Data / Investment advisers / Serving charitable organizations / Ohio

Investment advisers in Ohio serving charitable organizations: 185 firms

Name: Investment advisers in Ohio serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

185 SEC registered investment advisers with a main office in Ohio report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $37.7 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Feg.

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.

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185Advisers
$37.7 billionAUM from this client type
185Advisers over $100 million
November 2, 2026File date

Advisers in Ohio serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Feg	Cincinnati	166	$15.15 billion	$19.71 billion	adviserinfo.sec.gov
Bahl & Gaynor LLC	Cincinnati	74	$5.64 billion	$20.99 billion	adviserinfo.sec.gov
Fort Washington Investment Advisors Inc	Cincinnati	65	$2.27 billion	$93.47 billion	adviserinfo.sec.gov
Boyd Watterson Asset Management, LLC	Cleveland	96	$1.98 billion	$18.81 billion	adviserinfo.sec.gov
Highland Consulting Associates Inc.	Cleveland	18	$1.54 billion	$21.93 billion	adviserinfo.sec.gov
Johnson Investment Counsel, Inc.	Cincinnati	99	$1.27 billion	$22.98 billion	adviserinfo.sec.gov
Fifth Third Wealth Advisors LLC	Cincinnati	14	$962.7 million	$7.80 billion	adviserinfo.sec.gov
Randolph Co Inc	Cincinnati	6	$846 million	$1.08 billion	adviserinfo.sec.gov
Meeder Public Funds, Inc.	Dublin	14	$593.3 million	$70.16 billion	adviserinfo.sec.gov
Org Portfolio Management LLC	Beachwood	Fewer than 5	$590.1 million	$6.38 billion	adviserinfo.sec.gov
Venture Visionary Partners LLC	Sylvania	65	$418.9 million	$5.24 billion	adviserinfo.sec.gov
Mai Capital Management, LLC	Cleveland	90	$415.7 million	$52.10 billion	adviserinfo.sec.gov
Carnegie Investment Counsel	Pepper Pike	77	$404.4 million	$7.51 billion	adviserinfo.sec.gov
Bartlett & Co. Wealth Management LLC	Cincinnati	40	$399.1 million	$10.25 billion	adviserinfo.sec.gov
SJS Investment Services	Sylvania	55	$342.8 million	$2.94 billion	adviserinfo.sec.gov
Diamond Hill Capital Management, LLC	Columbus	29	$335.9 million	$29.38 billion	adviserinfo.sec.gov
Ancora Advisors LLC	Mayfield Heights	37	$318.6 million	$4.61 billion	adviserinfo.sec.gov
Stratos Wealth Partners, LTD	Beachwood	121	$284.2 million	$18.65 billion	adviserinfo.sec.gov
Truepoint, Inc.	Cincinnati	23	$246.2 million	$6.39 billion	adviserinfo.sec.gov
CM Wealth Advisors LLC	Beachwood	11	$245.9 million	$3.60 billion	adviserinfo.sec.gov
Opus Capital Management	Cincinnati	6	$233.1 million	$1.51 billion	adviserinfo.sec.gov
Daymark Wealth Partners, LLC	Cincinnati	20	$216.8 million	$5.04 billion	adviserinfo.sec.gov
Tfo Wealth Partners	Maumee	27	$179.2 million	$5.66 billion	adviserinfo.sec.gov
Eichner Investment Planning, LLC	Cincinnati	1	$127 million	$692.1 million	adviserinfo.sec.gov
