Data / Investment advisers / Serving individuals / Ohio

Investment advisers in Ohio serving individuals: 332 firms

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

332 SEC registered investment advisers with a main office in Ohio report individuals among their clients in Form ADV item 5.D, and together they attribute $115 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Nationwide Investment Advisors, LLC.

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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332Advisers
$115 billionAUM from this client type
327Advisers over $100 million
November 2, 2026File date

Advisers in Ohio serving individuals

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. The first 300 of 332 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Nationwide Investment Advisors, LLC	Columbus	251,200	$16.70 billion	$16.73 billion	adviserinfo.sec.gov
Fifth Third Securities, Inc.	Cincinnati	44,361	$8.17 billion	$10.92 billion	adviserinfo.sec.gov
Key Investment Services LLC	Brooklyn	33,369	$7.00 billion	$8.88 billion	adviserinfo.sec.gov
Huntington Financial Advisors	Columbus	41,475	$6.70 billion	$7.89 billion	adviserinfo.sec.gov
Mai Capital Management, LLC	Cleveland	10,838	$6.66 billion	$52.10 billion	adviserinfo.sec.gov
Stratos Wealth Partners, LTD	Beachwood	20,685	$5.68 billion	$18.65 billion	adviserinfo.sec.gov
Matson Money, Inc.	Mason	26,217	$5.36 billion	$24.33 billion	adviserinfo.sec.gov
Sequoia Financial Group, L.L.C.	Akron	6,508	$5.05 billion	$32.24 billion	adviserinfo.sec.gov
Valmark Advisers, Inc.	Akron	12,995	$4.16 billion	$10.17 billion	adviserinfo.sec.gov
Oneseven	Beachwood	13,879	$2.96 billion	$7.72 billion	adviserinfo.sec.gov
On Investment Management Co	Cincinnati	8,523	$1.74 billion	$3.15 billion	adviserinfo.sec.gov
Prosperity Capital Advisors	Westlake	6,479	$1.69 billion	$4.39 billion	adviserinfo.sec.gov
Beacon Capital Management, Inc.	Dayton	10,057	$1.64 billion	$4.26 billion	adviserinfo.sec.gov
Stratos Wealth Advisors LLC	Beachwood	3,573	$1.18 billion	$5.57 billion	adviserinfo.sec.gov
Meeder Advisory Services, Inc.	Dublin	2,877	$945.3 million	$2.86 billion	adviserinfo.sec.gov
Carnegie Investment Counsel	Pepper Pike	1,870	$876 million	$7.51 billion	adviserinfo.sec.gov
Ellsworth Advisors, LLC	Hudson	641	$794.2 million	$1.41 billion	adviserinfo.sec.gov
Clearstead; Clearstead Advisory Solutions	Cleveland	2,136	$782.6 million	$33.88 billion	adviserinfo.sec.gov
Octavia Wealth Advisors LLC	Cincinnati	3,212	$709 million	$2.15 billion	adviserinfo.sec.gov
United Advisor Group	Cincinnati	5,013	$681.6 million	$1.43 billion	adviserinfo.sec.gov
Revisor Wealth Management LLC	Akron	2,533	$659.6 million	$2.53 billion	adviserinfo.sec.gov
Daymark Wealth Partners, LLC	Cincinnati	1,147	$654 million	$5.04 billion	adviserinfo.sec.gov
TCP Asset Management, LLC	Upper Arlington	1,934	$617.7 million	$1.18 billion	adviserinfo.sec.gov
Venture Visionary Partners LLC	Sylvania	1,827	$582 million	$5.24 billion	adviserinfo.sec.gov
Lineweaver Wealth Advisors	Valley View	1,920	$561.3 million	$1.08 billion	adviserinfo.sec.gov
Johnson Investment Counsel, Inc.	Cincinnati	2,256	$558.5 million	$22.98 billion	adviserinfo.sec.gov
Everhart Advisors	Dublin	1,689	$530.1 million	$2.46 billion	adviserinfo.sec.gov
Whitaker-Myers Wealth Managers, LTD.	Mansfield	3,255	$500.1 million	$850.6 million	adviserinfo.sec.gov
W.A. Smith Financial Group	Sandusky	1,329	$490.4 million	$1.16 billion	adviserinfo.sec.gov
McDonald Partners LLC	Cleveland	838	$484.5 million	$1.28 billion	adviserinfo.sec.gov
