Data / Investment advisers / $100 million to $500 million in AUM / Ohio
Investment advisers in Ohio with $100 million to $500 million in AUM: 222 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
222 SEC registered investment advisers in Ohio report between $100 million and $500 million in regulatory assets under management, $54 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is The Connor Group Fund Manager, LLC with $494 million.
The request: Every investment adviser in Ohio with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
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.
- 222Advisers
- 222SEC registered
- $54 billionTotal AUM
- 222Advisers over $100 million
- 24Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| The Connor Group Fund Manager, LLC | Miamisburg | $494.3 million | 10 | 6 | 9 | (937) 434-3095 | adviserinfo.sec.gov | |
| Balanced Wealth Group LLC | Westlake | $494.1 million | 1,588 | 12 | Not listed | (440) 871-6501 | adviserinfo.sec.gov | |
| True Wealth Design, LLC | Akron | $494 million | 1,295 | 13 | Not listed | (330) 777-0688 | adviserinfo.sec.gov | |
| Whitcomb & Hess, Inc. | Ashland | $490.7 million | 2,800 | 31 | Not listed | (419) 289-7007 | adviserinfo.sec.gov | |
| Hixon Zuercher Capital Management | Findlay | $487.7 million | 1,612 | 10 | Not listed | (419) 425-2400 | adviserinfo.sec.gov | |
| The O.H.I.O. Fund | Cleveland | $474.6 million | 6 | 10 | 6 | (216) 270-7377 | theohiofund.com | adviserinfo.sec.gov |
| Trueblood Wealth Management, LLC | Lima | $474.1 million | 987 | 3 | Not listed | (419) 812-2998 | truebloodwealth.com | adviserinfo.sec.gov |
| Return on Life Wealth Partners | Cleveland | $472.5 million | 834 | 13 | Not listed | (440) 740-0130 | returnonlifewealth.com | adviserinfo.sec.gov |
| Edgewater Capital Partners | Independence | $466.8 million | 4 | 18 | 4 | (216) 292-3838 | edgewatercapital.com | adviserinfo.sec.gov |
| Blake Schutter Theil Wealth Advisors, LLC | Dayton | $459.5 million | 432 | 6 | Not listed | (937) 956-7875 | bstwealthadvisors.com | adviserinfo.sec.gov |
| Columbus Investment Advisory Inc. | New Albany | $453.7 million | 307 | 9 | Not listed | (614) 882-1418 | adviserinfo.sec.gov | |
| Virtera Partners LLC | Pepper Pike | $451.8 million | 76 | 5 | 6 | (216) 859-8800 | virterapartners.com | adviserinfo.sec.gov |
| Financial Freedom | Cincinnati | $443.2 million | 783 | 4 | Not listed | (513) 697-6400 | finfreeohio.com | adviserinfo.sec.gov |
| SWS Partners, LLC | Columbus | $442.6 million | 519 | 6 | 10 | (614) 670-5733 | adviserinfo.sec.gov | |
| Hendley & Co. Inc. | Zanesville | $438.2 million | 697 | 5 | Not listed | (740) 452-4523 | hendleyco.com | adviserinfo.sec.gov |
| Argentarii, LLC | Cincinnati | $431.9 million | 479 | 10 | 6 | (513) 488-1600 | adviserinfo.sec.gov | |
| Symphony Financial Services, Inc. | Akron | $428.7 million | 1,312 | 7 | Not listed | (330) 434-2000 | adviserinfo.sec.gov | |
| Hackman Financial Group | Cincinnati | $426.7 million | 2,091 | 9 | Not listed | (513) 891-5300 | hackmanfinancial.com | adviserinfo.sec.gov |
| Royal Oak Financial Group | Worthington | $415.8 million | 412 | 1 | Not listed | (614) 842-6090 | royaloakfinancialgroup.com | adviserinfo.sec.gov |
| Keystone Financial Planning, Inc | Westlake | $406.9 million | 448 | 2 | Not listed | (440) 234-6323 | keystonefin.com | adviserinfo.sec.gov |
| Anderson Financial Strategies, LLC | Dayton | $402.1 million | 230 | 7 | Not listed | (855) 237-4545 | adviserinfo.sec.gov | |
| Family Wealth Advisory Group, LLC | Cincinnati | $396.2 million | 835 | 7 | Not listed | (513) 469-8100 | adviserinfo.sec.gov | |
| Lesjak Planning, LLC | Westlake | $396 million | 381 | 7 | Not listed | (440) 871-9500 | adviserinfo.sec.gov | |
| Vawter Financial LTD | Columbus | $394.4 million | 1,155 | 5 | Not listed | (614) 451-1002 | adviserinfo.sec.gov | |
