Data / Investment advisers / Serving pension and profit sharing plans / Ohio

Investment advisers in Ohio serving pension and profit sharing plans: 184 firms

Name: Investment advisers in Ohio serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

184 SEC registered investment advisers with a main office in Ohio report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $84.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Highland Consulting Associates Inc.

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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184Advisers
$84.5 billionAUM from this client type
180Advisers over $100 million
November 2, 2026File date

Advisers in Ohio serving pension and profit sharing plans

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
Highland Consulting Associates Inc.	Cleveland	97	$19.71 billion	$21.93 billion	adviserinfo.sec.gov
Townsend Holdings LLC	Cleveland	45	$14.15 billion	$19.64 billion	adviserinfo.sec.gov
Mai Capital Management, LLC	Cleveland	205	$13.94 billion	$52.10 billion	adviserinfo.sec.gov
Cbiz Investment Advisory Services, LLC	Cleveland	730	$8.16 billion	$12.76 billion	adviserinfo.sec.gov
Nationwide Asset Management, LLC	Columbus	Fewer than 5	$4.17 billion	$15.19 billion	adviserinfo.sec.gov
Fort Washington Investment Advisors Inc	Cincinnati	9	$3.92 billion	$93.47 billion	adviserinfo.sec.gov
Pca Investment Advisory Services, Inc.	Cincinnati	292	$3.36 billion	$4.31 billion	adviserinfo.sec.gov
Boyd Watterson Asset Management, LLC	Cleveland	140	$2.11 billion	$18.81 billion	adviserinfo.sec.gov
Clearstead; Clearstead Advisory Solutions	Cleveland	22	$2.05 billion	$33.88 billion	adviserinfo.sec.gov
Hauser Retirement Solutions 2 LLC	Cincinnati	76	$1.21 billion	$1.21 billion	adviserinfo.sec.gov
Diamond Hill Capital Management, LLC	Columbus	15	$994.4 million	$29.38 billion	adviserinfo.sec.gov
Johnson Investment Counsel, Inc.	Cincinnati	53	$786.6 million	$22.98 billion	adviserinfo.sec.gov
Idr Investment Management, LLC	Independence	2	$729.5 million	$10.19 billion	adviserinfo.sec.gov
BPS Wealth Advisors, Inc.	Canfield	184	$653.5 million	$1.08 billion	adviserinfo.sec.gov
Org Portfolio Management LLC	Beachwood	5	$563.5 million	$6.38 billion	adviserinfo.sec.gov
Dover Partners Inc	Dayton	10	$475.5 million	$508.6 million	adviserinfo.sec.gov
Tfo Wealth Partners	Maumee	125	$443.3 million	$5.66 billion	adviserinfo.sec.gov
Matson Money, Inc.	Mason	477	$391.7 million	$24.33 billion	adviserinfo.sec.gov
Opus Capital Management	Cincinnati	7	$357.3 million	$1.51 billion	adviserinfo.sec.gov
Consolidated Financial	Dublin	65	$343.5 million	$588.7 million	adviserinfo.sec.gov
Octavia Wealth Advisors LLC	Cincinnati	96	$327.8 million	$2.15 billion	adviserinfo.sec.gov
Adaptive Financial Consulting, LLC	Beachwood	85	$267.1 million	$547.1 million	adviserinfo.sec.gov
