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Fidelon
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Market Standing · 2026
The most transparent firms in Toledo.
42 scored firmsTop 3 recognizedfidelon.com/markets/toledo-oh
1
Tvm Advisors
CRD 293588
IA-only—91Arank within Top 3; below the 80 standard
2IA-only—91Arank within Top 3; below the 80 standard
3
Juarez, Andreas
CRD 337687
IA-only$5.7K90.5ARecognized · Top 3
4IA-only$86.2M90.5A—
5IA-only—90A—
6IA-only$20.9K89.9A—
7IA-only—89.8A—
8IA-only—88.6A—
9IA-only$4.1M88.4A—
10IA-only$2.9M88.4A—
11
Speck &
CRD 321740
IA-only$62.9K88.1A—
12IA-only$5.9M88A—
13IA-only$22.8M87.4B+—
14IA-only$1.2B87.2B+—
15IA-only$14.9M86.7B+—
16IA-only$12.7M86.6B+—
17IA-only$175M86.3B+—
18IA-only$1.4M86.3B+—
19IA-only—86.3B+—
20IA-only$101M85.9B+—
21IA-only$277M85.9B+—
22IA-only—85.3B+—
23
Croak Capital
CRD 297666
IA-only$364M85.2B+—
24IA-only$1.7B84B+—
25IA-only$5.2B83.8B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.