Data / Investment advisers / Serving corporations and other businesses / Ohio

Investment advisers in Ohio serving corporations and other businesses: 187 firms

Name: Investment advisers in Ohio serving corporations and other businesses: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

187 SEC registered investment advisers with a main office in Ohio report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $37.6 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Clearstead; Clearstead Advisory Solutions.

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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187Advisers
$37.6 billionAUM from this client type
187Advisers over $100 million
November 2, 2026File date

Advisers in Ohio serving corporations and other businesses

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
Clearstead; Clearstead Advisory Solutions	Cleveland	468	$10.36 billion	$33.88 billion	adviserinfo.sec.gov
Constellation Investments, Inc.	Montgomery	9	$4.32 billion	$31.48 billion	adviserinfo.sec.gov
Fort Washington Investment Advisors Inc	Cincinnati	28	$2.64 billion	$93.47 billion	adviserinfo.sec.gov
Ancora Advisors LLC	Mayfield Heights	52	$2.37 billion	$4.61 billion	adviserinfo.sec.gov
Fifth Third Wealth Advisors LLC	Cincinnati	41	$2.20 billion	$7.80 billion	adviserinfo.sec.gov
Ancora Retirement Plan Advisors, LLC	Cleveland	150	$1.49 billion	$1.53 billion	adviserinfo.sec.gov
Boyd Watterson Asset Management, LLC	Cleveland	116	$1.43 billion	$18.81 billion	adviserinfo.sec.gov
Johnson Investment Counsel, Inc.	Cincinnati	55	$1.43 billion	$22.98 billion	adviserinfo.sec.gov
Bartlett & Co. Wealth Management LLC	Cincinnati	66	$842.1 million	$10.25 billion	adviserinfo.sec.gov
Stratos Wealth Partners, LTD	Beachwood	315	$702.7 million	$18.65 billion	adviserinfo.sec.gov
Carnegie Investment Counsel	Pepper Pike	129	$670.3 million	$7.51 billion	adviserinfo.sec.gov
Sequoia Financial Group, L.L.C.	Akron	106	$653.6 million	$32.24 billion	adviserinfo.sec.gov
Mai Capital Management, LLC	Cleveland	184	$628.1 million	$52.10 billion	adviserinfo.sec.gov
Meeder Public Funds, Inc.	Dublin	19	$576.3 million	$70.16 billion	adviserinfo.sec.gov
Riverview Research, LLC	Independence	Fewer than 5	$562.8 million	$990.8 million	adviserinfo.sec.gov
Venture Visionary Partners LLC	Sylvania	75	$558.9 million	$5.24 billion	adviserinfo.sec.gov
Diamond Hill Capital Management, LLC	Columbus	14	$530.5 million	$29.38 billion	adviserinfo.sec.gov
Highland Consulting Associates Inc.	Cleveland	7	$355.3 million	$21.93 billion	adviserinfo.sec.gov
Cincinnati Asset Management Inc	Cincinnati	282	$319 million	$2.53 billion	adviserinfo.sec.gov
G2 Capital Management, LLC	Columbus	Fewer than 5	$280.2 million	$756.5 million	adviserinfo.sec.gov
Oneseven	Beachwood	192	$207.4 million	$7.72 billion	adviserinfo.sec.gov
Windsor Advisory Group, LLC	Columbus	80	$204 million	$2.92 billion	adviserinfo.sec.gov