Souders Financial Advisors, LLC	Cincinnati	70	$260.2 million	$1.41 billion	adviserinfo.sec.gov
Truepoint, Inc.	Cincinnati	44	$212.4 million	$6.39 billion	adviserinfo.sec.gov
Bartlett & Co. Wealth Management LLC	Cincinnati	21	$212.3 million	$10.25 billion	adviserinfo.sec.gov
Retirement Plans, Inc.	Westerville	78	$208.1 million	$224.9 million	adviserinfo.sec.gov
Anderson Financial Strategies, LLC	Dayton	37	$196.1 million	$402.1 million	adviserinfo.sec.gov
Winslow Asset Management Inc	Beachwood	1	$182.2 million	$626.7 million	adviserinfo.sec.gov
Oneseven	Beachwood	301	$178.4 million	$7.72 billion	adviserinfo.sec.gov
SJS Investment Services	Sylvania	55	$167.2 million	$2.94 billion	adviserinfo.sec.gov
Valmark Advisers, Inc.	Akron	190	$165.5 million	$10.17 billion	adviserinfo.sec.gov
Ancora Advisors LLC	Mayfield Heights	27	$157.2 million	$4.61 billion	adviserinfo.sec.gov
Fifth Third Securities, Inc.	Cincinnati	524	$150.9 million	$10.92 billion	adviserinfo.sec.gov
Dean Financial Services	Beavercreek	32	$131.7 million	$382 million	adviserinfo.sec.gov
Lineweaver Wealth Advisors	Valley View	28	$128.4 million	$1.08 billion	adviserinfo.sec.gov
Riverview Research, LLC	Independence	Fewer than 5	$123.8 million	$990.8 million	adviserinfo.sec.gov
On Investment Management Co	Cincinnati	204	$113.8 million	$3.15 billion	adviserinfo.sec.gov
Meyers Wealth Management, LLC	Columbus	33	$101.5 million	$1.93 billion	adviserinfo.sec.gov
Peak Wealth Solutions	Pepper Pike	32	$96.1 million	$911.6 million	adviserinfo.sec.gov
Hamilton Capital	Columbus	127	$95.3 million	$4.94 billion	adviserinfo.sec.gov
Bahl & Gaynor LLC	Cincinnati	9	$89.7 million	$20.99 billion	adviserinfo.sec.gov
Symphony Financial Services, Inc.	Akron	36	$88.4 million	$428.7 million	adviserinfo.sec.gov
Wealth Dimensions Group, LTD.	Cincinnati	33	$79.6 million	$1.24 billion	adviserinfo.sec.gov
Everhart Advisors	Dublin	625	$77.5 million	$2.46 billion	adviserinfo.sec.gov
Carnegie Investment Counsel	Pepper Pike	13	$76 million	$7.51 billion	adviserinfo.sec.gov
Stratos Wealth Partners, LTD	Beachwood	106	$75.9 million	$18.65 billion	adviserinfo.sec.gov
Financial Management Strategies, Inc.	Broadview HTS.	8	$65.8 million	$714.2 million	adviserinfo.sec.gov
Cambridge Financial Group, Inc.	Columbus	7	$65.8 million	$331.3 million	adviserinfo.sec.gov
Feg	Cincinnati	Fewer than 5	$65.7 million	$19.71 billion	adviserinfo.sec.gov
Shaffer Capital	Westerville	10	$64.6 million	$211.1 million	adviserinfo.sec.gov
Eubel Brady & Suttman	Miamisburg	18	$64.5 million	$2.07 billion	adviserinfo.sec.gov
Newport Investment Advisors Inc	Beachwood	5	$62.3 million	$198 million	adviserinfo.sec.gov
Highland Consulting Associates International, Inc.	Cleveland	4	$60.1 million	$76.6 million	adviserinfo.sec.gov
Return on Life Wealth Partners	Cleveland	29	$59.7 million	$472.5 million	adviserinfo.sec.gov
Lakeridge Wealth Management LLC	Mentor	42	$55.2 million	$805.4 million	adviserinfo.sec.gov