| Elizabeth Park Capital Management, LTD | Pepper Pike | $393.9 million | 9 | 10 | 4 | (216) 292-5711 | elizabethparkcm.com | adviserinfo.sec.gov |
| Reed Financial Services, Inc. | Cleveland | $388.6 million | 1,166 | 10 | Not listed | (216) 464-2090 | adviserinfo.sec.gov | |
| Balance Wealth | Worthington | $386.7 million | 2,236 | 11 | Not listed | (800) 551-7787 | balancewealth.com | adviserinfo.sec.gov |
| Accent Capital Management, LLC | Centerville | $382.7 million | 134 | 7 | Not listed | (937) 231-0528 | accent-cm.com | adviserinfo.sec.gov |
| Dean Financial Services | Beavercreek | $382 million | 525 | 9 | Not listed | (937) 222-9531 | chdean.com | adviserinfo.sec.gov |
| Kirtland Hills Capital Management, LLC | Bratenahl | $382 million | 263 | 2 | Not listed | (440) 477-8913 | kirtlandhillscapital.com | adviserinfo.sec.gov |
| Landing Point Financial Group | Avon | $381.3 million | 1,792 | 28 | Not listed | (440) 365-9100 | adviserinfo.sec.gov | |
| JPS Financial, LLC | Westlake | $377 million | 766 | 4 | Not listed | (440) 899-6350 | jpsfinancial.com | adviserinfo.sec.gov |
| Strategic Planning, Inc. | Columbus | $376.6 million | 1,156 | 4 | Not listed | (614) 802-0170 | stgplan.com | adviserinfo.sec.gov |
| Kleinfelder Capital, Inc. | Cincinnati | $376.6 million | 1,076 | 5 | Not listed | (513) 808-9700 | adviserinfo.sec.gov | |
| Viking Partners Advisors | Cincinnati | $375 million | 9 | 2 | 9 | (513) 793-9919 | adviserinfo.sec.gov | |
| Union Strategic Advisors | Blue Ash | $371.6 million | 1,443 | 4 | Not listed | (513) 699-5200 | unionstrategic.com | adviserinfo.sec.gov |
| Warther Private Wealth | Akron | $371.3 million | 617 | 9 | Not listed | (330) 867-6999 | adviserinfo.sec.gov | |
| Rebel Financial, LLC | Groveport | $370.5 million | 1,767 | 6 | Not listed | (614) 441-9605 | careers.rebelfinancial.com | adviserinfo.sec.gov |
| Ruggaard & Associates | Hudson | $368.6 million | 998 | 10 | Not listed | (330) 487-5888 | adviserinfo.sec.gov | |
| Croak Capital | Toledo | $363.9 million | 2,079 | 6 | Not listed | (419) 464-7000 | adviserinfo.sec.gov | |
| Leclair Wealth Partners | Dublin | $363 million | 559 | 4 | Not listed | (888) 277-5704 | leclairwealthpartners.com | adviserinfo.sec.gov |
| Presper Financial Architects, LLC | Akron | $362.6 million | 1,737 | 10 | Not listed | (330) 253-6000 | presperfinancial.com | adviserinfo.sec.gov |
| Jessup Wealth Management | Dayton | $360.2 million | 916 | 12 | Not listed | (937) 938-9105 | adviserinfo.sec.gov | |
| Alcyon Wealth Partners | Youngstown | $356.5 million | 1,096 | 5 | Not listed | (330) 797-4088 | adviserinfo.sec.gov | |
| Fourth Dimension Wealth, LLC | Middleburg Heights | $356.4 million | 1,134 | 15 | Not listed | (440) 664-4045 | cleargoalfinancial.com | adviserinfo.sec.gov |
| Egi Financial, Inc. | Akron | $348.7 million | 294 | 8 | Not listed | (330) 374-1932 | egifinancial.com | adviserinfo.sec.gov |
| Hicks Capital Management, LLC | Columbus | $344.7 million | 1,020 | 5 | Not listed | (614) 944-5210 | hicks-capital.com | adviserinfo.sec.gov |
| Kellett Wealth Advisors, LLC | Cincinnati | $344 million | 1,440 | 4 | Not listed | (513) 554-1472 | kellettwealth.com | adviserinfo.sec.gov |
| Coordinated Financial Planning Corp | Cincinnati | $343.2 million | 1,179 | 6 | Not listed | (513) 769-3131 | coordinatedfinancialplanning.com | adviserinfo.sec.gov |
| Eukles Asset Management, LLC | Cincinnati | $341.1 million | 943 | 5 | Not listed | (513) 977-4799 | euklesam.com | adviserinfo.sec.gov |
| Empeiria Capital Management, LLC | Cincinnati | $339.4 million | 8 | 4 | 7 | (212) 887-1126 | adviserinfo.sec.gov | |
| Elios Financial Group, Inc. | Westlake | $331.5 million | 1,064 | 2 | Not listed | (440) 617-9100 | eliosfinancial.com | adviserinfo.sec.gov |
