Data / Investment advisers / Ohio
Investment advisers in Ohio: 437 firms, $1.1 trillion in AUM
437 investment advisers have their main office in Ohio: 404 SEC registered and 33 exempt reporting. The registered advisers report $1.1 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Fort Washington Investment Advisors Inc with $93.5 billion.
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.
- 437Advisers
- 404SEC registered
- 33Exempt reporting
- $1.1 trillionTotal AUM
- 390Advisers over $100 million
- 99Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 437 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | Cincinnati | $93.47 billion | 1,650 | 157 | 45 | (513) 361-7600 | ohiocapitalfund.com | adviserinfo.sec.gov |
| Nationwide Fund Advisors | Columbus | $83.14 billion | 129 | 129 | Not listed | (614) 435-6274 | nationwide.com | adviserinfo.sec.gov |
| Meeder Public Funds, Inc. | Dublin | $70.16 billion | 954 | 77 | Not listed | (866) 633-3371 | adviserinfo.sec.gov | |
| Mai Capital Management, LLC | Cleveland | $52.10 billion | 48,547 | 562 | 33 | (216) 920-4800 | adviserinfo.sec.gov | |
| Clearstead; Clearstead Advisory Solutions | Cleveland | $33.88 billion | 14,707 | 280 | 3 | (216) 621-1090 | clearstead.com | adviserinfo.sec.gov |
| Sequoia Financial Group, L.L.C. | Akron | $32.24 billion | 39,636 | 424 | 17 | (330) 375-9480 | adviserinfo.sec.gov | |
| Constellation Investments, Inc. | Montgomery | $31.48 billion | 15 | 45 | 4 | (513) 794-6100 | constellationinsurance.com | adviserinfo.sec.gov |
| Touchstone Advisors Inc | Cincinnati | $31.09 billion | 40 | 86 | Not listed | (513) 362-8000 | touchstoneinvestments.com | adviserinfo.sec.gov |
| Diamond Hill Capital Management, LLC | Columbus | $29.38 billion | 3,192 | 120 | 1 | (614) 255-3333 | diamond-hill.com | adviserinfo.sec.gov |
| Matson Money, Inc. | Mason | $24.33 billion | 29,979 | 69 | Not listed | (513) 204-8000 | adviserinfo.sec.gov | |
| Johnson Investment Counsel, Inc. | Cincinnati | $22.98 billion | 18,154 | 164 | Not listed | (513) 661-3100 | johnsoninv.com | adviserinfo.sec.gov |
| Highland Consulting Associates Inc. | Cleveland | $21.93 billion | 468 | 28 | Not listed | (440) 808-1500 | highlandusa.net | adviserinfo.sec.gov |
| American Money Management Corporation ("Ammc") | Cincinnati | $21.32 billion | 45 | 25 | 14 | (513) 579-2121 | adviserinfo.sec.gov | |
| Bahl & Gaynor LLC | Cincinnati | $20.99 billion | 3,251 | 79 | Not listed | (513) 287-6100 | bahl-gaynor.com | adviserinfo.sec.gov |
| Feg | Cincinnati | $19.71 billion | 813 | 136 | Not listed | (513) 977-4400 | adviserinfo.sec.gov | |
| Townsend Holdings LLC | Cleveland | $19.64 billion | 67 | 110 | 37 | (216) 781-9090 | townsend.com | adviserinfo.sec.gov |
| Boyd Watterson Asset Management, LLC | Cleveland | $18.81 billion | 1,102 | 140 | 2 | (216) 771-3450 | boydwatterson.com | adviserinfo.sec.gov |
| Stratos Wealth Partners, LTD | Beachwood | $18.65 billion | 47,696 | 618 | Not listed | (440) 519-2500 | firstgenesisva.com | adviserinfo.sec.gov |
| Nationwide Investment Advisors, LLC | Columbus | $16.73 billion | 251,223 | 401 | Not listed | (614) 435-8371 | adviserinfo.sec.gov | |
| Nationwide Asset Management, LLC | Columbus | $15.19 billion | 13 | 212 | 2 | (614) 435-6127 | adviserinfo.sec.gov | |
| Cbiz Investment Advisory Services, LLC | Cleveland | $12.76 billion | 2,850 | 93 | Not listed | (216) 447-9000 | adviserinfo.sec.gov | |
| Gateway Investment Advisers, LLC | Cincinnati | $11.59 billion | 318 | 28 | Not listed | (513) 719-1100 | adviserinfo.sec.gov | |
| Fifth Third Securities, Inc. | Cincinnati | $10.92 billion | 47,014 | 1,353 | Not listed | (888) 889-1025 | adviserinfo.sec.gov | |
| Bartlett & Co. Wealth Management LLC | Cincinnati | $10.25 billion | 6,188 | 84 | Not listed | (513) 621-4612 | adviserinfo.sec.gov | |
| Idr Investment Management, LLC | Independence | $10.19 billion | 9 | 15 | 6 | (216) 264-8185 | idrinvestments.com | adviserinfo.sec.gov |
| Valmark Advisers, Inc. | Akron | $10.17 billion | 20,881 | 280 | Not listed | (800) 765-5201 | adviserinfo.sec.gov | |
| Redtree Investment Group | Cincinnati | $9.68 billion | 538 | 9 | Not listed | (888) 596-2293 | redtreeinv.com | adviserinfo.sec.gov |
| Key Investment Services LLC | Brooklyn | $8.88 billion | 34,920 | 1,325 | Not listed | (888) 547-2968 | key.com | adviserinfo.sec.gov |
| PCM Management Advisor, LLC | Chagrin Falls | $7.89 billion | 24 | 495 | 18 | (440) 528-0333 | peppertreecapital.com | adviserinfo.sec.gov |
| Huntington Financial Advisors | Columbus | $7.89 billion | 42,399 | 520 | Not listed | (800) 322-4600 | huntington.com | adviserinfo.sec.gov |
| Fifth Third Wealth Advisors LLC | Cincinnati | $7.80 billion | 2,121 | 83 | 3 | (513) 268-8380 | adviserinfo.sec.gov | |
| Oneseven | Beachwood | $7.72 billion | 26,700 | 264 | Not listed | (216) 865-1700 | adviserinfo.sec.gov | |
| Carnegie Investment Counsel | Pepper Pike | $7.51 billion | 8,541 | 69 | Not listed | (216) 367-4114 | carroll-financial.com | adviserinfo.sec.gov |
| Truepoint, Inc. | Cincinnati | $6.39 billion | 9,643 | 103 | Not listed | (513) 792-6648 | adviserinfo.sec.gov | |
| Org Portfolio Management LLC | Beachwood | $6.38 billion | 22 | 22 | 5 | (216) 468-0055 | orgrealproperty.com | adviserinfo.sec.gov |
| Tfo Wealth Partners | Maumee | $5.66 billion | 5,341 | 67 | Not listed | (419) 891-9999 | tfopartners.com | adviserinfo.sec.gov |
| Stratos Wealth Advisors LLC | Beachwood | $5.57 billion | 12,896 | 170 | Not listed | (440) 519-2500 | spainsmith.com | adviserinfo.sec.gov |
| Constellation Wealth Advisors | Cincinnati | $5.40 billion | 2,095 | 26 | 4 | (513) 871-5500 | quadrantwealth.com | adviserinfo.sec.gov |
| Venture Visionary Partners LLC | Sylvania | $5.24 billion | 6,711 | 46 | Not listed | (419) 464-7401 | adviserinfo.sec.gov | |
| Wellspring Family Office | Cleveland | $5.06 billion | 2,051 | 31 | Not listed | (216) 367-0680 | wellspringadvisorsllc.com | adviserinfo.sec.gov |
| Daymark Wealth Partners, LLC | Cincinnati | $5.04 billion | 7,405 | 40 | Not listed | (513) 838-2520 | music.amazon.com | adviserinfo.sec.gov |
