Research Report · 2026-06-30
Largest Registered Investment Advisers in Ohio
Ohio SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
414
Total AUM
$1.12T
Median AUM
$394.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | SIGNAL TREE FINANCIAL PARTNERS LLC | COPLEY | 311871 | $213.4M | 7 | 2026-02-28 | → |
| 302 | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | CINCINNATI | 110384 | $211.3M | 8 | 2026-01-31 | → |
| 303 | SHAFFER CAPITAL ADVISERS, LLC | WESTERVILLE | 150106 | $211.1M | 7 | 2026-05-31 | → |
| 304 | INDEPENDENCE WEALTH ADVISORS, LLC | INDEPENDENCE | 306236 | $210.3M | 5 | 2026-06-30 | → |
| 305 | RESERVOIR RETIREMENT MANAGEMENT, LLC | LIMA | 293131 | $208.8M | 2 | 2026-02-28 | → |
| 306 | GARLIKOV ADVISORS INC | COLUMBUS | 112352 | $207.6M | 4 | 2026-03-31 | → |
| 307 | 1858 WEALTH MANAGEMENT, LLC | AKRON | 305817 | $207.4M | 3 | 2025-01-31 | → |
| 308 | PURTILL FINANCIAL LLC | HIGHLAND HEIGHTS | 133764 | $207.1M | 5 | 2026-03-31 | → |
| 309 | NORTHAVENUE LLC | COLUMBUS | 297300 | $204.8M | 9 | 2026-03-31 | → |
| 310 | WEALTH ADVISORS, LLC | SPRINGBORO | 135875 | $202.0M | 4 | 2026-02-28 | → |
| 311 | BRIXEY & MEYER CAPITAL LLC | CINCINNATI | 299465 | $201.8M | 15 | 2026-03-31 | → |
| 312 | CAPITAL ASSET MANAGEMENT, INC. | COLUMBUS | 120597 | $199.5M | 3 | 2026-03-31 | → |
| 313 | DBK FINANCIAL COUNSEL, LLC | CUYAHOGA FALLS | 170688 | $199.5M | 4 | 2026-02-28 | → |
| 314 | RIK SAYLOR FINANCIAL, INC. | FAIRFIELD | 165484 | $199.2M | 5 | 2026-03-31 | → |
| 315 | NEWPORT INVESTMENT ADVISORS INC | BEACHWOOD | 113175 | $198.0M | 2 | 2026-04-30 | → |
| 316 | FEG CURIO INVESTMENT PARTNERS, LLC | CINCINNATI | 323497 | $195.3M | 17 | 2026-03-31 | → |
| 317 | BRIGHT PATH SPORTS PARTNERS, LLC | CLEVELAND | 327730 | $194.8M | 4 | 2026-03-31 | → |
| 318 | T.T.G. FINANCIAL, INC. | CANTON | 129004 | $194.0M | 6 | 2026-02-28 | → |
| 319 | FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC | CINCINNATI | 291484 | $193.4M | 4 | 2026-01-31 | → |
| 320 | ENZA FINANCIAL, LLC | INDEPENDENCE | 315827 | $191.2M | 5 | 2026-03-31 | → |
| 321 | MEYER CAPITAL MANAGEMENT LLC. | CINCINNATI | 106904 | $190.8M | 7 | 2026-03-31 | → |
| 322 | BLUESTONE PRIVATE WEALTH, LLC | CLEVELAND | 326055 | $190.4M | 3 | 2026-03-31 | → |
| 323 | TURNCAP MANAGEMENT LLC | BEACHWOOD | 312488 | $189.9M | 2 | 2024-12-31 | → |
| 324 | BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC | CINCINNATI | 328496 | $188.2M | 7 | 2026-03-31 | → |
| 325 | HERITAGE FINANCIAL ADVISORS, LLC | WATERVILLE | 154955 | $188.0M | 1 | 2026-03-31 | → |
| 326 | AXECAP INVESTMENTS, LLC | MASON | 314674 | $186.6M | 8 | 2026-03-31 | → |
| 327 | CENTRICITY WEALTH MANAGEMENT, LLC | WESTERVILLE | 165664 | $185.9M | 3 | 2025-03-31 | → |
| 328 | FIRST MASON FINANCIAL, LLC | MEDINA | 145025 | $185.7M | 3 | 2026-03-31 | → |
| 329 | CLAYMORE CAPITAL PARTNERS, LLC | CINCINNATI | 309944 | $183.9M | 5 | 2026-06-30 | → |
| 330 | ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | DUBLIN | 293819 | $182.4M | 9 | 2026-03-31 | → |
| 331 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | UNIONTOWN | 136583 | $182.3M | 3 | 2025-02-28 | → |