Harvest Financial Advisors, LLC	West Chester	421	$481.2 million	$671 million	adviserinfo.sec.gov
Strategic Wealth Partners, LTD.	Independence	2,626	$463.1 million	$1.64 billion	adviserinfo.sec.gov
Signature Equity Partners, LLC	Columbus	1,612	$453.7 million	$688.1 million	adviserinfo.sec.gov
Souders Financial Advisors, LLC	Cincinnati	1,044	$443.5 million	$1.41 billion	adviserinfo.sec.gov
Golden Reserve Retirement, LLC	Dublin	1,933	$440.1 million	$544.3 million	adviserinfo.sec.gov
Westminster Financial Advisory Corp	Beavercreek	1,629	$420.3 million	$1.36 billion	adviserinfo.sec.gov
Wealthquest Corporation	Cincinnati	1,012	$382.3 million	$2.22 billion	adviserinfo.sec.gov
Fifth Third Wealth Advisors LLC	Cincinnati	860	$351.3 million	$7.80 billion	adviserinfo.sec.gov
Antolino Wealth Advisors	Columbus	755	$340.9 million	$1.42 billion	adviserinfo.sec.gov
Hamilton Capital	Columbus	1,403	$338.6 million	$4.94 billion	adviserinfo.sec.gov
National Wealth Management Group, LLC	Cincinnati	1,174	$313.7 million	$534.9 million	adviserinfo.sec.gov
Cbiz Investment Advisory Services, LLC	Cleveland	1,382	$312 million	$12.76 billion	adviserinfo.sec.gov
Vantage Financial Group, Inc.	Cleveland	1,664	$311.3 million	$866.9 million	adviserinfo.sec.gov
Bartlett & Co. Wealth Management LLC	Cincinnati	782	$309.5 million	$10.25 billion	adviserinfo.sec.gov
Asendo Wealth Advisory	Columbus	874	$304.5 million	$866.5 million	adviserinfo.sec.gov
Beese Fulmer Private Wealth Management	Canton	468	$297.9 million	$2.06 billion	adviserinfo.sec.gov
KMG Fiduciary Partners, LLC	Toledo	898	$296.7 million	$1.67 billion	adviserinfo.sec.gov
Ruggaard & Associates	Hudson	209	$285.9 million	$368.6 million	adviserinfo.sec.gov
Rockport Wealth Advisors	Fairview Park	1,364	$285.6 million	$676.4 million	adviserinfo.sec.gov
Journey Wealth Management	Cleveland	572	$281.4 million	$1.39 billion	adviserinfo.sec.gov
Horan Wealth, LLC	Cincinnati	955	$278 million	$1.47 billion	adviserinfo.sec.gov
MPM Wealth Advisors	Holland	757	$276.7 million	$1.04 billion	adviserinfo.sec.gov
Tfo Wealth Partners	Maumee	895	$269.6 million	$5.66 billion	adviserinfo.sec.gov
Boyd Watterson Asset Management, LLC	Cleveland	462	$263.3 million	$18.81 billion	adviserinfo.sec.gov
Beacon Financial Advisory LLC	Cleveland	1,263	$257.5 million	$900.7 million	adviserinfo.sec.gov
W&S Brokerage Services, Inc.	Cincinnati	772	$257.2 million	$257.2 million	adviserinfo.sec.gov
Financial Management Strategies, Inc.	Broadview HTS.	1,264	$244.8 million	$714.2 million	adviserinfo.sec.gov
Formidable Asset Management, LLC	Cincinnati	674	$230.4 million	$903 million	adviserinfo.sec.gov
Lakeridge Wealth Management LLC	Mentor	840	$226.4 million	$805.4 million	adviserinfo.sec.gov
Structured Wealth Management, Inc.	Toledo	523	$226.3 million	$226.9 million	adviserinfo.sec.gov
Edgewater Pro Sports Financial	Avon	714	$225 million	$225 million	adviserinfo.sec.gov
The Retirement Guys Formula	Maumee	1,122	$223.8 million	$276.9 million	adviserinfo.sec.gov
John E. Sestina and Company	Columbus	629	$221 million	$744 million	adviserinfo.sec.gov
Eukles Asset Management, LLC	Cincinnati	452	$220.3 million	$341.1 million	adviserinfo.sec.gov
Wealthbridge Capital Management, LLC	Westerville	309	$218.8 million	$709.7 million	adviserinfo.sec.gov
Truepoint, Inc.	Cincinnati	861	$218.2 million	$6.39 billion	adviserinfo.sec.gov
Summit Financial Strategies Inc	Columbus	438	$217.3 million	$2.31 billion	adviserinfo.sec.gov