McDonald Partners LLC	Cleveland	13	$202.7 million	$1.28 billion	adviserinfo.sec.gov
SJS Investment Services	Sylvania	50	$196 million	$2.94 billion	adviserinfo.sec.gov
Bahl & Gaynor LLC	Cincinnati	13	$190.3 million	$20.99 billion	adviserinfo.sec.gov
Hamilton Capital	Columbus	38	$182.1 million	$4.94 billion	adviserinfo.sec.gov
Cornerstone Wealth Management	Westlake	71	$177.4 million	$628.7 million	adviserinfo.sec.gov
Gateway Investment Advisers, LLC	Cincinnati	15	$155.7 million	$11.59 billion	adviserinfo.sec.gov
Ancora Private Wealth Advisors, LLC	Cleveland	40	$130.3 million	$3.90 billion	adviserinfo.sec.gov
Stratos Wealth Advisors LLC	Beachwood	45	$118 million	$5.57 billion	adviserinfo.sec.gov
Westminster Financial Advisory Corp	Beavercreek	22	$103.2 million	$1.36 billion	adviserinfo.sec.gov
HCM Wealth Advisors	Cincinnati	Fewer than 5	$99.4 million	$1.23 billion	adviserinfo.sec.gov
Matson Money, Inc.	Mason	167	$98.1 million	$24.33 billion	adviserinfo.sec.gov
Huntington Financial Advisors	Columbus	218	$96.1 million	$7.89 billion	adviserinfo.sec.gov
Strategic Wealth Partners, LTD.	Independence	26	$92.2 million	$1.64 billion	adviserinfo.sec.gov
Blake Schutter Theil Wealth Advisors, LLC	Dayton	15	$91.8 million	$459.5 million	adviserinfo.sec.gov
Fifth Third Securities, Inc.	Cincinnati	167	$90.4 million	$10.92 billion	adviserinfo.sec.gov
Tfo Wealth Partners	Maumee	19	$88.1 million	$5.66 billion	adviserinfo.sec.gov
Meeder Advisory Services, Inc.	Dublin	33	$84 million	$2.86 billion	adviserinfo.sec.gov
PCM Management Advisor, LLC	Chagrin Falls	1	$83.7 million	$7.89 billion	adviserinfo.sec.gov
Resolute Wealth Advisor, Inc.	Findlay	13	$80.8 million	$293.8 million	adviserinfo.sec.gov
Ancora Alternatives LLC	Cleveland	1	$72.6 million	$1.13 billion	adviserinfo.sec.gov
Randolph Co Inc	Cincinnati	2	$61.8 million	$1.08 billion	adviserinfo.sec.gov
Eubel Brady & Suttman	Miamisburg	14	$59.9 million	$2.07 billion	adviserinfo.sec.gov
Key Investment Services LLC	Brooklyn	136	$55.3 million	$8.88 billion	adviserinfo.sec.gov
On Investment Management Co	Cincinnati	31	$51.3 million	$3.15 billion	adviserinfo.sec.gov
Revisor Wealth Management LLC	Akron	33	$47.3 million	$2.53 billion	adviserinfo.sec.gov
Rea Wealth Management	New Philadelphia	33	$46.8 million	$892.3 million	adviserinfo.sec.gov
Balanced Wealth Group LLC	Westlake	43	$46.5 million	$494.1 million	adviserinfo.sec.gov
MPM Wealth Advisors	Holland	19	$46.4 million	$1.04 billion	adviserinfo.sec.gov
James Investment Research Inc	Xenia	14	$43.8 million	$1.21 billion	adviserinfo.sec.gov
Daymark Wealth Partners, LLC	Cincinnati	22	$43.6 million	$5.04 billion	adviserinfo.sec.gov
Horan Wealth, LLC	Cincinnati	7	$43 million	$1.47 billion	adviserinfo.sec.gov
Garlikov Advisors Inc	Columbus	10	$41.1 million	$207.6 million	adviserinfo.sec.gov
Kohmann Bosshard Financial Services, LLC.	Akron	19	$39.2 million	$1.12 billion	adviserinfo.sec.gov