| 332 | CINTRIFUSE FUND MANAGEMENT, LLC | CINCINNATI | 166973 | $180.1M | 8 | 2026-03-31 | → |
| 333 | THE PRIVATE INVESTMENT GROUP, INC. | KETTERING | 128876 | $179.3M | 4 | 2026-03-31 | → |
| 334 | ELTRINGHAM WEALTH PARTNERS, LLC | CINCINNATI | 298885 | $179.0M | 6 | 2026-03-31 | → |
| 335 | FIDUCIARY WEALTH GROUP, LLC | CENTERVILLE | 299711 | $178.0M | 3 | 2026-03-31 | → |
| 336 | SUMMIT CAPITAL INC. | PEPPER PIKE | 121335 | $176.6M | 3 | 2026-03-31 | → |
| 337 | EMVISION CAPITAL ADVISORS, LLC | AURORA | 337827 | $176.4M | 14 | 2026-06-30 | → |
| 338 | LIVELSBERGER, LYNN LOUIS | ASHLAND | 117665 | $176.4M | 4 | 2026-03-31 | → |
| 339 | HERITAGE WEALTH PARTNERS, LLC | DUBLIN | 290276 | $176.3M | 13 | 2025-03-31 | → |
| 340 | ALAN B. LANCZ & ASSOCIATES, INC. | TOLEDO | 105363 | $175.4M | 4 | 2026-03-31 | → |
| 341 | APPALACHIAN CAPITAL MANAGEMENT LTD | ST. CLAIRSVILLE | 120038 | $175.3M | 4 | 2026-03-31 | → |
| 342 | SHUTTLEWORTH & COMPANY | POWELL | 121382 | $173.0M | 3 | 2026-04-30 | → |
| 343 | KENNON-GREEN & COMPANY, LLC | NEW ALBANY | 284713 | $171.4M | 4 | 2026-03-31 | → |
| 344 | PEB CAPITAL MANAGEMENT LLC | COLUMBUS | 315241 | $171.0M | 3 | 2026-02-28 | → |
| 345 | TACTICAL FUND ADVISORS, LLC | CINCINNATI | 298049 | $169.8M | 7 | 2026-04-30 | → |
| 346 | OT FINANCIAL, LLC | TROY | 170738 | $169.8M | 2 | 2026-03-31 | → |
| 347 | MCCARLEY & COOK LLC | CINCINNATI | 310087 | $169.1M | 2 | 2026-03-31 | → |
| 348 | MEYER GATES FINANCIAL ADVISORS, INC | WEST CHESTER | 125046 | $168.7M | 6 | 2026-04-30 | → |
| 349 | SAFE HARBOR WEALTH ADVISORS, LLC | DUBLIN | 284613 | $167.2M | 3 | 2026-04-30 | → |
| 350 | VISION FINANCIAL MANAGEMENT, LLC | CUYAHOGA FALLS | 170003 | $165.7M | 5 | 2026-01-31 | → |
| 351 | M.K. BROWN WEALTH ADVISORY, LLC | OAKWOOD | 121269 | $165.5M | 3 | 2026-02-28 | → |
| 352 | BELL CITY WEALTH, INC. | HILLSBORO | 326354 | $163.3M | 2 | 2026-02-28 | → |
| 353 | LIBERTAS WEALTH MANAGEMENT GROUP, INC. | COLUMBUS | 157769 | $163.1M | 6 | 2026-03-31 | → |
| 354 | SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY | CINCINNATI | 312695 | $162.1M | 4 | 2026-02-28 | → |
| 355 | M3 WEALTH MANAGEMENT, LLC | NORTH ROYALTON | 335612 | $160.2M | 3 | 2026-02-28 | → |
| 356 | HARDING FINANCIAL GROUP, LLC | WESTERVILLE | 135731 | $160.2M | 6 | 2026-06-30 | → |
| 357 | HDA WEALTH MANAGEMENT, LLC | POLAND | 317346 | $159.1M | 2 | 2026-03-31 | → |
| 358 | SKA FINANCIAL SERVICES,INC. | FAIRVIEW PARK | 107348 | $159.1M | 1 | 2026-01-31 | → |
| 359 | RICHWOOD INVESTMENT ADVISORS, LLC | CINCINNATI | 153550 | $155.1M | 1 | 2026-03-31 | → |
| 360 | WORTHINGTON FINANCIAL PARTNERS LLC | WORTHINGTON | 312951 | $153.7M | 6 | 2026-03-31 | → |
| 361 | GRAVER CAPITAL MANAGEMENT, LLC | COLUMBUS | 312515 | $153.5M | 4 | 2026-02-28 | → |
| 362 | INFINITY WEALTH COUNSEL, LLC | LOVELAND | 171959 | $151.9M | 4 | 2026-02-28 | → |
| 363 | ATLANTIS WEALTH ADVISORS LLC | MAUMEE | 169956 | $150.2M | 4 | 2026-03-31 | → |
| 364 | COMPASS FINANCIAL GROUP, INC. | DUBLIN | 130867 | $148.8M | 4 | 2026-02-28 | → |
| 365 | PEERLESS WEALTH LLC | COLUMBUS | 305807 | $148.7M | 3 | 2026-04-30 | → |
| 366 | RABE INVESTMENT CONSULTING GROUP | RICHFIELD | 316029 | $147.3M | 3 | 2026-06-30 | → |
