Top 6 financial advisor firms in Maumee

6 SEC-registered financial advisor firms are headquartered in Maumee, OH, with $6.7B in combined regulatory assets under management. The largest by assets are TFO Wealth Partners ($5.66B), The Retirement Guys Formula ($277M) and Camelot Portfolios ($272M).

6
Financial advisor firms: $6.7B
Their combined AUM: $257M
Median firm AUM: 5,219
Clients of the top 6

The 6 largest by assets

1
TFO Wealth Partners
RIA
$5.66B
Up to 1.50% a year
2
The Retirement Guys Formula
RIA
$277M
1.00% to 2.00% a year
3
Camelot Portfolios
RIA
$272M
0.50% to 2.00%
4
Munn Wealth Management
RIA
$242M
0.50% to 2.00%
5
Atlantis Wealth Advisors
RIA
$150M
0.50% to 2.00% a year
6
Beacon Associates Wealth Management
RIA
$101M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

TFO Wealth Partners

TFO Wealth Partners is an investment adviser based in Maumee, OH, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $5.66 billion, as filed on 24 April 2026.

TFO Wealth Partners charges up to 1.50% a year for its Investment Management, Family Office & Retirement Plan.

Regulatory AUM: $5.66B
Clients: 1,986
Advisory staff: 55
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1440 Arrowhead Drive, Maumee, OH 43537
Phone: 419-891-9999
Website: tfopartners.com

No. 2 · RIA

The Retirement Guys Formula

The Retirement Guys Formula is an investment adviser based in Maumee, OH, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $277 million, as filed on 8 September 2026.

The Retirement Guys Formula charges 1.00%–2.00% a year for its Asset Management Fees.

Regulatory AUM: $277M
Clients: 1,155
Advisory staff: 7
Fee schedule: 1.00% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 1700 Woodlands Drive, Maumee, OH 43537
Phone: 419-842-0550
Website: retirementguysformula.com

No. 3 · RIA

Camelot Portfolios

Camelot Portfolios is an investment adviser based in Maumee, OH, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $272 million, as filed on 13 April 2026.

Camelot Portfolios charges 0.50%–2.00% for its Asset management. The brochure does not state whether the rate is annual.

Regulatory AUM: $272M
Clients: 791
Advisory staff: 4
Fee schedule: 0.50% to 2.00%
Custodians: Folio Investments, Interactive Brokers, Fidelity
Headquarters: 1700 Woodlands DR, Suite 100, Maumee, OH 43537
Phone: 419-794-0538
Website: camelotportfolios.com

No. 4 · RIA

Munn Wealth Management

Munn Wealth Management is an investment adviser based in Maumee, OH, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $242 million, as filed on 7 May 2026.

Munn Wealth Management charges 0.50%–2.00% for its Asset Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $242M
Clients: 745
Advisory staff: 5
Fee schedule: 0.50% to 2.00%
Custodians: Interactive Brokers, Folio Investments, Fidelity, Trade-PMR
Headquarters: 1700 Woodlands Drive, Suite 100, Maumee, OH 43537
Phone: 419-794-0536
Website: munnwealth.com

No. 5 · RIA

Atlantis Wealth Advisors

Atlantis Wealth Advisors is an investment adviser based in Maumee, OH, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $150 million, as filed on 24 March 2026.

Atlantis Wealth Advisors charges 0.50%–2.00% a year for its Asset Management.

Regulatory AUM: $150M
Clients: 338
Advisory staff: 4
Fee schedule: 0.50% to 2.00% a year
Custodians: Fidelity, Folio Investments, Interactive Brokers
Headquarters: 1700 Woodlands DR., Suite 100, Maumee, OH 43537
Phone: 419-794-0538
Website: atlantiswealthadvisors.com

No. 6 · RIA

Beacon Associates Wealth Management

Beacon Associates Wealth Management is an investment adviser based in Maumee, OH, registered with the SEC since 2026. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $101 million, as filed on 26 March 2026.

Regulatory AUM: $101M
Clients: 204
Advisory staff: 3
Custodians: Charles Schwab, Fidelity
Headquarters: 1755 Indianwood Circle,, Suite 200, Maumee, OH 43537
Phone: 419-482-0280
Website: baifinancial.com

Questions about financial advisors in Maumee

How many financial advisor firms are headquartered in Maumee?

6 SEC-registered financial advisor firms report their principal office in Maumee, OH, managing $6.7B in regulatory assets between them. The other 1 adviser 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 Maumee?

TFO Wealth Partners, with $5.66B in regulatory assets under management on its latest Form ADV. The next largest are The Retirement Guys Formula ($277M) and Camelot Portfolios ($272M).

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

How large is a typical financial advisor firm in Maumee?

The median firm manages $257M in regulatory assets. That is the midpoint of the 6 firms headquartered in Maumee.

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

How much do financial advisors in Maumee charge?

Of the 6 largest firms, 5 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 Maumee?

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

Maumee has 6 financial advisor firms; see every adviser in the city →