Dean Investments	Beavercreek	10	$38.2 million	$909.3 million	adviserinfo.sec.gov
DBK Financial Counsel, LLC	Cuyahoga Falls	5	$37.1 million	$199.5 million	adviserinfo.sec.gov
Feg	Cincinnati	Fewer than 5	$35.5 million	$19.71 billion	adviserinfo.sec.gov
SWS Partners, LLC	Columbus	2	$33 million	$442.6 million	adviserinfo.sec.gov
The Joseph Group Capital Management	Columbus	14	$32.6 million	$1.09 billion	adviserinfo.sec.gov
First Fiduciary Investment Counsel Inc	Cleveland	3	$32.1 million	$565.5 million	adviserinfo.sec.gov
Octavia Wealth Advisors LLC	Cincinnati	35	$32 million	$2.15 billion	adviserinfo.sec.gov
United Advisor Group	Cincinnati	158	$31.4 million	$1.43 billion	adviserinfo.sec.gov
Beese Fulmer Private Wealth Management	Canton	9	$30.8 million	$2.06 billion	adviserinfo.sec.gov
Prosperity Capital Advisors	Westlake	25	$29.7 million	$4.39 billion	adviserinfo.sec.gov
Antolino Wealth Advisors	Columbus	16	$28.9 million	$1.42 billion	adviserinfo.sec.gov
Cbiz Investment Advisory Services, LLC	Cleveland	14	$28.1 million	$12.76 billion	adviserinfo.sec.gov
GGM Financial LLC	Columbus	9	$27.5 million	$513 million	adviserinfo.sec.gov
Beacon Capital Management, Inc.	Dayton	48	$27.2 million	$4.26 billion	adviserinfo.sec.gov
Everhart Advisors	Dublin	18	$26.8 million	$2.46 billion	adviserinfo.sec.gov
Financial Management Strategies, Inc.	Broadview HTS.	29	$25 million	$714.2 million	adviserinfo.sec.gov
Capital Advisors, LTD., LLC	Shaker Heights	13	$24.2 million	$1.37 billion	adviserinfo.sec.gov
Journey Wealth Management	Cleveland	11	$23.9 million	$1.39 billion	adviserinfo.sec.gov
Pinnacle Advisors	Mansfield	7	$22.7 million	$2.14 billion	adviserinfo.sec.gov
Vantage Financial Group, Inc.	Cleveland	20	$22 million	$866.9 million	adviserinfo.sec.gov
Shaker Investments	Beachwood	3	$21.2 million	$258.8 million	adviserinfo.sec.gov
Ellsworth Advisors, LLC	Hudson	7	$19.6 million	$1.41 billion	adviserinfo.sec.gov
Dean Financial Services	Beavercreek	Fewer than 5	$19.1 million	$382 million	adviserinfo.sec.gov
Rightwealth Advisors, LLC	Miamisburg	12	$19.1 million	$229.3 million	adviserinfo.sec.gov
Wealth Dimensions Group, LTD.	Cincinnati	20	$19 million	$1.24 billion	adviserinfo.sec.gov
Gearhart & Associates	Cincinnati	13	$18.3 million	$872.6 million	adviserinfo.sec.gov
Broadleaf Partners, LLC	Hudson	3	$17.8 million	$551.3 million	adviserinfo.sec.gov
Newport Investment Advisors Inc	Beachwood	6	$17.6 million	$198 million	adviserinfo.sec.gov
Invest Capital Partners	Springboro	10	$16.8 million	$271.9 million	adviserinfo.sec.gov
Constellation Wealth Advisors	Cincinnati	6	$16.7 million	$5.40 billion	adviserinfo.sec.gov
Opus Capital Management	Cincinnati	2	$16.3 million	$1.51 billion	adviserinfo.sec.gov
Lineweaver Wealth Advisors	Valley View	10	$15.8 million	$1.08 billion	adviserinfo.sec.gov
Horter Investment Management, LLC	Cincinnati	22	$14.9 million	$314.5 million	adviserinfo.sec.gov
Lakeridge Wealth Management LLC	Mentor	16	$14 million	$805.4 million	adviserinfo.sec.gov