Whitaker-Myers Wealth Managers, LTD.	Mansfield	24	$53.6 million	$850.6 million	adviserinfo.sec.gov
Beacon Capital Management, Inc.	Dayton	162	$47.2 million	$4.26 billion	adviserinfo.sec.gov
Beese Fulmer Private Wealth Management	Canton	13	$47.1 million	$2.06 billion	adviserinfo.sec.gov
Ancora Private Wealth Advisors, LLC	Cleveland	27	$45.7 million	$3.90 billion	adviserinfo.sec.gov
Oak Associates LTD	Akron	Fewer than 5	$42.6 million	$1.78 billion	adviserinfo.sec.gov
Egsi Investment Management	Dublin	29	$42.6 million	$144.7 million	adviserinfo.sec.gov
Westminster Financial Advisory Corp	Beavercreek	72	$39.3 million	$1.36 billion	adviserinfo.sec.gov
Stratos Wealth Advisors LLC	Beachwood	40	$36.7 million	$5.57 billion	adviserinfo.sec.gov
North Point Portfolio Managers Corporation	Orange Village	7	$35.8 million	$773.3 million	adviserinfo.sec.gov
Whitcomb & Hess, Inc.	Ashland	14	$35.8 million	$490.7 million	adviserinfo.sec.gov
Cincinnati Asset Management Inc	Cincinnati	64	$35.7 million	$2.53 billion	adviserinfo.sec.gov
North Star Advisory Group, LLC	Beachwood	43	$34.9 million	$289.1 million	adviserinfo.sec.gov
Prosperity Capital Advisors	Westlake	29	$32.8 million	$4.39 billion	adviserinfo.sec.gov
Reservoir Wealth Management	Lima	8	$30.2 million	$208.8 million	adviserinfo.sec.gov
Capital Advisors, LTD., LLC	Shaker Heights	28	$29.8 million	$1.37 billion	adviserinfo.sec.gov
Trueblood Wealth Management, LLC	Lima	9	$29.2 million	$474.1 million	adviserinfo.sec.gov
Nationwide Investment Advisors, LLC	Columbus	23	$29 million	$16.73 billion	adviserinfo.sec.gov
Hardy & Hardy Co LLC	Lima	29	$28.7 million	$269.4 million	adviserinfo.sec.gov
Thor Wealth Management Inc	Cincinnati	14	$27.5 million	$678.7 million	adviserinfo.sec.gov
Beacon Financial Advisory LLC	Cleveland	5	$27.4 million	$900.7 million	adviserinfo.sec.gov
Ardent Capital Management, Inc.	Cincinnati	5	$27.1 million	$327 million	adviserinfo.sec.gov
Kellett Wealth Advisors, LLC	Cincinnati	Fewer than 5	$26.7 million	$344 million	adviserinfo.sec.gov
T.T.G. Financial, Inc.	Canton	24	$24.5 million	$194 million	adviserinfo.sec.gov
Schulhoff & Co Inc	Cincinnati	1	$23.9 million	$286.3 million	adviserinfo.sec.gov
Jericho Financial	Westerville	6	$22.1 million	$220 million	adviserinfo.sec.gov
Frazier Financial Advisors, LLC	Columbus	6	$22.1 million	$1.16 billion	adviserinfo.sec.gov
Summit Financial Strategies Inc	Columbus	8	$20.3 million	$2.31 billion	adviserinfo.sec.gov
Dean Investments	Beavercreek	11	$19.1 million	$909.3 million	adviserinfo.sec.gov
Sequoia Financial Group, L.L.C.	Akron	6	$18.1 million	$32.24 billion	adviserinfo.sec.gov
McDonald Partners LLC	Cleveland	9	$16.8 million	$1.28 billion	adviserinfo.sec.gov
Park Edge Advisors, LLC	Cleveland	4	$15.5 million	$522.5 million	adviserinfo.sec.gov
Blake Schutter Theil Wealth Advisors, LLC	Dayton	8	$15.4 million	$459.5 million	adviserinfo.sec.gov
