Tw Advisors

Tw Advisors (CRD# 117295) is a financial advisory firm headquartered in Centerville, OH. They manage $191,600,000 in 487 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $393,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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.

CA, KY, NC, OH, TX

Financial Advisors at Tw Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Stephen A. Wenstrup
CRD#: 1106106
1065 E Centerville Station Rd, Dayton, OH 45459
98
Wealthminder
score

Stephen Wenstrup (CRD# 1106106) is an Investment Advisor Representative working at Tillar-Wenstrup Advisors, LLC in Dayton, OH and has over 33 years of experience in the finance industry.

2
James G. Tillar
CRD#: 1923001
92 E. Franklin Street, Centerville, OH 45459
96
Wealthminder
score

James Tillar (CRD# 1923001) is an Investment Advisor Representative working at Tw Advisors in Centerville, OH and has over 25 years of experience in the finance industry.

3
Patricia A. Kuhar
CRD#: 4489004
Mentor, OH
93
Wealthminder
score

Patricia Kuhar (CRD# 4489004) is an Investment Advisor Representative working at Tw Advisors in Mentor, OH and has over 13 years of experience in the finance industry.

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