# Investment advisers in Ohio: 437 firms, page 2

Updated November 10, 2026.

Largest advisers by AUM, 301 to 437 of 437, in the same order as page 1.

## The full lists

This record is a row of these lists. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email.

- [Investment advisers in Ohio](https://specstream.ai/data/investment-advisers/state/ohio): 437 rows, the SEC's Form ADV file of November 2, 2026, $21.85, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers/state/ohio
- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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.

## Largest advisers by AUM, page 2

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Enza Financial, LLC](https://specstream.ai/data/investment-advisers/firm/enza-financial-llc-315827) | Independence | $191.2 million | 339 | 5 | Not listed | (216) 236-0700 | enzafinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315827) |
| [Meyer Capital Management LLC.](https://specstream.ai/data/investment-advisers/firm/meyer-capital-management-llc-106904) | Cincinnati | $190.8 million | 353 | 7 | Not listed | (513) 772-3600 | meyercapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106904) |
| [Bluestone Private Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/bluestone-private-wealth-llc-326055) | Cleveland | $190.4 million | 226 | 3 | Not listed | (216) 299-1883 | bluestoneprivate.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/326055) |
| [Barnes Dennig Private Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/barnes-dennig-private-wealth-management-llc-328496) | Cincinnati | $188.2 million | 419 | 7 | Not listed | (513) 241-8313 | barnesdennigprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328496) |
| [Heritage Financial Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/heritage-financial-advisors-llc-154955) | Waterville | $188 million | 502 | 1 | Not listed | (419) 887-5887 | heritagefa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/154955) |
| [365 Wealth Management Group](https://specstream.ai/data/investment-advisers/firm/365-wealth-management-group-314674) | Mason | $186.6 million | 1,285 | 8 | Not listed | (513) 880-0002 | 365wmg.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/314674) |
| [First Mason Financial, LLC](https://specstream.ai/data/investment-advisers/firm/first-mason-financial-llc-145025) | Medina | $185.7 million | 1,068 | 3 | Not listed | (330) 722-5777 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/145025) |
| [Claymore Capital Partners](https://specstream.ai/data/investment-advisers/firm/claymore-capital-partners-309944) | Cincinnati | $183.9 million | 6 | 5 | 6 | (513) 762-7615 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309944) |
| [The Pension Group](https://specstream.ai/data/investment-advisers/firm/the-pension-group-293819) | Dublin | $182.4 million | 822 | 9 | Not listed | (614) 423-4600 | thepensiongroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/293819) |
| [Cintrifuse Capital](https://specstream.ai/data/investment-advisers/firm/cintrifuse-capital-166973) | Cincinnati | $180.1 million | 4 | 8 | 4 | (513) 246-2706 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166973) |
| [The Private Investment Group, Inc.](https://specstream.ai/data/investment-advisers/firm/the-private-investment-group-inc-128876) | Kettering | $179.3 million | 459 | 4 | Not listed | (937) 434-0500 | tpiginc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128876) |
| [Benchmark Wealth Management](https://specstream.ai/data/investment-advisers/firm/benchmark-wealth-management-298885) | Cincinnati | $179 million | 286 | 6 | Not listed | (513) 328-0272 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298885) |
| [Fiduciary Wealth Group, LLC](https://specstream.ai/data/investment-advisers/firm/fiduciary-wealth-group-llc-299711) | Centerville | $178 million | 452 | 3 | Not listed | (855) 560-7171 | fiduciarywealthgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299711) |
| [Emvision Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/emvision-capital-advisors-llc-337827) | Aurora | $176.4 million | 429 | 14 | Not listed | (330) 954-3770 | emvisioncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337827) |
| Livelsberger Financial Advisory | Ashland | $176.4 million | 380 | 4 | Not listed |  | livelsbergerfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/117665) |
| [Alan B. Lancz & Associates, Inc.](https://specstream.ai/data/investment-advisers/firm/alan-b-lancz-associates-inc-105363) | Toledo | $175.4 million | 110 | 4 | 2 | (419) 536-5200 | ablonline.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105363) |
| [Appalachian Capital Management](https://specstream.ai/data/investment-advisers/firm/appalachian-capital-management-120038) | St. Clairsville | $175.3 million | 761 | 4 | Not listed | (740) 695-3434 | appcapitalmgt.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/120038) |
| [Trinity Wealth Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/trinity-wealth-advisors-inc-121382) | Powell | $173 million | 483 | 3 | Not listed | (614) 760-7738 | trinitywealthfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121382) |