Nationwide Asset Management, LLC	Columbus	Fewer than 5	$111 million	$15.19 billion	adviserinfo.sec.gov
Oak Associates LTD	Akron	13	$100.7 million	$1.78 billion	adviserinfo.sec.gov
First Fiduciary Investment Counsel Inc	Cleveland	5	$97.3 million	$565.5 million	adviserinfo.sec.gov
Broadleaf Partners, LLC	Hudson	13	$95.4 million	$551.3 million	adviserinfo.sec.gov
Cincinnati Asset Management Inc	Cincinnati	71	$93.8 million	$2.53 billion	adviserinfo.sec.gov
Hamilton Capital	Columbus	47	$85.4 million	$4.94 billion	adviserinfo.sec.gov
Sequoia Financial Group, L.L.C.	Akron	25	$83 million	$32.24 billion	adviserinfo.sec.gov
PDS Planning Inc	Dublin	7	$81.5 million	$2.17 billion	adviserinfo.sec.gov
Revisor Wealth Management LLC	Akron	27	$81 million	$2.53 billion	adviserinfo.sec.gov
Matson Money, Inc.	Mason	81	$80.6 million	$24.33 billion	adviserinfo.sec.gov
Kohmann Bosshard Financial Services, LLC.	Akron	15	$76.9 million	$1.12 billion	adviserinfo.sec.gov
Cbiz Investment Advisory Services, LLC	Cleveland	14	$70.5 million	$12.76 billion	adviserinfo.sec.gov
Beese Fulmer Private Wealth Management	Canton	7	$69.5 million	$2.06 billion	adviserinfo.sec.gov
McDonald Partners LLC	Cleveland	13	$63.4 million	$1.28 billion	adviserinfo.sec.gov
Eubel Brady & Suttman	Miamisburg	23	$60.9 million	$2.07 billion	adviserinfo.sec.gov
Heritage Financial Advisors, LLC	Waterville	Fewer than 5	$57.5 million	$188 million	adviserinfo.sec.gov
Oneseven	Beachwood	47	$51.9 million	$7.72 billion	adviserinfo.sec.gov
Wellspring Family Office	Cleveland	9	$44.2 million	$5.06 billion	adviserinfo.sec.gov
Virtera Partners LLC	Pepper Pike	1	$42.5 million	$451.8 million	adviserinfo.sec.gov
Ancora Retirement Plan Advisors, LLC	Cleveland	3	$40.2 million	$1.53 billion	adviserinfo.sec.gov
Windsor Advisory Group, LLC	Columbus	15	$39.8 million	$2.92 billion	adviserinfo.sec.gov
James Investment Research Inc	Xenia	12	$38.4 million	$1.21 billion	adviserinfo.sec.gov
Vela Investment Management, LLC	New Albany	6	$37.9 million	$562.9 million	adviserinfo.sec.gov
Meyers Wealth Management, LLC	Columbus	8	$37.7 million	$1.93 billion	adviserinfo.sec.gov
Turnstone Financial	Troy	Fewer than 5	$37.5 million	$169.8 million	adviserinfo.sec.gov
Hendley & Co. Inc.	Zanesville	13	$35.4 million	$438.2 million	adviserinfo.sec.gov
Wealth Dimensions Group, LTD.	Cincinnati	12	$34.9 million	$1.24 billion	adviserinfo.sec.gov
Foster & Motley Inc	Cincinnati	3	$34.5 million	$2.94 billion	adviserinfo.sec.gov
Key Investment Services LLC	Brooklyn	100	$32.8 million	$8.88 billion	adviserinfo.sec.gov
Ancora Private Wealth Advisors, LLC	Cleveland	28	$28.9 million	$3.90 billion	adviserinfo.sec.gov
Meeder Advisory Services, Inc.	Dublin	9	$26.5 million	$2.86 billion	adviserinfo.sec.gov
Trueblood Wealth Management, LLC	Lima	8	$26.2 million	$474.1 million	adviserinfo.sec.gov
Horan Wealth, LLC	Cincinnati	17	$26 million	$1.47 billion	adviserinfo.sec.gov
