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 | |
|---|---|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC | CINCINNATI | 107126 | $93.47B | 157 | 2026-06-30 | → |
| 2 | NATIONWIDE FUND ADVISORS | COLUMBUS | 109391 | $83.14B | 129 | 2026-02-28 | → |
| 3 | MEEDER PUBLIC FUNDS, INC. | DUBLIN | 106816 | $70.16B | 77 | 2026-06-30 | → |
| 4 | MAI CAPITAL MANAGEMENT, LLC | CLEVELAND | 109807 | $52.10B | 562 | 2026-05-31 | → |
| 5 | CLEARSTEAD ADVISORS, LLC | CLEVELAND | 105674 | $33.88B | 280 | 2026-03-31 | → |
| 6 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | AKRON | 117756 | $32.24B | 424 | 2026-06-30 | → |
| 7 | CONSTELLATION INVESTMENTS, INC. | MONTGOMERY | 107528 | $31.48B | 45 | 2026-03-31 | → |
| 8 | TOUCHSTONE ADVISORS INC | CINCINNATI | 107028 | $31.09B | 86 | 2026-03-31 | → |
| 9 | DIAMOND HILL CAPITAL MANAGEMENT INC | COLUMBUS | 110638 | $29.38B | 120 | 2026-05-31 | → |
| 10 | MATSON MONEY, INC. | MASON | 110425 | $24.33B | 69 | 2026-05-31 | → |
| 11 | FUND EVALUATION GROUP, LLC | CINCINNATI | 121658 | $23.86B | 136 | 2026-03-31 | → |
| 12 | JOHNSON INVESTMENT COUNSEL, INC. | CINCINNATI | 117054 | $22.98B | 164 | 2026-05-31 | → |
| 13 | HIGHLAND CONSULTING ASSOCIATES INC. | CLEVELAND | 109834 | $21.93B | 28 | 2026-03-31 | → |
| 14 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | CINCINNATI | 161853 | $21.32B | 25 | 2026-03-31 | → |
| 15 | BAHL & GAYNOR INC | CINCINNATI | 106139 | $20.99B | 79 | 2026-02-28 | → |
| 16 | TOWNSEND HOLDINGS LLC | CLEVELAND | 160006 | $19.64B | 110 | 2026-03-31 | → |
| 17 | BOYD WATTERSON ASSET MANAGEMENT, LLC | CLEVELAND | 107808 | $18.81B | 140 | 2026-03-31 | → |
| 18 | STRATOS WEALTH PARTNERS, LTD | BEACHWOOD | 153184 | $18.65B | 618 | 2026-06-30 | → |
| 19 | NATIONWIDE INVESTMENT ADVISORS, LLC | COLUMBUS | 142373 | $16.73B | 401 | 2026-05-31 | → |
| 20 | NATIONWIDE ASSET MANAGEMENT, LLC | COLUMBUS | 143668 | $15.19B | 212 | 2026-03-31 | → |
| 21 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | CLEVELAND | 286002 | $12.76B | 93 | 2026-03-31 | → |
| 22 | GATEWAY INVESTMENT ADVISERS, LLC | CINCINNATI | 146681 | $11.59B | 28 | 2026-04-30 | → |
| 23 | FIFTH THIRD SECURITIES, INC. | CINCINNATI | 628 | $10.92B | 13,533 | 2026-06-30 | → |
| 24 | BARTLETT & CO. WEALTH MANAGEMENT LLC | CINCINNATI | 292246 | $10.25B | 84 | 2026-03-31 | → |
| 25 | IDR INVESTMENT MANAGEMENT, LLC | INDEPENDENCE | 286208 | $10.19B | 15 | 2026-03-31 | → |
| 26 | VALMARK ADVISERS INC | AKRON | 108050 | $10.17B | 280 | 2026-06-30 | → |
| 27 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | CINCINNATI | 171615 | $9.68B | 9 | 2026-02-28 | → |
| 28 | KEY INVESTMENT SERVICES LLC | BROOKLYN | 136300 | $8.88B | 1,325 | 2026-06-30 | → |
| 29 | PCM MANAGEMENT ADVISOR, LLC | CHAGRIN FALLS | 323946 | $7.89B | 495 | 2026-04-30 | → |
| 30 | THE HUNTINGTON INVESTMENT COMPANY | COLUMBUS | 16986 | $7.89B | 520 | 2026-03-31 | → |
| 31 | FIFTH THIRD WEALTH ADVISORS LLC | CINCINNATI | 313015 | $7.80B | 83 | 2026-03-31 | → |
| 32 | MGO ONE SEVEN LLC | BEACHWOOD | 283087 | $7.72B | 264 | 2026-04-30 | → |
