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 26 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 14 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.