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Data / Investment advisers / $1 billion to $10 billion in AUM / Ohio

Investment advisers in Ohio with $1 billion to $10 billion in AUM: 84 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

84 SEC registered investment advisers in Ohio report between $1 billion and $10 billion in regulatory assets under management, $252 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Redtree Investment Group with $9.7 billion.

The request: Every investment adviser in Ohio with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in OhioWatch new advisers in Ohio

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 84Advisers
  • 84SEC registered
  • $252 billionTotal AUM
  • 84Advisers over $100 million
  • 22Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Redtree Investment GroupCincinnati$9.68 billion5389Not listed(888) 596-2293redtreeinv.comadviserinfo.sec.gov
Key Investment Services LLCBrooklyn$8.88 billion34,9201,325Not listed(888) 547-2968key.comadviserinfo.sec.gov
PCM Management Advisor, LLCChagrin Falls$7.89 billion2449518(440) 528-0333peppertreecapital.comadviserinfo.sec.gov
Huntington Financial AdvisorsColumbus$7.89 billion42,399520Not listed(800) 322-4600huntington.comadviserinfo.sec.gov
Fifth Third Wealth Advisors LLCCincinnati$7.80 billion2,121833(513) 268-8380adviserinfo.sec.gov
OnesevenBeachwood$7.72 billion26,700264Not listed(216) 865-1700adviserinfo.sec.gov
Carnegie Investment CounselPepper Pike$7.51 billion8,54169Not listed(216) 367-4114carroll-financial.comadviserinfo.sec.gov
Truepoint, Inc.Cincinnati$6.39 billion9,643103Not listed(513) 792-6648adviserinfo.sec.gov
Org Portfolio Management LLCBeachwood$6.38 billion22225(216) 468-0055orgrealproperty.comadviserinfo.sec.gov
Tfo Wealth PartnersMaumee$5.66 billion5,34167Not listed(419) 891-9999tfopartners.comadviserinfo.sec.gov
Stratos Wealth Advisors LLCBeachwood$5.57 billion12,896170Not listed(440) 519-2500spainsmith.comadviserinfo.sec.gov
Constellation Wealth AdvisorsCincinnati$5.40 billion2,095264(513) 871-5500quadrantwealth.comadviserinfo.sec.gov
Venture Visionary Partners LLCSylvania$5.24 billion6,71146Not listed(419) 464-7401adviserinfo.sec.gov
Wellspring Family OfficeCleveland$5.06 billion2,05131Not listed(216) 367-0680wellspringadvisorsllc.comadviserinfo.sec.gov
Daymark Wealth Partners, LLCCincinnati$5.04 billion7,40540Not listed(513) 838-2520music.amazon.comadviserinfo.sec.gov
Rockbridge Capital, LLCColumbus$5.01 billion2312523(614) 246-2400adviserinfo.sec.gov
Hamilton CapitalColumbus$4.94 billion9,562902(614) 273-1000adviserinfo.sec.gov
Ancora Advisors LLCMayfield Heights$4.61 billion30746Not listed(216) 825-4000adviserinfo.sec.gov
Prosperity Capital AdvisorsWestlake$4.39 billion16,541244Not listed(888) 240-0064adviserinfo.sec.gov
Drive Capital LLCColumbus$4.38 billion213021(415) 694-9581adviserinfo.sec.gov
Pca Investment Advisory Services, Inc.Cincinnati$4.31 billion2,18715Not listed(513) 281-3366adviserinfo.sec.gov
Beacon Capital Management, Inc.Dayton$4.26 billion10,45644Not listed(937) 439-9093beaconinvesting.comadviserinfo.sec.gov
Ancora Private Wealth Advisors, LLCCleveland$3.90 billion4,50953Not listed(216) 825-4000ancora.netadviserinfo.sec.gov
