Research Report · 2026-06-30
Institutional Registered Investment Advisers in Ohio
SEC-registered investment advisers in Ohio ranked by reported institutional client assets.
Firms
291
Total AUM
$943.22B
Median AUM
$534.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | TSG ADVICE PARTNERS, LLC | COLUMBUS | 305999 | $866.5M | 16 | 2026-03-31 | → |
| 202 | LIVELSBERGER, LYNN LOUIS | ASHLAND | 117665 | $176.4M | 4 | 2026-03-31 | → |
| 203 | SHUTTLEWORTH & COMPANY | POWELL | 121382 | $173.0M | 3 | 2026-04-30 | → |
| 204 | 2 KNIGHTS WEALTH MANAGEMENT, LLC | PEPPER PIKE | 307238 | $127.3M | 2 | 2026-04-30 | → |
| 205 | 1858 WEALTH MANAGEMENT, LLC | AKRON | 305817 | $207.4M | 3 | 2025-01-31 | → |
| 206 | BRASS TAX WEALTH MANAGEMENT, INC. | CINCINNATI | 285249 | $860.2M | 29 | 2025-03-31 | → |
| 207 | MEEDER ASSET MANAGEMENT, INC | DUBLIN | 105794 | $3.33B | 52 | 2026-03-31 | → |
| 208 | CAPITAL ASSET MANAGEMENT, INC. | COLUMBUS | 120597 | $199.5M | 3 | 2026-03-31 | → |
| 209 | CBIZ FINANCIAL SOLUTIONS, INC. | CLEVELAND | 16678 | $8.9M | 19 | 2026-03-31 | → |
| 210 | FINANCIAL COUNSELING, INC. | SPRINGBORO | 119969 | $100.1M | 3 | 2026-04-30 | → |
| 211 | FIDATO WEALTH LLC | MIDDLEBURG HEIGHTS | 158173 | $510.8M | 12 | 2026-05-31 | → |
| 212 | FC WEALTH SOLUTIONS LLC | WESTERVILLE | 286381 | $101.0M | 4 | 2026-04-30 | → |
| 213 | AXIM WEALTH MANAGEMENT LLC | SPRINGBORO | 319618 | $127.2M | 3 | 2026-03-31 | → |
| 214 | JESSUP WEALTH MANAGEMENT, INC. | DAYTON | 323035 | $360.2M | 12 | 2026-05-31 | → |
| 215 | TRUE WEALTH DESIGN, LLC | AKRON | 143194 | $494.0M | 12 | 2026-05-31 | → |
| 216 | KAPSTONE FINANCIAL ADVISORS LLC | LEBANON | 318885 | $322.3M | 5 | 2026-06-30 | → |
| 217 | GERBER, LLC | COLUMBUS | 120039 | $592.1M | 17 | 2026-03-31 | → |
| 218 | SPRENG CAPITAL MANAGEMENT, INC. | BUCYRUS | 119902 | $300.2M | 4 | 2026-03-31 | → |
| 219 | RETIREMENT STRATEGIES, LTD. | DUBLIN | 163701 | $272.7M | 10 | 2026-04-30 | → |
| 220 | CAMELOT PORTFOLIOS, LLC | MAUMEE | 145918 | $272.2M | 7 | 2026-04-30 | → |
| 221 | ARG PRIVATE WEALTH, LLC | CINCINNATI | 336183 | $280.0M | 2 | 2026-06-30 | → |
| 222 | COLUMBUS INVESTMENT ADVISORY INC. | NEW ALBANY | 104595 | $453.7M | 9 | 2026-03-31 | → |
| 223 | BULLSEYE INVESTMENT MANAGEMENT, LLC | CINCINNCIATI | 145158 | $226.0M | 6 | 2026-03-31 | → |
| 224 | ROCKPORT WEALTH, LLC | FAIRVIEW PARK | 297122 | $676.4M | 15 | 2026-05-31 | → |
| 225 | PRESPER FINANCIAL ARCHITECTS, LLC | AKRON | 297538 | $362.6M | 10 | 2026-02-28 | → |
| 226 | INFINITY WEALTH COUNSEL, LLC | LOVELAND | 171959 | $151.9M | 4 | 2026-02-28 | → |
| 227 | GRYPHON FINANCIAL PARTNERS, LLC | COLUMBUS | 288210 | $2.44B | 31 | 2026-06-30 | → |
| 228 | KEIDAN FINANCIAL CONSULTANTS LLC | COLUMBUS | 108093 | $574.9M | 3 | 2026-03-31 | → |
| 229 | HARDING FINANCIAL GROUP, LLC | WESTERVILLE | 135731 | $160.2M | 6 | 2026-06-30 | → |
