Top 4 financial advisor firms in Canton

4 SEC-registered financial advisor firms are headquartered in Canton, OH, with $2.58B in combined regulatory assets under management. The largest by assets are Beese, Fulmer Investment Management ($2.06B), Affinity Wealth ($218M) and T.T.G. Financial ($194M).

4
Financial advisor firms: $2.58B
Their combined AUM: $206M
Median firm AUM: 1,771
Clients of the top 4

The 4 largest by assets

1
Beese, Fulmer Investment Management
RIA
$2.06B
0.50% to 1.50% a year
2
Affinity Wealth
RIA
$218M
0.60% to 1.50% a year
3
T.T.G. Financial
RIA
$194M
Up to 2.00% a year
4
Strong Investment Management
RIA
$112M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Beese, Fulmer Investment Management

Beese, Fulmer Investment Management is an investment adviser based in Canton, OH, registered with the SEC since 1980. 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 $2.06 billion, as filed on 6 July 2026.

Beese, Fulmer Investment Management charges 0.50%–1.50% a year for its Discretionary Accounts.

Regulatory AUM: $2.06B
Clients: 843
Advisory staff: 7
Founded: 1980
Fee schedule: 0.50% to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 4334 Munson Street NW, Suite 102, Canton, OH 44718
Phone: 330-454-6555
Website: beesefulmer.com

No. 2 · RIA

Affinity Wealth

Affinity Wealth is an investment adviser based in Canton, OH, registered with the SEC since 2024. 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 $218 million, as filed on 11 August 2026.

Affinity Wealth charges 0.60%–1.50% a year for its Investment Management.

Regulatory AUM: $218M
Clients: 317
Advisory staff: 2
Fee schedule: 0.60% to 1.50% a year
Custodians: SEI Investments Distribution, Capital Group, Nationwide Investment Services, Altruist
Headquarters: 4481 Munson St NW, Suite 302, Canton, OH 44718
Phone: 330-526-8412

No. 3 · RIA

T.T.G. Financial

T.T.G. Financial is an investment adviser based in Canton, OH, registered with the SEC since 2020. 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 $194 million, as filed on 4 September 2026.

T.T.G. Financial charges up to 2.00% a year for its Asset Management.

Regulatory AUM: $194M
Clients: 207
Advisory staff: 4
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 4790 Douglas Cir NW, Suite 102, Canton, OH 44718
Phone: 330-491-2220
Website: teamttg.com

No. 4 · RIA

Strong Investment Management

Strong Investment Management is an investment adviser based in Canton, OH, registered with the SEC since 2026. 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 $112 million, as filed on 27 August 2026.

Regulatory AUM: $112M
Clients: 404
Advisory staff: 3
Headquarters: 100 30th Street NW, Suite 100, Canton, OH 44709
Phone: 330-492-4470

Questions about financial advisors in Canton

How many financial advisor firms are headquartered in Canton?

4 SEC-registered financial advisor firms report their principal office in Canton, OH, managing $2.58B in regulatory assets between them.

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

What is the largest financial advisor firm in Canton?

Beese, Fulmer Investment Management, with $2.06B in regulatory assets under management on its latest Form ADV. The next largest are Affinity Wealth ($218M) and T.T.G. Financial ($194M).

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

How large is a typical financial advisor firm in Canton?

The median firm manages $206M in regulatory assets. That is the midpoint of the 4 firms headquartered in Canton.

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

How much do financial advisors in Canton charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.00% 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 Canton?

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

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