Seniors Housing Fund Manager LLCToledo$3.79 billion8404(419) 247-2800adviserinfo.sec.gov
CM Wealth Advisors LLCBeachwood$3.60 billion6802430(216) 831-9667cmwealthadvisors.comadviserinfo.sec.gov
Meeder Asset Management, Inc.Dublin$3.33 billion27952Not listed(866) 633-3371adviserinfo.sec.gov
Stratos Investment Management, LLCBeachwood$3.31 billion7,66489Not listed(440) 210-4900adviserinfo.sec.gov
Glasfunds, LLCCleveland$3.28 billion2362(216) 862-1300glasfunds.comadviserinfo.sec.gov
On Investment Management CoCincinnati$3.15 billion14,153196Not listed(855) 262-0913joinonesco.comadviserinfo.sec.gov
Fairway Wealth Management LLCIndependence$2.98 billion32223Not listed(216) 573-7200focusfinancialpartners.comadviserinfo.sec.gov
SJS Investment ServicesSylvania$2.94 billion3,00626Not listed(419) 885-2626sjsinvest.comadviserinfo.sec.gov
Foster & Motley IncCincinnati$2.94 billion92651Not listed(513) 561-6640fosterandmotley.comadviserinfo.sec.gov
Windsor Advisory Group, LLCColumbus$2.92 billion1,704224(614) 545-0300adviserinfo.sec.gov
Meeder Advisory Services, Inc.Dublin$2.86 billion3,64073Not listed(866) 633-3371meederinvestment.comadviserinfo.sec.gov
Cincinnati Asset Management IncCincinnati$2.53 billion6,03315Not listed(513) 554-8500adviserinfo.sec.gov
Revisor Wealth Management LLCAkron$2.53 billion7,48011Not listed(440) 248-3355adviserinfo.sec.gov
Everhart AdvisorsDublin$2.46 billion6,10559Not listed(614) 717-9705adviserinfo.sec.gov
Gryphon Financial PartnersColumbus$2.44 billion2,819313(614) 929-2880adviserinfo.sec.gov
Align Capital Partners, LPShaker Heights$2.41 billion8357(214) 780-0857adviserinfo.sec.gov
Summit Financial Strategies IncColumbus$2.31 billion4,14937Not listed(614) 885-1115summitfin.comadviserinfo.sec.gov
Feg Investment Services, LLCCincinnati$2.23 billion11321(513) 977-4400adviserinfo.sec.gov
Wealthquest CorporationCincinnati$2.22 billion5,24142Not listed(513) 530-9700wqcorp.comadviserinfo.sec.gov
PDS Planning IncDublin$2.17 billion3,15919Not listed(614) 481-8449pdsplanning.comadviserinfo.sec.gov
Octavia Wealth Advisors LLCCincinnati$2.15 billion6,79545Not listed(513) 762-7701adviserinfo.sec.gov
Pinnacle AdvisorsMansfield$2.14 billion3,99435Not listed(419) 526-5226adviserinfo.sec.gov
Eubel Brady & SuttmanMiamisburg$2.07 billion1,88534Not listed(937) 291-1223adviserinfo.sec.gov
Beese Fulmer Private Wealth ManagementCanton$2.06 billion2,04414Not listed(330) 454-6555beesefulmer.comadviserinfo.sec.gov
Meyers Wealth Management, LLCColumbus$1.93 billion86010Not listed(614) 442-6787meyerswealthmgmt.comadviserinfo.sec.gov
White Oak Partners Investment Advisor, LLCWesterville$1.83 billion888(614) 741-7600adviserinfo.sec.gov
Oak Associates LTDAkron$1.78 billion568Not listed(330) 668-1234oakltd.comadviserinfo.sec.gov
KMG Fiduciary Partners, LLCToledo$1.67 billion3,93416Not listed(419) 517-8040adviserinfo.sec.gov
Strategic Wealth Partners, LTD.Independence$1.64 billion3,67424Not listed(216) 800-9000swpconnect.comadviserinfo.sec.gov
Accolade Asset/Liability Advisory ServicesColumbus$1.60 billion397Not listed(614) 816-2694accoladeadvisory.comadviserinfo.sec.gov
Ancora Retirement Plan Advisors, LLCCleveland$1.53 billion16141Not listed(216) 593-5090adviserinfo.sec.gov