Foster & Motley Inc	Cincinnati	2	$13.6 million	$2.94 billion	adviserinfo.sec.gov
Meyers Wealth Management, LLC	Columbus	17	$13.4 million	$1.93 billion	adviserinfo.sec.gov
Trueblood Wealth Management, LLC	Lima	6	$12.8 million	$474.1 million	adviserinfo.sec.gov
Enza Financial, LLC	Independence	Fewer than 5	$12.5 million	$191.2 million	adviserinfo.sec.gov
Fourth Dimension Wealth, LLC	Middleburg Heights	4	$12.2 million	$356.4 million	adviserinfo.sec.gov
Park Edge Advisors, LLC	Cleveland	12	$12.1 million	$522.5 million	adviserinfo.sec.gov
Yarger Wealth Strategies, LLC	Westerville	Fewer than 5	$11.9 million	$529.7 million	adviserinfo.sec.gov
Warther Private Wealth	Akron	10	$11.8 million	$371.3 million	adviserinfo.sec.gov
Schear Investment Advisors, LLC	Cincinnati	5	$11.5 million	$268.8 million	adviserinfo.sec.gov
Eukles Asset Management, LLC	Cincinnati	2	$10.7 million	$341.1 million	adviserinfo.sec.gov
Kirtland Hills Capital Management, LLC	Bratenahl	3	$10.5 million	$382 million	adviserinfo.sec.gov
Hackman Financial Group	Cincinnati	8	$10.4 million	$426.7 million	adviserinfo.sec.gov
Atlantis Wealth Advisors LLC	Maumee	86	$10 million	$150.2 million	adviserinfo.sec.gov
Bell City Wealth, Inc.	Hillsboro	9	$9.9 million	$163.3 million	adviserinfo.sec.gov
Ruggaard & Associates	Hudson	Fewer than 5	$9.7 million	$368.6 million	adviserinfo.sec.gov
Croak Capital	Toledo	1	$9.4 million	$363.9 million	adviserinfo.sec.gov
Accent Capital Management, LLC	Centerville	4	$8.9 million	$382.7 million	adviserinfo.sec.gov
Hendley & Co. Inc.	Zanesville	9	$8.7 million	$438.2 million	adviserinfo.sec.gov
Pca Investment Advisory Services, Inc.	Cincinnati	11	$8.2 million	$4.31 billion	adviserinfo.sec.gov
Reservoir Wealth Management	Lima	14	$8.2 million	$208.8 million	adviserinfo.sec.gov
BPS Wealth Advisors, Inc.	Canfield	10	$8.1 million	$1.08 billion	adviserinfo.sec.gov
Gerber, LLC	Columbus	Fewer than 5	$8 million	$592.1 million	adviserinfo.sec.gov
Anderson Financial Strategies, LLC	Dayton	5	$7.2 million	$402.1 million	adviserinfo.sec.gov
Mench Financial Inc	Cincinnati	3	$7.1 million	$130.6 million	adviserinfo.sec.gov
Harding Financial Group	Westerville	4	$6.1 million	$160.2 million	adviserinfo.sec.gov
Whitaker-Myers Wealth Managers, LTD.	Mansfield	7	$6 million	$850.6 million	adviserinfo.sec.gov
Rockport Wealth Advisors	Fairview Park	9	$5.7 million	$676.4 million	adviserinfo.sec.gov
Vela Investment Management, LLC	New Albany	5	$5.6 million	$562.9 million	adviserinfo.sec.gov
FC Wealth Solutions LLC	Westerville	4	$5.5 million	$101 million	adviserinfo.sec.gov
Jessup Wealth Management	Dayton	8	$5.4 million	$360.2 million	adviserinfo.sec.gov
Shaffer Capital	Westerville	3	$5.3 million	$211.1 million	adviserinfo.sec.gov
Game Plan Financial Advisors, LLC	Westlake, Oh	11	$4.9 million	$254.7 million	adviserinfo.sec.gov
Barnes Dennig Private Wealth Management, LLC	Cincinnati	7	$4.6 million	$188.2 million	adviserinfo.sec.gov