| 367 | THE WEALTH ADVANTAGE GROUP, INC. | COLUMBUS | 122231 | $146.4M | 3 | 2026-03-31 | → |
| 368 | CHAPMAN & CHAPMAN ADVISORS LLC | CHAGRIN FALLS | 122655 | $145.6M | 3 | 2026-03-31 | → |
| 369 | EGSI INVESTMENT MANAGEMENT, INC. | DUBLIN | 171488 | $144.7M | 2 | 2026-06-30 | → |
| 370 | ROSS WEALTH ADVISORS, LLC | COLUMBUS | 304359 | $139.7M | 4 | 2026-06-30 | → |
| 371 | MONETARY SOLUTIONS, LTD. | DAYTON | 121217 | $139.7M | 1 | 2026-03-31 | → |
| 372 | SWP INVESTMENT MANAGEMENT LLC | INDEPENDENCE | 331314 | $138.4M | 5 | 2026-03-31 | → |
| 373 | VANWEELDEN WEALTH MANAGEMENT, LLC | WEST CHESTER TOWNSHIP | 290308 | $136.5M | 6 | 2026-03-31 | → |
| 374 | SCHMITT WEALTH ADVISERS, CORP. | CINCINNATI | 174958 | $135.0M | 3 | 2026-04-30 | → |
| 375 | BISON WEALTH MANAGEMENT, LLC | LYNDHURST | 340724 | $131.0M | 4 | 2026-06-30 | → |
| 376 | MENCH FINANCIAL INC | CINCINNATI | 106689 | $130.6M | 4 | 2026-03-31 | → |
| 377 | LINCOLN DOUGLAS INVESTMENTS, LLC | MOUNT VERNON | 155578 | $130.5M | 27 | 2026-03-31 | → |
| 378 | MESSMER CAPITAL ADVISORS LLC | MILFORD | 305387 | $130.4M | 4 | 2026-03-31 | → |
| 379 | AAN WEALTH ADVISORS LLC | CANTON | 300652 | $130.0M | 10 | 2026-06-30 | → |
| 380 | SEVEN HILLS CAPITAL ADVISORS, LLC | CINCINNATI | 175280 | $130.0M | 1 | 2026-03-31 | → |
| 381 | JCT INVESTMENT COUNSEL, INC. | AKRON | 112571 | $129.1M | 1 | 2026-02-28 | → |
| 382 | 2 KNIGHTS WEALTH MANAGEMENT, LLC | PEPPER PIKE | 307238 | $127.3M | 2 | 2026-04-30 | → |
| 383 | AXIM WEALTH MANAGEMENT LLC | SPRINGBORO | 319618 | $127.2M | 3 | 2026-03-31 | → |
| 384 | ODA AND COMPANY, INC. | MEDINA | 119952 | $125.6M | 3 | 2026-03-31 | → |
| 385 | DEMERS CONSTANCE ELAINE | COLUMBUS | 106702 | $125.3M | 2 | 2026-05-31 | → |
| 386 | GUDORF FINANCIAL GROUP, LLC | DAYTON | 339836 | $121.1M | 4 | 2026-05-31 | → |
| 387 | VAN WINKLE WEALTH MANAGEMENT GROUP LLC | NEWARK | 134813 | $120.8M | 1 | 2026-06-30 | → |
| 388 | WESTERN RESERVE CAPITAL MANAGEMENT, LLC | HUDSON | 329811 | $120.2M | 2 | 2026-01-31 | → |
| 389 | SUMMIT WEALTH MANAGEMENT LLC | AKRON | 226722 | $120.1M | 3 | 2026-05-31 | → |
| 390 | COX FINANCIAL GROUP INC | DUBLIN | 173691 | $119.5M | 4 | 2026-05-31 | → |
| 391 | INDEPENDENCE CAPITAL CO., INC. | PARMA | 24723 | $118.7M | 43 | 2026-06-30 | → |
| 392 | WURZ FINANCIAL SERVICES, LLC | HOLLAND | 331608 | $117.0M | 6 | 2026-06-30 | → |
| 393 | COLBURN WEALTH MANAGEMENT, LLC | GROVE CITY | 157870 | $116.2M | 4 | 2026-06-30 | → |
| 394 | CAPSTONE WEALTH PARTNERS, LTD. | DUBLIN | 152524 | $114.9M | 4 | 2026-06-30 | → |
| 395 | QUEEN CITY CAPITAL MANAGEMENT, LLC | CINCINNATI | 162785 | $114.4M | 2 | 2026-03-31 | → |
| 396 | BLUE JAY FINANCIAL GROUP, LLC | DEFIANCE | 296467 | $113.5M | 9 | 2026-06-30 | → |
| 397 | MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC | MARYSVILLE | 328478 | $112.8M | 20 | 2026-03-31 | → |
| 398 | ALPHA PLANNING AND FINANCIAL SERVICES, INC. | SOLON | 130842 | $112.8M | 5 | 2026-06-30 | → |
| 399 | FINISH WELL RIA LLC | COLUMBUS | 321957 | $109.0M | 2 | 2026-06-30 | → |
| 400 | CAMELOT EVENT-DRIVEN ADVISORS, LLC | MAUMEE | 291798 | $107.8M | 2 | 2026-02-28 | → |
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