Journey Wealth Management	Cleveland	6	$25.6 million	$1.39 billion	adviserinfo.sec.gov
Constellation Wealth Advisors	Cincinnati	4	$24.2 million	$5.40 billion	adviserinfo.sec.gov
Mench Financial Inc	Cincinnati	3	$24.2 million	$130.6 million	adviserinfo.sec.gov
Game Plan Financial Advisors, LLC	Westlake, Oh	9	$22.2 million	$254.7 million	adviserinfo.sec.gov
Stratos Wealth Advisors LLC	Beachwood	10	$21 million	$5.57 billion	adviserinfo.sec.gov
Woodland Wealth Partners	Pepper Pike	Fewer than 5	$20.9 million	$711.9 million	adviserinfo.sec.gov
Lighthouse Wealth Management, Inc.	Ashland	6	$20.5 million	$237.6 million	adviserinfo.sec.gov
Cornerstone Wealth Management	Westlake	7	$18.7 million	$628.7 million	adviserinfo.sec.gov
St. Clair Advisors, LLC	Mayfield Heights	3	$17.6 million	$1.07 billion	adviserinfo.sec.gov
Miami Valley Portfolio Management Inc	Brookville	1	$17.2 million	$218.6 million	adviserinfo.sec.gov
HCM Wealth Advisors	Cincinnati	Fewer than 5	$16.7 million	$1.23 billion	adviserinfo.sec.gov
Winslow Asset Management Inc	Beachwood	5	$16.4 million	$626.7 million	adviserinfo.sec.gov
Vantage Financial Group, Inc.	Cleveland	15	$16.4 million	$866.9 million	adviserinfo.sec.gov
Riverview Research, LLC	Independence	6	$16.1 million	$990.8 million	adviserinfo.sec.gov
Peak Wealth Solutions	Pepper Pike	7	$15.3 million	$911.6 million	adviserinfo.sec.gov
Valmark Advisers, Inc.	Akron	19	$15.2 million	$10.17 billion	adviserinfo.sec.gov
Wealthquest Corporation	Cincinnati	10	$15 million	$2.22 billion	adviserinfo.sec.gov
Cambridge Financial Group, Inc.	Columbus	5	$14.9 million	$331.3 million	adviserinfo.sec.gov
Summit Financial Strategies Inc	Columbus	5	$14.8 million	$2.31 billion	adviserinfo.sec.gov
Sabre Asset Management LLC	Pepper Pike	4	$14 million	$127.3 million	adviserinfo.sec.gov
Brilliant Advice, LLC	Cincinnati	2	$13.9 million	$569.5 million	adviserinfo.sec.gov
Dean Investments	Beavercreek	8	$13.9 million	$909.3 million	adviserinfo.sec.gov
Advanced Asset Management Advisors, Inc.	Dublin	5	$13.1 million	$651.3 million	adviserinfo.sec.gov
Park Edge Advisors, LLC	Cleveland	2	$13.1 million	$522.5 million	adviserinfo.sec.gov
Strategic Wealth Partners, LTD.	Independence	2	$12.8 million	$1.64 billion	adviserinfo.sec.gov
Huntington Financial Advisors	Columbus	27	$12.5 million	$7.89 billion	adviserinfo.sec.gov
Pinnacle Advisors	Mansfield	6	$12.4 million	$2.14 billion	adviserinfo.sec.gov
Lakeridge Wealth Management LLC	Mentor	5	$12.4 million	$805.4 million	adviserinfo.sec.gov
Schulhoff & Co Inc	Cincinnati	4	$11.7 million	$286.3 million	adviserinfo.sec.gov
Rabe Investment Consulting Group	Richfield	Fewer than 5	$10.9 million	$147.3 million	adviserinfo.sec.gov
Capital Advisors, LTD., LLC	Shaker Heights	7	$10.8 million	$1.37 billion	adviserinfo.sec.gov
Croak Capital	Toledo	3	$10.5 million	$363.9 million	adviserinfo.sec.gov
