Vault-13

Managers in Xenia, OH

United States · 15 asset managers within 25 km (2 in Xenia itself) · 39 wealth managers, banks and others

XeniaCincinnatiWest 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 · Lebanon, OH 2 · Troy, OH 2 · Bellbrook, OH 1 · Springboro, OH 1

Asset managers in and around Xenia

#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 BOND TECH INC institutions · Bellbrook $221.6m about 2main office $221.6m
7 DUNCAN FINANCIAL PLANNING ADVISORS Xenia 2
8 MMA SECURITIES LLC Dayton 1
9 Summit Global Investments hedge funds, mutual funds · Dayton $2.3bn office $2.3bn
10 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
11 ALLSTATE CORP structured credit, wealth · Dayton ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
12 Buckingham Capital Management, Inc. Dayton $871.6m based here $871.6m
13 Tudor Financial Inc. Dayton $222.5m based here $222.5m
14 Blake Schutter Theil Wealth Advisors, LLC Dayton $147.8m based here $147.8m
15 Tillar-Wenstrup Advisors, LLC Dayton based here

15 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.