| Cambridge Financial Group, Inc. | Columbus | $331.3 million | 318 | 6 | Not listed | (614) 457-1530 | cfginc.net | adviserinfo.sec.gov |
| Artifex Financial Group, LLC | Oakwood | $328.7 million | 967 | 5 | Not listed | (855) 752-6644 | artifexfinancial.com | adviserinfo.sec.gov |
| Ardent Capital Management, Inc. | Cincinnati | $327 million | 305 | 5 | Not listed | (513) 831-9393 | ardentcapitalmanagement.com | adviserinfo.sec.gov |
| Brown Financial Advisors, LLC | Milford | $323.3 million | 1,573 | 3 | Not listed | (513) 575-9654 | adviserinfo.sec.gov | |
| Kapstone Financial Advisors LLC | Lebanon | $322.3 million | 1,086 | 5 | Not listed | (937) 751-1000 | kapstoneadvisors.com | adviserinfo.sec.gov |
| Swisher Financial Concepts, Inc. | Westerville | $317 million | 1,455 | 8 | Not listed | (614) 890-1930 | adviserinfo.sec.gov | |
| Horter Investment Management, LLC | Cincinnati | $314.5 million | 2,296 | 43 | Not listed | (513) 984-9933 | adviserinfo.sec.gov | |
| Generations Wealth, LLC | Cincinnati | $307.8 million | 360 | 10 | Not listed | (513) 834-8056 | generationswealth.com | adviserinfo.sec.gov |
| Future Finances Inc | Columbus | $304.6 million | 691 | 4 | Not listed | (614) 888-7526 | futurefinances.com | adviserinfo.sec.gov |
| Sims Investment Management LLC | Cincinnati | $304.6 million | 1,686 | 12 | Not listed | (513) 278-7467 | simsinvestment.com | adviserinfo.sec.gov |
| Spreng Capital Management, Inc. | Bucyrus | $300.2 million | 1,682 | 4 | Not listed | (419) 563-0084 | sprengcapital.com | adviserinfo.sec.gov |
| Birchcreek Wealth Management, LLC | Miami Township | $300.1 million | 195 | 5 | Not listed | (937) 567-0646 | adviserinfo.sec.gov | |
| Kovalcik & Geraghty Wealth Partners LLP | Upper Arlington | $299.1 million | 687 | 4 | Not listed | (614) 222-4888 | kgwpsouth.com | adviserinfo.sec.gov |
| Gatepass Capital, LLC | Independence | $299.1 million | 411 | 8 | 3 | (833) 428-3727 | adviserinfo.sec.gov | |
| Resolute Wealth Advisor, Inc. | Findlay | $293.8 million | 816 | 4 | Not listed | (419) 422-4400 | resolutewealthadvisor.com | adviserinfo.sec.gov |
| Mbia Capital Advisors | Cincinnati | $290.2 million | 565 | 5 | Not listed | (513) 324-2201 | adviserinfo.sec.gov | |
| North Star Advisory Group, LLC | Beachwood | $289.1 million | 487 | 7 | Not listed | (216) 202-0202 | nsag.com | adviserinfo.sec.gov |
| Schulhoff & Co Inc | Cincinnati | $286.3 million | 206 | 4 | Not listed | (513) 241-2900 | adviserinfo.sec.gov | |
| Wesbanco Securities, Inc. | St Clairsville | $285.9 million | 1,627 | 110 | Not listed | (800) 368-3369 | adviserinfo.sec.gov | |
| CW Industrial Partners, LLC | Cleveland | $283.9 million | 4 | 8 | 4 | (216) 781-3233 | pe4fams.com | adviserinfo.sec.gov |
| B.A. Schrock Wealth Management | Wadsworth | $281.6 million | 1,377 | 6 | Not listed | (330) 473-1060 | adviserinfo.sec.gov | |
| Arg Private Wealth, LLC | Cincinnati | $280 million | 530 | 2 | Not listed | (513) 488-1600 | argprivatewealth.com | adviserinfo.sec.gov |
| The Retirement Guys Formula | Maumee | $276.9 million | 1,861 | 7 | Not listed | (419) 842-0550 | adviserinfo.sec.gov | |
| Retirement Strategies, LTD. | Dublin | $272.7 million | 1,003 | 10 | Not listed | (614) 799-8668 | adviserinfo.sec.gov | |
| Camelot Portfolios, LLC | Maumee | $272.2 million | 2,076 | 7 | Not listed | (419) 794-0538 | adviserinfo.sec.gov | |
| Invest Capital Partners | Springboro | $271.9 million | 1,283 | 13 | Not listed | (937) 557-3200 | mwm.financial | adviserinfo.sec.gov |
| Hardy & Hardy Co LLC | Lima | $269.4 million | 272 | 2 | Not listed | (419) 998-8955 | adviserinfo.sec.gov | |
| Schear Investment Advisors, LLC | Cincinnati | $268.8 million | 193 | 3 | 1 | (513) 984-5700 | adviserinfo.sec.gov | |
| Redwood Financial Network | Solon | $262.8 million | 1,019 | 11 | Not listed | (440) 287-5020 | redwoodfn.com | adviserinfo.sec.gov |
