Vault-13

Managers in Bellbrook, OH

United States · 23 asset managers within 25 km (1 in Bellbrook itself) · 55 wealth managers, banks and others

BellbrookCincinnatiWest ChesterLovelandCovingtonFishersIndianapolisZionsvilleColumbusLewis Center
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Dayton, OH 12 · Miamisburg, OH 6 · West Chester, OH 4 · Xenia, OH 2 · Lebanon, OH 2 · Mason, OH 2 · Troy, OH 2 · Loveland, OH 2 · Springboro, OH 1

Asset managers in and around Bellbrook

#Manager People here Assets Visa salary
1 JAMES INVESTMENT RESEARCH, INC. mutual funds · Xenia $1.2bn about 8main office $1.2bn
2 Anderson Financial Strategies, LLC institutions · Dayton $402.1m about 5main office $402.1m
3 Beacon Capital Management, Inc. Dayton $4.3bn about 4main office $4.3bn
4 DEAN INVESTMENT ASSOCIATES, LLC mutual funds, wealth · Dayton DEAN FINANCIAL SERVICES, DEAN INVESTMENT ASSOCIATES, LLC $909.3m about 4main office $909.3m
5 DOVER PARTNERS INC institutions · Dayton $508.6m about 4main office $508.6m
6 THE CONNOR GROUP FUND MANAGER, LLC real estate · Miamisburg $494.3m about 2main office $494.3m
7 BOND TECH INC institutions · Bellbrook $221.6m about 2main office $221.6m
8 DUNCAN FINANCIAL PLANNING ADVISORS Xenia 2
9 RETIREMENT PLAN ADVISORS, LLC institutions · Lebanon $3.5bn 1 $3.5bn
10 MMA SECURITIES LLC Dayton 1
11 Summit Global Investments hedge funds, mutual funds · Dayton $2.3bn office $2.3bn
12 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Dayton Stifel Independent Advisors, LLC · 11 related pages $763.4bn office $763.4bn
13 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Miamisburg Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
14 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Miamisburg W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
15 Fiera Capital Corp hedge funds, private equity, real estate, futures and 2 more · Miamisburg Fiera Capital Inc. · 8 related pages $27.6bn office $27.6bn
16 ALLSTATE CORP structured credit, wealth · Dayton, Springboro ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
17 Buckingham Capital Management, Inc. Dayton $871.6m based here $871.6m
18 Kapstone Financial Advisors LLC Lebanon $238.8m based here $238.8m
19 Tudor Financial Inc. Dayton $222.5m based here $222.5m
20 Blake Schutter Theil Wealth Advisors, LLC Dayton $147.8m based here $147.8m
21 Tillar-Wenstrup Advisors, LLC Dayton based here
22 HUFFMAN PRAIRIE HOLDINGS, LLC hedge funds · Miamisburg office
23 MT. RAINIER GROUP, LLC private equity · Miamisburg office

23 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.