| [Kennon-Green & Co.](https://specstream.ai/data/investment-advisers/firm/kennon-green-co-284713) | New Albany | $171.4 million | 292 | 4 | Not listed | (614) 656-3638 | kennongreen.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284713) |
| [Peb Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/peb-capital-management-llc-315241) | Columbus | $171 million | 461 | 3 | Not listed | (614) 457-6855 | pebcm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315241) |
| [Tactical Fund Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/tactical-fund-advisors-llc-298049) | Cincinnati | $169.8 million | 4 | 7 | Not listed | (513) 987-4458 | tfafunds.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298049) |
| [Turnstone Financial](https://specstream.ai/data/investment-advisers/firm/turnstone-financial-170738) | Troy | $169.8 million | 240 | 2 | Not listed | (937) 875-2550 | turnstonefinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170738) |
| [McCarley & Cook Financial Planners](https://specstream.ai/data/investment-advisers/firm/mccarley-cook-financial-planners-310087) | Cincinnati | $169.1 million | 560 | 2 | Not listed | (513) 792-9990 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310087) |
| [Meyer Gates Financial Advisors, Inc](https://specstream.ai/data/investment-advisers/firm/meyer-gates-financial-advisors-inc-125046) | West Chester | $168.7 million | 448 | 6 | Not listed | (937) 220-4915 | meyergates.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/125046) |
| [Safe Harbor Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/safe-harbor-wealth-advisors-llc-284613) | Dublin | $167.2 million | 1,085 | 3 | Not listed | (614) 760-0670 | safeharboroh.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284613) |
| [Vision Financial Management, LLC](https://specstream.ai/data/investment-advisers/firm/vision-financial-management-llc-170003) | Cuyahoga Falls | $165.7 million | 747 | 5 | Not listed | (330) 929-9900 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170003) |
| [M.K. Brown Wealth Advisory](https://specstream.ai/data/investment-advisers/firm/m-k-brown-wealth-advisory-121269) | Oakwood | $165.5 million | 282 | 3 | Not listed | (937) 298-8904 | mkbrown.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121269) |
| [Bell City Wealth, Inc.](https://specstream.ai/data/investment-advisers/firm/bell-city-wealth-inc-326354) | Hillsboro | $163.3 million | 789 | 2 | Not listed | (937) 393-3154 | bellcitywealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/326354) |
| [Libertas Wealth Management Group, Inc.](https://specstream.ai/data/investment-advisers/firm/libertas-wealth-management-group-inc-157769) | Columbus | $163.1 million | 1,184 | 6 | Not listed | (614) 543-1350 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157769) |
| [Shepherd Wealth Management](https://specstream.ai/data/investment-advisers/firm/shepherd-wealth-management-312695) | Cincinnati | $162.1 million | 430 | 4 | Not listed | (513) 630-2664 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312695) |
| [M3 Wealth Management](https://specstream.ai/data/investment-advisers/firm/m3-wealth-management-335612) | North Royalton | $160.2 million | 858 | 3 | Not listed | (440) 652-6370 | m3wealthmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335612) |
| [Harding Financial Group](https://specstream.ai/data/investment-advisers/firm/harding-financial-group-135731) | Westerville | $160.2 million | 437 | 6 | Not listed | (614) 515-4722 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/135731) |
| [Hda Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/hda-wealth-management-llc-317346) | Poland | $159.1 million | 916 | 2 | Not listed | (330) 980-0741 | hdawealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317346) |
| [Ska Financial Services,Inc.](https://specstream.ai/data/investment-advisers/firm/ska-financial-services-inc-107348) | Fairview Park | $159.1 million | 598 | 1 | Not listed | (440) 734-3200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107348) |
| [Richwood Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/richwood-investment-advisors-llc-153550) | Cincinnati | $155.1 million | 449 | 1 | Not listed | (513) 871-0123 | richwoodia.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153550) |
| [Worthington Wealth Management](https://specstream.ai/data/investment-advisers/firm/worthington-wealth-management-312951) | Worthington | $153.7 million | 336 | 6 | Not listed | (614) 368-0769 | worthingtonwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312951) |
| [Graver Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/graver-capital-management-llc-312515) | Columbus | $153.5 million | 544 | 4 | Not listed | (614) 499-2500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312515) |
| [Bollin Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/bollin-wealth-management-llc-150396) | Perrysburg | $152.7 million | 553 | 4 | Not listed | (419) 878-3934 | bollinwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150396) |