Rea Wealth Management	New Philadelphia	705	$211.2 million	$892.3 million	adviserinfo.sec.gov
SJS Investment Services	Sylvania	418	$200.2 million	$2.94 billion	adviserinfo.sec.gov
Whitcomb & Hess, Inc.	Ashland	1,231	$196.3 million	$490.7 million	adviserinfo.sec.gov
HCM Wealth Advisors	Cincinnati	516	$188 million	$1.23 billion	adviserinfo.sec.gov
Wesbanco Securities, Inc.	St Clairsville	1,419	$186.1 million	$285.9 million	adviserinfo.sec.gov
Pca Investment Advisory Services, Inc.	Cincinnati	623	$183.9 million	$4.31 billion	adviserinfo.sec.gov
Dean Investments	Beavercreek	236	$181.7 million	$909.3 million	adviserinfo.sec.gov
Prasad Wealth Partners	Independence	597	$177.2 million	$572.1 million	adviserinfo.sec.gov
Kellett Wealth Advisors, LLC	Cincinnati	415	$173.9 million	$344 million	adviserinfo.sec.gov
Waller Financial Planning Group, Inc.	Columbus	327	$171.8 million	$747.8 million	adviserinfo.sec.gov
Frazier Financial Advisors, LLC	Columbus	424	$171.3 million	$1.16 billion	adviserinfo.sec.gov
Landing Point Financial Group	Avon	642	$171 million	$381.3 million	adviserinfo.sec.gov
Croak Capital	Toledo	690	$170.9 million	$363.9 million	adviserinfo.sec.gov
Horter Investment Management, LLC	Cincinnati	1,218	$167.3 million	$314.5 million	adviserinfo.sec.gov
Cleveland Wealth, LLC	Cleveland	265	$167.2 million	$506.6 million	adviserinfo.sec.gov
The Joseph Group Capital Management	Columbus	480	$161.7 million	$1.09 billion	adviserinfo.sec.gov
Pinnacle Advisors	Mansfield	587	$159.3 million	$2.14 billion	adviserinfo.sec.gov
Symphony Financial Services, Inc.	Akron	520	$157.6 million	$428.7 million	adviserinfo.sec.gov
Egi Financial, Inc.	Akron	224	$156.3 million	$348.7 million	adviserinfo.sec.gov
Peak Retirement Planning, Inc.	Columbus	565	$153.8 million	$631 million	adviserinfo.sec.gov
Spreng Capital Management, Inc.	Bucyrus	863	$152.9 million	$300.2 million	adviserinfo.sec.gov
Balanced Wealth Group LLC	Westlake	328	$152.7 million	$494.1 million	adviserinfo.sec.gov
Demming Financial Services Corp.	Aurora	565	$151.6 million	$765.9 million	adviserinfo.sec.gov
Rebel Financial, LLC	Groveport	333	$148.6 million	$370.5 million	adviserinfo.sec.gov
Balance Wealth	Worthington	451	$145.9 million	$386.7 million	adviserinfo.sec.gov
Dean Financial Services	Beavercreek	225	$144.1 million	$382 million	adviserinfo.sec.gov
Thor Wealth Management Inc	Cincinnati	304	$144.1 million	$678.7 million	adviserinfo.sec.gov
B.A. Schrock Wealth Management	Wadsworth	617	$143.7 million	$281.6 million	adviserinfo.sec.gov
Brown Financial Advisors, LLC	Milford	510	$142.3 million	$323.3 million	adviserinfo.sec.gov
Presper Financial Architects, LLC	Akron	422	$140.8 million	$362.6 million	adviserinfo.sec.gov
The Pension Group	Dublin	589	$139.8 million	$182.4 million	adviserinfo.sec.gov
Swisher Financial Concepts, Inc.	Westerville	554	$138.9 million	$317 million	adviserinfo.sec.gov
Livelsberger Financial Advisory	Ashland	365	$137.6 million	$176.4 million	adviserinfo.sec.gov
Eubel Brady & Suttman	Miamisburg	436	$137.5 million	$2.07 billion	adviserinfo.sec.gov
Integrated Wealth Management, Inc.	Uniontown	469	$136.8 million	$254.1 million	adviserinfo.sec.gov
Strategic Planning, Inc.	Columbus	465	$136.5 million	$376.6 million	adviserinfo.sec.gov
Fiduciary Wealth Group, LLC	Centerville	87	$135.6 million	$178 million	adviserinfo.sec.gov
Bullseye Investment Management, LLC	Cincinnciati	1,065	$135.2 million	$226 million	adviserinfo.sec.gov
Chapman & Chapman Advisors LLC	Chagrin Falls	266	$133.7 million	$145.6 million	adviserinfo.sec.gov