Paradigm Wealth Management, LLC	Westlake	Fewer than 5	$10.4 million	$563.4 million	adviserinfo.sec.gov
Munn Wealth Management, LLC	Maumee	16	$10.3 million	$242.3 million	adviserinfo.sec.gov
United Advisor Group	Cincinnati	18	$10.1 million	$1.43 billion	adviserinfo.sec.gov
Polaris Financial Partners, LLC	Westerville	1	$10 million	$226 million	adviserinfo.sec.gov
On Investment Management Co	Cincinnati	16	$9.6 million	$3.15 billion	adviserinfo.sec.gov
Asendo Wealth Advisory	Columbus	5	$9.5 million	$866.5 million	adviserinfo.sec.gov
Antolino Wealth Advisors	Columbus	7	$8.9 million	$1.42 billion	adviserinfo.sec.gov
Fifth Third Securities, Inc.	Cincinnati	17	$8.8 million	$10.92 billion	adviserinfo.sec.gov
Whitcomb & Hess, Inc.	Ashland	12	$8.2 million	$490.7 million	adviserinfo.sec.gov
2 Knights Wealth Management, LLC	Pepper Pike	Fewer than 5	$8 million	$127.3 million	adviserinfo.sec.gov
Spreng Capital Management, Inc.	Bucyrus	17	$7.9 million	$300.2 million	adviserinfo.sec.gov
Schear Investment Advisors, LLC	Cincinnati	3	$7.8 million	$268.8 million	adviserinfo.sec.gov
Souders Financial Advisors, LLC	Cincinnati	3	$7.3 million	$1.41 billion	adviserinfo.sec.gov
Columbus Investment Advisory Inc.	New Albany	9	$6.8 million	$453.7 million	adviserinfo.sec.gov
Presper Financial Architects, LLC	Akron	Fewer than 5	$6.6 million	$362.6 million	adviserinfo.sec.gov
Symphony Financial Services, Inc.	Akron	6	$5.6 million	$428.7 million	adviserinfo.sec.gov
DBK Financial Counsel, LLC	Cuyahoga Falls	5	$5.6 million	$199.5 million	adviserinfo.sec.gov
Hixon Zuercher Capital Management	Findlay	6	$5 million	$487.7 million	adviserinfo.sec.gov
Camelot Portfolios, LLC	Maumee	9	$4.8 million	$272.2 million	adviserinfo.sec.gov
Gatepass Capital, LLC	Independence	4	$4.8 million	$299.1 million	adviserinfo.sec.gov
Garlikov Advisors Inc	Columbus	11	$4.7 million	$207.6 million	adviserinfo.sec.gov
Appalachian Capital Management	St. Clairsville	16	$4.6 million	$175.3 million	adviserinfo.sec.gov
Invest Capital Partners	Springboro	4	$4.5 million	$271.9 million	adviserinfo.sec.gov
Financial Management Strategies, Inc.	Broadview HTS.	6	$4.5 million	$714.2 million	adviserinfo.sec.gov
Kirtland Hills Capital Management, LLC	Bratenahl	4	$4.5 million	$382 million	adviserinfo.sec.gov
Bluestone Private Wealth, LLC	Cleveland	1	$4.5 million	$190.4 million	adviserinfo.sec.gov
Alan B. Lancz & Associates, Inc.	Toledo	Fewer than 5	$4.4 million	$175.4 million	adviserinfo.sec.gov
Columbus Street Wealth Management, LLC	Dublin	Fewer than 5	$4.3 million	$144.5 million	adviserinfo.sec.gov
Capital Asset Management, Inc.	Columbus	3	$4.2 million	$199.5 million	adviserinfo.sec.gov
Fountain Square Asset Management	Cincinnati	2	$3.9 million	$233.7 million	adviserinfo.sec.gov
Accent Capital Management, LLC	Centerville	3	$3.6 million	$382.7 million	adviserinfo.sec.gov
Anderson Financial Strategies, LLC	Dayton	6	$3.5 million	$402.1 million	adviserinfo.sec.gov