| 230 | NATIONAL WEALTH MANAGEMENT GROUP, LLC | CINCINNATI | 174883 | $534.9M | 18 | 2026-04-30 | → |
| 231 | SIMS INVESTMENT MANAGEMENT LLC | CINCINNATI | 169491 | $304.6M | 12 | 2026-05-31 | → |
| 232 | RITTER DANIHER FINANCIAL ADVISORY LLC | CINCINNATI | 321827 | $936.5M | 15 | 2026-03-31 | → |
| 233 | FOUNTAIN SQUARE ASSET MANAGEMENT, LLC | CINCINNATI | 316955 | $233.7M | 5 | 2026-03-31 | → |
| 234 | FORMIDABLE ASSET MANAGEMENT, LLC | CINCINNATI | 167555 | $903.0M | 21 | 2026-03-31 | → |
| 235 | APPALACHIAN CAPITAL MANAGEMENT LTD | ST. CLAIRSVILLE | 120038 | $175.3M | 4 | 2026-03-31 | → |
| 236 | BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC | CINCINNATI | 328496 | $188.2M | 7 | 2026-03-31 | → |
| 237 | BLUESTONE PRIVATE WEALTH, LLC | CLEVELAND | 326055 | $190.4M | 3 | 2026-03-31 | → |
| 238 | ALCYON WEALTH ADVISORS, LLC | YOUNGSTOWN | 334909 | $356.5M | 5 | 2026-06-30 | → |
| 239 | KLEINFELDER CAPITAL, INC. | CINCINNATI | 289345 | $376.6M | 5 | 2026-02-28 | → |
| 240 | RIK SAYLOR FINANCIAL, INC. | FAIRFIELD | 165484 | $199.2M | 5 | 2026-03-31 | → |
| 241 | REDWOOD FINANCIAL NETWORK CORP. | SOLON | 157834 | $262.8M | 11 | 2026-03-31 | → |
| 242 | RIDGELINE WEALTH PLANNING LLC | CENTERVILLE | 307702 | $259.6M | 12 | 2026-06-30 | → |
| 243 | JPS FINANCIAL, LLC | WESTLAKE | 169208 | $377.0M | 4 | 2026-03-31 | → |
| 244 | ENDEAVOR WEALTH ADVISORS, LLC | PEPPER PIKE | 305348 | $252.8M | 3 | 2026-03-31 | → |
| 245 | COORDINATED FINANCIAL PLANNING CORP | CINCINNATI | 105143 | $343.2M | 6 | 2026-06-30 | → |
| 246 | PRASAD WEALTH PARTNERS, LLC | INDEPENDENCE | 332507 | $572.1M | 11 | 2026-05-31 | → |
| 247 | KINETIC WEALTH INVESTMENT ADVISORS, LLC | WESTLAKE | 311536 | $214.5M | 3 | 2026-05-31 | → |
| 248 | FEG CURIO INVESTMENT PARTNERS, LLC | CINCINNATI | 323497 | $195.3M | 17 | 2026-03-31 | → |
| 249 | FIRST MASON FINANCIAL, LLC | MEDINA | 145025 | $185.7M | 3 | 2026-03-31 | → |
| 250 | WALLER FINANCIAL PLANNING GROUP, INC. | COLUMBUS | 159564 | $747.8M | 11 | 2026-03-31 | → |
| 251 | MONETARY SOLUTIONS, LTD. | DAYTON | 121217 | $139.7M | 1 | 2026-03-31 | → |
| 252 | SWISHER FINANCIAL CONCEPTS, INC. | WESTERVILLE | 121384 | $317.0M | 8 | 2026-03-31 | → |
| 253 | FAIRWAY WEALTH LLC | INDEPENDENCE | 311031 | $2.98B | 23 | 2026-03-31 | → |
| 254 | MCCARLEY & COOK LLC | CINCINNATI | 310087 | $169.1M | 2 | 2026-03-31 | → |
| 255 | OBJECTIVE CAPITAL MANAGEMENT, LLC | FAIRLAWN | 156013 | $304.7M | 4 | 2026-03-31 | → |
| 256 | DEMMING FINANCIAL SERVICES CORP. | AURORA | 120106 | $675.7M | 11 | 2025-09-30 | → |
| 257 | FAMILY WEALTH ADVISORY GROUP, LLC | CINCINNATI | 130595 | $396.2M | 7 | 2026-06-30 | → |
| 258 | TUDOR FINANCIAL, INC. | DAYTON | 121495 | $256.3M | 6 | 2026-03-31 | → |
| 259 | GREAT LAKES RETIREMENT, INC. | SANDUSKY | 146608 | $1.16B | 27 | 2026-03-31 | → |
| 260 | GUDORF FINANCIAL GROUP, LLC | DAYTON | 339836 | $121.1M | 4 | 2026-05-31 | → |