| Kiplinger Wealth Advisors | Springboro | $261.7 million | 1,103 | 5 | Not listed | (937) 886-1442 | kiplingerwealth.com | adviserinfo.sec.gov |
| Ridgeline Wealth Planning LLC | Centerville | $259.6 million | 1,452 | 12 | Not listed | (937) 739-3744 | ridgelinewealthplanning.com | adviserinfo.sec.gov |
| Shaker Investments | Beachwood | $258.8 million | 283 | 9 | 1 | (216) 292-2950 | shakerinvest.com | adviserinfo.sec.gov |
| W&S Brokerage Services, Inc. | Cincinnati | $257.2 million | 963 | 114 | Not listed | (800) 257-2135 | adviserinfo.sec.gov | |
| Tudor Financial, Inc. | Dayton | $256.3 million | 708 | 6 | Not listed | (937) 439-9292 | tudorfinancial.com | adviserinfo.sec.gov |
| Game Plan Financial Advisors, LLC | Westlake, Oh | $254.7 million | 515 | 5 | Not listed | (440) 209-6480 | gameplanfa.com | adviserinfo.sec.gov |
| Integrated Wealth Management, Inc. | Uniontown | $254.1 million | 1,326 | 10 | Not listed | (330) 896-1644 | iwmgameplan.com | adviserinfo.sec.gov |
| Endeavor Wealth Advisors, LLC | Pepper Pike | $252.8 million | 577 | 3 | Not listed | (216) 373-0808 | endeavorwa.com | adviserinfo.sec.gov |
| Michael Brady & Co., LLC | Westlake | $248.6 million | 614 | 2 | Not listed | (440) 235-2100 | adviserinfo.sec.gov | |
| Fillmore Capital Partners, LLC | Powell | $247.1 million | 1 | 22 | 1 | (614) 781-1420 | fillmorecap.com | adviserinfo.sec.gov |
| Saas Capital, LLC | Cincinnati | $244.9 million | 9 | 9 | 9 | (303) 870-9529 | saas-capital.com | adviserinfo.sec.gov |
| Munn Wealth Management, LLC | Maumee | $242.3 million | 1,527 | 10 | Not listed | (419) 794-0536 | munnwealth.com | adviserinfo.sec.gov |
| Lighthouse Wealth Management, Inc. | Ashland | $237.6 million | 800 | 5 | Not listed | (419) 496-0016 | adviserinfo.sec.gov | |
| Nvest Wealth Strategies, Inc. | Powell | $236.7 million | 640 | 4 | Not listed | (614) 389-4646 | nvestwealth.com | adviserinfo.sec.gov |
| Crew Capital Management, LTD. | Cincinnati | $235.4 million | 539 | 7 | Not listed | (513) 245-2620 | adviserinfo.sec.gov | |
| Fountain Square Asset Management | Cincinnati | $233.7 million | 681 | 5 | Not listed | (513) 984-9111 | fsqam.com | adviserinfo.sec.gov |
| Clutterbuck Capital Management LLC | Cleveland | $233.4 million | 5 | 5 | 3 | (216) 539-1181 | adviserinfo.sec.gov | |
| Summit Financial Advisors, Inc. | Middletown | $232.8 million | 417 | 4 | Not listed | (513) 424-6300 | sfadvisorsinc.com | adviserinfo.sec.gov |
| Rightwealth Advisors, LLC | Miamisburg | $229.3 million | 950 | 4 | Not listed | (937) 859-9800 | adviserinfo.sec.gov | |
| Structured Wealth Management, Inc. | Toledo | $226.9 million | 527 | 4 | Not listed | (419) 517-1227 | structuredplan.com | adviserinfo.sec.gov |
| Polaris Financial Partners, LLC | Westerville | $226 million | 456 | 3 | Not listed | (614) 901-3400 | polarisfinancial.net | adviserinfo.sec.gov |
| Bullseye Investment Management, LLC | Cincinnciati | $226 million | 1,717 | 6 | Not listed | (513) 774-3325 | adviserinfo.sec.gov | |
| Edgewater Pro Sports Financial | Avon | $225 million | 715 | 4 | Not listed | (440) 934-2195 | epsf.com | adviserinfo.sec.gov |
| Retirement Plans, Inc. | Westerville | $224.9 million | 278 | 6 | Not listed | (614) 339-1910 | rpi401k.com | adviserinfo.sec.gov |
| Bond Tech Inc | Bellbrook | $221.6 million | 382 | 2 | Not listed | (937) 836-3991 | creeksidewealth.com | adviserinfo.sec.gov |
| Jericho Financial | Westerville | $220 million | 979 | 3 | Not listed | (614) 948-0039 | adviserinfo.sec.gov | |
| Miami Valley Portfolio Management Inc | Brookville | $218.6 million | 1,141 | 5 | Not listed | (937) 833-4043 | behnkenfinancial.com | adviserinfo.sec.gov |
| Affinity Wealth LLC | Canton | $217.5 million | 1,129 | 5 | Not listed | (330) 526-8412 | tagplanning.com | adviserinfo.sec.gov |
