Registered investment advisers in Ohio

AUM: $93.5B
Per adviser: $1.3B
Advisers: 72

No reported disclosures

Nationwide Fund Advisors

Columbus, OH · Est. 1999

AUM: $83.1B
Per adviser: $3.8B
Advisers: 22

No reported disclosures

Meeder Public Funds, INC.

Dublin, OH · Est. 1990

AUM: $70.2B
Per adviser: $1.2B
Advisers: 58

No reported disclosures

Mai Capital Management, LLC

Cleveland, OH · Est. 2000

AUM: $52.1B
Per adviser: $227M
Advisers: 230

No reported disclosures

Clearstead; Clearstead Advisory Solutions

Cleveland, OH · Est. 1988

AUM: $33.9B
Per adviser: $326M
Advisers: 104

No reported disclosures

Sequoia Financial Group, L.L.C.

Akron, OH · Est. 2002

AUM: $32.2B
Per adviser: $165M
Advisers: 195

No reported disclosures

Constellation Investments, INC.

Montgomery, OH · Est. 1996

AUM: $31.5B
Per adviser: $3.9B
Advisers: 8

No reported disclosures

Touchstone Advisors INC

Cincinnati, OH · Est. 1994

AUM: $31.1B
Per adviser: $2.2B
Advisers: 14

No reported disclosures

Diamond Hill Capital Management INC

Columbus, OH · Est. 1988

AUM: $29.4B
Per adviser: $700M
Advisers: 42

No reported disclosures

Matson Money, INC.

Mason, OH · Est. 1991

AUM: $24.3B
Per adviser: $2.7B
Advisers: 9

No reported disclosures

Feg

Cincinnati, OH · Est. 2002

AUM: $23.9B
Per adviser: $322M
Advisers: 74

No reported disclosures

Johnson Investment Counsel, INC.

Cincinnati, OH · Est. 2001

AUM: $23.0B
Per adviser: $302M
Advisers: 76

No reported disclosures

Highland Consulting Associates INC.

Cleveland, OH · Est. 1994

AUM: $21.9B
Per adviser: $1.3B
Advisers: 17

No reported disclosures

American Money Management Corporation ("Ammc")

Cincinnati, OH · Est. 2012

AUM: $21.3B
Per adviser: $969M
Advisers: 22

No reported disclosures

Bahl & Gaynor INC

Cincinnati, OH · Est. 1990

AUM: $21.0B
Per adviser: $447M
Advisers: 47

No reported disclosures

Townsend Holdings LLC

Cleveland, OH · Est. 2012

AUM: $19.6B
Per adviser: $269M
Advisers: 73

No reported disclosures

Boyd Watterson Asset Management, LLC

Cleveland, OH · Est. 2000

AUM: $18.8B
Per adviser: $369M
Advisers: 51

No reported disclosures

Stratos Wealth Partners, Ltd

Beachwood, OH · Est. 2010

AUM: $18.6B
Per adviser: $53M
Advisers: 352

No reported disclosures

Nationwide Investment Advisors, LLC

Columbus, OH · Est. 1996

AUM: $16.7B
Per adviser: $53M
Advisers: 316

Nationwide Asset Management, LLC

Columbus, OH · Est. 2007

AUM: $15.2B
Per adviser: $142M
Advisers: 107

No reported disclosures

Cbiz Investment Advisory Services, LLC

Cleveland, OH · Est. 2017

AUM: $12.8B
Per adviser: $147M
Advisers: 87

No reported disclosures

Gateway Investment Advisers, LLC

Cincinnati, OH · Est. 2008

AUM: $11.6B
Per adviser: $1.2B
Advisers: 10

No reported disclosures

Fifth Third Securities, INC.

Cincinnati, OH · Est. 2004

AUM: $10.9B
Per adviser: $13M
Advisers: 848

No reported disclosures

Bartlett & Co. Wealth Management LLC

Cincinnati, OH · Est. 2018

AUM: $10.3B
Per adviser: $302M
Advisers: 34

No reported disclosures

Idr Investment Management, LLC

Independence, OH · Est. 2017

AUM: $10.2B
Per adviser: $784M
Advisers: 13

No reported disclosures

Valmark Advisers, INC.

Akron, OH · Est. 1998

AUM: $10.2B
Per adviser: $36M
Advisers: 280

Redtree Investment Group

Cincinnati, OH · Est. 2014

AUM: $9.7B
Per adviser: $1.9B
Advisers: 5

No reported disclosures

Key Investment Services LLC

Brooklyn, OH · Est. 2006

AUM: $8.9B
Per adviser: $25M
Advisers: 360

Pcm Management Advisor, LLC

Chagrin Falls, OH · Est. 2025

AUM: $7.9B
Per adviser: $208M
Advisers: 38

No reported disclosures

Huntington Financial Advisors

Columbus, OH · Est. 2000

AUM: $7.9B
Per adviser: $19M
Advisers: 415

Fifth Third Wealth Advisors LLC

Cincinnati, OH · Est. 2021

AUM: $7.8B
Per adviser: $134M
Advisers: 58

No reported disclosures

Oneseven

Beachwood, OH · Est. 2016

AUM: $7.7B
Per adviser: $81M
Advisers: 95

No reported disclosures

Carnegie Investment Counsel

Pepper Pike, OH · Est. 2009

AUM: $7.5B
Per adviser: $193M
Advisers: 39

No reported disclosures

Truepoint, INC.

Cincinnati, OH · Est. 1985

AUM: $6.4B
Per adviser: $173M
Advisers: 37

No reported disclosures

Org Portfolio Management LLC

Beachwood, OH · Est. 2004

AUM: $6.4B
Per adviser: $425M
Advisers: 15

No reported disclosures

Tfo Wealth Partners

Maumee, OH · Est. 2003

AUM: $5.7B
Per adviser: $103M
Advisers: 55

No reported disclosures

Stratos Wealth Advisors LLC

Beachwood, OH · Est. 2016

AUM: $5.6B
Per adviser: $83M
Advisers: 67

No reported disclosures

Constellation Wealth Advisors

Cincinnati, OH · Est. 2008

AUM: $5.4B
Per adviser: $270M
Advisers: 20

No reported disclosures

Venture Visionary Partners LLC

Sylvania, OH · Est. 2019

AUM: $5.2B
Per adviser: $291M
Advisers: 18

No reported disclosures

Wellspring Family Office

Cleveland, OH · Est. 2007

AUM: $5.1B
Per adviser: $460M
Advisers: 11

No reported disclosures

Daymark Wealth Partners, LLC

Cincinnati, OH · Est. 2022

AUM: $5.0B
Per adviser: $240M
Advisers: 21

No reported disclosures

Rockbridge Capital, LLC

Columbus, OH · Est. 2012

AUM: $5.0B
Per adviser: $238M
Advisers: 21

No reported disclosures

Hamilton Capital

Columbus, OH · Est. 1997

AUM: $4.9B
Per adviser: $110M
Advisers: 45

No reported disclosures

Ancora Advisors LLC

Mayfield Heights, OH · Est. 2003

AUM: $4.6B
Per adviser: $171M
Advisers: 27

Prosperity Capital Advisors

Westlake, OH · Est. 2011

AUM: $4.4B
Per adviser: $45M
Advisers: 98

No reported disclosures

Drive Capital LLC

Columbus, OH · Est. 2026

AUM: $4.4B
Per adviser: $337M
Advisers: 13

No reported disclosures

Pca Investment Advisory Services, INC.

Cincinnati, OH · Est. 2006

AUM: $4.3B
Per adviser: $431M
Advisers: 10

No reported disclosures

Beacon Capital Management, INC.

