RIAs in Toledo, Ohio
Explore 5 RIAs headquartered in Toledo, with $6.2B in combined reported AUM.
RIAs5Headquartered here
Total AUM$6.2BReported regulatory AUM
Total Employees70Reported by these RIAs
% of Total State AUM0.6%% Of total State AUM Reported
All RIAs in Toledo
5 RIAsShowing 1–5 of 5 RIAs
Seniors Housing Fund Manager LLC
TOLEDO, OHReported AUM$3.8B
Employees40
60.8% of city AUMView RIA ↗
Kmg Fiduciary Partners, LLC
TOLEDO, OHReported AUM$1.7B
Employees16
26.9% of city AUMView RIA ↗
Croak Capital
TOLEDO, OHReported AUM$363.9M
Employees6
5.8% of city AUMView RIA ↗
Structured Wealth Management, Inc.
TOLEDO, OHReported AUM$226.9M
Employees4
3.6% of city AUMView RIA ↗
Alan B. Lancz & Associates, Inc.
TOLEDO, OHReported AUM$175.4M
Employees4
2.8% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.