| Cleveland Capital Management, L.L.C. | Rocky River | $215.8 million | 4 | 2 | 4 | (440) 333-4925 | clevelandcapital.com | adviserinfo.sec.gov |
| Quest Wealth Solutions, Inc. | Mansfield | $214.6 million | 929 | 4 | Not listed | (419) 525-2525 | questwealthsolutions.com | adviserinfo.sec.gov |
| Kinetic Wealth Investment Advisors, LLC | Westlake | $214.5 million | 533 | 3 | Not listed | (440) 250-9500 | adviserinfo.sec.gov | |
| Objective Capital Management, LLC | Fairlawn | $214.2 million | 301 | 4 | Not listed | (216) 468-1231 | ocmwealth.com | adviserinfo.sec.gov |
| Lindahl & Mansager Inc | Fairlawn | $213.7 million | 771 | 3 | Not listed | (330) 665-0655 | adviserinfo.sec.gov | |
| Signal Tree Financial Partners LLC | Copley | $213.4 million | 397 | 7 | Not listed | (330) 590-5937 | adviserinfo.sec.gov | |
| Financial Rounds | Cincinnati | $211.3 million | 610 | 8 | Not listed | (513) 588-8080 | adviserinfo.sec.gov | |
| Shaffer Capital | Westerville | $211.1 million | 457 | 7 | Not listed | (614) 891-1200 | shaffercapital.net | adviserinfo.sec.gov |
| Independence Wealth Advisors, LLC | Independence | $210.3 million | 1,113 | 5 | Not listed | (216) 268-3888 | iwadirect.com | adviserinfo.sec.gov |
| Reservoir Wealth Management | Lima | $208.8 million | 887 | 2 | Not listed | (567) 289-2100 | reservwealth.com | adviserinfo.sec.gov |
| Garlikov Advisors Inc | Columbus | $207.6 million | 182 | 4 | Not listed | (614) 221-0900 | garlikovcompanies.com | adviserinfo.sec.gov |
| Purtill Financial LLC | Highland Heights | $207.1 million | 555 | 5 | Not listed | (440) 484-5340 | purtillfinancial.com | adviserinfo.sec.gov |
| Northavenue LLC | Columbus | $204.8 million | 638 | 9 | Not listed | (614) 210-3948 | adviserinfo.sec.gov | |
| McCarthy Wealth & Tax Advisors | Springboro | $202 million | 848 | 4 | Not listed | (937) 748-4765 | mccarthywealth.com | adviserinfo.sec.gov |
| Brixey & Meyer Capital LLC | Cincinnati | $201.8 million | 5 | 15 | 5 | (513) 762-2210 | brixeyandmeyercapital.com | adviserinfo.sec.gov |
| Capital Asset Management, Inc. | Columbus | $199.5 million | 335 | 3 | Not listed | (614) 515-5510 | adviserinfo.sec.gov | |
| DBK Financial Counsel, LLC | Cuyahoga Falls | $199.5 million | 227 | 4 | Not listed | (330) 923-3038 | adviserinfo.sec.gov | |
| Rik Saylor Financial, Inc. | Fairfield | $199.2 million | 1,047 | 5 | Not listed | (513) 829-8888 | riksaylorfinancial.com | adviserinfo.sec.gov |
| Newport Investment Advisors Inc | Beachwood | $198 million | 176 | 2 | Not listed | (216) 514-5151 | newport.us | adviserinfo.sec.gov |
| Feg Curio Investment Partners, LLC | Cincinnati | $195.3 million | 18 | 17 | 20 | (513) 977-4400 | feg.com | adviserinfo.sec.gov |
| Bright Path Sports Partners, LLC | Cleveland | $194.8 million | 2 | 4 | 2 | (216) 235-3292 | brightpathsports.com | adviserinfo.sec.gov |
| T.T.G. Financial, Inc. | Canton | $194 million | 210 | 6 | Not listed | (330) 491-2220 | teamttg.com | adviserinfo.sec.gov |
| Future Financial Wealth Management Group, LLC | Cincinnati | $193.4 million | 595 | 4 | Not listed | (513) 817-3131 | future-financial.net | adviserinfo.sec.gov |
| Enza Financial, LLC | Independence | $191.2 million | 339 | 5 | Not listed | (216) 236-0700 | enzafinancial.com | adviserinfo.sec.gov |
| Meyer Capital Management LLC. | Cincinnati | $190.8 million | 353 | 7 | Not listed | (513) 772-3600 | meyercapital.com | adviserinfo.sec.gov |
| Bluestone Private Wealth, LLC | Cleveland | $190.4 million | 226 | 3 | Not listed | (216) 299-1883 | bluestoneprivate.com | adviserinfo.sec.gov |
| Barnes Dennig Private Wealth Management, LLC | Cincinnati | $188.2 million | 419 | 7 | Not listed | (513) 241-8313 | barnesdennigprivatewealth.com | adviserinfo.sec.gov |
| Heritage Financial Advisors, LLC | Waterville | $188 million | 502 | 1 | Not listed | (419) 887-5887 | heritagefa.com | adviserinfo.sec.gov |