Dayton, OH · Est. 2002

AUM: $4.3B
Per adviser: $852M
Advisers: 5

No reported disclosures

Ancora Private Wealth Advisors, LLC

Cleveland, OH · Est. 2003

AUM: $3.9B
Per adviser: $134M
Advisers: 29

No reported disclosures

Seniors Housing Fund Manager LLC

Toledo, OH · Est. 2025

AUM: $3.8B
Per adviser: $210M
Advisers: 18

No reported disclosures

Cm Wealth Advisors LLC

Beachwood, OH · Est. 2003

AUM: $3.6B
Per adviser: $327M
Advisers: 11

No reported disclosures

Meeder Asset Management, INC.

Dublin, OH · Est. 1974

AUM: $3.3B
Per adviser: $101M
Advisers: 33

No reported disclosures

Stratos Investment Management, LLC

Beachwood, OH · Est. 2016

AUM: $3.3B
Per adviser: $828M
Advisers: 4

No reported disclosures

Glasfunds, LLC

Cleveland, OH · Est. 2020

AUM: $3.3B
Per adviser: $655M
Advisers: 5

No reported disclosures

On Investment Management Co

Cincinnati, OH · Est. 1971

AUM: $3.2B
Per adviser: $16M
Advisers: 196

Fairway Wealth Management LLC

Independence, OH · Est. 2020

AUM: $3.0B
Per adviser: $331M
Advisers: 9

No reported disclosures

Sjs Investment Services

Sylvania, OH · Est. 1995

AUM: $2.9B
Per adviser: $140M
Advisers: 21

No reported disclosures

Foster & Motley INC

Cincinnati, OH · Est. 1996

AUM: $2.9B
Per adviser: $133M
Advisers: 22

No reported disclosures

Windsor Advisory Group, LLC

Columbus, OH · Est. 2002

AUM: $2.9B
Per adviser: $209M
Advisers: 14

No reported disclosures

Meeder Advisory Services, INC.

Dublin, OH · Est. 1991

AUM: $2.9B
Per adviser: $53M
Advisers: 54

No reported disclosures

Cincinnati Asset Management INC

Cincinnati, OH · Est. 1989

AUM: $2.5B
Per adviser: $316M
Advisers: 8

No reported disclosures

Revisor Wealth Management LLC

Akron, OH · Est. 2021

AUM: $2.5B
Per adviser: $361M
Advisers: 7

No reported disclosures

Everhart Advisors

Dublin, OH · Est. 1995

AUM: $2.5B
Per adviser: $88M
Advisers: 28

Gryphon Financial Partners

Columbus, OH · Est. 2017

AUM: $2.4B
Per adviser: $163M
Advisers: 15

No reported disclosures

Align Capital Partners, LP

Shaker Heights, OH · Est. 2016

AUM: $2.4B
Per adviser: $105M
Advisers: 23

No reported disclosures

Summit Financial Strategies INC

Columbus, OH · Est. 1995

AUM: $2.3B
Per adviser: $80M
Advisers: 29

No reported disclosures

Feg Investment Services, LLC

Cincinnati, OH · Est. 2016

AUM: $2.2B
Per adviser: $446M
Advisers: 5

No reported disclosures

Wealthquest Corporation

Cincinnati, OH · Est. 2006

AUM: $2.2B
Per adviser: $139M
Advisers: 16

No reported disclosures

Pds Planning INC

Dublin, OH · Est. 1988

AUM: $2.2B
Per adviser: $181M
Advisers: 12

No reported disclosures

Octavia Wealth Advisors LLC

Cincinnati, OH · Est. 2020

AUM: $2.2B
Per adviser: $69M
Advisers: 31

No reported disclosures

Pinnacle Advisors

Mansfield, OH · Est. 1996

AUM: $2.1B
Per adviser: $112M
Advisers: 19

No reported disclosures

Eubel Brady & Suttman

Miamisburg, OH · Est. 1993

AUM: $2.1B
Per adviser: $90M
Advisers: 23

No reported disclosures

Beese Fulmer Private Wealth Management

Canton, OH · Est. 1980

AUM: $2.1B
Per adviser: $294M
Advisers: 7

No reported disclosures

Meyers Wealth Management, LLC

Columbus, OH · Est. 2017

AUM: $1.9B
Per adviser: $214M
Advisers: 9

No reported disclosures

White Oak Partners Investment Advisor, LLC

Westerville, OH · Est. 2011

AUM: $1.8B
Per adviser: $228M
Advisers: 8

No reported disclosures

Oak Associates Ltd

Akron, OH · Est. 1985

AUM: $1.8B
Per adviser: $592M
Advisers: 3

No reported disclosures

Kmg Fiduciary Partners, LLC

Toledo, OH · Est. 2018

AUM: $1.7B
Per adviser: $167M
Advisers: 10

No reported disclosures

Strategic Wealth Partners, Ltd.

Independence, OH · Est. 2014

AUM: $1.6B
Per adviser: $82M
Advisers: 20

No reported disclosures

Accolade Asset/Liability Advisory Services

Columbus, OH · Est. 2008

AUM: $1.6B
Per adviser: $320M
Advisers: 5

No reported disclosures

Ancora Retirement Plan Advisors, LLC

Cleveland, OH · Est. 2007

AUM: $1.5B
Per adviser: $70M
Advisers: 22

Opus Capital Management

Cincinnati, OH · Est. 1996

AUM: $1.5B
Per adviser: $504M
Advisers: 3

No reported disclosures

Horan Wealth, LLC

Cincinnati, OH · Est. 2025

AUM: $1.5B
Per adviser: $74M
Advisers: 20

No reported disclosures

Feg Private Investors, LLC

Cincinnati, OH · Est. 2011

AUM: $1.5B
Per adviser: $92M
Advisers: 16

No reported disclosures

Blue Point Capital Partners LLC

Cleveland, OH · Est. 2012

AUM: $1.4B
Per adviser: $80M
Advisers: 18

No reported disclosures

Mpe Partners

Cleveland, OH · Est. 2017

AUM: $1.4B
Per adviser: $72M
Advisers: 20

No reported disclosures

United Advisor Group

Cincinnati, OH · Est. 2023

AUM: $1.4B
Per adviser: $28M
Advisers: 51

Antolino Wealth Advisors

Columbus, OH · Est. 2022

AUM: $1.4B
Per adviser: $142M
Advisers: 10

No reported disclosures

Souders Financial Advisors, LLC

Cincinnati, OH · Est. 2018

AUM: $1.4B
Per adviser: $101M
Advisers: 14

No reported disclosures

Ellsworth Advisors, LLC

Hudson, OH · Est. 2018

AUM: $1.4B
Per adviser: $128M
Advisers: 11

No reported disclosures

Journey Wealth Management

Cleveland, OH · Est. 2018

AUM: $1.4B
Per adviser: $82M
Advisers: 17

No reported disclosures

Capital Advisors, Ltd., LLC

Shaker Heights, OH · Est. 2010

AUM: $1.4B
Per adviser: $124M
Advisers: 11

No reported disclosures

Westminster Financial Advisory Corp

Beavercreek, OH · Est. 1987

AUM: $1.4B
Per adviser: $33M
Advisers: 41

No reported disclosures

Mcdonald Partners LLC

Cleveland, OH · Est. 2005

AUM: $1.3B
Per adviser: $44M
Advisers: 29

No reported disclosures

Wealth Dimensions Group, Ltd.