| [Infinity Wealth Counsel, LLC](https://specstream.ai/data/investment-advisers/firm/infinity-wealth-counsel-llc-171959) | Loveland | $151.9 million | 422 | 4 | Not listed | (513) 563-3500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171959) |
| [Atlantis Wealth Advisors LLC](https://specstream.ai/data/investment-advisers/firm/atlantis-wealth-advisors-llc-169956) | Maumee | $150.2 million | 775 | 4 | Not listed | (419) 794-0538 | camelotportfolios.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169956) |
| [Compass Financial Group, Inc.](https://specstream.ai/data/investment-advisers/firm/compass-financial-group-inc-130867) | Dublin | $148.8 million | 158 | 4 | Not listed | (614) 791-0093 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130867) |
| [Peerless Wealth](https://specstream.ai/data/investment-advisers/firm/peerless-wealth-305807) | Columbus | $148.7 million | 421 | 4 | Not listed | (614) 824-2824 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305807) |
| [Rabe Investment Consulting Group](https://specstream.ai/data/investment-advisers/firm/rabe-investment-consulting-group-316029) | Richfield | $147.3 million | 376 | 3 | Not listed | (216) 770-7300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316029) |
| [The Wealth Advantage Group, Inc.](https://specstream.ai/data/investment-advisers/firm/the-wealth-advantage-group-inc-122231) | Columbus | $146.4 million | 516 | 3 | Not listed | (614) 459-9000 | wealthadvantagegroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/122231) |
| [Chapman & Chapman Advisors LLC](https://specstream.ai/data/investment-advisers/firm/chapman-chapman-advisors-llc-122655) | Chagrin Falls | $145.6 million | 473 | 3 | Not listed | (440) 287-7603 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/122655) |
| [Egsi Investment Management](https://specstream.ai/data/investment-advisers/firm/egsi-investment-management-171488) | Dublin | $144.7 million | 798 | 4 | Not listed | (614) 526-4118 | egsifinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171488) |
| [Columbus Street Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/columbus-street-wealth-management-llc-301788) | Dublin | $144.5 million | 391 | 1 | Not listed | (614) 662-4250 | columbusstreetfin.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/301788) |
| [Ross Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/ross-wealth-advisors-llc-304359) | Columbus | $139.7 million | 594 | 4 | Not listed | (614) 545-0277 | 833armorup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304359) |
| [Monetary Solutions, LTD.](https://specstream.ai/data/investment-advisers/firm/monetary-solutions-ltd-121217) | Dayton | $139.7 million | 278 | 2 | Not listed | (937) 297-1140 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121217) |
| [SWP Investment Management LLC](https://specstream.ai/data/investment-advisers/firm/swp-investment-management-llc-331314) | Independence | $138.4 million | 1 | 5 | Not listed | (216) 800-9000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331314) |
| [Vanweelden Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/vanweelden-wealth-management-llc-290308) | West Chester Township | $136.5 million | 581 | 6 | Not listed | (513) 942-8961 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290308) |
| [Schmitt Wealth Advisers, LLC](https://specstream.ai/data/investment-advisers/firm/schmitt-wealth-advisers-llc-174958) | Cincinnati | $135 million | 320 | 3 | Not listed | (513) 813-1580 | prolifeinvestor.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174958) |
| [Bison Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/bison-wealth-management-llc-340724) | Lyndhurst | $131 million | 468 | 4 | Not listed | (216) 270-4425 | bisonllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340724) |
| [Mench Financial Inc](https://specstream.ai/data/investment-advisers/firm/mench-financial-inc-106689) | Cincinnati | $130.6 million | 183 | 4 | Not listed | (513) 745-5111 | menchfin.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106689) |
| [Lincoln Douglas Investments, LLC](https://specstream.ai/data/investment-advisers/firm/lincoln-douglas-investments-llc-155578) | Mount Vernon | $130.5 million | 246 | 27 | Not listed | (740) 397-1397 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155578) |
| [Messmer Capital Advisors LLC](https://specstream.ai/data/investment-advisers/firm/messmer-capital-advisors-llc-305387) | Milford | $130.4 million | 593 | 4 | Not listed | (740) 972-1196 | messmercapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305387) |
| [Aan Wealth Advisors LLC](https://specstream.ai/data/investment-advisers/firm/aan-wealth-advisors-llc-300652) | Canton | $130 million | 525 | 10 | Not listed | (888) 720-0360 | aanwealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300652) |
| [Seven Hills Capital Advisors](https://specstream.ai/data/investment-advisers/firm/seven-hills-capital-advisors-175280) | Cincinnati | $130 million | 361 | 1 | Not listed | (513) 515-3135 | 7hca.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/175280) |
| [Alpha Asset Management](https://specstream.ai/data/investment-advisers/firm/alpha-asset-management-112571) | Akron | $129.1 million | 149 | 1 | Not listed | (330) 374-7500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112571) |