Artifex Financial Group, LLC	Oakwood	7	$14.5 million	$328.7 million	adviserinfo.sec.gov
Key Investment Services LLC	Brooklyn	175	$14.3 million	$8.88 billion	adviserinfo.sec.gov
Reed Financial Services, Inc.	Cleveland	7	$14.2 million	$388.6 million	adviserinfo.sec.gov
Affinity Wealth LLC	Canton	10	$14.2 million	$217.5 million	adviserinfo.sec.gov
KMG Fiduciary Partners, LLC	Toledo	9	$14 million	$1.67 billion	adviserinfo.sec.gov
United Advisor Group	Cincinnati	29	$13.6 million	$1.43 billion	adviserinfo.sec.gov
Enza Financial, LLC	Independence	Fewer than 5	$13.1 million	$191.2 million	adviserinfo.sec.gov
Rea Wealth Management	New Philadelphia	12	$13 million	$892.3 million	adviserinfo.sec.gov
Fifth Third Wealth Advisors LLC	Cincinnati	3	$12.7 million	$7.80 billion	adviserinfo.sec.gov
Schear Investment Advisors, LLC	Cincinnati	6	$12.6 million	$268.8 million	adviserinfo.sec.gov
Venture Visionary Partners LLC	Sylvania	10	$12.4 million	$5.24 billion	adviserinfo.sec.gov
Rebel Financial, LLC	Groveport	8	$12.3 million	$370.5 million	adviserinfo.sec.gov
Windsor Advisory Group, LLC	Columbus	2	$11.6 million	$2.92 billion	adviserinfo.sec.gov
Rightwealth Advisors, LLC	Miamisburg	3	$11.6 million	$229.3 million	adviserinfo.sec.gov
Birchcreek Wealth Management, LLC	Miami Township	7	$11.4 million	$300.1 million	adviserinfo.sec.gov
Gearhart & Associates	Cincinnati	6	$10.7 million	$872.6 million	adviserinfo.sec.gov
Daymark Wealth Partners, LLC	Cincinnati	5	$10.4 million	$5.04 billion	adviserinfo.sec.gov
Pinnacle Advisors	Mansfield	11	$10.1 million	$2.14 billion	adviserinfo.sec.gov
Vantage Financial Group, Inc.	Cleveland	4	$9.6 million	$866.9 million	adviserinfo.sec.gov
Axim Planning & Wealth	Springboro	2	$9.5 million	$39.3 million	adviserinfo.sec.gov
Livelsberger Financial Advisory	Ashland	8	$8.9 million	$176.4 million	adviserinfo.sec.gov
Meeder Asset Management, Inc.	Dublin	Fewer than 5	$8.9 million	$3.33 billion	adviserinfo.sec.gov
Cbiz Retirement Plan Advisory Services	Cleveland	11	$8.9 million	$8.9 million	adviserinfo.sec.gov
Fidato Wealth LLC	Middleburg Heights	6	$8.7 million	$510.8 million	adviserinfo.sec.gov
Gatepass Capital, LLC	Independence	3	$8.7 million	$299.1 million	adviserinfo.sec.gov
Ska Financial Services,Inc.	Fairview Park	2	$8.4 million	$159.1 million	adviserinfo.sec.gov
True Wealth Design, LLC	Akron	6	$8.2 million	$494 million	adviserinfo.sec.gov
Horan Wealth, LLC	Cincinnati	4	$8 million	$1.47 billion	adviserinfo.sec.gov
Lesjak Planning, LLC	Westlake	Fewer than 5	$8 million	$396 million	adviserinfo.sec.gov
Financial Counseling, Inc.	Springboro	2	$7.8 million	$100.1 million	adviserinfo.sec.gov
Kapstone Financial Advisors LLC	Lebanon	Fewer than 5	$7.5 million	$322.3 million	adviserinfo.sec.gov
Trinity Wealth Advisors, Inc.	Powell	6	$7.3 million	$173 million	adviserinfo.sec.gov
Horter Investment Management, LLC	Cincinnati	8	$7.3 million	$314.5 million	adviserinfo.sec.gov