Meyers Wealth Management, LLC	Columbus	477	$133.1 million	$1.93 billion	adviserinfo.sec.gov
Tempo Wealth	Independence	334	$131.9 million	$804.3 million	adviserinfo.sec.gov
Lincoln Douglas Investments, LLC	Mount Vernon	246	$130.5 million	$130.5 million	adviserinfo.sec.gov
Kiplinger Wealth Advisors	Springboro	373	$129.9 million	$261.7 million	adviserinfo.sec.gov
GGM Financial LLC	Columbus	260	$128 million	$513 million	adviserinfo.sec.gov
Lesjak Planning, LLC	Westlake	267	$124 million	$396 million	adviserinfo.sec.gov
Columbus Investment Advisory Inc.	New Albany	81	$123.5 million	$453.7 million	adviserinfo.sec.gov
Evans Wealth Management	Gallipolis	665	$122 million	$122 million	adviserinfo.sec.gov
Munn Wealth Management, LLC	Maumee	624	$121.8 million	$242.3 million	adviserinfo.sec.gov
Royal Oak Financial Group	Worthington	275	$121.6 million	$415.8 million	adviserinfo.sec.gov
Barnes Dennig Private Wealth Management, LLC	Cincinnati	185	$119.9 million	$188.2 million	adviserinfo.sec.gov
Retirement Strategies, LTD.	Dublin	337	$118.8 million	$272.7 million	adviserinfo.sec.gov
Jericho Financial	Westerville	361	$117.3 million	$220 million	adviserinfo.sec.gov
Independence Wealth Advisors, LLC	Independence	327	$117.2 million	$210.3 million	adviserinfo.sec.gov
Peak Wealth Solutions	Pepper Pike	364	$115 million	$911.6 million	adviserinfo.sec.gov
Miami Valley Portfolio Management Inc	Brookville	641	$114.3 million	$218.6 million	adviserinfo.sec.gov
Nvest Wealth Strategies, Inc.	Powell	138	$114.1 million	$236.7 million	adviserinfo.sec.gov
Kohmann Bosshard Financial Services, LLC.	Akron	256	$113 million	$1.12 billion	adviserinfo.sec.gov
Sims Investment Management LLC	Cincinnati	450	$111.4 million	$304.6 million	adviserinfo.sec.gov
Foster & Motley Inc	Cincinnati	251	$111.4 million	$2.94 billion	adviserinfo.sec.gov
Invest Capital Partners	Springboro	554	$111 million	$271.9 million	adviserinfo.sec.gov
Vision Financial Management, LLC	Cuyahoga Falls	401	$110.9 million	$165.7 million	adviserinfo.sec.gov
Lighthouse Wealth Management, Inc.	Ashland	323	$110.7 million	$237.6 million	adviserinfo.sec.gov
Coordinated Financial Planning Corp	Cincinnati	254	$110.3 million	$343.2 million	adviserinfo.sec.gov
Cambridge Financial Group, Inc.	Columbus	241	$109.3 million	$331.3 million	adviserinfo.sec.gov
PDS Planning Inc	Dublin	186	$108.8 million	$2.17 billion	adviserinfo.sec.gov
Safe Harbor Wealth Advisors, LLC	Dublin	428	$108.5 million	$167.2 million	adviserinfo.sec.gov
Warther Private Wealth	Akron	181	$107.8 million	$371.3 million	adviserinfo.sec.gov
Camelot Portfolios, LLC	Maumee	617	$107.1 million	$272.2 million	adviserinfo.sec.gov
James Investment Research Inc	Xenia	295	$104.1 million	$1.21 billion	adviserinfo.sec.gov
Jessup Wealth Management	Dayton	312	$103.5 million	$360.2 million	adviserinfo.sec.gov
Gryphon Financial Partners	Columbus	314	$101.8 million	$2.44 billion	adviserinfo.sec.gov
Gearhart & Associates	Cincinnati	2,672	$99.9 million	$872.6 million	adviserinfo.sec.gov
BPS Wealth Advisors, Inc.	Canfield	395	$98.6 million	$1.08 billion	adviserinfo.sec.gov
Kapstone Financial Advisors LLC	Lebanon	432	$98 million	$322.3 million	adviserinfo.sec.gov
Libertas Wealth Management Group, Inc.	Columbus	259	$96.2 million	$163.1 million	adviserinfo.sec.gov
Ridgeline Wealth Planning LLC	Centerville	346	$96.2 million	$259.6 million	adviserinfo.sec.gov
Fountain Square Asset Management	Cincinnati	311	$94.3 million	$233.7 million	adviserinfo.sec.gov
True Wealth Design, LLC	Akron	198	$94.3 million	$494 million	adviserinfo.sec.gov