| Rockbridge Capital, LLC | Columbus | $5.01 billion | 23 | 125 | 23 | (614) 246-2400 | adviserinfo.sec.gov | |
| Hamilton Capital | Columbus | $4.94 billion | 9,562 | 90 | 2 | (614) 273-1000 | adviserinfo.sec.gov | |
| Ancora Advisors LLC | Mayfield Heights | $4.61 billion | 307 | 46 | Not listed | (216) 825-4000 | adviserinfo.sec.gov | |
| Prosperity Capital Advisors | Westlake | $4.39 billion | 16,541 | 244 | Not listed | (888) 240-0064 | adviserinfo.sec.gov | |
| Drive Capital LLC | Columbus | $4.38 billion | 21 | 30 | 21 | (415) 694-9581 | adviserinfo.sec.gov | |
| Pca Investment Advisory Services, Inc. | Cincinnati | $4.31 billion | 2,187 | 15 | Not listed | (513) 281-3366 | adviserinfo.sec.gov | |
| Beacon Capital Management, Inc. | Dayton | $4.26 billion | 10,456 | 44 | Not listed | (937) 439-9093 | beaconinvesting.com | adviserinfo.sec.gov |
| Ancora Private Wealth Advisors, LLC | Cleveland | $3.90 billion | 4,509 | 53 | Not listed | (216) 825-4000 | ancora.net | adviserinfo.sec.gov |
| Seniors Housing Fund Manager LLC | Toledo | $3.79 billion | 8 | 40 | 4 | (419) 247-2800 | adviserinfo.sec.gov | |
| CM Wealth Advisors LLC | Beachwood | $3.60 billion | 680 | 24 | 30 | (216) 831-9667 | cmwealthadvisors.com | adviserinfo.sec.gov |
| Meeder Asset Management, Inc. | Dublin | $3.33 billion | 279 | 52 | Not listed | (866) 633-3371 | adviserinfo.sec.gov | |
| Stratos Investment Management, LLC | Beachwood | $3.31 billion | 7,664 | 89 | Not listed | (440) 210-4900 | adviserinfo.sec.gov | |
| Glasfunds, LLC | Cleveland | $3.28 billion | 2 | 36 | 2 | (216) 862-1300 | glasfunds.com | adviserinfo.sec.gov |
| On Investment Management Co | Cincinnati | $3.15 billion | 14,153 | 196 | Not listed | (855) 262-0913 | joinonesco.com | adviserinfo.sec.gov |
| Fairway Wealth Management LLC | Independence | $2.98 billion | 322 | 23 | Not listed | (216) 573-7200 | focusfinancialpartners.com | adviserinfo.sec.gov |
| SJS Investment Services | Sylvania | $2.94 billion | 3,006 | 26 | Not listed | (419) 885-2626 | sjsinvest.com | adviserinfo.sec.gov |
| Foster & Motley Inc | Cincinnati | $2.94 billion | 926 | 51 | Not listed | (513) 561-6640 | fosterandmotley.com | adviserinfo.sec.gov |
| Windsor Advisory Group, LLC | Columbus | $2.92 billion | 1,704 | 22 | 4 | (614) 545-0300 | adviserinfo.sec.gov | |
| Meeder Advisory Services, Inc. | Dublin | $2.86 billion | 3,640 | 73 | Not listed | (866) 633-3371 | meederinvestment.com | adviserinfo.sec.gov |
| Cincinnati Asset Management Inc | Cincinnati | $2.53 billion | 6,033 | 15 | Not listed | (513) 554-8500 | adviserinfo.sec.gov | |
| Revisor Wealth Management LLC | Akron | $2.53 billion | 7,480 | 11 | Not listed | (440) 248-3355 | adviserinfo.sec.gov | |
| Everhart Advisors | Dublin | $2.46 billion | 6,105 | 59 | Not listed | (614) 717-9705 | adviserinfo.sec.gov | |
| Gryphon Financial Partners | Columbus | $2.44 billion | 2,819 | 31 | 3 | (614) 929-2880 | adviserinfo.sec.gov | |
| Align Capital Partners, LP | Shaker Heights | $2.41 billion | 8 | 35 | 7 | (214) 780-0857 | adviserinfo.sec.gov | |
| Summit Financial Strategies Inc | Columbus | $2.31 billion | 4,149 | 37 | Not listed | (614) 885-1115 | summitfin.com | adviserinfo.sec.gov |
| Feg Investment Services, LLC | Cincinnati | $2.23 billion | 1 | 13 | 21 | (513) 977-4400 | adviserinfo.sec.gov | |
| Wealthquest Corporation | Cincinnati | $2.22 billion | 5,241 | 42 | Not listed | (513) 530-9700 | wqcorp.com | adviserinfo.sec.gov |
| PDS Planning Inc | Dublin | $2.17 billion | 3,159 | 19 | Not listed | (614) 481-8449 | pdsplanning.com | adviserinfo.sec.gov |
| Octavia Wealth Advisors LLC | Cincinnati | $2.15 billion | 6,795 | 45 | Not listed | (513) 762-7701 | adviserinfo.sec.gov | |
| Pinnacle Advisors | Mansfield | $2.14 billion | 3,994 | 35 | Not listed | (419) 526-5226 | adviserinfo.sec.gov | |
| Eubel Brady & Suttman | Miamisburg | $2.07 billion | 1,885 | 34 | Not listed | (937) 291-1223 | adviserinfo.sec.gov | |
| Beese Fulmer Private Wealth Management | Canton | $2.06 billion | 2,044 | 14 | Not listed | (330) 454-6555 | beesefulmer.com | adviserinfo.sec.gov |
| Meyers Wealth Management, LLC | Columbus | $1.93 billion | 860 | 10 | Not listed | (614) 442-6787 | meyerswealthmgmt.com | adviserinfo.sec.gov |
| White Oak Partners Investment Advisor, LLC | Westerville | $1.83 billion | 8 | 8 | 8 | (614) 741-7600 | adviserinfo.sec.gov | |
| Oak Associates LTD | Akron | $1.78 billion | 56 | 8 | Not listed | (330) 668-1234 | oakltd.com | adviserinfo.sec.gov |
| KMG Fiduciary Partners, LLC | Toledo | $1.67 billion | 3,934 | 16 | Not listed | (419) 517-8040 | adviserinfo.sec.gov | |
| Strategic Wealth Partners, LTD. | Independence | $1.64 billion | 3,674 | 24 | Not listed | (216) 800-9000 | swpconnect.com | adviserinfo.sec.gov |
| Accolade Asset/Liability Advisory Services | Columbus | $1.60 billion | 39 | 7 | Not listed | (614) 816-2694 | accoladeadvisory.com | adviserinfo.sec.gov |
| Ancora Retirement Plan Advisors, LLC | Cleveland | $1.53 billion | 161 | 41 | Not listed | (216) 593-5090 | adviserinfo.sec.gov | |
| Opus Capital Management | Cincinnati | $1.51 billion | 430 | 7 | Not listed | (513) 621-6787 | opus.capital | adviserinfo.sec.gov |
| Horan Wealth, LLC | Cincinnati | $1.47 billion | 2,817 | 32 | Not listed | (513) 745-0707 | horanwealth.com | adviserinfo.sec.gov |
| Feg Private Investors, LLC | Cincinnati | $1.47 billion | 7 | 24 | 27 | (513) 977-4400 | adviserinfo.sec.gov | |
| Blue Point Capital Partners LLC | Cleveland | $1.44 billion | 13 | 30 | 13 | (216) 535-4700 | bluepointcapital.com | adviserinfo.sec.gov |
| Mpe Partners | Cleveland | $1.44 billion | 11 | 26 | 11 | (216) 416-7500 | mpepartners.com | adviserinfo.sec.gov |
| United Advisor Group | Cincinnati | $1.43 billion | 6,600 | 69 | Not listed | (888) 242-4912 | mvfp.net | adviserinfo.sec.gov |
| Antolino Wealth Advisors | Columbus | $1.42 billion | 2,817 | 31 | Not listed | (614) 442-3355 | antolino.com | adviserinfo.sec.gov |
| Souders Financial Advisors, LLC | Cincinnati | $1.41 billion | 3,616 | 21 | Not listed | (513) 598-2400 | adviserinfo.sec.gov | |
| Ellsworth Advisors, LLC | Hudson | $1.41 billion | 2,088 | 16 | 9 | (234) 200-0703 | ellsworthadvisors.com | adviserinfo.sec.gov |