| 33 | PEPPERTREE CAPITAL MANAGEMENT INC. | CHAGRIN FALLS | 163215 | $7.64B | 39 | 2025-03-31 | → |
| 34 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | PEPPER PIKE | 150488 | $7.51B | 69 | 2026-04-30 | → |
| 35 | TRUEPOINT, INC. | CINCINNATI | 105664 | $6.39B | 103 | 2026-03-31 | → |
| 36 | ORG PORTFOLIO MANAGEMENT LLC | BEACHWOOD | 130198 | $6.38B | 22 | 2026-03-31 | → |
| 37 | TFO WEALTH PARTNERS, LLC | MAUMEE | 124407 | $5.66B | 67 | 2026-04-30 | → |
| 38 | STRATOS WEALTH ADVISORS LLC | BEACHWOOD | 283816 | $5.57B | 170 | 2026-06-30 | → |
| 39 | QUADRANT CAPITAL GROUP LLC | CINCINNATI | 147253 | $5.40B | 26 | 2026-02-28 | → |
| 40 | VENTURE VISIONARY PARTNERS LLC | SYLVANIA | 304237 | $5.24B | 46 | 2026-03-31 | → |
| 41 | WELLSPRING FINANCIAL ADVISORS, LLC | CLEVELAND | 143112 | $5.06B | 31 | 2026-06-30 | → |
| 42 | DAYMARK WEALTH PARTNERS, LLC | CINCINNATI | 320878 | $5.04B | 40 | 2026-02-28 | → |
| 43 | ROCKBRIDGE CAPITAL, LLC | COLUMBUS | 161078 | $5.01B | 125 | 2026-05-31 | → |
| 44 | HAMILTON CAPITAL, LLC | COLUMBUS | 109116 | $4.94B | 90 | 2026-04-30 | → |
| 45 | ANCORA ADVISORS LLC | MAYFIELD HEIGHTS | 124674 | $4.61B | 46 | 2026-03-31 | → |
| 46 | C2P CAPITAL ADVISORY GROUP, LLC | WESTLAKE | 156480 | $4.39B | 244 | 2026-03-31 | → |
| 47 | DRIVE CAPITAL LLC | COLUMBUS | 169002 | $4.38B | 30 | 2026-06-30 | → |
| 48 | PCA INVESTMENT ADVISORY SERVICES, INC. | CINCINNATI | 123475 | $4.31B | 15 | 2026-03-31 | → |
| 49 | BEACON CAPITAL MANAGEMENT, INC. | DAYTON | 120641 | $4.26B | 44 | 2026-03-31 | → |
| 50 | ANCORA PRIVATE WEALTH ADVISORS, LLC | CLEVELAND | 124845 | $3.90B | 53 | 2026-04-30 | → |
| 51 | SENIORS HOUSING FUND MANAGER LLC | TOLEDO | 334006 | $3.79B | 40 | 2026-03-31 | → |
| 52 | CM WEALTH ADVISORS LLC | BEACHWOOD | 119467 | $3.60B | 24 | 2026-03-31 | → |
| 53 | MEEDER ASSET MANAGEMENT, INC | DUBLIN | 105794 | $3.33B | 52 | 2026-03-31 | → |
| 54 | STRATOS INVESTMENT MANAGEMENT, LLC | BEACHWOOD | 283850 | $3.31B | 89 | 2026-06-30 | → |
| 55 | GLASFUNDS, LLC | CLEVELAND | 150884 | $3.28B | 36 | 2026-03-31 | → |
| 56 | ON INVESTMENT MANAGEMENT CO | CINCINNATI | 105662 | $3.15B | 196 | 2026-04-30 | → |
| 57 | FAIRWAY WEALTH LLC | INDEPENDENCE | 311031 | $2.98B | 23 | 2026-03-31 | → |
| 58 | MARCUM WEALTH, LLC | CLEVELAND | 134628 | $2.97B | 38 | 2025-05-31 | → |
| 59 | SJS INVESTMENT CONSULTING INC | SYLVANIA | 107219 | $2.94B | 25 | 2026-06-30 | → |
| 60 | FOSTER & MOTLEY, INC. | CINCINNATI | 106905 | $2.94B | 51 | 2026-03-31 | → |
| 61 | WINDSOR ADVISORY GROUP, LLC | COLUMBUS | 122266 | $2.92B | 22 | 2026-03-31 | → |
| 62 | MEEDER ADVISORY SERVICES, INC | DUBLIN | 106814 | $2.86B | 73 | 2026-04-30 | → |
| 63 | CINCINNATI ASSET MANAGEMENT INC | CINCINNATI | 104946 | $2.53B | 15 | 2026-03-31 | → |
| 64 | REVISOR WEALTH MANAGEMENT LLC | AKRON | 169814 | $2.53B | 11 | 2026-05-31 | → |
| 65 | EVERHART FINANCIAL GROUP INC | DUBLIN | 107091 | $2.46B | 59 | 2026-06-30 | → |
| 66 | GRYPHON FINANCIAL PARTNERS, LLC | COLUMBUS | 288210 | $2.44B | 31 | 2026-06-30 | → |
| 67 | ALIGN CAPITAL PARTNERS, LP | SHAKER HEIGHTS | 284487 | $2.41B | 35 | 2026-03-31 | → |