Tudor Financial, Inc.	Dayton	357	$92.8 million	$256.3 million	adviserinfo.sec.gov
Van Winkle Wealth Management Group LLC	Newark	381	$92.7 million	$120.8 million	adviserinfo.sec.gov
Ross Wealth Advisors, LLC	Columbus	244	$92.4 million	$139.7 million	adviserinfo.sec.gov
Hicks Capital Management, LLC	Columbus	187	$92 million	$344.7 million	adviserinfo.sec.gov
Keeler & Nadler Family Wealth	Dublin	316	$91.8 million	$609.9 million	adviserinfo.sec.gov
Fourth Dimension Wealth, LLC	Middleburg Heights	410	$91.8 million	$356.4 million	adviserinfo.sec.gov
Meyer Capital Management LLC.	Cincinnati	104	$91.6 million	$190.8 million	adviserinfo.sec.gov
Quest Wealth Solutions, Inc.	Mansfield	303	$89 million	$214.6 million	adviserinfo.sec.gov
Union Strategic Advisors	Blue Ash	364	$88.6 million	$371.6 million	adviserinfo.sec.gov
Hardy & Hardy Co LLC	Lima	89	$88.2 million	$269.4 million	adviserinfo.sec.gov
Hda Wealth Management, LLC	Poland	501	$85.1 million	$159.1 million	adviserinfo.sec.gov
Alcyon Wealth Partners	Youngstown	289	$84.9 million	$356.5 million	adviserinfo.sec.gov
Emvision Capital Advisors, LLC	Aurora	381	$83.5 million	$176.4 million	adviserinfo.sec.gov
Capital Advisors, LTD., LLC	Shaker Heights	461	$83.4 million	$1.37 billion	adviserinfo.sec.gov
365 Wealth Management Group	Mason	488	$82.2 million	$186.6 million	adviserinfo.sec.gov
North Star Advisory Group, LLC	Beachwood	372	$81.7 million	$289.1 million	adviserinfo.sec.gov
Reed Financial Services, Inc.	Cleveland	214	$81.5 million	$388.6 million	adviserinfo.sec.gov
Oda and Company, Inc.	Medina	164	$81.4 million	$125.6 million	adviserinfo.sec.gov
Wellspring Family Office	Cleveland	21	$81.3 million	$5.06 billion	adviserinfo.sec.gov
Cornerstone Wealth Management	Westlake	272	$81.3 million	$628.7 million	adviserinfo.sec.gov
Consolidated Financial	Dublin	583	$80.5 million	$588.7 million	adviserinfo.sec.gov
Wealth Dimensions Group, LTD.	Cincinnati	330	$79.5 million	$1.24 billion	adviserinfo.sec.gov
First Mason Financial, LLC	Medina	317	$75.8 million	$185.7 million	adviserinfo.sec.gov
Redwood Financial Network	Solon	625	$75.7 million	$262.8 million	adviserinfo.sec.gov
Independence Capital Co., Inc.	Parma	280	$74.8 million	$118.7 million	adviserinfo.sec.gov
Hixon Zuercher Capital Management	Findlay	240	$74.6 million	$487.7 million	adviserinfo.sec.gov
Affinity Wealth LLC	Canton	217	$73 million	$217.5 million	adviserinfo.sec.gov
Lindahl & Mansager Inc	Fairlawn	194	$72.8 million	$213.7 million	adviserinfo.sec.gov
Rik Saylor Financial, Inc.	Fairfield	280	$72.5 million	$199.2 million	adviserinfo.sec.gov
Park Edge Advisors, LLC	Cleveland	212	$71.6 million	$522.5 million	adviserinfo.sec.gov
Worthington Wealth Management	Worthington	295	$71.4 million	$153.7 million	adviserinfo.sec.gov
Hendley & Co. Inc.	Zanesville	169	$71.3 million	$438.2 million	adviserinfo.sec.gov
M3 Wealth Management	North Royalton	426	$70.2 million	$160.2 million	adviserinfo.sec.gov
Blue Jay Financial Group, LLC	Defiance	260	$70.2 million	$113.5 million	adviserinfo.sec.gov
Hackman Financial Group	Cincinnati	471	$70.2 million	$426.7 million	adviserinfo.sec.gov
Return on Life Wealth Partners	Cleveland	167	$70.1 million	$472.5 million	adviserinfo.sec.gov
Nye Wealth Management LLC	Hudson	200	$68.6 million	$107.7 million	adviserinfo.sec.gov
McCarthy Wealth & Tax Advisors	Springboro	221	$68.4 million	$202 million	adviserinfo.sec.gov
Egsi Investment Management	Dublin	230	$66.9 million	$144.7 million	adviserinfo.sec.gov