| Journey Wealth Management | Cleveland | $1.39 billion | 879 | 27 | Not listed | (216) 468-1333 | fsmwealthadvisors.com | adviserinfo.sec.gov |
| Capital Advisors, LTD., LLC | Shaker Heights | $1.37 billion | 1,106 | 14 | Not listed | (216) 295-7900 | capitaladvisorsltd.com | adviserinfo.sec.gov |
| Westminster Financial Advisory Corp | Beavercreek | $1.36 billion | 3,337 | 43 | Not listed | (937) 898-5010 | westminsterfinanical.com | adviserinfo.sec.gov |
| McDonald Partners LLC | Cleveland | $1.28 billion | 1,765 | 29 | 4 | (216) 912-0567 | mansourwealthmanagement.com | adviserinfo.sec.gov |
| Wealth Dimensions Group, LTD. | Cincinnati | $1.24 billion | 2,656 | 21 | Not listed | (513) 554-6000 | adviserinfo.sec.gov | |
| HCM Wealth Advisors | Cincinnati | $1.23 billion | 2,964 | 11 | Not listed | (513) 598-5120 | adviserinfo.sec.gov | |
| Hauser Retirement Solutions 2 LLC | Cincinnati | $1.21 billion | 76 | 5 | Not listed | (513) 745-9200 | thehausergroup.com | adviserinfo.sec.gov |
| James Investment Research Inc | Xenia | $1.21 billion | 692 | 15 | Not listed | (937) 426-7640 | adviserinfo.sec.gov | |
| Van Cleef Asset Management Inc | Beachwood | $1.21 billion | 226 | 6 | Not listed | (216) 464-0253 | adviserinfo.sec.gov | |
| TCP Asset Management, LLC | Upper Arlington | $1.18 billion | 5,021 | 42 | Not listed | (614) 761-9378 | tcpasset.com | adviserinfo.sec.gov |
| W.A. Smith Financial Group | Sandusky | $1.16 billion | 7,044 | 27 | Not listed | (419) 626-8600 | wasmithfinancial.com | adviserinfo.sec.gov |
| Frazier Financial Advisors, LLC | Columbus | $1.16 billion | 4,115 | 20 | Not listed | (614) 793-8297 | adviserinfo.sec.gov | |
| Ancora Alternatives LLC | Cleveland | $1.13 billion | 10 | 54 | 17 | (216) 825-4000 | adviserinfo.sec.gov | |
| Kohmann Bosshard Financial Services, LLC. | Akron | $1.12 billion | 1,735 | 9 | Not listed | (330) 666-6886 | kohmannbosshard.com | adviserinfo.sec.gov |
| The Joseph Group Capital Management | Columbus | $1.09 billion | 832 | 25 | Not listed | (614) 228-4300 | adviserinfo.sec.gov | |
| Lineweaver Wealth Advisors | Valley View | $1.08 billion | 3,713 | 21 | Not listed | (216) 520-1711 | ohioretire.com | adviserinfo.sec.gov |
| BPS Wealth Advisors, Inc. | Canfield | $1.08 billion | 1,099 | 5 | Not listed | (330) 758-0575 | bpswealthgroup.com | adviserinfo.sec.gov |
| Randolph Co Inc | Cincinnati | $1.08 billion | 139 | 6 | Not listed | (513) 891-7144 | therandolphcompany.com | adviserinfo.sec.gov |
| St. Clair Advisors, LLC | Mayfield Heights | $1.07 billion | 536 | 12 | Not listed | (440) 925-5670 | saintclairllc.com | adviserinfo.sec.gov |
| Timber Bay Partners, LLC | Cincinnati | $1.05 billion | 4 | 9 | 4 | (513) 898-0500 | adviserinfo.sec.gov | |
| MPM Wealth Advisors | Holland | $1.04 billion | 2,454 | 18 | Not listed | (419) 861-1400 | mpmwealth.com | adviserinfo.sec.gov |
| Riverview Research, LLC | Independence | $990.8 million | 165 | 3 | Not listed | (216) 573-0420 | riverviewresearch.com | adviserinfo.sec.gov |
| Peak Wealth Solutions | Pepper Pike | $911.6 million | 2,192 | 10 | Not listed | (216) 370-7887 | adviserinfo.sec.gov | |
| Dean Investments | Beavercreek | $909.3 million | 483 | 10 | Not listed | (937) 222-9531 | chdean.com | adviserinfo.sec.gov |
| Formidable Asset Management, LLC | Cincinnati | $903 million | 2,196 | 21 | 1 | (513) 655-5566 | formidableam.com | adviserinfo.sec.gov |
| Beacon Financial Advisory LLC | Cleveland | $900.7 million | 2,542 | 13 | Not listed | (216) 910-1850 | adviserinfo.sec.gov | |
| Rea Wealth Management | New Philadelphia | $892.3 million | 1,818 | 20 | Not listed | (330) 308-9707 | invp.com | adviserinfo.sec.gov |
| Gearhart & Associates | Cincinnati | $872.6 million | 2,903 | 7 | Not listed | (513) 985-3450 | adviserinfo.sec.gov | |
| Canopy Partners | Cincinnati | $869 million | 412 | 7 | Not listed | (513) 766-3770 | canopyfamilyoffice.com | adviserinfo.sec.gov |
| Vantage Financial Group, Inc. | Cleveland | $866.9 million | 2,521 | 60 | Not listed | (216) 642-7878 | vanfin.com | adviserinfo.sec.gov |
| Asendo Wealth Advisory | Columbus | $866.5 million | 3,609 | 16 | Not listed | (614) 697-2750 | adviserinfo.sec.gov | |
| Whitaker-Myers Wealth Managers, LTD. | Mansfield | $850.6 million | 8,347 | 24 | Not listed | (330) 345-5000 | adviserinfo.sec.gov | |
| Hpe Capital Management II, LLC | Cincinnati | $840.5 million | 5 | 6 | 11 | (513) 745-9200 | hauserprivateequity.com | adviserinfo.sec.gov |
| Lakeridge Wealth Management LLC | Mentor | $805.4 million | 2,706 | 22 | Not listed | (440) 510-1901 | financialsolutionspi.com | adviserinfo.sec.gov |
| Tempo Wealth | Independence | $804.3 million | 853 | 12 | Not listed | (440) 568-3676 | tempowealth.com | adviserinfo.sec.gov |
| Strategic Value Bank Partners LLC | Cleveland | $774.1 million | 6 | 7 | 5 | (216) 282-0704 | adviserinfo.sec.gov | |
| North Point Portfolio Managers Corporation | Orange Village | $773.3 million | 276 | 7 | Not listed | (440) 720-1100 | nppmcorp.com | adviserinfo.sec.gov |
| Demming Financial Services Corp. | Aurora | $765.9 million | 2,607 | 11 | Not listed | (330) 562-2122 | demmingfinancial.com | adviserinfo.sec.gov |
| Cyprium Partners | Cleveland | $760.2 million | 5 | 19 | 5 | (216) 453-4500 | cyprium.com | adviserinfo.sec.gov |
| G2 Capital Management, LLC | Columbus | $756.5 million | 574 | 6 | 1 | (614) 484-1400 | g2capital.net | adviserinfo.sec.gov |
| Waller Financial Planning Group, Inc. | Columbus | $747.8 million | 2,081 | 11 | Not listed | (614) 457-7026 | adviserinfo.sec.gov | |
| John E. Sestina and Company | Columbus | $744 million | 12,193 | 19 | Not listed | (614) 326-3077 | managingtobewealthy.com | adviserinfo.sec.gov |
| Wealth Dimensions Family Office, Inc | Cincinnati | $716.3 million | 134 | 16 | Not listed | (513) 945-1030 | adviserinfo.sec.gov | |
| Financial Management Strategies, Inc. | Broadview HTS. | $714.2 million | 1,895 | 23 | Not listed | (216) 642-1099 | fmstrategies.biz | adviserinfo.sec.gov |
| Woodland Wealth Partners | Pepper Pike | $711.9 million | 568 | 4 | Not listed | (330) 416-5509 | woodlandwealthpartners.com | adviserinfo.sec.gov |