Ska Financial Services,Inc.	Fairview Park	10	$4.5 million	$159.1 million	adviserinfo.sec.gov
National Wealth Management Group, LLC	Cincinnati	6	$4.4 million	$534.9 million	adviserinfo.sec.gov
Alcyon Wealth Partners	Youngstown	12	$4.4 million	$356.5 million	adviserinfo.sec.gov
T.T.G. Financial, Inc.	Canton	17	$4.3 million	$194 million	adviserinfo.sec.gov
Rik Saylor Financial, Inc.	Fairfield	1	$4.2 million	$199.2 million	adviserinfo.sec.gov
Retirement Strategies, LTD.	Dublin	2	$3.9 million	$272.7 million	adviserinfo.sec.gov
Schulhoff & Co Inc	Cincinnati	1	$3.9 million	$286.3 million	adviserinfo.sec.gov
Paradigm Wealth Management, LLC	Westlake	Fewer than 5	$3.8 million	$563.4 million	adviserinfo.sec.gov
Arg Private Wealth, LLC	Cincinnati	Fewer than 5	$3.6 million	$280 million	adviserinfo.sec.gov
Alan B. Lancz & Associates, Inc.	Toledo	Fewer than 5	$3.4 million	$175.4 million	adviserinfo.sec.gov
Symphony Financial Services, Inc.	Akron	7	$3.3 million	$428.7 million	adviserinfo.sec.gov
Peak Wealth Solutions	Pepper Pike	3	$3.1 million	$911.6 million	adviserinfo.sec.gov
JPS Financial, LLC	Westlake	4	$2.8 million	$377 million	adviserinfo.sec.gov
Turnstone Financial	Troy	Fewer than 5	$2.7 million	$169.8 million	adviserinfo.sec.gov
Advanced Asset Management Advisors, Inc.	Dublin	5	$2.4 million	$651.3 million	adviserinfo.sec.gov
Fairway Wealth Management LLC	Independence	1	$2.4 million	$2.98 billion	adviserinfo.sec.gov
Kinetic Wealth Investment Advisors, LLC	Westlake	3	$2.4 million	$214.5 million	adviserinfo.sec.gov
Munn Wealth Management, LLC	Maumee	8	$2.3 million	$242.3 million	adviserinfo.sec.gov
Artifex Financial Group, LLC	Oakwood	Fewer than 5	$2.3 million	$328.7 million	adviserinfo.sec.gov
Formidable Asset Management, LLC	Cincinnati	10	$2.1 million	$903 million	adviserinfo.sec.gov
Camelot Portfolios, LLC	Maumee	7	$2.1 million	$272.2 million	adviserinfo.sec.gov
Rebel Financial, LLC	Groveport	2	$1.8 million	$370.5 million	adviserinfo.sec.gov
Family Wealth Advisory Group, LLC	Cincinnati	2	$1.8 million	$396.2 million	adviserinfo.sec.gov
Swisher Financial Concepts, Inc.	Westerville	Fewer than 5	$1.8 million	$317 million	adviserinfo.sec.gov
Lighthouse Wealth Management, Inc.	Ashland	5	$1.7 million	$237.6 million	adviserinfo.sec.gov
Thor Wealth Management Inc	Cincinnati	Fewer than 5	$1.6 million	$678.7 million	adviserinfo.sec.gov
Monetary Solutions, LTD.	Dayton	1	$1.5 million	$139.7 million	adviserinfo.sec.gov
Asendo Wealth Advisory	Columbus	Fewer than 5	$1.3 million	$866.5 million	adviserinfo.sec.gov
Whitcomb & Hess, Inc.	Ashland	5	$1.3 million	$490.7 million	adviserinfo.sec.gov
Miami Valley Portfolio Management Inc	Brookville	1	$1.2 million	$218.6 million	adviserinfo.sec.gov
Souders Financial Advisors, LLC	Cincinnati	3	$1.1 million	$1.41 billion	adviserinfo.sec.gov
Benchmark Wealth Management	Cincinnati	Fewer than 5	$1 million	$179 million	adviserinfo.sec.gov