| [2 Knights Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/2-knights-wealth-management-llc-307238) | Pepper Pike | $127.3 million | 62 | 2 | Not listed | (216) 798-5511 | 2knightswealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307238) |
| [Sabre Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/sabre-asset-management-llc-288889) | Pepper Pike | $127.3 million | 376 | 2 | Not listed | (216) 245-6622 | sabreasset.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288889) |
| [Oda and Company, Inc.](https://specstream.ai/data/investment-advisers/firm/oda-and-company-inc-119952) | Medina | $125.6 million | 286 | 3 | Not listed | (330) 725-8911 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/119952) |
| Demers Financial Planning | Columbus | $125.3 million | 190 | 2 | Not listed |  |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106702) |
| [Evans Wealth Management](https://specstream.ai/data/investment-advisers/firm/evans-wealth-management-164320) | Gallipolis | $122 million | 665 | 1 | Not listed | (740) 446-4200 | ewmstanevans.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164320) |
| [Gudorf Financial Group, LLC](https://specstream.ai/data/investment-advisers/firm/gudorf-financial-group-llc-339836) | Dayton | $121.1 million | 242 | 4 | Not listed | (937) 898-5430 | gudorffinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339836) |
| [Van Winkle Wealth Management Group LLC](https://specstream.ai/data/investment-advisers/firm/van-winkle-wealth-management-group-llc-134813) | Newark | $120.8 million | 792 | 1 | Not listed | (740) 366-1110 | vanwinklewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/134813) |
| [Western Reserve Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/western-reserve-capital-management-llc-329811) | Hudson | $120.2 million | 270 | 2 | Not listed | (330) 655-1543 | wrcmfp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329811) |
| [Summit Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/summit-wealth-management-llc-226722) | Akron | $120.1 million | 510 | 3 | Not listed | (330) 523-1065 | swm1.us | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/226722) |
| [Cox & Cook Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/cox-cook-wealth-advisors-173691) | Dublin | $119.5 million | 563 | 4 | Not listed | (614) 764-2366 | plans2retire.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173691) |
| [Independence Capital Co., Inc.](https://specstream.ai/data/investment-advisers/firm/independence-capital-co-inc-24723) | Parma | $118.7 million | 300 | 43 | Not listed | (440) 888-7000 | indcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/24723) |
| [Wurz Financial Services, LLC](https://specstream.ai/data/investment-advisers/firm/wurz-financial-services-llc-331608) | Holland | $117 million | 449 | 7 | Not listed | (859) 291-9879 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331608) |
| [Colburn Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/colburn-wealth-management-llc-157870) | Grove City | $116.2 million | 463 | 4 | Not listed | (740) 831-4004 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157870) |
| [Capstone Wealth Partners](https://specstream.ai/data/investment-advisers/firm/capstone-wealth-partners-152524) | Dublin | $114.9 million | 577 | 4 | Not listed | (614) 754-7805 | capstonewealthpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152524) |
| [Queen City Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/queen-city-capital-management-llc-162785) | Cincinnati | $114.4 million | 247 | 2 | Not listed | (513) 721-6089 | qccmonline.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/162785) |
| [Scofield & Company, LLC](https://specstream.ai/data/investment-advisers/firm/scofield-company-llc-105589) | Fairlawn | $113.6 million | 225 | 5 | Not listed | (330) 668-2616 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105589) |
| [Blue Jay Financial Group, LLC](https://specstream.ai/data/investment-advisers/firm/blue-jay-financial-group-llc-296467) | Defiance | $113.5 million | 676 | 9 | Not listed | (419) 785-4525 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/296467) |
| [Tidmore Retirement Planning Specialists](https://specstream.ai/data/investment-advisers/firm/tidmore-retirement-planning-specialists-121028) | Beachwood | $112.9 million | 306 | 4 | Not listed | (440) 498-1396 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121028) |
| [Kintra Investments, LLC](https://specstream.ai/data/investment-advisers/firm/kintra-investments-llc-328478) | Marysville | $112.9 million | 1 | 3 | Not listed | (937) 644-0351 | mccarthyandcox.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328478) |
| [Alpha Planning and Financial Services, Inc.](https://specstream.ai/data/investment-advisers/firm/alpha-planning-and-financial-services-inc-130842) | Solon | $112.8 million | 578 | 5 | Not listed | (440) 519-0300 | alphaplanners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130842) |
| [Strong Investment Management, LLC](https://specstream.ai/data/investment-advisers/firm/strong-investment-management-llc-289309) | Canton | $111.9 million | 638 | 3 | Not listed | (330) 492-4470 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289309) |