| Wealthbridge Capital Management, LLC | Westerville | $709.7 million | 1,890 | 7 | Not listed | (614) 591-4515 | adviserinfo.sec.gov | |
| Eichner Investment Planning, LLC | Cincinnati | $692.1 million | 330 | 1 | Not listed | (513) 290-9170 | eichplan.com | adviserinfo.sec.gov |
| Signature Equity Partners, LLC | Columbus | $688.1 million | 2,709 | 55 | Not listed | (614) 846-6000 | midwestretirementconsultants.net | adviserinfo.sec.gov |
| RC Capital | Cincinnati | $682.1 million | 11 | 18 | 11 | (513) 621-9700 | rccf.com | adviserinfo.sec.gov |
| Thor Wealth Management Inc | Cincinnati | $678.7 million | 1,691 | 15 | Not listed | (513) 271-6777 | adviserinfo.sec.gov | |
| Rockport Wealth Advisors | Fairview Park | $676.4 million | 3,004 | 15 | Not listed | (216) 226-4560 | jarnoldwealth.com | adviserinfo.sec.gov |
| Harvest Financial Advisors, LLC | West Chester | $671 million | 1,398 | 9 | Not listed | (513) 779-3030 | harvestadvisors.com | adviserinfo.sec.gov |
| Trinity Financial Advisors LLC | Columbus | $670 million | 1,139 | 9 | 1 | (614) 848-7667 | tfadvisors.com | adviserinfo.sec.gov |
| Advanced Asset Management Advisors, Inc. | Dublin | $651.3 million | 537 | 8 | Not listed | (614) 717-4451 | adviserinfo.sec.gov | |
| Peak Retirement Planning, Inc. | Columbus | $631 million | 3,675 | 22 | Not listed | (614) 500-4121 | adviserinfo.sec.gov | |
| Cornerstone Wealth Management | Westlake | $628.7 million | 1,173 | 8 | Not listed | (440) 899-4000 | fee-onlyadvisor.com | adviserinfo.sec.gov |
| Winslow Asset Management Inc | Beachwood | $626.7 million | 130 | 6 | Not listed | (216) 360-4700 | winslowasset.com | adviserinfo.sec.gov |
| Keeler & Nadler Family Wealth | Dublin | $609.9 million | 2,043 | 13 | Not listed | (614) 791-4123 | knwealth.com | adviserinfo.sec.gov |
| Heritage Wealth Advisors | Cincinnati | $604.7 million | 935 | 6 | Not listed | (513) 440-5475 | yourheritageadvisors.com | adviserinfo.sec.gov |
| Gerber, LLC | Columbus | $592.1 million | 944 | 17 | Not listed | (614) 431-4343 | adviserinfo.sec.gov | |
| Consolidated Financial | Dublin | $588.7 million | 1,495 | 6 | Not listed | (614) 932-0000 | investconsolidated.com | adviserinfo.sec.gov |
| Citymark Capital Management Company LLC | Cleveland | $582.8 million | 2 | 12 | 2 | (216) 453-8080 | adviserinfo.sec.gov | |
| Keidan Financial Consultants LLC | Columbus | $574.9 million | 547 | 3 | Not listed | (614) 469-5003 | keidanfinancial.com | adviserinfo.sec.gov |
| Prasad Wealth Partners | Independence | $572.1 million | 2,015 | 11 | Not listed | (216) 313-9999 | adviserinfo.sec.gov | |
| Brilliant Advice, LLC | Cincinnati | $569.5 million | 569 | 2 | Not listed | (513) 703-2100 | adviserinfo.sec.gov | |
| First Fiduciary Investment Counsel Inc | Cleveland | $565.5 million | 460 | 5 | Not listed | (216) 643-9100 | firstfiduciary.com | adviserinfo.sec.gov |
| Paradigm Wealth Management, LLC | Westlake | $563.4 million | 500 | 7 | Not listed | (440) 892-5900 | investpwm.com | adviserinfo.sec.gov |
| Vela Investment Management, LLC | New Albany | $562.9 million | 346 | 29 | Not listed | (614) 653-8352 | adviserinfo.sec.gov | |
| Broadleaf Partners, LLC | Hudson | $551.3 million | 582 | 7 | Not listed | (330) 650-0921 | adviserinfo.sec.gov | |
| Adaptive Financial Consulting, LLC | Beachwood | $547.1 million | 572 | 8 | Not listed | (440) 359-3468 | adaptivefc.com | adviserinfo.sec.gov |
| Resilience Management | Cleveland | $546.3 million | 15 | 8 | 15 | (216) 292-0200 | resiliencecapital.com | adviserinfo.sec.gov |
| Golden Reserve Retirement, LLC | Dublin | $544.3 million | 2,008 | 45 | Not listed | (855) 456-4777 | adviserinfo.sec.gov | |
| National Wealth Management Group, LLC | Cincinnati | $534.9 million | 2,741 | 18 | Not listed | (513) 772-2592 | adviserinfo.sec.gov | |
| Yarger Wealth Strategies, LLC | Westerville | $529.7 million | 753 | 4 | Not listed | (614) 882-2954 | yargerwealth.com | adviserinfo.sec.gov |
| Park Edge Advisors, LLC | Cleveland | $522.5 million | 900 | 8 | Not listed | (216) 727-0144 | parkedgeadvisors.com | adviserinfo.sec.gov |
| GGM Financial LLC | Columbus | $513 million | 908 | 11 | Not listed | (614) 310-2400 | adviserinfo.sec.gov | |
| Fidato Wealth LLC | Middleburg Heights | $510.8 million | 1,160 | 12 | Not listed | (440) 572-5552 | link.edgepilot.com | adviserinfo.sec.gov |
| Dover Partners Inc | Dayton | $508.6 million | 33 | 4 | Not listed | (937) 299-4105 | dover-consulting.com | adviserinfo.sec.gov |
| Cleveland Wealth, LLC | Cleveland | $506.6 million | 1,047 | 7 | Not listed | (216) 810-5900 | adviserinfo.sec.gov | |
| The Connor Group Fund Manager, LLC | Miamisburg | $494.3 million | 10 | 6 | 9 | (937) 434-3095 | adviserinfo.sec.gov | |
| Balanced Wealth Group LLC | Westlake | $494.1 million | 1,588 | 12 | Not listed | (440) 871-6501 | adviserinfo.sec.gov | |
| True Wealth Design, LLC | Akron | $494 million | 1,295 | 13 | Not listed | (330) 777-0688 | adviserinfo.sec.gov | |
| Whitcomb & Hess, Inc. | Ashland | $490.7 million | 2,800 | 31 | Not listed | (419) 289-7007 | adviserinfo.sec.gov | |
| Hixon Zuercher Capital Management | Findlay | $487.7 million | 1,612 | 10 | Not listed | (419) 425-2400 | adviserinfo.sec.gov | |
| The O.H.I.O. Fund | Cleveland | $474.6 million | 6 | 10 | 6 | (216) 270-7377 | theohiofund.com | adviserinfo.sec.gov |
| Trueblood Wealth Management, LLC | Lima | $474.1 million | 987 | 3 | Not listed | (419) 812-2998 | truebloodwealth.com | adviserinfo.sec.gov |
| Return on Life Wealth Partners | Cleveland | $472.5 million | 834 | 13 | Not listed | (440) 740-0130 | returnonlifewealth.com | adviserinfo.sec.gov |
| Edgewater Capital Partners | Independence | $466.8 million | 4 | 18 | 4 | (216) 292-3838 | edgewatercapital.com | adviserinfo.sec.gov |
| Blake Schutter Theil Wealth Advisors, LLC | Dayton | $459.5 million | 432 | 6 | Not listed | (937) 956-7875 | bstwealthadvisors.com | adviserinfo.sec.gov |
| Columbus Investment Advisory Inc. | New Albany | $453.7 million | 307 | 9 | Not listed | (614) 882-1418 | adviserinfo.sec.gov | |
| Virtera Partners LLC | Pepper Pike | $451.8 million | 76 | 5 | 6 | (216) 859-8800 | virterapartners.com | adviserinfo.sec.gov |