| 365 Wealth Management Group | Mason | $186.6 million | 1,285 | 8 | Not listed | (513) 880-0002 | 365wmg.com | adviserinfo.sec.gov |
| First Mason Financial, LLC | Medina | $185.7 million | 1,068 | 3 | Not listed | (330) 722-5777 | adviserinfo.sec.gov | |
| Claymore Capital Partners | Cincinnati | $183.9 million | 6 | 5 | 6 | (513) 762-7615 | adviserinfo.sec.gov | |
| The Pension Group | Dublin | $182.4 million | 822 | 9 | Not listed | (614) 423-4600 | thepensiongroup.com | adviserinfo.sec.gov |
| Cintrifuse Capital | Cincinnati | $180.1 million | 4 | 8 | 4 | (513) 246-2706 | adviserinfo.sec.gov | |
| The Private Investment Group, Inc. | Kettering | $179.3 million | 459 | 4 | Not listed | (937) 434-0500 | tpiginc.com | adviserinfo.sec.gov |
| Benchmark Wealth Management | Cincinnati | $179 million | 286 | 6 | Not listed | (513) 328-0272 | adviserinfo.sec.gov | |
| Fiduciary Wealth Group, LLC | Centerville | $178 million | 452 | 3 | Not listed | (855) 560-7171 | fiduciarywealthgroup.com | adviserinfo.sec.gov |
| Emvision Capital Advisors, LLC | Aurora | $176.4 million | 429 | 14 | Not listed | (330) 954-3770 | emvisioncapital.com | adviserinfo.sec.gov |
| Livelsberger Financial Advisory | Ashland | $176.4 million | 380 | 4 | Not listed | livelsbergerfinancial.com | adviserinfo.sec.gov | |
| Alan B. Lancz & Associates, Inc. | Toledo | $175.4 million | 110 | 4 | 2 | (419) 536-5200 | ablonline.com | adviserinfo.sec.gov |
| Appalachian Capital Management | St. Clairsville | $175.3 million | 761 | 4 | Not listed | (740) 695-3434 | appcapitalmgt.com | adviserinfo.sec.gov |
| Trinity Wealth Advisors, Inc. | Powell | $173 million | 483 | 3 | Not listed | (614) 760-7738 | trinitywealthfinancial.com | adviserinfo.sec.gov |
| Kennon-Green & Co. | New Albany | $171.4 million | 292 | 4 | Not listed | (614) 656-3638 | kennongreen.com | adviserinfo.sec.gov |
| Peb Capital Management LLC | Columbus | $171 million | 461 | 3 | Not listed | (614) 457-6855 | pebcm.com | adviserinfo.sec.gov |
| Tactical Fund Advisors, LLC | Cincinnati | $169.8 million | 4 | 7 | Not listed | (513) 987-4458 | tfafunds.com | adviserinfo.sec.gov |
| Turnstone Financial | Troy | $169.8 million | 240 | 2 | Not listed | (937) 875-2550 | turnstonefinancial.com | adviserinfo.sec.gov |
| McCarley & Cook Financial Planners | Cincinnati | $169.1 million | 560 | 2 | Not listed | (513) 792-9990 | adviserinfo.sec.gov | |
| Meyer Gates Financial Advisors, Inc | West Chester | $168.7 million | 448 | 6 | Not listed | (937) 220-4915 | meyergates.com | adviserinfo.sec.gov |
| Safe Harbor Wealth Advisors, LLC | Dublin | $167.2 million | 1,085 | 3 | Not listed | (614) 760-0670 | safeharboroh.net | adviserinfo.sec.gov |
| Vision Financial Management, LLC | Cuyahoga Falls | $165.7 million | 747 | 5 | Not listed | (330) 929-9900 | adviserinfo.sec.gov | |
| M.K. Brown Wealth Advisory | Oakwood | $165.5 million | 282 | 3 | Not listed | (937) 298-8904 | mkbrown.com | adviserinfo.sec.gov |
| Bell City Wealth, Inc. | Hillsboro | $163.3 million | 789 | 2 | Not listed | (937) 393-3154 | bellcitywealth.com | adviserinfo.sec.gov |
| Libertas Wealth Management Group, Inc. | Columbus | $163.1 million | 1,184 | 6 | Not listed | (614) 543-1350 | adviserinfo.sec.gov | |
| Shepherd Wealth Management | Cincinnati | $162.1 million | 430 | 4 | Not listed | (513) 630-2664 | adviserinfo.sec.gov | |
| M3 Wealth Management | North Royalton | $160.2 million | 858 | 3 | Not listed | (440) 652-6370 | m3wealthmanagement.com | adviserinfo.sec.gov |
| Harding Financial Group | Westerville | $160.2 million | 437 | 6 | Not listed | (614) 515-4722 | adviserinfo.sec.gov | |
| Hda Wealth Management, LLC | Poland | $159.1 million | 916 | 2 | Not listed | (330) 980-0741 | hdawealth.com | adviserinfo.sec.gov |