Dean Financial Services	Beavercreek	Fewer than 5	$3.3 million	$382 million	adviserinfo.sec.gov
Trinity Wealth Advisors, Inc.	Powell	Fewer than 5	$3.2 million	$173 million	adviserinfo.sec.gov
Gryphon Financial Partners	Columbus	2	$3.1 million	$2.44 billion	adviserinfo.sec.gov
Lesjak Planning, LLC	Westlake	Fewer than 5	$3 million	$396 million	adviserinfo.sec.gov
Jessup Wealth Management	Dayton	3	$2.8 million	$360.2 million	adviserinfo.sec.gov
Ridgeline Wealth Planning LLC	Centerville	2	$2.8 million	$259.6 million	adviserinfo.sec.gov
Infinity Wealth Counsel, LLC	Loveland	Fewer than 5	$2.7 million	$151.9 million	adviserinfo.sec.gov
Blake Schutter Theil Wealth Advisors, LLC	Dayton	4	$2.7 million	$459.5 million	adviserinfo.sec.gov
Endeavor Wealth Advisors, LLC	Pepper Pike	3	$2.7 million	$252.8 million	adviserinfo.sec.gov
Waller Financial Planning Group, Inc.	Columbus	Fewer than 5	$2.6 million	$747.8 million	adviserinfo.sec.gov
Rea Wealth Management	New Philadelphia	3	$2.5 million	$892.3 million	adviserinfo.sec.gov
MPM Wealth Advisors	Holland	3	$2.5 million	$1.04 billion	adviserinfo.sec.gov
Prosperity Capital Advisors	Westlake	24	$2.5 million	$4.39 billion	adviserinfo.sec.gov
Prasad Wealth Partners	Independence	1	$2.1 million	$572.1 million	adviserinfo.sec.gov
Ruggaard & Associates	Hudson	Fewer than 5	$2 million	$368.6 million	adviserinfo.sec.gov
North Point Portfolio Managers Corporation	Orange Village	3	$2 million	$773.3 million	adviserinfo.sec.gov
Shaker Investments	Beachwood	2	$1.9 million	$258.8 million	adviserinfo.sec.gov
Formidable Asset Management, LLC	Cincinnati	5	$1.8 million	$903 million	adviserinfo.sec.gov
Whitaker-Myers Wealth Managers, LTD.	Mansfield	5	$1.8 million	$850.6 million	adviserinfo.sec.gov
Redtree Investment Group	Cincinnati	1	$1.8 million	$9.68 billion	adviserinfo.sec.gov
Livelsberger Financial Advisory	Ashland	1	$1.8 million	$176.4 million	adviserinfo.sec.gov
Tudor Financial, Inc.	Dayton	4	$1.7 million	$256.3 million	adviserinfo.sec.gov
Resolute Wealth Advisor, Inc.	Findlay	5	$1.7 million	$293.8 million	adviserinfo.sec.gov
KMG Fiduciary Partners, LLC	Toledo	Fewer than 5	$1.6 million	$1.67 billion	adviserinfo.sec.gov
Hackman Financial Group	Cincinnati	Fewer than 5	$1.5 million	$426.7 million	adviserinfo.sec.gov
Keeler & Nadler Family Wealth	Dublin	2	$1.4 million	$609.9 million	adviserinfo.sec.gov
Ardent Capital Management, Inc.	Cincinnati	2	$1.3 million	$327 million	adviserinfo.sec.gov
Everhart Advisors	Dublin	1	$1.2 million	$2.46 billion	adviserinfo.sec.gov
National Wealth Management Group, LLC	Cincinnati	Fewer than 5	$1.2 million	$534.9 million	adviserinfo.sec.gov
Beacon Capital Management, Inc.	Dayton	6	$1.2 million	$4.26 billion	adviserinfo.sec.gov
Nvest Wealth Strategies, Inc.	Powell	2	$1.2 million	$236.7 million	adviserinfo.sec.gov
BPS Wealth Advisors, Inc.	Canfield	8	$1.2 million	$1.08 billion	adviserinfo.sec.gov