| Financial Freedom | Cincinnati | $443.2 million | 783 | 4 | Not listed | (513) 697-6400 | finfreeohio.com | adviserinfo.sec.gov |
| SWS Partners, LLC | Columbus | $442.6 million | 519 | 6 | 10 | (614) 670-5733 | adviserinfo.sec.gov | |
| Hendley & Co. Inc. | Zanesville | $438.2 million | 697 | 5 | Not listed | (740) 452-4523 | hendleyco.com | adviserinfo.sec.gov |
| Argentarii, LLC | Cincinnati | $431.9 million | 479 | 10 | 6 | (513) 488-1600 | adviserinfo.sec.gov | |
| Symphony Financial Services, Inc. | Akron | $428.7 million | 1,312 | 7 | Not listed | (330) 434-2000 | adviserinfo.sec.gov | |
| Hackman Financial Group | Cincinnati | $426.7 million | 2,091 | 9 | Not listed | (513) 891-5300 | hackmanfinancial.com | adviserinfo.sec.gov |
| Royal Oak Financial Group | Worthington | $415.8 million | 412 | 1 | Not listed | (614) 842-6090 | royaloakfinancialgroup.com | adviserinfo.sec.gov |
| Keystone Financial Planning, Inc | Westlake | $406.9 million | 448 | 2 | Not listed | (440) 234-6323 | keystonefin.com | adviserinfo.sec.gov |
| Anderson Financial Strategies, LLC | Dayton | $402.1 million | 230 | 7 | Not listed | (855) 237-4545 | adviserinfo.sec.gov | |
| Family Wealth Advisory Group, LLC | Cincinnati | $396.2 million | 835 | 7 | Not listed | (513) 469-8100 | adviserinfo.sec.gov | |
| Lesjak Planning, LLC | Westlake | $396 million | 381 | 7 | Not listed | (440) 871-9500 | adviserinfo.sec.gov | |
| Vawter Financial LTD | Columbus | $394.4 million | 1,155 | 5 | Not listed | (614) 451-1002 | adviserinfo.sec.gov | |
| Elizabeth Park Capital Management, LTD | Pepper Pike | $393.9 million | 9 | 10 | 4 | (216) 292-5711 | elizabethparkcm.com | adviserinfo.sec.gov |
| Reed Financial Services, Inc. | Cleveland | $388.6 million | 1,166 | 10 | Not listed | (216) 464-2090 | adviserinfo.sec.gov | |
| Balance Wealth | Worthington | $386.7 million | 2,236 | 11 | Not listed | (800) 551-7787 | balancewealth.com | adviserinfo.sec.gov |
| Accent Capital Management, LLC | Centerville | $382.7 million | 134 | 7 | Not listed | (937) 231-0528 | accent-cm.com | adviserinfo.sec.gov |
| Dean Financial Services | Beavercreek | $382 million | 525 | 9 | Not listed | (937) 222-9531 | chdean.com | adviserinfo.sec.gov |
| Kirtland Hills Capital Management, LLC | Bratenahl | $382 million | 263 | 2 | Not listed | (440) 477-8913 | kirtlandhillscapital.com | adviserinfo.sec.gov |
| Landing Point Financial Group | Avon | $381.3 million | 1,792 | 28 | Not listed | (440) 365-9100 | adviserinfo.sec.gov | |
| JPS Financial, LLC | Westlake | $377 million | 766 | 4 | Not listed | (440) 899-6350 | jpsfinancial.com | adviserinfo.sec.gov |
| Strategic Planning, Inc. | Columbus | $376.6 million | 1,156 | 4 | Not listed | (614) 802-0170 | stgplan.com | adviserinfo.sec.gov |
| Kleinfelder Capital, Inc. | Cincinnati | $376.6 million | 1,076 | 5 | Not listed | (513) 808-9700 | adviserinfo.sec.gov | |
| Viking Partners Advisors | Cincinnati | $375 million | 9 | 2 | 9 | (513) 793-9919 | adviserinfo.sec.gov | |
| Union Strategic Advisors | Blue Ash | $371.6 million | 1,443 | 4 | Not listed | (513) 699-5200 | unionstrategic.com | adviserinfo.sec.gov |
| Warther Private Wealth | Akron | $371.3 million | 617 | 9 | Not listed | (330) 867-6999 | adviserinfo.sec.gov | |
| Rebel Financial, LLC | Groveport | $370.5 million | 1,767 | 6 | Not listed | (614) 441-9605 | careers.rebelfinancial.com | adviserinfo.sec.gov |
| Ruggaard & Associates | Hudson | $368.6 million | 998 | 10 | Not listed | (330) 487-5888 | adviserinfo.sec.gov | |
| Croak Capital | Toledo | $363.9 million | 2,079 | 6 | Not listed | (419) 464-7000 | adviserinfo.sec.gov | |
| Leclair Wealth Partners | Dublin | $363 million | 559 | 4 | Not listed | (888) 277-5704 | leclairwealthpartners.com | adviserinfo.sec.gov |
| Presper Financial Architects, LLC | Akron | $362.6 million | 1,737 | 10 | Not listed | (330) 253-6000 | presperfinancial.com | adviserinfo.sec.gov |
| Jessup Wealth Management | Dayton | $360.2 million | 916 | 12 | Not listed | (937) 938-9105 | adviserinfo.sec.gov | |
| Alcyon Wealth Partners | Youngstown | $356.5 million | 1,096 | 5 | Not listed | (330) 797-4088 | adviserinfo.sec.gov | |
| Fourth Dimension Wealth, LLC | Middleburg Heights | $356.4 million | 1,134 | 15 | Not listed | (440) 664-4045 | cleargoalfinancial.com | adviserinfo.sec.gov |
| Egi Financial, Inc. | Akron | $348.7 million | 294 | 8 | Not listed | (330) 374-1932 | egifinancial.com | adviserinfo.sec.gov |
| Hicks Capital Management, LLC | Columbus | $344.7 million | 1,020 | 5 | Not listed | (614) 944-5210 | hicks-capital.com | adviserinfo.sec.gov |
| Kellett Wealth Advisors, LLC | Cincinnati | $344 million | 1,440 | 4 | Not listed | (513) 554-1472 | kellettwealth.com | adviserinfo.sec.gov |
| Coordinated Financial Planning Corp | Cincinnati | $343.2 million | 1,179 | 6 | Not listed | (513) 769-3131 | coordinatedfinancialplanning.com | adviserinfo.sec.gov |
| Eukles Asset Management, LLC | Cincinnati | $341.1 million | 943 | 5 | Not listed | (513) 977-4799 | euklesam.com | adviserinfo.sec.gov |
| Empeiria Capital Management, LLC | Cincinnati | $339.4 million | 8 | 4 | 7 | (212) 887-1126 | adviserinfo.sec.gov | |
| Elios Financial Group, Inc. | Westlake | $331.5 million | 1,064 | 2 | Not listed | (440) 617-9100 | eliosfinancial.com | adviserinfo.sec.gov |
| Cambridge Financial Group, Inc. | Columbus | $331.3 million | 318 | 6 | Not listed | (614) 457-1530 | cfginc.net | adviserinfo.sec.gov |
| Artifex Financial Group, LLC | Oakwood | $328.7 million | 967 | 5 | Not listed | (855) 752-6644 | artifexfinancial.com | adviserinfo.sec.gov |
| Ardent Capital Management, Inc. | Cincinnati | $327 million | 305 | 5 | Not listed | (513) 831-9393 | ardentcapitalmanagement.com | adviserinfo.sec.gov |
| Brown Financial Advisors, LLC | Milford | $323.3 million | 1,573 | 3 | Not listed | (513) 575-9654 | adviserinfo.sec.gov | |
| Kapstone Financial Advisors LLC | Lebanon | $322.3 million | 1,086 | 5 | Not listed | (937) 751-1000 | kapstoneadvisors.com | adviserinfo.sec.gov |
