Budros, Ruhlin & Roe, Inc.

Budros, Ruhlin & Roe, Inc. (CRD# 106536) is a financial advisory firm headquartered in Columbus, OH. They manage $3,019,512,614 in 7,165 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,020
    MILLION
  • Total Number of Accounts
    7,165
    ACCOUNTS
  • Average Account Value
    $421,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, KY, MA, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Budros, Ruhlin & Roe, Inc.
Showing 1 - 10 of 28 top financial advisors.
1
Samantha J. Anderson
CRD#: 5504192
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Samantha Anderson (CRD# 5504192) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Samantha Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Aaron T. Armstrong
CRD#: 5200946
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Aaron Armstrong (CRD# 5200946) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Aaron Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sonia Brinkman
CRD#: 5404698
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Sonia Brinkman (CRD# 5404698) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 6 years of experience in the finance industry.

4
James L. Budros
CRD#: 2714592
1801 Watermark Dr, Suite 300, Columbus, OH 43215

James Budros (CRD# 2714592) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. James Budros has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel L. Due
CRD#: 2933018
1801 Watermark Dr, Suite 300, Columbus, OH 43215

Daniel Due (CRD# 2933018) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 23 years of experience in the finance industry. Daniel Due has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Andrea N. Ellis
CRD#: 5193470
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Andrea Ellis (CRD# 5193470) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Andrea Ellis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ryan W. Garland
CRD#: 6957554
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Ryan Garland (CRD# 6957554) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Ryan Garland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Dylan T. Gaver
CRD#: 5303588
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Dylan Gaver (CRD# 5303588) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 13 years of experience in the finance industry. Dylan Gaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Nolan Gladieux
CRD#: 6860758
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Nolan Gladieux (CRD# 6860758) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 3 years of experience in the finance industry.

10
Scott R. Kidwell
CRD#: 4293796
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Scott Kidwell (CRD# 4293796) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Scott Kidwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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