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Top advisors in Concord

Top advisors in Concord

We’ve curated a list of the best financial advisors in Concord, take a look at it below

Find an advisor in Concord
# Financial advisor Assets under management Number of advisors
1 $173,566,714 3 advisors

How we came up with this list

To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • Hickory Asset Management, Inc.

    Hickory Asset Management, Inc. is a financial advisory firm based in Concord, Ohio. It currently has approximately $173,566,714 of assets under management and employs about 3 people. Hickory Asset Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.

    Assets under management

    $173,566,714

    Headcount

    3 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    SEC number

    801-78647

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    9930 Johnnycake Ridge Road,
    Suite 2b,
    Concord,
    Ohio,
    44060

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