Top Wealth + Best-in-State · rank 1 · Sylvania, Ohio · listed firm: Venture Visionary Partners
Identity & firm
- Firm — Venture Visionary Partners (high)
- “VENTURE VISIONARY PARTNERS LLC” — sec_finra_regulatory
- Parent company — independent (high)
- “Our independent structure helps provide access to a broad spectrum of financial solutions and advanced technologies.” — firm_official
- “VENTURE VISIONARY PARTNERS LLC - Investment Adviser Firm” — sec_finra_regulatory
- Firm type — independent_ria (high)
- “"ind_bc_scope":"InActive","ind_ia_scope":"Active"” — sec_finra_regulatory
- Team name — gap: not_applicable
- Team size — 46 (medium)
- “Craig D. Findley - Founder & CEO” — firm_official
- CRD — 2250784 (high)
- “"ind_source_id":"2250784","ind_firstname":"CRAIG","ind_middlename":"DOUGLAS","ind_lastname":"FINDLEY"” — sec_finra_regulatory
- Years experience — 33 (high)
- “"ind_industry_cal_date_iapd":"1992-10-13"” — sec_finra_regulatory
- “30+ years advising successful individuals and families” — firm_official
- Designations — CPWA (high)
- “Holds the Certified Private Wealth Advisor® (CPWA®) designation” — firm_official
Book of business
- Team AUM ($M) — 5800 (high)
- “Team Assets (Custodied): $5.8B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “Typical Net Worth of Relationships: $10-50M” — forbes_shook
- Client niche — business owners and entrepreneurs, multigenerational families, and women and wealth (high)
- “With decades of experience guiding families, entrepreneurs, and business owners, Craig believes the best advice comes from truly listening first and always leading with integrity.” — firm_official
- “We guide clients through confident decision-making to preserve, sustain, and optimize their financial situation and legacy.” — firm_official
- Custodians — Charles Schwab & Co., Inc. (high)
- “(a) Legal name of custodian: CHARLES SCHWAB & CO., INC. (b) Primary business name of custodian: CHARLES SCHWAB & CO., INC.” — sec_finra_regulatory
- Fee model — aum_fee (high)
- “Compensation Arrangements E. You are compensated for your investment advisory services by (check all that apply): (1) A percentage of assets under your management” — sec_finra_regulatory
Positioning & marketing
- Website url — https://venturevp.com/team/ (high)
- “Craig D. Findley - Founder & CEO” — firm_official
- Value proposition (verbatim) — Where Innovation Meets Your Financial Vision. (high)
- “Where Innovation Meets Your Financial Vision.” — firm_official
- Differentiators — Independent by design. Personal by nature., Smart tech helps us deliver better outcomes., We customize solutions and pivot with purpose., Our process brings clarity and confidence., Advise beyond a portfolio — integrating planning, portfolio, risk and estate with a wellness framework (high)
- “Independent by design. Personal by nature.” — firm_official
- “Smart tech helps us deliver better outcomes.” — firm_official
- Content marketing — active (high)
- “{"date":"2026-07-15T14:24:38","link":"https://venturevp.com/market-update-july-2026/","title":{"rendered":"Market Update – July 2026"}}” — firm_official
- “Stay Ahead with Visionary Insights” — firm_official
- Has podcast — no (medium)
- “The page includes this introductory language: "Stay Ahead with Visionary Insights"” — firm_official
- Books published — 0 (medium)
- “Craig enjoys traveling with his wife, visiting their grown children, and finding new experiences to share with family and friends.” — firm_official
- Linkedin url — https://www.linkedin.com/in/craig-findley-a1342060 (high)
- “Chairman and CEO of Venture Visionary Partners” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Venture Visionary Partners | LinkedIn” — social_or_third_party_db
- Press awards — Barron's #5 in Ohio, America's Top 1200 Financial Advisors (2023), AdvisorHub #1 in Ohio / #7 in U.S., Top 100 RIAs to Watch (2023), AdvisorHub #1 in U.S., Top 50 RIAs to Watch (2022), NAPA Top DC Advisor Teams, PLANADVISER recognition (medium)
- “Barron's ranked #5 in Ohio (2023) on America's Top 1200 Financial Advisors list” — firm_official
- “AdvisorHub ranked #1 in Ohio and #7 in U.S. on Top 100 Registered Investment Advisors to Watch (2023)” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “
” — firm_official
- “
- Logo url — https://venturevp.com/wp-content/uploads/2025/05/logo.svg (high)
- “” — firm_official
- “
- Visual brand notes — Navy, white and gray palette; clean modern sans-serif type; warm lifestyle photography of multigenerational families and office collaboration, plus sketch-style portraits and award badge row. (medium)
- “https://venturevp.com/wp-content/uploads/2026/03/family-beach-hug.jpg” — firm_official
- “Lifestyle photography featuring diverse professionals and multi-generational families in office and natural settings; warm, approachable, and aspirational tone emphasizing human connection over transactional finance.” — firm_official