Opus Capital ManagementCincinnati$1.51 billion4307Not listed(513) 621-6787opus.capitaladviserinfo.sec.gov
Horan Wealth, LLCCincinnati$1.47 billion2,81732Not listed(513) 745-0707horanwealth.comadviserinfo.sec.gov
Feg Private Investors, LLCCincinnati$1.47 billion72427(513) 977-4400adviserinfo.sec.gov
Blue Point Capital Partners LLCCleveland$1.44 billion133013(216) 535-4700bluepointcapital.comadviserinfo.sec.gov
Mpe PartnersCleveland$1.44 billion112611(216) 416-7500mpepartners.comadviserinfo.sec.gov
United Advisor GroupCincinnati$1.43 billion6,60069Not listed(888) 242-4912mvfp.netadviserinfo.sec.gov
Antolino Wealth AdvisorsColumbus$1.42 billion2,81731Not listed(614) 442-3355antolino.comadviserinfo.sec.gov
Souders Financial Advisors, LLCCincinnati$1.41 billion3,61621Not listed(513) 598-2400adviserinfo.sec.gov
Ellsworth Advisors, LLCHudson$1.41 billion2,088169(234) 200-0703ellsworthadvisors.comadviserinfo.sec.gov
Journey Wealth ManagementCleveland$1.39 billion87927Not listed(216) 468-1333fsmwealthadvisors.comadviserinfo.sec.gov
Capital Advisors, LTD., LLCShaker Heights$1.37 billion1,10614Not listed(216) 295-7900capitaladvisorsltd.comadviserinfo.sec.gov
Westminster Financial Advisory CorpBeavercreek$1.36 billion3,33743Not listed(937) 898-5010westminsterfinanical.comadviserinfo.sec.gov
McDonald Partners LLCCleveland$1.28 billion1,765294(216) 912-0567mansourwealthmanagement.comadviserinfo.sec.gov
Wealth Dimensions Group, LTD.Cincinnati$1.24 billion2,65621Not listed(513) 554-6000adviserinfo.sec.gov
HCM Wealth AdvisorsCincinnati$1.23 billion2,96411Not listed(513) 598-5120adviserinfo.sec.gov
Hauser Retirement Solutions 2 LLCCincinnati$1.21 billion765Not listed(513) 745-9200thehausergroup.comadviserinfo.sec.gov
James Investment Research IncXenia$1.21 billion69215Not listed(937) 426-7640adviserinfo.sec.gov
Van Cleef Asset Management IncBeachwood$1.21 billion2266Not listed(216) 464-0253adviserinfo.sec.gov
TCP Asset Management, LLCUpper Arlington$1.18 billion5,02142Not listed(614) 761-9378tcpasset.comadviserinfo.sec.gov
W.A. Smith Financial GroupSandusky$1.16 billion7,04427Not listed(419) 626-8600wasmithfinancial.comadviserinfo.sec.gov
Frazier Financial Advisors, LLCColumbus$1.16 billion4,11520Not listed(614) 793-8297adviserinfo.sec.gov
Ancora Alternatives LLCCleveland$1.13 billion105417(216) 825-4000adviserinfo.sec.gov
Kohmann Bosshard Financial Services, LLC.Akron$1.12 billion1,7359Not listed(330) 666-6886kohmannbosshard.comadviserinfo.sec.gov
The Joseph Group Capital ManagementColumbus$1.09 billion83225Not listed(614) 228-4300adviserinfo.sec.gov
Lineweaver Wealth AdvisorsValley View$1.08 billion3,71321Not listed(216) 520-1711ohioretire.comadviserinfo.sec.gov
BPS Wealth Advisors, Inc.Canfield$1.08 billion1,0995Not listed(330) 758-0575bpswealthgroup.comadviserinfo.sec.gov
Randolph Co IncCincinnati$1.08 billion1396Not listed(513) 891-7144therandolphcompany.comadviserinfo.sec.gov
St. Clair Advisors, LLCMayfield Heights$1.07 billion53612Not listed(440) 925-5670saintclairllc.comadviserinfo.sec.gov
Timber Bay Partners, LLCCincinnati$1.05 billion494(513) 898-0500adviserinfo.sec.gov
MPM Wealth AdvisorsHolland$1.04 billion2,45418Not listed(419) 861-1400mpmwealth.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.