| 261 | SUMMIT CAPITAL INC. | PEPPER PIKE | 121335 | $176.6M | 3 | 2026-03-31 | → |
| 262 | FIDUCIARY WEALTH GROUP, LLC | CENTERVILLE | 299711 | $178.0M | 3 | 2026-03-31 | → |
| 263 | INTEGRATED WEALTH MANAGEMENT, INC. | UNIONTOWN | 141092 | $254.1M | 9 | 2026-05-31 | → |
| 264 | KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC | DUBLIN | 173079 | $609.9M | 13 | 2026-05-31 | → |
| 265 | AXECAP INVESTMENTS, LLC | MASON | 314674 | $186.6M | 8 | 2026-03-31 | → |
| 266 | NVEST WEALTH STRATEGIES, INC. | POWELL | 139758 | $236.7M | 4 | 2026-01-31 | → |
| 267 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | UNIONTOWN | 136583 | $182.3M | 3 | 2025-02-28 | → |
| 268 | ROSS WEALTH ADVISORS, LLC | COLUMBUS | 304359 | $139.7M | 4 | 2026-06-30 | → |
| 269 | ELTRINGHAM WEALTH PARTNERS, LLC | CINCINNATI | 298885 | $179.0M | 6 | 2026-03-31 | → |
| 270 | BLUE JAY FINANCIAL GROUP, LLC | DEFIANCE | 296467 | $113.5M | 9 | 2026-06-30 | → |
| 271 | ALPHA PLANNING AND FINANCIAL SERVICES, INC. | SOLON | 130842 | $112.8M | 5 | 2026-06-30 | → |
| 272 | MESSMER CAPITAL ADVISORS LLC | MILFORD | 305387 | $130.4M | 4 | 2026-03-31 | → |
| 273 | CHAPMAN & CHAPMAN ADVISORS LLC | CHAGRIN FALLS | 122655 | $145.6M | 3 | 2026-03-31 | → |
| 274 | THE RETIREMENT GUYS FORMULA LLC | MAUMEE | 168561 | $276.9M | 7 | 2026-02-28 | → |
| 275 | YOUR FINANCIAL PHARMACIST PLANNING, LLC | NEW ALBANY | 282918 | $53.2M | 7 | 2026-06-30 | → |
| 276 | VAN WINKLE WEALTH MANAGEMENT GROUP LLC | NEWARK | 134813 | $120.8M | 1 | 2026-06-30 | → |
| 277 | STRUCTURED WEALTH MANAGEMENT, INC. | TOLEDO | 146611 | $226.9M | 4 | 2026-02-28 | → |
| 278 | VAN CLEEF ASSET MANAGEMENT INC | BEACHWOOD | 105768 | $1.21B | 6 | 2026-03-31 | → |
| 279 | ODA AND COMPANY, INC. | MEDINA | 119952 | $125.6M | 3 | 2026-03-31 | → |
| 280 | TRINITY FINANCIAL ADVISORS LLC | COLUMBUS | 133191 | $670.0M | 9 | 2026-04-30 | → |
| 281 | HERITAGE WEALTH PARTNERS, LLC | DUBLIN | 290276 | $176.3M | 13 | 2025-03-31 | → |
| 282 | SCHMITT WEALTH ADVISERS, CORP. | CINCINNATI | 174958 | $135.0M | 3 | 2026-04-30 | → |
| 283 | PURTILL FINANCIAL LLC | HIGHLAND HEIGHTS | 133764 | $207.1M | 5 | 2026-03-31 | → |
| 284 | SEVEN HILLS CAPITAL ADVISORS, LLC | CINCINNATI | 175280 | $130.0M | 1 | 2026-03-31 | → |
| 285 | LECLAIR WEALTH PARTNERS LLC | DUBLIN | 332827 | $363.0M | 4 | 2026-02-28 | → |
| 286 | CENTRICITY WEALTH MANAGEMENT, LLC | WESTERVILLE | 165664 | $185.9M | 3 | 2025-03-31 | → |
| 287 | HDA WEALTH MANAGEMENT, LLC | POLAND | 317346 | $159.1M | 2 | 2026-03-31 | → |
| 288 | CAPSTONE WEALTH PARTNERS, LTD. | DUBLIN | 152524 | $114.9M | 4 | 2026-06-30 | → |
| 289 | LPFG, LLC | AVON | 312978 | $381.3M | 28 | 2026-03-31 | → |
| 290 | WESTERN RESERVE CAPITAL MANAGEMENT, LLC | HUDSON | 329811 | $120.2M | 2 | 2026-01-31 | → |
| 291 | M&B INVESTMENT ADVISORS, LLC | CINCINNATI | 154255 | $290.2M | 5 | 2026-03-31 | → |
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