Cincinnati, OH · Est. 1990

AUM: $1.2B
Per adviser: $103M
Advisers: 12

No reported disclosures

Hcm Wealth Advisors

Cincinnati, OH · Est. 1990

AUM: $1.2B
Per adviser: $137M
Advisers: 9

No reported disclosures

Hauser Retirement Solutions 2 LLC

Cincinnati, OH · Est. 2019

AUM: $1.2B
Per adviser: $243M
Advisers: 5

No reported disclosures

James Investment Research INC

Xenia, OH · Est. 1976

AUM: $1.2B
Per adviser: $151M
Advisers: 8

No reported disclosures

Van Cleef Asset Management INC

Beachwood, OH · Est. 1988

AUM: $1.2B
Per adviser: $403M
Advisers: 3

No reported disclosures

Tcp Asset Management, LLC

Upper Arlington, OH · Est. 2017

AUM: $1.2B
Per adviser: $56M
Advisers: 21

No reported disclosures

W.A. Smith Financial Group

Sandusky, OH · Est. 2017

AUM: $1.2B
Per adviser: $90M
Advisers: 13

No reported disclosures

Frazier Financial Advisors, LLC

Columbus, OH · Est. 1995

AUM: $1.2B
Per adviser: $77M
Advisers: 15

No reported disclosures

Ancora Alternatives LLC

Cleveland, OH · Est. 2021

AUM: $1.1B
Per adviser: $37M
Advisers: 31

Kohmann Bosshard Financial Services, LLC.

Akron, OH · Est. 2014

AUM: $1.1B
Per adviser: $187M
Advisers: 6

No reported disclosures

The Joseph Group Capital Management

Columbus, OH · Est. 2012

AUM: $1.1B
Per adviser: $73M
Advisers: 15

No reported disclosures

Lineweaver Wealth Advisors

Valley View, OH · Est. 2014

AUM: $1.1B
Per adviser: $155M
Advisers: 7

No reported disclosures

Bps Wealth Advisors, INC.

Canfield, OH · Est. 1991

AUM: $1.1B
Per adviser: $217M
Advisers: 5

No reported disclosures

Randolph Co INC

Cincinnati, OH · Est. 1986

AUM: $1.1B
Per adviser: $271M
Advisers: 4

No reported disclosures

St. Clair Advisors, LLC

Mayfield Heights, OH · Est. 2010

AUM: $1.1B
Per adviser: $267M
Advisers: 4

No reported disclosures

Timber Bay Partners, LLC

Cincinnati, OH · Est. 2020

AUM: $1.1B
Per adviser: $117M
Advisers: 9

No reported disclosures

Mpm Wealth Advisors

Holland, OH · Est. 1995

AUM: $1.0B
Per adviser: $58M
Advisers: 18

No reported disclosures

Riverview Research, LLC

Independence, OH · Est. 2013

AUM: $991M
Per adviser: $991M
Advisers: 1

No reported disclosures

Ritter Daniher Financial Advisory LLC

Cincinnati, OH · Est. 2022

AUM: $936M
Per adviser: $94M
Advisers: 10

No reported disclosures

Peak Wealth Solutions

Pepper Pike, OH · Est. 2010

AUM: $912M
Per adviser: $130M
Advisers: 7

No reported disclosures

Dean Investments

Beavercreek, OH · Est. 1975

AUM: $909M
Per adviser: $227M
Advisers: 4

No reported disclosures

Formidable Asset Management, LLC

Cincinnati, OH · Est. 2013

AUM: $903M
Per adviser: $65M
Advisers: 14

No reported disclosures

Beacon Financial Advisory LLC

Cleveland, OH · Est. 2016

AUM: $901M
Per adviser: $69M
Advisers: 13

No reported disclosures

Rea Wealth Management

New Philadelphia, OH · Est. 1997

AUM: $892M
Per adviser: $81M
Advisers: 11

No reported disclosures

Gearhart & Associates

Cincinnati, OH · Est. 2022

AUM: $873M
Per adviser: $218M
Advisers: 4

No reported disclosures

Canopy Partners

Cincinnati, OH · Est. 2023

AUM: $869M
Per adviser: $290M
Advisers: 3

No reported disclosures

Vantage Financial Group, INC.

Cleveland, OH · Est. 1988

AUM: $867M
Per adviser: $39M
Advisers: 22

No reported disclosures

Tsg Advice Partners, LLC

Columbus, OH · Est. 2019

AUM: $867M
Per adviser: $72M
Advisers: 12

No reported disclosures

Whitaker-Myers Wealth Managers, Ltd.

Mansfield, OH · Est. 2020

AUM: $851M
Per adviser: $85M
Advisers: 10

No reported disclosures

Hpe Capital Management II, LLC

Cincinnati, OH · Est. 2019

AUM: $840M
Per adviser: $168M
Advisers: 5

Lakeridge Wealth Management LLC

Mentor, OH · Est. 2021

AUM: $805M
Per adviser: $67M
Advisers: 12

No reported disclosures

Tempo Wealth

Independence, OH · Est. 2025

AUM: $804M
Per adviser: $161M
Advisers: 5

No reported disclosures

Strategic Value Bank Partners LLC

Cleveland, OH · Est. 2018

AUM: $774M
Per adviser: $111M
Advisers: 7

No reported disclosures

North Point Portfolio Managers Corporation

Orange Village, OH · Est. 1999

AUM: $773M
Per adviser: $129M
Advisers: 6

No reported disclosures

Cyprium Partners

Cleveland, OH · Est. 2012

AUM: $760M
Per adviser: $54M
Advisers: 14

No reported disclosures

G2 Capital Management, LLC

Columbus, OH · Est. 2018

AUM: $757M
Per adviser: $151M
Advisers: 5

No reported disclosures

Waller Financial Planning Group, INC.

Columbus, OH · Est. 2012

AUM: $748M
Per adviser: $68M
Advisers: 11

No reported disclosures

John E. Sestina And Company

Columbus, OH · Est. 1993

AUM: $744M
Per adviser: $62M
Advisers: 12

No reported disclosures

Financial Management Strategies, INC.

Broadview Hts., OH · Est. 2006

AUM: $714M
Per adviser: $31M
Advisers: 23

Wealthbridge Capital Management, LLC

Westerville, OH · Est. 2018

AUM: $710M
Per adviser: $177M
Advisers: 4

No reported disclosures

Eichner Investment Planning, LLC

Cincinnati, OH · Est. 2018

AUM: $692M
Per adviser: $692M
Advisers: 1

No reported disclosures

Rc Capital

Cincinnati, OH · Est. 2021

AUM: $682M
Per adviser: $45M
Advisers: 15

No reported disclosures

Thor Wealth Management INC

Cincinnati, OH · Est. 1992

AUM: $679M
Per adviser: $97M
Advisers: 7

No reported disclosures

Rockport Wealth Advisors

Fairview Park, OH · Est. 2022

AUM: $676M
Per adviser: $85M
Advisers: 8

No reported disclosures

Demming Financial Services Corp.

Aurora, OH · Est. 2008

AUM: $676M
Per adviser: $135M
Advisers: 5

No reported disclosures

Harvest Financial Advisors, LLC

West Chester, OH · Est. 2007

AUM: $671M
Per adviser: $134M
Advisers: 5

No reported disclosures

Trinity Financial Advisors LLC

Columbus, OH · Est. 2015

AUM: $670M
Per adviser: $112M
Advisers: 6

No reported disclosures

Advanced Asset Management Advisors, INC.

Dublin, OH · Est. 2003

AUM: $651M
Per adviser: $163M
Advisers: 4

No reported disclosures

Peak Retirement Planning, INC.

