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Data / Investment advisers / Serving state and municipal governments / Ohio

Investment advisers in Ohio serving state and municipal governments: 26 firms

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

26 SEC registered investment advisers with a main office in Ohio report state and municipal governments among their clients in Form ADV item 5.D, and together they attribute $85.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Meeder Public Funds, Inc.

The request: Every investment adviser in Ohio that serves state and municipal governments, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

  • 26Advisers
  • $85.5 billionAUM from this client type
  • 26Advisers over $100 million
  • November 2, 2026File date

Advisers in Ohio serving state and municipal governments

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Meeder Public Funds, Inc.Dublin529$64.86 billion$70.16 billionadviserinfo.sec.gov
Redtree Investment GroupCincinnati371$9.67 billion$9.68 billionadviserinfo.sec.gov
Fort Washington Investment Advisors IncCincinnati3$2.16 billion$93.47 billionadviserinfo.sec.gov
Townsend Holdings LLCCleveland5$2.02 billion$19.64 billionadviserinfo.sec.gov
Cbiz Investment Advisory Services, LLCCleveland243$1.83 billion$12.76 billionadviserinfo.sec.gov
Boyd Watterson Asset Management, LLCCleveland40$1.60 billion$18.81 billionadviserinfo.sec.gov
Fifth Third Wealth Advisors LLCCincinnati10$1.18 billion$7.80 billionadviserinfo.sec.gov
Diamond Hill Capital Management, LLCColumbus3$571.2 million$29.38 billionadviserinfo.sec.gov
Johnson Investment Counsel, Inc.Cincinnati5$388.3 million$22.98 billionadviserinfo.sec.gov
Ancora Advisors LLCMayfield Heights23$318.2 million$4.61 billionadviserinfo.sec.gov
Gateway Investment Advisers, LLCCincinnati1$282.5 million$11.59 billionadviserinfo.sec.gov
Bond Tech IncBellbrook8$156.6 million$221.6 millionadviserinfo.sec.gov
FegCincinnatiFewer than 5$154.2 million$19.71 billionadviserinfo.sec.gov
SJS Investment ServicesSylvania15$124.2 million$2.94 billionadviserinfo.sec.gov
Bahl & Gaynor LLCCincinnati3$53.4 million$20.99 billionadviserinfo.sec.gov
Bartlett & Co. Wealth Management LLCCincinnati3$40.7 million$10.25 billionadviserinfo.sec.gov
Cincinnati Asset Management IncCincinnati2$23.9 million$2.53 billionadviserinfo.sec.gov
Carnegie Investment CounselPepper PikeFewer than 5$21 million$7.51 billionadviserinfo.sec.gov
Mai Capital Management, LLCCleveland5$17.3 million$52.10 billionadviserinfo.sec.gov
Matson Money, Inc.Mason75$11 million$24.33 billionadviserinfo.sec.gov
Clearstead; Clearstead Advisory SolutionsCleveland3$6.5 million$33.88 billionadviserinfo.sec.gov
Feg Curio Investment Partners, LLCCincinnatiFewer than 5$2.2 million$195.3 millionadviserinfo.sec.gov
Octavia Wealth Advisors LLCCincinnatiFewer than 5$1 million$2.15 billionadviserinfo.sec.gov
Resolute Wealth Advisor, Inc.Findlay2$223,437$293.8 millionadviserinfo.sec.gov
Sequoia Financial Group, L.L.C.AkronFewer than 5$212,059$32.24 billionadviserinfo.sec.gov
Egsi Investment ManagementDublin1$191,885$144.7 millionadviserinfo.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.