| Swisher Financial Concepts, Inc. | Westerville | $317 million | 1,455 | 8 | Not listed | (614) 890-1930 | adviserinfo.sec.gov | |
| Horter Investment Management, LLC | Cincinnati | $314.5 million | 2,296 | 43 | Not listed | (513) 984-9933 | adviserinfo.sec.gov | |
| Generations Wealth, LLC | Cincinnati | $307.8 million | 360 | 10 | Not listed | (513) 834-8056 | generationswealth.com | adviserinfo.sec.gov |
| Future Finances Inc | Columbus | $304.6 million | 691 | 4 | Not listed | (614) 888-7526 | futurefinances.com | adviserinfo.sec.gov |
| Sims Investment Management LLC | Cincinnati | $304.6 million | 1,686 | 12 | Not listed | (513) 278-7467 | simsinvestment.com | adviserinfo.sec.gov |
| Spreng Capital Management, Inc. | Bucyrus | $300.2 million | 1,682 | 4 | Not listed | (419) 563-0084 | sprengcapital.com | adviserinfo.sec.gov |
| Birchcreek Wealth Management, LLC | Miami Township | $300.1 million | 195 | 5 | Not listed | (937) 567-0646 | adviserinfo.sec.gov | |
| Kovalcik & Geraghty Wealth Partners LLP | Upper Arlington | $299.1 million | 687 | 4 | Not listed | (614) 222-4888 | kgwpsouth.com | adviserinfo.sec.gov |
| Gatepass Capital, LLC | Independence | $299.1 million | 411 | 8 | 3 | (833) 428-3727 | adviserinfo.sec.gov | |
| Resolute Wealth Advisor, Inc. | Findlay | $293.8 million | 816 | 4 | Not listed | (419) 422-4400 | resolutewealthadvisor.com | adviserinfo.sec.gov |
| Mbia Capital Advisors | Cincinnati | $290.2 million | 565 | 5 | Not listed | (513) 324-2201 | adviserinfo.sec.gov | |
| North Star Advisory Group, LLC | Beachwood | $289.1 million | 487 | 7 | Not listed | (216) 202-0202 | nsag.com | adviserinfo.sec.gov |
| Schulhoff & Co Inc | Cincinnati | $286.3 million | 206 | 4 | Not listed | (513) 241-2900 | adviserinfo.sec.gov | |
| Wesbanco Securities, Inc. | St Clairsville | $285.9 million | 1,627 | 110 | Not listed | (800) 368-3369 | adviserinfo.sec.gov | |
| CW Industrial Partners, LLC | Cleveland | $283.9 million | 4 | 8 | 4 | (216) 781-3233 | pe4fams.com | adviserinfo.sec.gov |
| B.A. Schrock Wealth Management | Wadsworth | $281.6 million | 1,377 | 6 | Not listed | (330) 473-1060 | adviserinfo.sec.gov | |
| Arg Private Wealth, LLC | Cincinnati | $280 million | 530 | 2 | Not listed | (513) 488-1600 | argprivatewealth.com | adviserinfo.sec.gov |
| The Retirement Guys Formula | Maumee | $276.9 million | 1,861 | 7 | Not listed | (419) 842-0550 | adviserinfo.sec.gov | |
| Retirement Strategies, LTD. | Dublin | $272.7 million | 1,003 | 10 | Not listed | (614) 799-8668 | adviserinfo.sec.gov | |
| Camelot Portfolios, LLC | Maumee | $272.2 million | 2,076 | 7 | Not listed | (419) 794-0538 | adviserinfo.sec.gov | |
| Invest Capital Partners | Springboro | $271.9 million | 1,283 | 13 | Not listed | (937) 557-3200 | mwm.financial | adviserinfo.sec.gov |
| Hardy & Hardy Co LLC | Lima | $269.4 million | 272 | 2 | Not listed | (419) 998-8955 | adviserinfo.sec.gov | |
| Schear Investment Advisors, LLC | Cincinnati | $268.8 million | 193 | 3 | 1 | (513) 984-5700 | adviserinfo.sec.gov | |
| Redwood Financial Network | Solon | $262.8 million | 1,019 | 11 | Not listed | (440) 287-5020 | redwoodfn.com | adviserinfo.sec.gov |
| Kiplinger Wealth Advisors | Springboro | $261.7 million | 1,103 | 5 | Not listed | (937) 886-1442 | kiplingerwealth.com | adviserinfo.sec.gov |
| Ridgeline Wealth Planning LLC | Centerville | $259.6 million | 1,452 | 12 | Not listed | (937) 739-3744 | ridgelinewealthplanning.com | adviserinfo.sec.gov |
| Shaker Investments | Beachwood | $258.8 million | 283 | 9 | 1 | (216) 292-2950 | shakerinvest.com | adviserinfo.sec.gov |
| W&S Brokerage Services, Inc. | Cincinnati | $257.2 million | 963 | 114 | Not listed | (800) 257-2135 | adviserinfo.sec.gov | |
| Tudor Financial, Inc. | Dayton | $256.3 million | 708 | 6 | Not listed | (937) 439-9292 | tudorfinancial.com | adviserinfo.sec.gov |
| Game Plan Financial Advisors, LLC | Westlake, Oh | $254.7 million | 515 | 5 | Not listed | (440) 209-6480 | gameplanfa.com | adviserinfo.sec.gov |
| Integrated Wealth Management, Inc. | Uniontown | $254.1 million | 1,326 | 10 | Not listed | (330) 896-1644 | iwmgameplan.com | adviserinfo.sec.gov |
| Endeavor Wealth Advisors, LLC | Pepper Pike | $252.8 million | 577 | 3 | Not listed | (216) 373-0808 | endeavorwa.com | adviserinfo.sec.gov |
| Michael Brady & Co., LLC | Westlake | $248.6 million | 614 | 2 | Not listed | (440) 235-2100 | adviserinfo.sec.gov | |
| Fillmore Capital Partners, LLC | Powell | $247.1 million | 1 | 22 | 1 | (614) 781-1420 | fillmorecap.com | adviserinfo.sec.gov |
| Saas Capital, LLC | Cincinnati | $244.9 million | 9 | 9 | 9 | (303) 870-9529 | saas-capital.com | adviserinfo.sec.gov |
| Munn Wealth Management, LLC | Maumee | $242.3 million | 1,527 | 10 | Not listed | (419) 794-0536 | munnwealth.com | adviserinfo.sec.gov |
| Lighthouse Wealth Management, Inc. | Ashland | $237.6 million | 800 | 5 | Not listed | (419) 496-0016 | adviserinfo.sec.gov | |
| Nvest Wealth Strategies, Inc. | Powell | $236.7 million | 640 | 4 | Not listed | (614) 389-4646 | nvestwealth.com | adviserinfo.sec.gov |
| Crew Capital Management, LTD. | Cincinnati | $235.4 million | 539 | 7 | Not listed | (513) 245-2620 | adviserinfo.sec.gov | |
| Fountain Square Asset Management | Cincinnati | $233.7 million | 681 | 5 | Not listed | (513) 984-9111 | fsqam.com | adviserinfo.sec.gov |
| Clutterbuck Capital Management LLC | Cleveland | $233.4 million | 5 | 5 | 3 | (216) 539-1181 | adviserinfo.sec.gov | |
| Summit Financial Advisors, Inc. | Middletown | $232.8 million | 417 | 4 | Not listed | (513) 424-6300 | sfadvisorsinc.com | adviserinfo.sec.gov |
| Rightwealth Advisors, LLC | Miamisburg | $229.3 million | 950 | 4 | Not listed | (937) 859-9800 | adviserinfo.sec.gov | |
| Structured Wealth Management, Inc. | Toledo | $226.9 million | 527 | 4 | Not listed | (419) 517-1227 | structuredplan.com | adviserinfo.sec.gov |
| Polaris Financial Partners, LLC | Westerville | $226 million | 456 | 3 | Not listed | (614) 901-3400 | polarisfinancial.net | adviserinfo.sec.gov |
| Bullseye Investment Management, LLC | Cincinnciati | $226 million | 1,717 | 6 | Not listed | (513) 774-3325 | adviserinfo.sec.gov | |