Columbus, OH · Est. 2024

AUM: $631M
Per adviser: $39M
Advisers: 16

No reported disclosures

Cornerstone Wealth Management

Westlake, OH · Est. 1996

AUM: $629M
Per adviser: $157M
Advisers: 4

No reported disclosures

Winslow Asset Management INC

Beachwood, OH · Est. 1992

AUM: $627M
Per adviser: $157M
Advisers: 4

No reported disclosures

Wealth Dimensions Family Office, INC

Cincinnati, OH · Est. 2015

AUM: $626M
Per adviser: $63M
Advisers: 10

No reported disclosures

Keeler & Nadler Family Wealth

Dublin, OH · Est. 2014

AUM: $610M
Per adviser: $68M
Advisers: 9

No reported disclosures

Heritage Wealth Advisors

Cincinnati, OH · Est. 2021

AUM: $605M
Per adviser: $202M
Advisers: 3

No reported disclosures

Gerber, LLC

Columbus, OH · Est. 2008

AUM: $592M
Per adviser: $148M
Advisers: 4

No reported disclosures

Consolidated Financial

Dublin, OH · Est. 2018

AUM: $589M
Per adviser: $118M
Advisers: 5

Citymark Capital Management Company LLC

Cleveland, OH · Est. 2018

AUM: $583M
Per adviser: $49M
Advisers: 12

No reported disclosures

Keidan Financial Consultants LLC

Columbus, OH · Est. 1999

AUM: $575M
Per adviser: $287M
Advisers: 2

No reported disclosures

Prasad Wealth Partners

Independence, OH · Est. 2024

AUM: $572M
Per adviser: $114M
Advisers: 5

Brilliant Advice, LLC

Cincinnati, OH · Est. 2024

AUM: $570M
Per adviser: $285M
Advisers: 2

No reported disclosures

First Fiduciary Investment Counsel INC

Cleveland, OH · Est. 1976

AUM: $566M
Per adviser: $189M
Advisers: 3

No reported disclosures

Paradigm Wealth Management, LLC

Westlake, OH · Est. 2008

AUM: $563M
Per adviser: $94M
Advisers: 6

No reported disclosures

Vela Investment Management, LLC

New Albany, OH · Est. 2020

AUM: $563M
Per adviser: $24M
Advisers: 23

No reported disclosures

Broadleaf Partners, LLC

Hudson, OH · Est. 2010

AUM: $551M
Per adviser: $138M
Advisers: 4

No reported disclosures

Adaptive Financial Consulting, LLC

Beachwood, OH · Est. 2019

AUM: $547M
Per adviser: $91M
Advisers: 6

No reported disclosures

Resilience Management

Cleveland, OH · Est. 2012

AUM: $546M
Per adviser: $109M
Advisers: 5

Golden Reserve Retirement, LLC

Dublin, OH · Est. 2021

AUM: $544M
Per adviser: $25M
Advisers: 22

No reported disclosures

National Wealth Management Group, LLC

Cincinnati, OH · Est. 2015

AUM: $535M
Per adviser: $30M
Advisers: 18

No reported disclosures

Yarger Wealth Strategies, LLC

Westerville, OH · Est. 2020

AUM: $530M
Per adviser: $132M
Advisers: 4

No reported disclosures

Park Edge Advisors, LLC

Cleveland, OH · Est. 2022

AUM: $523M
Per adviser: $105M
Advisers: 5

No reported disclosures

Ggm Financial LLC

Columbus, OH · Est. 2023

AUM: $513M
Per adviser: $85M
Advisers: 6

No reported disclosures

Fidato Wealth LLC

Middleburg Heights, OH · Est. 2016

AUM: $511M
Per adviser: $73M
Advisers: 7

No reported disclosures

Dover Partners INC

Dayton, OH · Est. 1989

AUM: $509M
Per adviser: $127M
Advisers: 4

No reported disclosures

Cleveland Wealth, LLC

Cleveland, OH · Est. 2019

AUM: $507M
Per adviser: $169M
Advisers: 3

No reported disclosures

The Connor Group Fund Manager, LLC

Miamisburg, OH · Est. 2026

AUM: $494M
Per adviser: $247M
Advisers: 2

No reported disclosures

Balanced Wealth Group LLC

Westlake, OH · Est. 2023

AUM: $494M
Per adviser: $99M
Advisers: 5

No reported disclosures

True Wealth Design, LLC

Akron, OH · Est. 2018

AUM: $494M
Per adviser: $62M
Advisers: 8

No reported disclosures

Whitcomb & Hess, INC.

Ashland, OH · Est. 2013

AUM: $491M
Per adviser: $61M
Advisers: 8

No reported disclosures

Hixon Zuercher Capital Management

Findlay, OH · Est. 2017

AUM: $488M
Per adviser: $70M
Advisers: 7

No reported disclosures

The O.H.I.O. Fund

Cleveland, OH · Est. 2026

AUM: $475M
Per adviser: $119M
Advisers: 4

No reported disclosures

Trueblood Wealth Management, LLC

Lima, OH · Est. 2022

AUM: $474M
Per adviser: $237M
Advisers: 2

No reported disclosures

Return On Life Wealth Partners

Cleveland, OH · Est. 2017

AUM: $473M
Per adviser: $95M
Advisers: 5

No reported disclosures

Edgewater Capital Partners

Independence, OH · Est. 2020

AUM: $467M
Per adviser: $26M
Advisers: 18

No reported disclosures

Blake Schutter Theil Wealth Advisors, LLC

Dayton, OH · Est. 2019

AUM: $459M
Per adviser: $115M
Advisers: 4

No reported disclosures

Columbus Investment Advisory INC.

New Albany, OH · Est. 1996

AUM: $454M
Per adviser: $113M
Advisers: 4

No reported disclosures

Virtera Partners LLC

Pepper Pike, OH · Est. 2022

AUM: $452M
Per adviser: $113M
Advisers: 4

No reported disclosures

Financial Freedom

Cincinnati, OH · Est. 2005

AUM: $443M
Per adviser: $148M
Advisers: 3

No reported disclosures

Sws Partners, LLC

Columbus, OH · Est. 2016

AUM: $443M
Per adviser: $89M
Advisers: 5

No reported disclosures

Hendley & Co. INC.

Zanesville, OH · Est. 1977

AUM: $438M
Per adviser: $219M
Advisers: 2

No reported disclosures

Argentarii, LLC

Cincinnati, OH · Est. 2024

AUM: $432M
Per adviser: $86M
Advisers: 5

No reported disclosures

Symphony Financial Services, INC.

Akron, OH · Est. 2004

AUM: $429M
Per adviser: $61M
Advisers: 7

No reported disclosures

Hackman Financial Group

Cincinnati, OH · Est. 2017

AUM: $427M
Per adviser: $71M
Advisers: 6

No reported disclosures

Trinity Wealth Management LLC

Cincinnati, OH · Est. 2014

AUM: $425M
Per adviser: $106M
Advisers: 4

No reported disclosures

Keystone Financial Planning, INC

Westlake, OH · Est. 1987

AUM: $407M
Per adviser: $203M
Advisers: 2

No reported disclosures

Anderson Financial Strategies, LLC

Dayton, OH · Est. 2021

AUM: $402M
Per adviser: $80M
Advisers: 5

No reported disclosures

Family Wealth Advisory Group, LLC

Cincinnati, OH · Est. 2004

AUM: $396M
Per adviser: $132M
Advisers: 3

No reported disclosures

Lesjak Planning, LLC

Westlake, OH · Est. 1980

AUM: $396M
Per adviser: $79M
Advisers: 5

No reported disclosures

Vawter Financial Ltd

Columbus, OH · Est. 2018

AUM: $394M
Per adviser: $99M
Advisers: 4

No reported disclosures

Elizabeth Park Capital Management, Ltd

Pepper Pike, OH · Est. 2014

AUM: $394M
Per adviser: $39M
Advisers: 10

No reported disclosures

Reed Financial Services, INC.