Ridgeline Wealth Planning LLC	Centerville	4	$897,852	$259.6 million	adviserinfo.sec.gov
Chapman & Chapman Advisors LLC	Chagrin Falls	1	$880,774	$145.6 million	adviserinfo.sec.gov
Financial Counseling, Inc.	Springboro	7	$825,000	$100.1 million	adviserinfo.sec.gov
Prasad Wealth Partners	Independence	3	$774,117	$572.1 million	adviserinfo.sec.gov
Integrated Wealth Management, Inc.	Uniontown	4	$691,466	$254.1 million	adviserinfo.sec.gov
Objective Capital Management, LLC	Fairlawn	5	$679,029	$214.2 million	adviserinfo.sec.gov
North Star Advisory Group, LLC	Beachwood	1	$560,850	$289.1 million	adviserinfo.sec.gov
Structured Wealth Management, Inc.	Toledo	4	$542,000	$226.9 million	adviserinfo.sec.gov
The Retirement Guys Formula	Maumee	2	$506,920	$276.9 million	adviserinfo.sec.gov
Oak Associates LTD	Akron	Fewer than 5	$500,000	$1.78 billion	adviserinfo.sec.gov
KMG Fiduciary Partners, LLC	Toledo	Fewer than 5	$421,501	$1.67 billion	adviserinfo.sec.gov
Woodland Wealth Partners	Pepper Pike	Fewer than 5	$401,032	$711.9 million	adviserinfo.sec.gov
Rabe Investment Consulting Group	Richfield	Fewer than 5	$375,922	$147.3 million	adviserinfo.sec.gov
Oda and Company, Inc.	Medina	Fewer than 5	$354,403	$125.6 million	adviserinfo.sec.gov
2 Knights Wealth Management, LLC	Pepper Pike	Fewer than 5	$317,455	$127.3 million	adviserinfo.sec.gov
Trinity Financial Advisors LLC	Columbus	2	$315,687	$670 million	adviserinfo.sec.gov
Schmitt Wealth Advisers, LLC	Cincinnati	1	$298,729	$135 million	adviserinfo.sec.gov
Strong Investment Management, LLC	Canton	1	$297,782	$111.9 million	adviserinfo.sec.gov
Kleinfelder Capital, Inc.	Cincinnati	Fewer than 5	$277,865	$376.6 million	adviserinfo.sec.gov
Trinity Wealth Advisors, Inc.	Powell	Fewer than 5	$225,730	$173 million	adviserinfo.sec.gov
Leclair Wealth Partners	Dublin	Fewer than 5	$209,401	$363 million	adviserinfo.sec.gov
Hda Wealth Management, LLC	Poland	3	$201,405	$159.1 million	adviserinfo.sec.gov
Capstone Wealth Partners	Dublin	Fewer than 5	$185,778	$114.9 million	adviserinfo.sec.gov
Redwood Financial Network	Solon	1	$107,245	$262.8 million	adviserinfo.sec.gov
Reed Financial Services, Inc.	Cleveland	1	$99,751	$388.6 million	adviserinfo.sec.gov
Frazier Financial Advisors, LLC	Columbus	1	$83,615	$1.16 billion	adviserinfo.sec.gov
Endeavor Wealth Advisors, LLC	Pepper Pike	2	$81,588	$252.8 million	adviserinfo.sec.gov
Gatepass Capital, LLC	Independence	1	$69,193	$299.1 million	adviserinfo.sec.gov
Gryphon Financial Partners	Columbus	1	$20,938	$2.44 billion	adviserinfo.sec.gov
Quest Wealth Solutions, Inc.	Mansfield	1	$10,000	$214.6 million	adviserinfo.sec.gov
Western Reserve Capital Management, LLC	Hudson	Fewer than 5	$8,946	$120.2 million	adviserinfo.sec.gov
Meeder Asset Management, Inc.	Dublin	Fewer than 5	$6,859	$3.33 billion	adviserinfo.sec.gov
Clutterbuck Capital Management LLC	Cleveland	12	Not listed	$233.4 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.