First Fiduciary Investment Counsel Inc	Cleveland	2	$6.5 million	$565.5 million	adviserinfo.sec.gov
Bullseye Investment Management, LLC	Cincinnciati	Fewer than 5	$6.5 million	$226 million	adviserinfo.sec.gov
Miami Valley Portfolio Management Inc	Brookville	4	$6.4 million	$218.6 million	adviserinfo.sec.gov
Strong Investment Management, LLC	Canton	2	$6.4 million	$111.9 million	adviserinfo.sec.gov
Keidan Financial Consultants LLC	Columbus	Fewer than 5	$6.1 million	$574.9 million	adviserinfo.sec.gov
Bell City Wealth, Inc.	Hillsboro	1	$6 million	$163.3 million	adviserinfo.sec.gov
James Investment Research Inc	Xenia	Fewer than 5	$5.8 million	$1.21 billion	adviserinfo.sec.gov
Sims Investment Management LLC	Cincinnati	5	$5.5 million	$304.6 million	adviserinfo.sec.gov
MPM Wealth Advisors	Holland	2	$5.3 million	$1.04 billion	adviserinfo.sec.gov
Tidmore Retirement Planning Specialists	Beachwood	Fewer than 5	$5.1 million	$112.9 million	adviserinfo.sec.gov
Cornerstone Wealth Management	Westlake	9	$5 million	$628.7 million	adviserinfo.sec.gov
Revisor Wealth Management LLC	Akron	2	$4.9 million	$2.53 billion	adviserinfo.sec.gov
Hackman Financial Group	Cincinnati	Fewer than 5	$4.3 million	$426.7 million	adviserinfo.sec.gov
Alan B. Lancz & Associates, Inc.	Toledo	Fewer than 5	$4.2 million	$175.4 million	adviserinfo.sec.gov
Redwood Financial Network	Solon	6	$4.1 million	$262.8 million	adviserinfo.sec.gov
Kleinfelder Capital, Inc.	Cincinnati	17	$4.1 million	$376.6 million	adviserinfo.sec.gov
Infinity Wealth Counsel, LLC	Loveland	Fewer than 5	$3.7 million	$151.9 million	adviserinfo.sec.gov
Arg Private Wealth, LLC	Cincinnati	2	$3.6 million	$280 million	adviserinfo.sec.gov
Capital Asset Management, Inc.	Columbus	2	$3.4 million	$199.5 million	adviserinfo.sec.gov
FC Wealth Solutions LLC	Westerville	11	$3.2 million	$101 million	adviserinfo.sec.gov
Hendley & Co. Inc.	Zanesville	Fewer than 5	$3.2 million	$438.2 million	adviserinfo.sec.gov
Gryphon Financial Partners	Columbus	3	$3.2 million	$2.44 billion	adviserinfo.sec.gov
Retirement Strategies, LTD.	Dublin	4	$3.1 million	$272.7 million	adviserinfo.sec.gov
Coordinated Financial Planning Corp	Cincinnati	Fewer than 5	$3 million	$343.2 million	adviserinfo.sec.gov
First Mason Financial, LLC	Medina	1	$2.9 million	$185.7 million	adviserinfo.sec.gov
Antolino Wealth Advisors	Columbus	1	$2.5 million	$1.42 billion	adviserinfo.sec.gov
Mench Financial Inc	Cincinnati	2	$2.4 million	$130.6 million	adviserinfo.sec.gov
Demming Financial Services Corp.	Aurora	1	$2.3 million	$765.9 million	adviserinfo.sec.gov
Polaris Financial Partners, LLC	Westerville	1	$2 million	$226 million	adviserinfo.sec.gov
McCarley & Cook Financial Planners	Cincinnati	1	$2 million	$169.1 million	adviserinfo.sec.gov
Meeder Advisory Services, Inc.	Dublin	Fewer than 5	$1.9 million	$2.86 billion	adviserinfo.sec.gov