Cleveland, OH · Est. 1989

AUM: $389M
Per adviser: $39M
Advisers: 10

No reported disclosures

Balance Wealth

Worthington, OH · Est. 2025

AUM: $387M
Per adviser: $43M
Advisers: 9

No reported disclosures

Accent Capital Management, LLC

Centerville, OH · Est. 2022

AUM: $383M
Per adviser: $96M
Advisers: 4

No reported disclosures

Dean Financial Services

Beavercreek, OH · Est. 2004

AUM: $382M
Per adviser: $76M
Advisers: 5

No reported disclosures

Kirtland Hills Capital Management, LLC

Bratenahl, OH · Est. 2024

AUM: $382M
Per adviser: $191M
Advisers: 2

No reported disclosures

Landing Point Financial Group

Avon, OH · Est. 2021

AUM: $381M
Per adviser: $54M
Advisers: 7

No reported disclosures

Jps Financial, LLC

Westlake, OH · Est. 2014

AUM: $377M
Per adviser: $94M
Advisers: 4

No reported disclosures

Strategic Planning, INC.

Columbus, OH · Est. 2017

AUM: $377M
Per adviser: $377M
Advisers: 1

No reported disclosures

Kleinfelder Capital, INC.

Cincinnati, OH · Est. 2017

AUM: $377M
Per adviser: $94M
Advisers: 4

No reported disclosures

Viking Partners Advisors

Cincinnati, OH · Est. 2022

AUM: $375M
Per adviser: $187M
Advisers: 2

No reported disclosures

Union Strategic Advisors

Blue Ash, OH · Est. 2026

AUM: $372M
Per adviser: $124M
Advisers: 3

No reported disclosures

Warther Private Wealth

Akron, OH · Est. 2022

AUM: $371M
Per adviser: $186M
Advisers: 2

No reported disclosures

Rebel Financial, LLC

Groveport, OH · Est. 2020

AUM: $370M
Per adviser: $62M
Advisers: 6

No reported disclosures

Ruggaard & Associates

Hudson, OH · Est. 1993

AUM: $369M
Per adviser: $61M
Advisers: 6

No reported disclosures

Royal Oak Financial Group

Worthington, OH · Est. 2021

AUM: $366M
Per adviser: —
Advisers: —

No reported disclosures

Croak Capital

Toledo, OH · Est. 2022

AUM: $364M
Per adviser: $61M
Advisers: 6

No reported disclosures

Leclair Wealth Partners

Dublin, OH · Est. 2024

AUM: $363M
Per adviser: $121M
Advisers: 3

No reported disclosures

Presper Financial Architects, LLC

Akron, OH · Est. 2018

AUM: $363M
Per adviser: $121M
Advisers: 3

No reported disclosures

Jessup Wealth Management

Dayton, OH · Est. 2022

AUM: $360M
Per adviser: $51M
Advisers: 7

No reported disclosures

Alcyon Wealth Partners

Youngstown, OH · Est. 2025

AUM: $356M
Per adviser: $89M
Advisers: 4

No reported disclosures

Fourth Dimension Wealth, LLC

Middleburg Heights, OH · Est. 2023

AUM: $356M
Per adviser: $32M
Advisers: 11

No reported disclosures

Egi Financial, INC.

Akron, OH · Est. 2018

AUM: $349M
Per adviser: $44M
Advisers: 8

No reported disclosures

Hicks Capital Management, LLC

Columbus, OH · Est. 2018

AUM: $345M
Per adviser: $86M
Advisers: 4

No reported disclosures

Kellett Wealth Advisors, LLC

Cincinnati, OH · Est. 2021

AUM: $344M
Per adviser: $115M
Advisers: 3

No reported disclosures

Coordinated Financial Planning Corp

Cincinnati, OH · Est. 1983

AUM: $343M
Per adviser: $86M
Advisers: 4

No reported disclosures

Eukles Asset Management, LLC

Cincinnati, OH · Est. 2015

AUM: $341M
Per adviser: $68M
Advisers: 5

No reported disclosures

Empeiria Capital Management, LLC

Cincinnati, OH · Est. 2017

AUM: $339M
Per adviser: $113M
Advisers: 3

No reported disclosures

Elios Financial Group, INC.

Westlake, OH · Est. 2018

AUM: $332M
Per adviser: $166M
Advisers: 2

No reported disclosures

Cambridge Financial Group, INC.

Columbus, OH · Est. 1986

AUM: $331M
Per adviser: $110M
Advisers: 3

No reported disclosures

Signature Equity Partners, LLC

Columbus, OH · Est. 2023

AUM: $331M
Per adviser: $13M
Advisers: 25

No reported disclosures

Artifex Financial Group, LLC

Oakwood, OH · Est. 2018

AUM: $329M
Per adviser: $66M
Advisers: 5

No reported disclosures

Ardent Capital Management, INC.

Cincinnati, OH · Est. 1994

AUM: $327M
Per adviser: $164M
Advisers: 2

No reported disclosures

Brown Financial Advisors, LLC

Milford, OH · Est. 2020

AUM: $323M
Per adviser: $108M
Advisers: 3

No reported disclosures

Kapstone Financial Advisors LLC

Lebanon, OH · Est. 2022

AUM: $322M
Per adviser: $107M
Advisers: 3

No reported disclosures

Swisher Financial Concepts, INC.

Westerville, OH · Est. 2019

AUM: $317M
Per adviser: $63M
Advisers: 5

No reported disclosures

Horter Investment Management, LLC

Cincinnati, OH · Est. 2007

AUM: $314M
Per adviser: $11M
Advisers: 29

Generations Wealth, LLC

Cincinnati, OH · Est. 2014

AUM: $308M
Per adviser: $51M
Advisers: 6

No reported disclosures

Future Finances INC

Columbus, OH · Est. 1982

AUM: $305M
Per adviser: $152M
Advisers: 2

No reported disclosures

Sims Investment Management LLC

Cincinnati, OH · Est. 2022

AUM: $305M
Per adviser: $51M
Advisers: 6

No reported disclosures

Spreng Capital Management, INC.

Bucyrus, OH · Est. 2017

AUM: $300M
Per adviser: $100M
Advisers: 3

No reported disclosures

Birchcreek Wealth Management, LLC

Miami Township, OH · Est. 2019

AUM: $300M
Per adviser: $100M
Advisers: 3

No reported disclosures

Kovalcik & Geraghty Wealth Partners LLP

Upper Arlington, OH · Est. 2012

AUM: $299M
Per adviser: $150M
Advisers: 2

No reported disclosures

Gatepass Capital, LLC

Independence, OH · Est. 2024

AUM: $299M
Per adviser: $60M
Advisers: 5

No reported disclosures

Resolute Wealth Advisor, INC.

Findlay, OH · Est. 2017

AUM: $294M
Per adviser: $98M
Advisers: 3

No reported disclosures

Mbia Capital Advisors

Cincinnati, OH · Est. 2024

AUM: $290M
Per adviser: $73M
Advisers: 4

No reported disclosures

North Star Advisory Group, LLC

Beachwood, OH · Est. 2022

AUM: $289M
Per adviser: $58M
Advisers: 5

No reported disclosures

Schulhoff & Co INC

Cincinnati, OH · Est. 1976

AUM: $286M
Per adviser: $143M
Advisers: 2

No reported disclosures

Wesbanco Securities, INC.