| [Finish Well RIA LLC](https://specstream.ai/data/investment-advisers/firm/finish-well-ria-llc-321957) | Columbus | $109 million | 785 | 2 | Not listed | (833) 397-3847 | fwretire.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/321957) |
| [JRP Capital Corp](https://specstream.ai/data/investment-advisers/firm/jrp-capital-corp-106285) | Dublin | $108.5 million | 160 | 3 | Not listed | (614) 559-2261 | jrpcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106285) |
| [Camelot Event-Driven Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/camelot-event-driven-advisors-llc-291798) | Maumee | $107.8 million | 2 | 2 | 1 | (419) 794-0538 | cameloteventdrivenfund.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291798) |
| [Nye Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/nye-wealth-management-llc-170415) | Hudson | $107.7 million | 225 | 5 | Not listed | (330) 656-0007 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170415) |
| [Mediate Financial Investment Advisory Services, LLC](https://specstream.ai/data/investment-advisers/firm/mediate-financial-investment-advisory-services-llc-158134) | Canfield | $106.4 million | 733 | 3 | Not listed | (330) 702-3556 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158134) |
| [Westpoint Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/westpoint-wealth-management-llc-310883) | Berea | $106 million | 810 | 9 | Not listed | (216) 434-4055 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310883) |
| [S.C. Thomas & Associates, CPA, LLC](https://specstream.ai/data/investment-advisers/firm/s-c-thomas-associates-cpa-llc-121666) | Medina | $104.6 million | 265 | 2 | Not listed | (330) 725-3162 | scthomascpa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121666) |
| [Beacon Associates Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/beacon-associates-wealth-management-llc-318651) | Maumee | $101.1 million | 838 | 4 | Not listed | (419) 482-0280 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/318651) |
| [FC Wealth Solutions LLC](https://specstream.ai/data/investment-advisers/firm/fc-wealth-solutions-llc-286381) | Westerville | $101 million | 416 | 4 | Not listed | (614) 212-1015 | fcwealthsolutions.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286381) |
| [Financial Counseling, Inc.](https://specstream.ai/data/investment-advisers/firm/financial-counseling-inc-119969) | Springboro | $100.1 million | 708 | 3 | Not listed | (937) 748-8710 | financialcounselinginc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/119969) |
| [Oelschlager Investments](https://specstream.ai/data/investment-advisers/firm/oelschlager-investments-306035) | Akron | $93.3 million | 26 | 4 | Not listed | (330) 664-9920 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306035) |
| [Highland Consulting Associates International, Inc.](https://specstream.ai/data/investment-advisers/firm/highland-consulting-associates-international-inc-282906) | Cleveland | $76.6 million | 5 | 0 | Not listed | (440) 899-1121 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282906) |
| [Yfp Wealth](https://specstream.ai/data/investment-advisers/firm/yfp-wealth-282918) | New Albany | $53.2 million | 715 | 7 | Not listed | (614) 618-5901 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282918) |
| Axim Planning & Wealth | Springboro | $39.3 million | 369 | 2 | Not listed | (937) 291-2060 | aximwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319618) |
| Cbiz Retirement Plan Advisory Services | Cleveland | $8.9 million | 11 | 19 | Not listed | (216) 447-9000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/16678) |
| W&S Advisory Services, LLC | Cincinnati | $5.3 million | 6,689 | 9 | Not listed | (513) 361-7600 | meetfabric.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334683) |
| [GBX Fund Management, LTD.](https://specstream.ai/data/investment-advisers/firm/gbx-fund-management-ltd-281080) | Cleveland | Not listed | Not listed | Not listed | 15 | (216) 241-6689 | gbxgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281080) |
| [Allos Venture Management Company, LTD.](https://specstream.ai/data/investment-advisers/firm/allos-venture-management-company-ltd-163236) | Cincinnati | Not listed | Not listed | Not listed | 14 | (317) 275-6800 | allosventures.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163236) |
| [R1 Capital, Inc.](https://specstream.ai/data/investment-advisers/firm/r1-capital-inc-343615) | Columbus | Not listed | Not listed | Not listed | 12 | (614) 487-3635 | 7170angels.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/343615) |
| [Weinberg Capital Group, Inc.](https://specstream.ai/data/investment-advisers/firm/weinberg-capital-group-inc-163661) | Pepper Pike | Not listed | Not listed | Not listed | 10 | (216) 503-8303 | weinbergcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163661) |

The first 100 of 137 rows.

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-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](https://creativecommons.org/licenses/by/4.0/).