Main Street, Suite 1210, Akron, OH 44308
Phone: 330-374-7500

No. 9 · RIA

Summit Wealth Management

Summit Wealth Management is an investment adviser based in Akron, OH, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $120 million, as filed on 4 May 2026.

Summit Wealth Management charges 1.00% a year for its Asset-Based Fees for Portfolio Management.

Regulatory AUM: $120M
Clients: 198
Advisory staff: 3
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2150 N Cleveland-Massillon Road, Akron, OH 44333
Phone: 330-523-1065
Website: swm1.us

Questions about financial advisors in Akron

How many financial advisor firms are headquartered in Akron?

9 SEC-registered financial advisor firms report their principal office in Akron, OH, managing $37.8B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Akron?

Sequoia Financial Advisors, with $32.2B in regulatory assets under management on its latest Form ADV. The next largest are Revisor Wealth Management ($2.53B) and Kohmann Bosshard Financial Services ($1.12B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Akron?

The median firm manages $429M in regulatory assets. That is the midpoint of the 9 firms headquartered in Akron.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Akron charge?

Of the 9 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.85% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Akron?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Akron has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Akron

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