| Ska Financial Services,Inc. | Fairview Park | $159.1 million | 598 | 1 | Not listed | (440) 734-3200 | adviserinfo.sec.gov | |
| Richwood Investment Advisors, LLC | Cincinnati | $155.1 million | 449 | 1 | Not listed | (513) 871-0123 | richwoodia.com | adviserinfo.sec.gov |
| Worthington Wealth Management | Worthington | $153.7 million | 336 | 6 | Not listed | (614) 368-0769 | worthingtonwealth.com | adviserinfo.sec.gov |
| Graver Capital Management, LLC | Columbus | $153.5 million | 544 | 4 | Not listed | (614) 499-2500 | adviserinfo.sec.gov | |
| Bollin Wealth Management, LLC | Perrysburg | $152.7 million | 553 | 4 | Not listed | (419) 878-3934 | bollinwealth.com | adviserinfo.sec.gov |
| Infinity Wealth Counsel, LLC | Loveland | $151.9 million | 422 | 4 | Not listed | (513) 563-3500 | adviserinfo.sec.gov | |
| Atlantis Wealth Advisors LLC | Maumee | $150.2 million | 775 | 4 | Not listed | (419) 794-0538 | camelotportfolios.com | adviserinfo.sec.gov |
| Compass Financial Group, Inc. | Dublin | $148.8 million | 158 | 4 | Not listed | (614) 791-0093 | adviserinfo.sec.gov | |
| Peerless Wealth | Columbus | $148.7 million | 421 | 4 | Not listed | (614) 824-2824 | adviserinfo.sec.gov | |
| Rabe Investment Consulting Group | Richfield | $147.3 million | 376 | 3 | Not listed | (216) 770-7300 | adviserinfo.sec.gov | |
| The Wealth Advantage Group, Inc. | Columbus | $146.4 million | 516 | 3 | Not listed | (614) 459-9000 | wealthadvantagegroup.com | adviserinfo.sec.gov |
| Chapman & Chapman Advisors LLC | Chagrin Falls | $145.6 million | 473 | 3 | Not listed | (440) 287-7603 | adviserinfo.sec.gov | |
| Egsi Investment Management | Dublin | $144.7 million | 798 | 4 | Not listed | (614) 526-4118 | egsifinancial.com | adviserinfo.sec.gov |
| Columbus Street Wealth Management, LLC | Dublin | $144.5 million | 391 | 1 | Not listed | (614) 662-4250 | columbusstreetfin.com | adviserinfo.sec.gov |
| Ross Wealth Advisors, LLC | Columbus | $139.7 million | 594 | 4 | Not listed | (614) 545-0277 | 833armorup.com | adviserinfo.sec.gov |
| Monetary Solutions, LTD. | Dayton | $139.7 million | 278 | 2 | Not listed | (937) 297-1140 | adviserinfo.sec.gov | |
| SWP Investment Management LLC | Independence | $138.4 million | 1 | 5 | Not listed | (216) 800-9000 | adviserinfo.sec.gov | |
| Vanweelden Wealth Management, LLC | West Chester Township | $136.5 million | 581 | 6 | Not listed | (513) 942-8961 | adviserinfo.sec.gov | |
| Schmitt Wealth Advisers, LLC | Cincinnati | $135 million | 320 | 3 | Not listed | (513) 813-1580 | prolifeinvestor.com | adviserinfo.sec.gov |
| Bison Wealth Management, LLC | Lyndhurst | $131 million | 468 | 4 | Not listed | (216) 270-4425 | bisonllc.com | adviserinfo.sec.gov |
| Mench Financial Inc | Cincinnati | $130.6 million | 183 | 4 | Not listed | (513) 745-5111 | menchfin.com | adviserinfo.sec.gov |
| Lincoln Douglas Investments, LLC | Mount Vernon | $130.5 million | 246 | 27 | Not listed | (740) 397-1397 | adviserinfo.sec.gov | |
| Messmer Capital Advisors LLC | Milford | $130.4 million | 593 | 4 | Not listed | (740) 972-1196 | messmercapital.com | adviserinfo.sec.gov |
| Aan Wealth Advisors LLC | Canton | $130 million | 525 | 10 | Not listed | (888) 720-0360 | aanwealthadvisors.com | adviserinfo.sec.gov |
| Seven Hills Capital Advisors | Cincinnati | $130 million | 361 | 1 | Not listed | (513) 515-3135 | 7hca.com | adviserinfo.sec.gov |
| Alpha Asset Management | Akron | $129.1 million | 149 | 1 | Not listed | (330) 374-7500 | adviserinfo.sec.gov | |
| 2 Knights Wealth Management, LLC | Pepper Pike | $127.3 million | 62 | 2 | Not listed | (216) 798-5511 | 2knightswealth.com | adviserinfo.sec.gov |
| Sabre Asset Management LLC | Pepper Pike | $127.3 million | 376 | 2 | Not listed | (216) 245-6622 | sabreasset.com | adviserinfo.sec.gov |
| Oda and Company, Inc. | Medina | $125.6 million | 286 | 3 | Not listed | (330) 725-8911 | adviserinfo.sec.gov | |