Colburn Wealth Management, LLC	Grove City	109	$66.1 million	$116.2 million	adviserinfo.sec.gov
Paradigm Wealth Management, LLC	Westlake	245	$66 million	$563.4 million	adviserinfo.sec.gov
Bell City Wealth, Inc.	Hillsboro	304	$65.3 million	$163.3 million	adviserinfo.sec.gov
Wurz Financial Services, LLC	Holland	449	$64 million	$117 million	adviserinfo.sec.gov
Shepherd Wealth Management	Cincinnati	387	$63.4 million	$162.1 million	adviserinfo.sec.gov
Artifex Financial Group, LLC	Oakwood	197	$63.4 million	$328.7 million	adviserinfo.sec.gov
Michael Brady & Co., LLC	Westlake	163	$62.3 million	$248.6 million	adviserinfo.sec.gov
Kleinfelder Capital, Inc.	Cincinnati	269	$62.2 million	$376.6 million	adviserinfo.sec.gov
Reservoir Wealth Management	Lima	357	$61 million	$208.8 million	adviserinfo.sec.gov
Appalachian Capital Management	St. Clairsville	291	$60.9 million	$175.3 million	adviserinfo.sec.gov
Elios Financial Group, Inc.	Westlake	168	$60.6 million	$331.5 million	adviserinfo.sec.gov
Beacon Associates Wealth Management, LLC	Maumee	180	$59.4 million	$101.1 million	adviserinfo.sec.gov
Alpha Planning and Financial Services, Inc.	Solon	192	$59.2 million	$112.8 million	adviserinfo.sec.gov
Mediate Financial Investment Advisory Services, LLC	Canfield	309	$59 million	$106.4 million	adviserinfo.sec.gov
Future Finances Inc	Columbus	91	$56.2 million	$304.6 million	adviserinfo.sec.gov
North Point Portfolio Managers Corporation	Orange Village	108	$55.8 million	$773.3 million	adviserinfo.sec.gov
Vanweelden Wealth Management, LLC	West Chester Township	127	$55.7 million	$136.5 million	adviserinfo.sec.gov
Finish Well RIA LLC	Columbus	285	$55 million	$109 million	adviserinfo.sec.gov
JPS Financial, LLC	Westlake	158	$54.4 million	$377 million	adviserinfo.sec.gov
Bollin Wealth Management, LLC	Perrysburg	192	$53.8 million	$152.7 million	adviserinfo.sec.gov
Financial Rounds	Cincinnati	131	$53.5 million	$211.3 million	adviserinfo.sec.gov
Trueblood Wealth Management, LLC	Lima	237	$53.2 million	$474.1 million	adviserinfo.sec.gov
Opus Capital Management	Cincinnati	156	$51.5 million	$1.51 billion	adviserinfo.sec.gov
Tidmore Retirement Planning Specialists	Beachwood	191	$51.5 million	$112.9 million	adviserinfo.sec.gov
Strong Investment Management, LLC	Canton	337	$49.9 million	$111.9 million	adviserinfo.sec.gov
Queen City Capital Management, LLC	Cincinnati	130	$49.5 million	$114.4 million	adviserinfo.sec.gov
Resolute Wealth Advisor, Inc.	Findlay	354	$48.9 million	$293.8 million	adviserinfo.sec.gov
Adaptive Financial Consulting, LLC	Beachwood	93	$48.6 million	$547.1 million	adviserinfo.sec.gov
Financial Counseling, Inc.	Springboro	376	$48.6 million	$100.1 million	adviserinfo.sec.gov
Broadleaf Partners, LLC	Hudson	133	$48.2 million	$551.3 million	adviserinfo.sec.gov
Future Financial Wealth Management Group, LLC	Cincinnati	160	$47.3 million	$193.4 million	adviserinfo.sec.gov
M.K. Brown Wealth Advisory	Oakwood	110	$47.3 million	$165.5 million	adviserinfo.sec.gov
Meyer Gates Financial Advisors, Inc	West Chester	137	$46.8 million	$168.7 million	adviserinfo.sec.gov
Woodland Wealth Partners	Pepper Pike	94	$46 million	$711.9 million	adviserinfo.sec.gov
Atlantis Wealth Advisors LLC	Maumee	223	$46 million	$150.2 million	adviserinfo.sec.gov
Vawter Financial LTD	Columbus	144	$45.7 million	$394.4 million	adviserinfo.sec.gov
Heritage Financial Advisors, LLC	Waterville	185	$45.7 million	$188 million	adviserinfo.sec.gov
Ska Financial Services,Inc.	Fairview Park	175	$45.5 million	$159.1 million	adviserinfo.sec.gov