St Clairsville, OH · Est. 2020

AUM: $286M
Per adviser: $7M
Advisers: 42

No reported disclosures

Cw Industrial Partners, LLC

Cleveland, OH · Est. 2017

AUM: $284M
Per adviser: $35M
Advisers: 8

No reported disclosures

B.A. Schrock Wealth Management

Wadsworth, OH · Est. 2023

AUM: $282M
Per adviser: $56M
Advisers: 5

No reported disclosures

Arg Private Wealth, LLC

Cincinnati, OH · Est. 2026

AUM: $280M
Per adviser: $140M
Advisers: 2

No reported disclosures

The Retirement Guys Formula

Maumee, OH · Est. 2020

AUM: $277M
Per adviser: $40M
Advisers: 7

Retirement Strategies, Ltd.

Dublin, OH · Est. 2018

AUM: $273M
Per adviser: $55M
Advisers: 5

Camelot Portfolios, LLC

Maumee, OH · Est. 2010

AUM: $272M
Per adviser: $68M
Advisers: 4

No reported disclosures

Invest Capital Partners

Springboro, OH · Est. 2017

AUM: $272M
Per adviser: $30M
Advisers: 9

No reported disclosures

Hardy & Hardy Co LLC

Lima, OH · Est. 2024

AUM: $269M
Per adviser: $135M
Advisers: 2

No reported disclosures

Schear Investment Advisers, LLC

Cincinnati, OH · Est. 2022

AUM: $269M
Per adviser: $90M
Advisers: 3

No reported disclosures

Redwood Financial Network

Solon, OH · Est. 2014

AUM: $263M
Per adviser: $33M
Advisers: 8

No reported disclosures

Kiplinger Wealth Advisors

Springboro, OH · Est. 2024

AUM: $262M
Per adviser: $52M
Advisers: 5

No reported disclosures

Ridgeline Wealth Planning LLC

Centerville, OH · Est. 2024

AUM: $260M
Per adviser: $52M
Advisers: 5

No reported disclosures

Shaker Investments

Beachwood, OH · Est. 2002

AUM: $259M
Per adviser: $43M
Advisers: 6

No reported disclosures

W&S Brokerage Services, INC.

Cincinnati, OH · Est. 2018

AUM: $257M
Per adviser: $3M
Advisers: 86

No reported disclosures

Tudor Financial, INC.

Dayton, OH · Est. 2020

AUM: $256M
Per adviser: $43M
Advisers: 6

No reported disclosures

Game Plan Financial Advisors, LLC

Westlake, Oh, OH · Est. 2018

AUM: $255M
Per adviser: $127M
Advisers: 2

No reported disclosures

Integrated Wealth Management, INC.

Uniontown, OH · Est. 2023

AUM: $254M
Per adviser: $51M
Advisers: 5

No reported disclosures

Endeavor Wealth Advisors, LLC

Pepper Pike, OH · Est. 2021

AUM: $253M
Per adviser: $126M
Advisers: 2

No reported disclosures

Michael Brady & Co., LLC

Westlake, OH · Est. 2018

AUM: $249M
Per adviser: $124M
Advisers: 2

No reported disclosures

Fillmore Capital Partners, LLC

Powell, OH · Est. 2012

AUM: $247M
Per adviser: $31M
Advisers: 8

No reported disclosures

Saas Capital, LLC

Cincinnati, OH · Est. 2022

AUM: $245M
Per adviser: $41M
Advisers: 6

No reported disclosures

Munn Wealth Management, LLC

Maumee, OH · Est. 2015

AUM: $242M
Per adviser: $48M
Advisers: 5

No reported disclosures

Lighthouse Wealth Management, INC.

Ashland, OH · Est. 2019

AUM: $238M
Per adviser: $48M
Advisers: 5

No reported disclosures

Nvest Wealth Strategies, INC.

Powell, OH · Est. 2022

AUM: $237M
Per adviser: $118M
Advisers: 2

No reported disclosures

Crew Capital Management, Ltd.

Cincinnati, OH · Est. 2020

AUM: $235M
Per adviser: $34M
Advisers: 7

Fountain Square Asset Management

Cincinnati, OH · Est. 2021

AUM: $234M
Per adviser: $78M
Advisers: 3

No reported disclosures

Clutterbuck Capital Management LLC

Cleveland, OH · Est. 2006

AUM: $233M
Per adviser: $58M
Advisers: 4

No reported disclosures

Summit Financial Advisors, INC.

Middletown, OH · Est. 2015

AUM: $233M
Per adviser: $58M
Advisers: 4

Rightwealth Advisors, LLC

Miamisburg, OH · Est. 2019

AUM: $229M
Per adviser: $76M
Advisers: 3

No reported disclosures

Structured Wealth Management, INC.

Toledo, OH · Est. 2025

AUM: $227M
Per adviser: $113M
Advisers: 2

No reported disclosures

Polaris Financial Partners, LLC

Westerville, OH · Est. 2025

AUM: $226M
Per adviser: $75M
Advisers: 3

No reported disclosures

Bullseye Investment Management, LLC

Cincinnciati, OH · Est. 2021

AUM: $226M
Per adviser: $56M
Advisers: 4

No reported disclosures

Edgewater Pro Sports Financial

Avon, OH · Est. 2021

AUM: $225M
Per adviser: $113M
Advisers: 2

No reported disclosures

Retirement Plans, INC.

Westerville, OH · Est. 2022

AUM: $225M
Per adviser: $225M
Advisers: 1

No reported disclosures

Bond Tech INC

Bellbrook, OH · Est. 1993

AUM: $222M
Per adviser: $111M
Advisers: 2

No reported disclosures

Jericho Financial

Westerville, OH · Est. 2021

AUM: $220M
Per adviser: $73M
Advisers: 3

No reported disclosures

Miami Valley Portfolio Management INC

Brookville, OH · Est. 2021

AUM: $219M
Per adviser: $55M
Advisers: 4

No reported disclosures

Affinity Wealth LLC

Canton, OH · Est. 2024

AUM: $218M
Per adviser: $109M
Advisers: 2

No reported disclosures

Cleveland Capital Management, L.L.C.

Rocky River, OH · Est. 2026

AUM: $216M
Per adviser: $108M
Advisers: 2

No reported disclosures

Kinetic Wealth Investment Advisors, LLC

Westlake, OH · Est. 2023

AUM: $215M
Per adviser: $72M
Advisers: 3

No reported disclosures

Objective Capital Management, LLC

Fairlawn, OH · Est. 2018

AUM: $214M
Per adviser: $54M
Advisers: 4

No reported disclosures

Lindahl & Mansager INC

Fairlawn, OH · Est. 2018

AUM: $214M
Per adviser: $71M
Advisers: 3

No reported disclosures

Signal Tree Financial Partners LLC

Copley, OH · Est. 2024

AUM: $213M
Per adviser: $43M
Advisers: 5

No reported disclosures

Financial Rounds

Cincinnati, OH · Est. 2021

AUM: $211M
Per adviser: $35M
Advisers: 6

No reported disclosures

Shaffer Capital

Westerville, OH · Est. 2020

AUM: $211M
Per adviser: $53M
Advisers: 4

No reported disclosures

Independence Wealth Advisors, LLC

Independence, OH · Est. 2024

AUM: $210M
Per adviser: $42M
Advisers: 5

No reported disclosures

Reservoir Wealth Management

Lima, OH · Est. 2021

AUM: $209M
Per adviser: $104M
Advisers: 2

No reported disclosures

Garlikov Advisors INC

Columbus, OH · Est. 1983

AUM: $208M
Per adviser: $52M
Advisers: 4

No reported disclosures

Purtill Financial LLC

Highland Heights, OH · Est. 2017

AUM: $207M
Per adviser: $69M
Advisers: 3

No reported disclosures

Northavenue LLC

Columbus, OH · Est. 2022

AUM: $205M
Per adviser: $68M
Advisers: 3

No reported disclosures

Mccarthy Wealth & Tax Advisors

Springboro, OH · Est. 2024

AUM: $202M
Per adviser: $67M
Advisers: 3

No reported disclosures

Brixey & Meyer Capital LLC

Cincinnati, OH · Est. 2025

AUM: $202M
Per adviser: $16M
Advisers: 13

No reported disclosures

Capital Asset Management, INC.