Thor Wealth Management Inc	Cincinnati	Fewer than 5	$1.1 million	$678.7 million	adviserinfo.sec.gov
Atlantis Wealth Advisors LLC	Maumee	2	$1.1 million	$150.2 million	adviserinfo.sec.gov
Monetary Solutions, LTD.	Dayton	1	$1.1 million	$139.7 million	adviserinfo.sec.gov
Rockport Wealth Advisors	Fairview Park	2	$911,637	$676.4 million	adviserinfo.sec.gov
Fourth Dimension Wealth, LLC	Middleburg Heights	2	$864,662	$356.4 million	adviserinfo.sec.gov
Retirement Strategies, LTD.	Dublin	1	$839,233	$272.7 million	adviserinfo.sec.gov
Feg Curio Investment Partners, LLC	Cincinnati	Fewer than 5	$691,934	$195.3 million	adviserinfo.sec.gov
Swisher Financial Concepts, Inc.	Westerville	Fewer than 5	$689,554	$317 million	adviserinfo.sec.gov
Kapstone Financial Advisors LLC	Lebanon	Fewer than 5	$648,683	$322.3 million	adviserinfo.sec.gov
Enza Financial, LLC	Independence	Fewer than 5	$644,088	$191.2 million	adviserinfo.sec.gov
Quest Wealth Solutions, Inc.	Mansfield	2	$543,000	$214.6 million	adviserinfo.sec.gov
Kinetic Wealth Investment Advisors, LLC	Westlake	3	$538,092	$214.5 million	adviserinfo.sec.gov
Bollin Wealth Management, LLC	Perrysburg	1	$458,400	$152.7 million	adviserinfo.sec.gov
JPS Financial, LLC	Westlake	1	$452,011	$377 million	adviserinfo.sec.gov
Egsi Investment Management	Dublin	2	$377,280	$144.7 million	adviserinfo.sec.gov
Van Cleef Asset Management Inc	Beachwood	1	$364,570	$1.21 billion	adviserinfo.sec.gov
North Star Advisory Group, LLC	Beachwood	1	$357,075	$289.1 million	adviserinfo.sec.gov
Bond Tech Inc	Bellbrook	1	$336,004	$221.6 million	adviserinfo.sec.gov
The Retirement Guys Formula	Maumee	1	$328,400	$276.9 million	adviserinfo.sec.gov
Beacon Financial Advisory LLC	Cleveland	2	$254,777	$900.7 million	adviserinfo.sec.gov
Purtill Financial LLC	Highland Heights	1	$231,702	$207.1 million	adviserinfo.sec.gov
Seven Hills Capital Advisors	Cincinnati	1	$218,666	$130 million	adviserinfo.sec.gov
Bullseye Investment Management, LLC	Cincinnciati	Fewer than 5	$190,115	$226 million	adviserinfo.sec.gov
Financial Counseling, Inc.	Springboro	4	$168,000	$100.1 million	adviserinfo.sec.gov
Coordinated Financial Planning Corp	Cincinnati	Fewer than 5	$152,569	$343.2 million	adviserinfo.sec.gov
Landing Point Financial Group	Avon	1	$122,254	$381.3 million	adviserinfo.sec.gov
GGM Financial LLC	Columbus	1	$109,745	$513 million	adviserinfo.sec.gov
Chapman & Chapman Advisors LLC	Chagrin Falls	1	$67,023	$145.6 million	adviserinfo.sec.gov
Gerber, LLC	Columbus	Fewer than 5	$44,691	$592.1 million	adviserinfo.sec.gov
Scofield & Company, LLC	Fairlawn	1	$30,000	$113.6 million	adviserinfo.sec.gov
Mbia Capital Advisors	Cincinnati	1	$25,345	$290.2 million	adviserinfo.sec.gov
Western Reserve Capital Management, LLC	Hudson	Fewer than 5	$20,984	$120.2 million	adviserinfo.sec.gov

Also on SpecStream

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