| Demers Financial Planning | Columbus | $125.3 million | 190 | 2 | Not listed | adviserinfo.sec.gov | ||
| Evans Wealth Management | Gallipolis | $122 million | 665 | 1 | Not listed | (740) 446-4200 | ewmstanevans.com | adviserinfo.sec.gov |
| Gudorf Financial Group, LLC | Dayton | $121.1 million | 242 | 4 | Not listed | (937) 898-5430 | gudorffinancial.com | adviserinfo.sec.gov |
| Van Winkle Wealth Management Group LLC | Newark | $120.8 million | 792 | 1 | Not listed | (740) 366-1110 | vanwinklewealth.com | adviserinfo.sec.gov |
| Western Reserve Capital Management, LLC | Hudson | $120.2 million | 270 | 2 | Not listed | (330) 655-1543 | wrcmfp.com | adviserinfo.sec.gov |
| Summit Wealth Management LLC | Akron | $120.1 million | 510 | 3 | Not listed | (330) 523-1065 | swm1.us | adviserinfo.sec.gov |
| Cox & Cook Wealth Advisors | Dublin | $119.5 million | 563 | 4 | Not listed | (614) 764-2366 | plans2retire.com | adviserinfo.sec.gov |
| Independence Capital Co., Inc. | Parma | $118.7 million | 300 | 43 | Not listed | (440) 888-7000 | indcap.com | adviserinfo.sec.gov |
| Wurz Financial Services, LLC | Holland | $117 million | 449 | 7 | Not listed | (859) 291-9879 | adviserinfo.sec.gov | |
| Colburn Wealth Management, LLC | Grove City | $116.2 million | 463 | 4 | Not listed | (740) 831-4004 | adviserinfo.sec.gov | |
| Capstone Wealth Partners | Dublin | $114.9 million | 577 | 4 | Not listed | (614) 754-7805 | capstonewealthpartners.com | adviserinfo.sec.gov |
| Queen City Capital Management, LLC | Cincinnati | $114.4 million | 247 | 2 | Not listed | (513) 721-6089 | qccmonline.com | adviserinfo.sec.gov |
| Scofield & Company, LLC | Fairlawn | $113.6 million | 225 | 5 | Not listed | (330) 668-2616 | adviserinfo.sec.gov | |
| Blue Jay Financial Group, LLC | Defiance | $113.5 million | 676 | 9 | Not listed | (419) 785-4525 | adviserinfo.sec.gov | |
| Tidmore Retirement Planning Specialists | Beachwood | $112.9 million | 306 | 4 | Not listed | (440) 498-1396 | adviserinfo.sec.gov | |
| Kintra Investments, LLC | Marysville | $112.9 million | 1 | 3 | Not listed | (937) 644-0351 | mccarthyandcox.com | adviserinfo.sec.gov |
| Alpha Planning and Financial Services, Inc. | Solon | $112.8 million | 578 | 5 | Not listed | (440) 519-0300 | alphaplanners.com | adviserinfo.sec.gov |
| Strong Investment Management, LLC | Canton | $111.9 million | 638 | 3 | Not listed | (330) 492-4470 | adviserinfo.sec.gov | |
| Finish Well RIA LLC | Columbus | $109 million | 785 | 2 | Not listed | (833) 397-3847 | fwretire.com | adviserinfo.sec.gov |
| JRP Capital Corp | Dublin | $108.5 million | 160 | 3 | Not listed | (614) 559-2261 | jrpcapital.com | adviserinfo.sec.gov |
| Camelot Event-Driven Advisors, LLC | Maumee | $107.8 million | 2 | 2 | 1 | (419) 794-0538 | cameloteventdrivenfund.com | adviserinfo.sec.gov |
| Nye Wealth Management LLC | Hudson | $107.7 million | 225 | 5 | Not listed | (330) 656-0007 | adviserinfo.sec.gov | |
| Mediate Financial Investment Advisory Services, LLC | Canfield | $106.4 million | 733 | 3 | Not listed | (330) 702-3556 | adviserinfo.sec.gov | |
| Westpoint Wealth Management, LLC | Berea | $106 million | 810 | 9 | Not listed | (216) 434-4055 | adviserinfo.sec.gov | |
| S.C. Thomas & Associates, CPA, LLC | Medina | $104.6 million | 265 | 2 | Not listed | (330) 725-3162 | scthomascpa.com | adviserinfo.sec.gov |
| Beacon Associates Wealth Management, LLC | Maumee | $101.1 million | 838 | 4 | Not listed | (419) 482-0280 | adviserinfo.sec.gov | |
| FC Wealth Solutions LLC | Westerville | $101 million | 416 | 4 | Not listed | (614) 212-1015 | fcwealthsolutions.com | adviserinfo.sec.gov |
| Financial Counseling, Inc. | Springboro | $100.1 million | 708 | 3 | Not listed | (937) 748-8710 | financialcounselinginc.com | adviserinfo.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.