Columbus, OH · Est. 2021

AUM: $200M
Per adviser: $100M
Advisers: 2

No reported disclosures

Dbk Financial Counsel, LLC

Cuyahoga Falls, OH · Est. 2022

AUM: $199M
Per adviser: $66M
Advisers: 3

No reported disclosures

Rik Saylor Financial, INC.

Fairfield, OH · Est. 2021

AUM: $199M
Per adviser: $66M
Advisers: 3

No reported disclosures

Newport Investment Advisors INC

Beachwood, OH · Est. 2024

AUM: $198M
Per adviser: $99M
Advisers: 2

No reported disclosures

Feg Curio Investment Partners, LLC

Cincinnati, OH · Est. 2022

AUM: $195M
Per adviser: $39M
Advisers: 5

No reported disclosures

Bright Path Sports Partners, LLC

Cleveland, OH · Est. 2025

AUM: $195M
Per adviser: $49M
Advisers: 4

No reported disclosures

T.T.G. Financial, INC.

Canton, OH · Est. 2020

AUM: $194M
Per adviser: $49M
Advisers: 4

No reported disclosures

Future Financial Wealth Management Group, LLC

Cincinnati, OH · Est. 2018

AUM: $193M
Per adviser: $97M
Advisers: 2

No reported disclosures

Enza Financial, LLC

Independence, OH · Est. 2022

AUM: $191M
Per adviser: $48M
Advisers: 4

No reported disclosures

Meyer Capital Management LLC.

Cincinnati, OH · Est. 2018

AUM: $191M
Per adviser: $95M
Advisers: 2

No reported disclosures

Bluestone Private Wealth, LLC

Cleveland, OH · Est. 2025

AUM: $190M
Per adviser: $95M
Advisers: 2

No reported disclosures

Barnes Dennig Private Wealth Management, LLC

Cincinnati, OH · Est. 2024

AUM: $188M
Per adviser: $63M
Advisers: 3

No reported disclosures

Heritage Financial Advisors, LLC

Waterville, OH · Est. 2017

AUM: $188M
Per adviser: $188M
Advisers: 1

No reported disclosures

365 Wealth Management Group

Mason, OH · Est. 2022

AUM: $187M
Per adviser: $62M
Advisers: 3

No reported disclosures

First Mason Financial, LLC

Medina, OH · Est. 2011

AUM: $186M
Per adviser: $186M
Advisers: 1

No reported disclosures

The Pension Group

Dublin, OH · Est. 2025

AUM: $182M
Per adviser: $61M
Advisers: 3

No reported disclosures

Cintrifuse Capital

Cincinnati, OH · Est. 2022

AUM: $180M
Per adviser: $36M
Advisers: 5

No reported disclosures

The Private Investment Group, INC.

Kettering, OH · Est. 2003

AUM: $179M
Per adviser: $90M
Advisers: 2

No reported disclosures

Benchmark Wealth Management

Cincinnati, OH · Est. 2024

AUM: $179M
Per adviser: $45M
Advisers: 4

No reported disclosures

Fiduciary Wealth Group, LLC

Centerville, OH · Est. 2024

AUM: $178M
Per adviser: $59M
Advisers: 3

No reported disclosures

Emvision Capital Advisors, LLC

Aurora, OH · Est. 2025

AUM: $176M
Per adviser: $20M
Advisers: 9

No reported disclosures

Livelsberger Financial Advisory

Ashland, OH · Est. 2020

AUM: $176M
Per adviser: $176M
Advisers: 1

No reported disclosures

Alan B. Lancz & Associates, INC.

Toledo, OH · Est. 1985

AUM: $175M
Per adviser: $175M
Advisers: 1

No reported disclosures

Appalachian Capital Management

St. Clairsville, OH · Est. 2024

AUM: $175M
Per adviser: $88M
Advisers: 2

No reported disclosures

Shuttleworth & Company

Powell, OH · Est. 2021

AUM: $173M
Per adviser: $87M
Advisers: 2

No reported disclosures

Kennon-Green & Co.

New Albany, OH · Est. 2022

AUM: $171M
Per adviser: $86M
Advisers: 2

No reported disclosures

Peb Capital Management LLC

Columbus, OH · Est. 2021

AUM: $171M
Per adviser: $57M
Advisers: 3

No reported disclosures

Tactical Fund Advisors, LLC

Cincinnati, OH · Est. 2018

AUM: $170M
Per adviser: $57M
Advisers: 3

Turnstone Financial

Troy, OH · Est. 2021

AUM: $170M
Per adviser: $170M
Advisers: 1

No reported disclosures

Mccarley & Cook Financial Planners

Cincinnati, OH · Est. 2022

AUM: $169M
Per adviser: $85M
Advisers: 2

No reported disclosures

Meyer Gates Financial Advisors, INC

West Chester, OH · Est. 2024

AUM: $169M
Per adviser: $28M
Advisers: 6

No reported disclosures

Safe Harbor Wealth Advisors, LLC

Dublin, OH · Est. 2024

AUM: $167M
Per adviser: $56M
Advisers: 3

No reported disclosures

Vision Financial Management, LLC

Cuyahoga Falls, OH · Est. 2025

AUM: $166M
Per adviser: $83M
Advisers: 2

No reported disclosures

M.K. Brown Wealth Advisory

Oakwood, OH · Est. 2021

AUM: $166M
Per adviser: $166M
Advisers: 1

No reported disclosures

Bell City Wealth, INC.

Hillsboro, OH · Est. 2023

AUM: $163M
Per adviser: $163M
Advisers: 1

No reported disclosures

Libertas Wealth Management Group, INC.

Columbus, OH · Est. 2025

AUM: $163M
Per adviser: $82M
Advisers: 2

No reported disclosures

Shepherd Wealth Management

Cincinnati, OH · Est. 2024

AUM: $162M
Per adviser: $41M
Advisers: 4

No reported disclosures

M3 Wealth Management

North Royalton, OH · Est. 2025

AUM: $160M
Per adviser: $80M
Advisers: 2

No reported disclosures

Harding Financial Group

Westerville, OH · Est. 2025

AUM: $160M
Per adviser: $53M
Advisers: 3

No reported disclosures

Hda Wealth Management, LLC

Poland, OH · Est. 2024

AUM: $159M
Per adviser: $80M
Advisers: 2

No reported disclosures

Ska Financial Services,INC.

Fairview Park, OH · Est. 2022

AUM: $159M
Per adviser: $159M
Advisers: 1

No reported disclosures

Richwood Investment Advisors, LLC

Cincinnati, OH · Est. 2021

AUM: $155M
Per adviser: $155M
Advisers: 1

No reported disclosures

Worthington Wealth Management

Worthington, OH · Est. 2021

AUM: $154M
Per adviser: $51M
Advisers: 3

No reported disclosures

Graver Capital Management, LLC

Columbus, OH · Est. 2025

AUM: $154M
Per adviser: $77M
Advisers: 2

No reported disclosures

Infinity Wealth Counsel, LLC

Loveland, OH · Est. 2022

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

Atlantis Wealth Advisors LLC

Maumee, OH · Est. 2014

AUM: $150M
Per adviser: $38M
Advisers: 4

No reported disclosures

Compass Financial Group, INC.

