RIA Intel›Advisers›Ohio›FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.

FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.

Advisory

OLMSTED FALLS, OH

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in OH

#724

of 748 advisers by AUM

Average account

$236K

across 224 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$0

Non-Discretionary AUM$53M

Discretionary %0%

Total Clients86

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

86 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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