GGM Financial LLC	Columbus	2	$1.9 million	$513 million	adviserinfo.sec.gov
Shaker Investments	Beachwood	2	$1.8 million	$258.8 million	adviserinfo.sec.gov
2 Knights Wealth Management, LLC	Pepper Pike	Fewer than 5	$1.8 million	$127.3 million	adviserinfo.sec.gov
Bond Tech Inc	Bellbrook	2	$1.7 million	$221.6 million	adviserinfo.sec.gov
W.A. Smith Financial Group	Sandusky	4	$1.6 million	$1.16 billion	adviserinfo.sec.gov
Kohmann Bosshard Financial Services, LLC.	Akron	1	$1.6 million	$1.12 billion	adviserinfo.sec.gov
Gudorf Financial Group, LLC	Dayton	Fewer than 5	$1.6 million	$121.1 million	adviserinfo.sec.gov
Fiduciary Wealth Group, LLC	Centerville	1	$1.4 million	$178 million	adviserinfo.sec.gov
Broadleaf Partners, LLC	Hudson	1	$1.4 million	$551.3 million	adviserinfo.sec.gov
Fountain Square Asset Management	Cincinnati	2	$1.2 million	$233.7 million	adviserinfo.sec.gov
365 Wealth Management Group	Mason	2	$1.2 million	$186.6 million	adviserinfo.sec.gov
Foster & Motley Inc	Cincinnati	2	$1.2 million	$2.94 billion	adviserinfo.sec.gov
Ross Wealth Advisors, LLC	Columbus	4	$1.1 million	$139.7 million	adviserinfo.sec.gov
Blue Jay Financial Group, LLC	Defiance	20	$996,526	$113.5 million	adviserinfo.sec.gov
Formidable Asset Management, LLC	Cincinnati	5	$986,484	$903 million	adviserinfo.sec.gov
Alpha Planning and Financial Services, Inc.	Solon	4	$960,859	$112.8 million	adviserinfo.sec.gov
Messmer Capital Advisors LLC	Milford	3	$954,655	$130.4 million	adviserinfo.sec.gov
Yfp Wealth	New Albany	2	$813,300	$53.2 million	adviserinfo.sec.gov
Van Winkle Wealth Management Group LLC	Newark	Fewer than 5	$747,905	$120.8 million	adviserinfo.sec.gov
Integrated Wealth Management, Inc.	Uniontown	5	$736,455	$254.1 million	adviserinfo.sec.gov
Eukles Asset Management, LLC	Cincinnati	1	$643,779	$341.1 million	adviserinfo.sec.gov
Balanced Wealth Group LLC	Westlake	Fewer than 5	$488,260	$494.1 million	adviserinfo.sec.gov
Endeavor Wealth Advisors, LLC	Pepper Pike	1	$404,962	$252.8 million	adviserinfo.sec.gov
Hixon Zuercher Capital Management	Findlay	9	$330,314	$487.7 million	adviserinfo.sec.gov
HCM Wealth Advisors	Cincinnati	Fewer than 5	$304,865	$1.23 billion	adviserinfo.sec.gov
Atlantis Wealth Advisors LLC	Maumee	2	$258,807	$150.2 million	adviserinfo.sec.gov
Camelot Portfolios, LLC	Maumee	1	$258,807	$272.2 million	adviserinfo.sec.gov
Ridgeline Wealth Planning LLC	Centerville	1	$243,085	$259.6 million	adviserinfo.sec.gov
Prasad Wealth Partners	Independence	1	$240,101	$572.1 million	adviserinfo.sec.gov
Accent Capital Management, LLC	Centerville	2	$205,572	$382.7 million	adviserinfo.sec.gov
Appalachian Capital Management	St. Clairsville	1	$180,626	$175.3 million	adviserinfo.sec.gov
Vela Investment Management, LLC	New Albany	1	$12,657	$562.9 million	adviserinfo.sec.gov
Fourth Dimension Wealth, LLC	Middleburg Heights	1	$4,698	$356.4 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.