Dublin, OH · Est. 2024

AUM: $149M
Per adviser: $74M
Advisers: 2

No reported disclosures

Peerless Wealth

Columbus, OH · Est. 2024

AUM: $149M
Per adviser: $50M
Advisers: 3

No reported disclosures

Rabe Investment Consulting Group

Richfield, OH · Est. 2021

AUM: $147M
Per adviser: $74M
Advisers: 2

No reported disclosures

The Wealth Advantage Group, INC.

Columbus, OH · Est. 2024

AUM: $146M
Per adviser: $73M
Advisers: 2

No reported disclosures

Chapman & Chapman Advisors LLC

Chagrin Falls, OH · Est. 2021

AUM: $146M
Per adviser: $73M
Advisers: 2

No reported disclosures

Ross Wealth Advisors, LLC

Columbus, OH · Est. 2026

AUM: $140M
Per adviser: $70M
Advisers: 2

No reported disclosures

Monetary Solutions, Ltd.

Dayton, OH · Est. 2021

AUM: $140M
Per adviser: $140M
Advisers: 1

No reported disclosures

Swp Investment Management LLC

Independence, OH · Est. 2024

AUM: $138M
Per adviser: $28M
Advisers: 5

No reported disclosures

Vanweelden Wealth Management, LLC

West Chester Township, OH · Est. 2024

AUM: $136M
Per adviser: $68M
Advisers: 2

No reported disclosures

Schmitt Wealth Advisers, LLC

Cincinnati, OH · Est. 2025

AUM: $135M
Per adviser: $67M
Advisers: 2

No reported disclosures

Mench Financial INC

Cincinnati, OH · Est. 1995

AUM: $131M
Per adviser: $65M
Advisers: 2

No reported disclosures

Lincoln Douglas Investments, LLC

Mount Vernon, OH · Est. 2026

AUM: $131M
Per adviser: $16M
Advisers: 8

Messmer Capital Advisors LLC

Milford, OH · Est. 2026

AUM: $130M
Per adviser: $65M
Advisers: 2

No reported disclosures

Seven Hills Capital Advisors

Cincinnati, OH · Est. 2025

AUM: $130M
Per adviser: $130M
Advisers: 1

No reported disclosures

Alpha Asset Management

Akron, OH · Est. 2025

AUM: $129M
Per adviser: $129M
Advisers: 1

No reported disclosures

2 Knights Wealth Management, LLC

Pepper Pike, OH · Est. 2022

AUM: $127M
Per adviser: $64M
Advisers: 2

No reported disclosures

Axim Planning & Wealth

Springboro, OH · Est. 2022

AUM: $127M
Per adviser: $64M
Advisers: 2

No reported disclosures

Oda And Company, INC.

Medina, OH · Est. 2026

AUM: $126M
Per adviser: $126M
Advisers: 1

No reported disclosures

Demers Financial Planning

Columbus, OH · Est. 2026

AUM: $125M
Per adviser: $125M
Advisers: 1

No reported disclosures

Evans Wealth Management

Gallipolis, OH · Est. 2023

AUM: $122M
Per adviser: $122M
Advisers: 1

No reported disclosures

Gudorf Financial Group, LLC

Dayton, OH · Est. 2026

AUM: $121M
Per adviser: $61M
Advisers: 2

No reported disclosures

Van Winkle Wealth Management Group LLC

Newark, OH · Est. 2026

AUM: $121M
Per adviser: $121M
Advisers: 1

No reported disclosures

Western Reserve Capital Management, LLC

Hudson, OH · Est. 2026

AUM: $120M
Per adviser: $60M
Advisers: 2

No reported disclosures

Summit Wealth Management LLC

Akron, OH · Est. 2025

AUM: $120M
Per adviser: $40M
Advisers: 3

No reported disclosures

Cox & Cook Wealth Advisors

Dublin, OH · Est. 2026

AUM: $120M
Per adviser: $60M
Advisers: 2

No reported disclosures

Wurz Financial Services, LLC

Holland, OH · Est. 2026

AUM: $117M
Per adviser: $59M
Advisers: 2

No reported disclosures

Capstone Wealth Partners

Dublin, OH · Est. 2026

AUM: $115M
Per adviser: $38M
Advisers: 3

No reported disclosures

Queen City Capital Management, LLC

Cincinnati, OH · Est. 2012

AUM: $114M
Per adviser: $114M
Advisers: 1

No reported disclosures

Blue Jay Financial Group, LLC

Defiance, OH · Est. 2025

AUM: $113M
Per adviser: $38M
Advisers: 3

No reported disclosures

Mccarthy & Cox Retirement & Estate Specialists LLC

Marysville, OH · Est. 2024

AUM: $113M
Per adviser: $56M
Advisers: 2

No reported disclosures

Alpha Planning And Financial Services, INC.

Solon, OH · Est. 2026

AUM: $113M
Per adviser: $56M
Advisers: 2

No reported disclosures

Finish Well Ria LLC

Columbus, OH · Est. 2026

AUM: $109M
Per adviser: $55M
Advisers: 2

No reported disclosures

Jrp Capital Corp

Dublin, OH · Est. 2022

AUM: $109M
Per adviser: $54M
Advisers: 2

No reported disclosures

Camelot Event-Driven Advisors, LLC

Maumee, OH · Est. 2018

AUM: $108M
Per adviser: $54M
Advisers: 2

No reported disclosures

Nye Wealth Management LLC

Hudson, OH · Est. 2025

AUM: $108M
Per adviser: $108M
Advisers: 1

No reported disclosures

Westpoint Wealth Management, LLC

Berea, OH · Est. 2026

AUM: $106M
Per adviser: $12M
Advisers: 9

No reported disclosures

S.C. Thomas & Associates, Cpa, LLC

Medina, OH · Est. 2026

AUM: $105M
Per adviser: $105M
Advisers: 1

No reported disclosures

Beacon Associates Wealth Management, LLC

Maumee, OH · Est. 2026

AUM: $101M
Per adviser: $34M
Advisers: 3

No reported disclosures

Fc Wealth Solutions LLC

Westerville, OH · Est. 2024

AUM: $101M
Per adviser: $25M
Advisers: 4

No reported disclosures

Financial Counseling, INC.

Springboro, OH · Est. 2019

AUM: $100M
Per adviser: $33M
Advisers: 3

No reported disclosures

Oelschlager Investments

Akron, OH · Est. 2019

AUM: $93M
Per adviser: $93M
Advisers: 1

No reported disclosures

Highland Consulting Associates International, INC.

Cleveland, OH · Est. 2016

AUM: $77M
Per adviser: —
Advisers: —

No reported disclosures

Yfp Wealth

New Albany, OH · Est. 2020

AUM: $53M
Per adviser: $13M
Advisers: 4

No reported disclosures

Cbiz Retirement Plan Advisory Services

Cleveland, OH · Est. 1999

AUM: $9M
Per adviser: $554,567.563
Advisers: 16

No reported disclosures

W&S Advisory Services, LLC

Cincinnati, OH · Est. 2025

AUM: $5M
Per adviser: $588,044.111
Advisers: 9

No reported disclosures

Ai Stock Prophet, LLC

Akron, OH · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Eagle Realty Capital Partners, LLC

Cincinnati, OH · Est. 2016

AUM: —
Per adviser: —
Advisers: 22

No reported disclosures

Keybanc Capital Markets Research, LLC

Cleveland, OH · Est. 2023

AUM: —
Per adviser: —
Advisers: 71

No reported disclosures

Nationwide Securities, LLC

Columbus, OH · Est. 2008

AUM: —
Per adviser: —
Advisers: 7

Quest Wealth Solutions, INC.

Mansfield, OH · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Matson Capital LLC

Mason, OH · Est. 2025

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Woodland Wealth Partners

Pepper Pike, OH · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Scheeler Financial Group

West Chester, OH · Est. 2026