Data / Investment advisers / Ohio / Finish Well RIA LLC
Finish Well RIA LLC, Columbus, OH: $109 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Finish Well RIA LLC is an SEC registered investment adviser with its main office in Columbus, Ohio and reports $109 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include individuals and high net worth individuals. It is paid through fixed fees.
The request: Watch Finish Well RIA LLC (CRD number 321957): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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.
- Registration
- SEC registered investment adviser
- CRD number
- 321957
- SEC file number
- 801-136477
- SEC status
- Approved, effective June 12, 2026
- Main office
- 1 E Campus View Blvd Ste 250, Columbus, OH 43235
- Phone
- (833) 397-3847
- Website
- fwretire.com
- Regulatory AUM
- $109,000,000 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $109,000,000
- Accounts
- 785
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 285 | $55 million |
| High net worth individuals | 25 | $54 million |
Other advisers in Columbus
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Libertas Wealth Management Group, Inc. | Columbus | $163.1 million | Not listed | adviserinfo.sec.gov |
| Graver Capital Management, LLC | Columbus | $153.5 million | Not listed | adviserinfo.sec.gov |
| Peerless Wealth | Columbus | $148.7 million | Not listed | adviserinfo.sec.gov |
| The Wealth Advantage Group, Inc. | Columbus | $146.4 million | Not listed | adviserinfo.sec.gov |
| Ross Wealth Advisors, LLC | Columbus | $139.7 million | Not listed | adviserinfo.sec.gov |
| R1 Capital, Inc. | Columbus | Not listed | 12 | adviserinfo.sec.gov |
| Heartland Group Holdings LLC | Columbus | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbus, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Finish Well RIA LLC on the SEC's adviser search
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.