Purtill Financial LLC	Highland Heights	86	$43.3 million	$207.1 million	adviserinfo.sec.gov
Family Wealth Advisory Group, LLC	Cincinnati	115	$43 million	$396.2 million	adviserinfo.sec.gov
Advanced Asset Management Advisors, Inc.	Dublin	268	$42.7 million	$651.3 million	adviserinfo.sec.gov
Windsor Advisory Group, LLC	Columbus	105	$42.5 million	$2.92 billion	adviserinfo.sec.gov
Heritage Wealth Advisors	Cincinnati	79	$42.2 million	$604.7 million	adviserinfo.sec.gov
T.T.G. Financial, Inc.	Canton	56	$42.1 million	$194 million	adviserinfo.sec.gov
Messmer Capital Advisors LLC	Milford	168	$41.9 million	$130.4 million	adviserinfo.sec.gov
Yfp Wealth	New Albany	221	$40.3 million	$53.2 million	adviserinfo.sec.gov
McCarley & Cook Financial Planners	Cincinnati	118	$40.1 million	$169.1 million	adviserinfo.sec.gov
Westpoint Wealth Management, LLC	Berea	541	$40 million	$106 million	adviserinfo.sec.gov
Birchcreek Wealth Management, LLC	Miami Township	102	$39.1 million	$300.1 million	adviserinfo.sec.gov
The Private Investment Group, Inc.	Kettering	142	$38.6 million	$179.3 million	adviserinfo.sec.gov
Cox & Cook Wealth Advisors	Dublin	160	$38.5 million	$119.5 million	adviserinfo.sec.gov
Van Cleef Asset Management Inc	Beachwood	79	$38.4 million	$1.21 billion	adviserinfo.sec.gov
Aan Wealth Advisors LLC	Canton	172	$38 million	$130 million	adviserinfo.sec.gov
Trinity Wealth Advisors, Inc.	Powell	142	$37.9 million	$173 million	adviserinfo.sec.gov
Fidato Wealth LLC	Middleburg Heights	83	$37.9 million	$510.8 million	adviserinfo.sec.gov
Endeavor Wealth Advisors, LLC	Pepper Pike	96	$36.8 million	$252.8 million	adviserinfo.sec.gov
Bison Wealth Management, LLC	Lyndhurst	112	$36.8 million	$131 million	adviserinfo.sec.gov
Kovalcik & Geraghty Wealth Partners LLP	Upper Arlington	173	$36.8 million	$299.1 million	adviserinfo.sec.gov
Graver Capital Management, LLC	Columbus	152	$36.6 million	$153.5 million	adviserinfo.sec.gov
Shaffer Capital	Westerville	157	$35.5 million	$211.1 million	adviserinfo.sec.gov
Enza Financial, LLC	Independence	153	$35.2 million	$191.2 million	adviserinfo.sec.gov
Polaris Financial Partners, LLC	Westerville	75	$35 million	$226 million	adviserinfo.sec.gov
FC Wealth Solutions LLC	Westerville	118	$34 million	$101 million	adviserinfo.sec.gov
The Wealth Advantage Group, Inc.	Columbus	89	$33.6 million	$146.4 million	adviserinfo.sec.gov
Richwood Investment Advisors, LLC	Cincinnati	85	$33.4 million	$155.1 million	adviserinfo.sec.gov
Peerless Wealth	Columbus	140	$33.3 million	$148.7 million	adviserinfo.sec.gov
Mbia Capital Advisors	Cincinnati	176	$33.3 million	$290.2 million	adviserinfo.sec.gov
Dover Partners Inc	Dayton	23	$33.1 million	$508.6 million	adviserinfo.sec.gov
Anderson Financial Strategies, LLC	Dayton	111	$32.9 million	$402.1 million	adviserinfo.sec.gov
Rightwealth Advisors, LLC	Miamisburg	176	$32.8 million	$229.3 million	adviserinfo.sec.gov
Trinity Financial Advisors LLC	Columbus	67	$32.7 million	$670 million	adviserinfo.sec.gov
Alpha Asset Management	Akron	111	$32.6 million	$129.1 million	adviserinfo.sec.gov
Peb Capital Management LLC	Columbus	121	$32.4 million	$171 million	adviserinfo.sec.gov
Garlikov Advisors Inc	Columbus	121	$31.9 million	$207.6 million	adviserinfo.sec.gov
Summit Wealth Management LLC	Akron	149	$31.8 million	$120.1 million	adviserinfo.sec.gov
Rabe Investment Consulting Group	Richfield	113	$31.4 million	$147.3 million	adviserinfo.sec.gov
Sabre Asset Management LLC	Pepper Pike	111	$30.6 million	$127.3 million	adviserinfo.sec.gov
Game Plan Financial Advisors, LLC	Westlake, Oh	134	$30.6 million	$254.7 million	adviserinfo.sec.gov