| Edgewater Pro Sports Financial | Avon | $225 million | 715 | 4 | Not listed | (440) 934-2195 | epsf.com | adviserinfo.sec.gov |
| Retirement Plans, Inc. | Westerville | $224.9 million | 278 | 6 | Not listed | (614) 339-1910 | rpi401k.com | adviserinfo.sec.gov |
| Bond Tech Inc | Bellbrook | $221.6 million | 382 | 2 | Not listed | (937) 836-3991 | creeksidewealth.com | adviserinfo.sec.gov |
| Jericho Financial | Westerville | $220 million | 979 | 3 | Not listed | (614) 948-0039 | adviserinfo.sec.gov | |
| Miami Valley Portfolio Management Inc | Brookville | $218.6 million | 1,141 | 5 | Not listed | (937) 833-4043 | behnkenfinancial.com | adviserinfo.sec.gov |
| Affinity Wealth LLC | Canton | $217.5 million | 1,129 | 5 | Not listed | (330) 526-8412 | tagplanning.com | adviserinfo.sec.gov |
| Cleveland Capital Management, L.L.C. | Rocky River | $215.8 million | 4 | 2 | 4 | (440) 333-4925 | clevelandcapital.com | adviserinfo.sec.gov |
| Quest Wealth Solutions, Inc. | Mansfield | $214.6 million | 929 | 4 | Not listed | (419) 525-2525 | questwealthsolutions.com | adviserinfo.sec.gov |
| Kinetic Wealth Investment Advisors, LLC | Westlake | $214.5 million | 533 | 3 | Not listed | (440) 250-9500 | adviserinfo.sec.gov | |
| Objective Capital Management, LLC | Fairlawn | $214.2 million | 301 | 4 | Not listed | (216) 468-1231 | ocmwealth.com | adviserinfo.sec.gov |
| Lindahl & Mansager Inc | Fairlawn | $213.7 million | 771 | 3 | Not listed | (330) 665-0655 | adviserinfo.sec.gov | |
| Signal Tree Financial Partners LLC | Copley | $213.4 million | 397 | 7 | Not listed | (330) 590-5937 | adviserinfo.sec.gov | |
| Financial Rounds | Cincinnati | $211.3 million | 610 | 8 | Not listed | (513) 588-8080 | adviserinfo.sec.gov | |
| Shaffer Capital | Westerville | $211.1 million | 457 | 7 | Not listed | (614) 891-1200 | shaffercapital.net | adviserinfo.sec.gov |
| Independence Wealth Advisors, LLC | Independence | $210.3 million | 1,113 | 5 | Not listed | (216) 268-3888 | iwadirect.com | adviserinfo.sec.gov |
| Reservoir Wealth Management | Lima | $208.8 million | 887 | 2 | Not listed | (567) 289-2100 | reservwealth.com | adviserinfo.sec.gov |
| Garlikov Advisors Inc | Columbus | $207.6 million | 182 | 4 | Not listed | (614) 221-0900 | garlikovcompanies.com | adviserinfo.sec.gov |
| Purtill Financial LLC | Highland Heights | $207.1 million | 555 | 5 | Not listed | (440) 484-5340 | purtillfinancial.com | adviserinfo.sec.gov |
| Northavenue LLC | Columbus | $204.8 million | 638 | 9 | Not listed | (614) 210-3948 | adviserinfo.sec.gov | |
| McCarthy Wealth & Tax Advisors | Springboro | $202 million | 848 | 4 | Not listed | (937) 748-4765 | mccarthywealth.com | adviserinfo.sec.gov |
| Brixey & Meyer Capital LLC | Cincinnati | $201.8 million | 5 | 15 | 5 | (513) 762-2210 | brixeyandmeyercapital.com | adviserinfo.sec.gov |
| Capital Asset Management, Inc. | Columbus | $199.5 million | 335 | 3 | Not listed | (614) 515-5510 | adviserinfo.sec.gov | |
| DBK Financial Counsel, LLC | Cuyahoga Falls | $199.5 million | 227 | 4 | Not listed | (330) 923-3038 | adviserinfo.sec.gov | |
| Rik Saylor Financial, Inc. | Fairfield | $199.2 million | 1,047 | 5 | Not listed | (513) 829-8888 | riksaylorfinancial.com | adviserinfo.sec.gov |
| Newport Investment Advisors Inc | Beachwood | $198 million | 176 | 2 | Not listed | (216) 514-5151 | newport.us | adviserinfo.sec.gov |
| Feg Curio Investment Partners, LLC | Cincinnati | $195.3 million | 18 | 17 | 20 | (513) 977-4400 | feg.com | adviserinfo.sec.gov |
| Bright Path Sports Partners, LLC | Cleveland | $194.8 million | 2 | 4 | 2 | (216) 235-3292 | brightpathsports.com | adviserinfo.sec.gov |
| T.T.G. Financial, Inc. | Canton | $194 million | 210 | 6 | Not listed | (330) 491-2220 | teamttg.com | adviserinfo.sec.gov |
| Future Financial Wealth Management Group, LLC | Cincinnati | $193.4 million | 595 | 4 | Not listed | (513) 817-3131 | future-financial.net | adviserinfo.sec.gov |
Advisers in Ohio that manage private funds
99 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | Cincinnati | OH | 45 | 4 | 37 | Not listed | Not listed | $6.54 billion | $93.47 billion | adviserinfo.sec.gov |
| Townsend Holdings LLC | Cleveland | OH | 37 | Not listed | Not listed | Not listed | Not listed | $8.33 billion | $19.64 billion | adviserinfo.sec.gov |
| Mai Capital Management, LLC | Cleveland | OH | 33 | Not listed | 22 | Not listed | 11 | $841.3 million | $52.10 billion | adviserinfo.sec.gov |
| CM Wealth Advisors LLC | Beachwood | OH | 30 | Not listed | 21 | Not listed | Not listed | $1.55 billion | $3.60 billion | adviserinfo.sec.gov |
| Feg Private Investors, LLC | Cincinnati | OH | 27 | Not listed | 5 | Not listed | Not listed | $1.47 billion | $1.47 billion | adviserinfo.sec.gov |
| Rockbridge Capital, LLC | Columbus | OH | 23 | Not listed | 1 | Not listed | 22 | $5.19 billion | $5.01 billion | adviserinfo.sec.gov |
| Drive Capital LLC | Columbus | OH | 21 | Not listed | Not listed | 21 | Not listed | $4.38 billion | $4.38 billion | adviserinfo.sec.gov |
| Feg Investment Services, LLC | Cincinnati | OH | 21 | 2 | 3 | Not listed | Not listed | $4.88 billion | $2.23 billion | adviserinfo.sec.gov |
| Feg Curio Investment Partners, LLC | Cincinnati | OH | 20 | 4 | 11 | Not listed | 1 | $379.1 million | $195.3 million | adviserinfo.sec.gov |
| PCM Management Advisor, LLC | Chagrin Falls | OH | 18 | Not listed | 17 | Not listed | Not listed | $7.81 billion | $7.89 billion | adviserinfo.sec.gov |
| Sequoia Financial Group, L.L.C. | Akron | OH | 17 | 5 | 7 | Not listed | 4 | $1.64 billion | $32.24 billion | adviserinfo.sec.gov |
| Ancora Alternatives LLC | Cleveland | OH | 17 | 17 | Not listed | Not listed | Not listed | $1.06 billion | $1.13 billion | adviserinfo.sec.gov |
| Resilience Management | Cleveland | OH | 15 | Not listed | 15 | Not listed | Not listed | $546.3 million | $546.3 million | adviserinfo.sec.gov |
| GBX Fund Management, LTD. | Cleveland | OH | 15 | Not listed | 1 | Not listed | 13 | $64.2 million | Not listed | adviserinfo.sec.gov |
| American Money Management Corporation ("Ammc") | Cincinnati | OH | 14 | Not listed | Not listed | Not listed | Not listed | $4.14 billion | $21.32 billion | adviserinfo.sec.gov |