| 68 | SUMMIT FINANCIAL STRATEGIES INC | COLUMBUS | 110112 | $2.31B | 35 | 2026-02-28 | → |
| 69 | FEG INVESTMENT SERVICES, LLC | CINCINNATI | 281516 | $2.23B | 13 | 2026-03-31 | → |
| 70 | WEALTHQUEST CORPORATION | CINCINNATI | 141473 | $2.22B | 42 | 2026-03-31 | → |
| 71 | PDS PLANNING INC | DUBLIN | 106895 | $2.17B | 19 | 2026-03-31 | → |
| 72 | OCTAVIA WEALTH ADVISORS LLC | CINCINNATI | 306909 | $2.15B | 45 | 2026-06-30 | → |
| 73 | PINNACLE WEALTH PLANNING SERVICES, INC. | MANSFIELD | 106817 | $2.14B | 35 | 2026-06-30 | → |
| 74 | L.M. KOHN & COMPANY | CINCINNATI | 27913 | $2.09B | 85 | 2025-04-30 | → |
| 75 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | MIAMISBURG | 107316 | $2.07B | 34 | 2026-03-31 | → |
| 76 | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | CANTON | 109882 | $2.06B | 14 | 2026-03-31 | → |
| 77 | FOUNDRY PARTNERS, LLC | CLEVELAND | 164863 | $2.05B | 17 | 2025-03-31 | → |
| 78 | MEYERS WEALTH MANAGEMENT, LLC | COLUMBUS | 289801 | $1.93B | 10 | 2026-05-31 | → |
| 79 | WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC | WESTERVILLE | 157766 | $1.83B | 8 | 2026-03-31 | → |
| 80 | OAK ASSOCIATES LTD | AKRON | 108874 | $1.78B | 8 | 2026-03-31 | → |
| 81 | KMG FIDUCIARY PARTNERS, LLC | TOLEDO | 298331 | $1.67B | 16 | 2026-05-31 | → |
| 82 | STRATEGIC WEALTH PARTNERS, LTD. | INDEPENDENCE | 148586 | $1.64B | 24 | 2026-03-31 | → |
| 83 | ACCOLADE INVESTMENT ADVISORY, LLC | COLUMBUS | 145635 | $1.60B | 6 | 2026-03-31 | → |
| 84 | ANCORA RETIREMENT PLAN ADVISORS, LLC | CLEVELAND | 31256 | $1.53B | 41 | 2026-03-31 | → |
| 85 | OPUS CAPITAL GROUP, LLC | CINCINNATI | 106528 | $1.51B | 7 | 2026-03-31 | → |
| 86 | HORAN WEALTH, LLC | CINCINNATI | 333974 | $1.47B | 32 | 2026-06-30 | → |
| 87 | FEG PRIVATE INVESTORS, LLC | CINCINNATI | 156458 | $1.47B | 24 | 2026-03-31 | → |
| 88 | BLUE POINT CAPITAL PARTNERS LLC | CLEVELAND | 157031 | $1.44B | 30 | 2026-03-31 | → |
| 89 | MPE MGT. CO., LLC | CLEVELAND | 281787 | $1.44B | 26 | 2026-03-31 | → |
| 90 | UNITED ADVISOR GROUP, LLC | CINCINNATI | 324205 | $1.43B | 69 | 2026-04-30 | → |
| 91 | AA FINANCIAL ADVISORS, LLC | COLUMBUS | 119829 | $1.42B | 29 | 2026-06-30 | → |
| 92 | SOUDERS FINANCIAL ADVISORS, LLC | CINCINNATI | 296780 | $1.41B | 21 | 2026-03-31 | → |
| 93 | FSM WEALTH ADVISORS, LLC | CLEVELAND | 298904 | $1.39B | 27 | 2026-03-31 | → |
| 94 | CAPITAL ADVISORS, LTD., LLC | SHAKER HEIGHTS | 153600 | $1.37B | 14 | 2026-03-31 | → |
| 95 | WESTMINSTER FINANCIAL ADVISORY CORP | BEAVERCREEK | 110283 | $1.36B | 43 | 2026-03-31 | → |
| 96 | GRIES FINANCIAL LLC | CLEVELAND | 110031 | $1.35B | 30 | 2025-08-31 | → |
| 97 | MCDONALD PARTNERS LLC | CLEVELAND | 135414 | $1.28B | 29 | 2026-06-30 | → |
| 98 | WEALTH DIMENSIONS GROUP, LTD. | CINCINNATI | 107618 | $1.24B | 21 | 2026-03-31 | → |
| 99 | HENGEHOLD CAPITAL MANAGEMENT LLC | CINCINNATI | 107700 | $1.23B | 11 | 2026-03-31 | → |
| 100 | HAUSER RETIREMENT SOLUTIONS 2 LLC | CINCINNATI | 299959 | $1.21B | 5 | 2026-04-30 | → |
Related Lists
Sleeve414 firms · 2026-06-30