Company lists · Data refreshed September 2026

Top 15 Personal financial advisors based in Akron, United States

Name: Personal financial advisors based in Akron, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 27 companies tracked

RevenueBase identified 27 company matches for personal financial advisors associated with Akron, United States as of September 2026 and tracks 614 professional contacts across them, including 316 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Akron has 27.

This list covers company matches for personal financial advisors associated with Akron, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

27Companies

614Contacts tracked

316Verified emails

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The 15 largest personal financial advisors based in Akron, United States

Ranked by team size

Top 15 of 27 company matches for personal financial advisors based in Akron, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	21st Century Financial	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	51-200	32 contacts →
	Exact match “21st Century Financial is a company that is committed to helping meet the needs of individuals and businesses who are looking to build financial stability.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Symphony Financial Services, INC	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	22 contacts →
	Exact match “Experienced in tax planning, insurance, investment management and securities.Symphony Financial Services, Inc, specializes in estate, business succession, retirement and insurance…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	True Wealth Design	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “We cater to successful families and business owners, providing an integrated approach to your financial planning, tax, investment, and business needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Signal Tree Financial Partners LLC	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Signal Tree Financial Partners, LLC is a boutique, independent wealth management firm based in Northeast Ohio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Presper Financial Architects	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Presper Financial Architects is an independent, full-service financial planning firm with locations in Akron and Canton.The team provides retirement planning, wealth management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Jentner Wealth Management	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Magis Wealth Advisors	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “As an executive, you have many goals, including managing your money, securing your retirement, protecting your family and helping to find taxes efficient strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Objective Capital Management	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Objective Capital Management is a private, independent wealth management firm with offices in Akron, OH and Juno Beach, FL.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Fleck Financial	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We provide finanical planning for physicians, professionals, business owners, executives, and retirees.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	LEE Hyder & Associates	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Lee Hyder and Associates is a successful financial planning firm serving the Cleveland and Akron areas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Mccauley Financial, LLC	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our business is people and their financial well-being.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Creative Retirement Planning, LLC	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “In 2005, Ron Tetley started Creative Retirement Planning to help more people retire with the lifestyle they imagined.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Dunk Group Financial Advisors	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Manby Financial Strategies INC	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Retirement & Wealth Preservation Specialists” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 15 of 27 personal financial advisors based in Akron, United States

See the full list, filter by size, metro and specialty, and access 316 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial advisors based in Akron, United States at a glance

As of Sep 20, 2026

51.5%Verified-email coverage

22.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Akron, so it is reported there. Company counts and contact totals on this page are exact for Akron, over 27 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Akron, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 316 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Akron, United States?

RevenueBase identified 27 company matches for personal financial advisors associated with Akron, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Sequoia Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Akron has 27.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 316 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.