| Allos Venture Management Company, LTD. | Cincinnati | OH | 14 | Not listed | Not listed | 14 | Not listed | $206.1 million | Not listed | adviserinfo.sec.gov |
| Blue Point Capital Partners LLC | Cleveland | OH | 13 | Not listed | 13 | Not listed | Not listed | $1.44 billion | $1.44 billion | adviserinfo.sec.gov |
| R1 Capital, Inc. | Columbus | OH | 12 | Not listed | 11 | 1 | Not listed | $123 million | Not listed | adviserinfo.sec.gov |
| Mpe Partners | Cleveland | OH | 11 | Not listed | 11 | Not listed | Not listed | $1.44 billion | $1.44 billion | adviserinfo.sec.gov |
| Hpe Capital Management II, LLC | Cincinnati | OH | 11 | Not listed | 5 | 4 | Not listed | $1.16 billion | $840.5 million | adviserinfo.sec.gov |
| RC Capital | Cincinnati | OH | 11 | Not listed | 11 | Not listed | Not listed | $487.6 million | $682.1 million | adviserinfo.sec.gov |
| SWS Partners, LLC | Columbus | OH | 10 | 1 | 9 | Not listed | Not listed | $12.6 million | $442.6 million | adviserinfo.sec.gov |
| Weinberg Capital Group, Inc. | Pepper Pike | OH | 10 | Not listed | 10 | Not listed | Not listed | $92.7 million | Not listed | adviserinfo.sec.gov |
| Ellsworth Advisors, LLC | Hudson | OH | 9 | Not listed | 9 | Not listed | Not listed | $30.6 million | $1.41 billion | adviserinfo.sec.gov |
| The Connor Group Fund Manager, LLC | Miamisburg | OH | 9 | Not listed | Not listed | Not listed | 9 | $409.4 million | $494.3 million | adviserinfo.sec.gov |
| Viking Partners Advisors | Cincinnati | OH | 9 | Not listed | Not listed | Not listed | 9 | $375 million | $375 million | adviserinfo.sec.gov |
| Saas Capital, LLC | Cincinnati | OH | 9 | Not listed | Not listed | Not listed | Not listed | $244.9 million | $244.9 million | adviserinfo.sec.gov |
| Cincytech | Cincinnati | OH | 9 | Not listed | Not listed | 9 | Not listed | $117 million | Not listed | adviserinfo.sec.gov |
| White Oak Partners Investment Advisor, LLC | Westerville | OH | 8 | Not listed | Not listed | Not listed | 8 | $2.02 billion | $1.83 billion | adviserinfo.sec.gov |
| Buoyant Ventures Management, LLC | Beachwood | OH | 8 | Not listed | Not listed | 8 | Not listed | $75.1 million | Not listed | adviserinfo.sec.gov |
| Heartland Group Holdings LLC | Columbus | OH | 8 | Not listed | 1 | 7 | Not listed | $76 million | Not listed | adviserinfo.sec.gov |
| Align Capital Partners, LP | Shaker Heights | OH | 7 | Not listed | 7 | Not listed | Not listed | $1.92 billion | $2.41 billion | adviserinfo.sec.gov |
| Empeiria Capital Management, LLC | Cincinnati | OH | 7 | Not listed | 7 | Not listed | Not listed | $322.1 million | $339.4 million | adviserinfo.sec.gov |
| H Venture Partners | Cincinnati | OH | 7 | Not listed | Not listed | 7 | Not listed | $41.6 million | Not listed | adviserinfo.sec.gov |
| Kirtland Capital Partners | Orange Village | OH | 7 | Not listed | 3 | Not listed | Not listed | $86.5 million | Not listed | adviserinfo.sec.gov |
| Idr Investment Management, LLC | Independence | OH | 6 | Not listed | Not listed | Not listed | 5 | $9.18 billion | $10.19 billion | adviserinfo.sec.gov |
| The O.H.I.O. Fund | Cleveland | OH | 6 | Not listed | 3 | Not listed | 1 | $349.2 million | $474.6 million | adviserinfo.sec.gov |
| Virtera Partners LLC | Pepper Pike | OH | 6 | Not listed | Not listed | Not listed | Not listed | $224.1 million | $451.8 million | adviserinfo.sec.gov |
| Argentarii, LLC | Cincinnati | OH | 6 | Not listed | Not listed | Not listed | 5 | $25.2 million | $431.9 million | adviserinfo.sec.gov |
| Claymore Capital Partners | Cincinnati | OH | 6 | Not listed | 6 | Not listed | Not listed | $356.9 million | $183.9 million | adviserinfo.sec.gov |
Newest SEC registrations in Ohio
10 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Bollin Wealth Management, LLC | Perrysburg | OH | October 20, 2026 | $152.7 million | bollinwealth.com | adviserinfo.sec.gov |
| Aan Wealth Advisors LLC | Canton | OH | October 15, 2026 | $130 million | aanwealthadvisors.com | adviserinfo.sec.gov |
| Tidmore Retirement Planning Specialists | Beachwood | OH | September 21, 2026 | $112.9 million | adviserinfo.sec.gov | |
| Strategence Capital LLC | Van Wert | OH | September 16, 2026 | Not listed | adviserinfo.sec.gov | |
| Navian Investment Management | Cincinnati | OH | August 24, 2026 | Not listed | adviserinfo.sec.gov | |
| Scofield & Company, LLC | Fairlawn | OH | August 21, 2026 | $113.6 million | adviserinfo.sec.gov | |
| Mediate Financial Investment Advisory Services, LLC | Canfield | OH | August 21, 2026 | $106.4 million | adviserinfo.sec.gov | |
| Strong Investment Management, LLC | Canton | OH | August 7, 2026 | $111.9 million | adviserinfo.sec.gov | |
| Independence Capital Co., Inc. | Parma | OH | August 6, 2026 | $118.7 million | indcap.com | adviserinfo.sec.gov |
| Sabre Asset Management LLC | Pepper Pike | OH | August 5, 2026 | $127.3 million | sabreasset.com | adviserinfo.sec.gov |
Cities in Ohio
| City | Advisers | AUM |
|---|---|---|
| Cincinnati | 94 | $327.32 billion |
| Columbus | 52 | $192.27 billion |
| Cleveland | 38 | $187.92 billion |
| Dublin | 21 | $85.14 billion |
| Beachwood | 16 | $48.47 billion |
| Akron | 14 | $50.19 billion |
| Independence | 11 | $18.48 billion |
| Westlake | 10 | $8.05 billion |
| Westerville | 10 | $4.53 billion |
More ways to read Ohio
- Advisers in Ohio with $10 billion to $100 billion in AUM
- Advisers in Ohio with $1 billion to $10 billion in AUM
- Advisers in Ohio with $500 million to $1 billion in AUM
- Advisers in Ohio with $100 million to $500 million in AUM
- Advisers in Ohio serving individuals
- Advisers in Ohio serving high net worth individuals
- Advisers in Ohio serving investment companies
- Advisers in Ohio serving pooled investment vehicles
- Advisers in Ohio serving pension and profit sharing plans
- Advisers in Ohio serving charitable organizations
- Advisers in Ohio serving state and municipal governments
- Advisers in Ohio serving other investment advisers
- Advisers in Ohio serving insurance companies
- Advisers in Ohio serving corporations and other businesses
- Private fund advisers in Ohio
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.