First Fiduciary Investment Counsel Inc	Cleveland	91	$30.2 million	$565.5 million	adviserinfo.sec.gov
Monetary Solutions, LTD.	Dayton	85	$29 million	$139.7 million	adviserinfo.sec.gov
Fairway Wealth Management LLC	Independence	53	$28.9 million	$2.98 billion	adviserinfo.sec.gov
S.C. Thomas & Associates, CPA, LLC	Medina	79	$28.8 million	$104.6 million	adviserinfo.sec.gov
Capstone Wealth Partners	Dublin	105	$28.5 million	$114.9 million	adviserinfo.sec.gov
Crew Capital Management, LTD.	Cincinnati	143	$27.2 million	$235.4 million	adviserinfo.sec.gov
Schmitt Wealth Advisers, LLC	Cincinnati	95	$27.2 million	$135 million	adviserinfo.sec.gov
Infinity Wealth Counsel, LLC	Loveland	79	$26.6 million	$151.9 million	adviserinfo.sec.gov
Shaker Investments	Beachwood	67	$25.9 million	$258.8 million	adviserinfo.sec.gov
SWS Partners, LLC	Columbus	60	$25.7 million	$442.6 million	adviserinfo.sec.gov
Harding Financial Group	Westerville	49	$25.7 million	$160.2 million	adviserinfo.sec.gov
Blake Schutter Theil Wealth Advisors, LLC	Dayton	85	$24.6 million	$459.5 million	adviserinfo.sec.gov
Summit Financial Advisors, Inc.	Middletown	91	$24.1 million	$232.8 million	adviserinfo.sec.gov
Leclair Wealth Partners	Dublin	72	$23.3 million	$363 million	adviserinfo.sec.gov
Kinetic Wealth Investment Advisors, LLC	Westlake	78	$23.1 million	$214.5 million	adviserinfo.sec.gov
Compass Financial Group, Inc.	Dublin	57	$23.1 million	$148.8 million	adviserinfo.sec.gov
Gudorf Financial Group, LLC	Dayton	65	$21.8 million	$121.1 million	adviserinfo.sec.gov
Scofield & Company, LLC	Fairlawn	85	$21.4 million	$113.6 million	adviserinfo.sec.gov
Signal Tree Financial Partners LLC	Copley	55	$21.1 million	$213.4 million	adviserinfo.sec.gov
Bond Tech Inc	Bellbrook	110	$21 million	$221.6 million	adviserinfo.sec.gov
Columbus Street Wealth Management, LLC	Dublin	44	$20.7 million	$144.5 million	adviserinfo.sec.gov
Capital Asset Management, Inc.	Columbus	63	$20.1 million	$199.5 million	adviserinfo.sec.gov
Seven Hills Capital Advisors	Cincinnati	56	$19.9 million	$130 million	adviserinfo.sec.gov
Western Reserve Capital Management, LLC	Hudson	60	$19.9 million	$120.2 million	adviserinfo.sec.gov
Ardent Capital Management, Inc.	Cincinnati	43	$18.2 million	$327 million	adviserinfo.sec.gov
Axim Planning & Wealth	Springboro	142	$17.9 million	$39.3 million	adviserinfo.sec.gov
Turnstone Financial	Troy	82	$17.8 million	$169.8 million	adviserinfo.sec.gov
Meeder Asset Management, Inc.	Dublin	223	$17.6 million	$3.33 billion	adviserinfo.sec.gov
Keystone Financial Planning, Inc	Westlake	43	$17.2 million	$406.9 million	adviserinfo.sec.gov
Kennon-Green & Co.	New Albany	37	$17.2 million	$171.4 million	adviserinfo.sec.gov
Retirement Plans, Inc.	Westerville	200	$16.8 million	$224.9 million	adviserinfo.sec.gov
Keidan Financial Consultants LLC	Columbus	32	$16.1 million	$574.9 million	adviserinfo.sec.gov
Accent Capital Management, LLC	Centerville	39	$16 million	$382.7 million	adviserinfo.sec.gov
Kirtland Hills Capital Management, LLC	Bratenahl	90	$16 million	$382 million	adviserinfo.sec.gov
Northavenue LLC	Columbus	68	$15.6 million	$204.8 million	adviserinfo.sec.gov
Alan B. Lancz & Associates, Inc.	Toledo	36	$15.5 million	$175.4 million	adviserinfo.sec.gov
Gerber, LLC	Columbus	69	$14.9 million	$592.1 million	adviserinfo.sec.gov
Mench Financial Inc	Cincinnati	93	$14.5 million	$130.6 million	adviserinfo.sec.gov

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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.