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 | |
|---|---|---|---|---|---|---|---|
| 101 | BEACON CAPITAL MANAGEMENT, INC. | DAYTON | 120641 | $4.26B | 44 | 2026-03-31 | → |
| 102 | ANCORA ALTERNATIVES LLC | CLEVELAND | 311902 | $1.13B | 54 | 2026-03-31 | → |
| 103 | DEAN INVESTMENT ASSOCIATES, LLC | BEAVERCREEK | 104635 | $909.3M | 10 | 2026-03-31 | → |
| 104 | SHAFFER CAPITAL ADVISERS, LLC | WESTERVILLE | 150106 | $211.1M | 7 | 2026-05-31 | → |
| 105 | TRUEBLOOD WEALTH MANAGEMENT, LLC | LIMA | 321659 | $474.1M | 3 | 2026-03-31 | → |
| 106 | CAPITAL ADVISORS, LTD., LLC | SHAKER HEIGHTS | 153600 | $1.37B | 14 | 2026-03-31 | → |
| 107 | INVESTMENT PARTNERS LTD | NEW PHILADELPHIA | 108913 | $892.3M | 20 | 2026-05-31 | → |
| 108 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | MANSFIELD | 286093 | $850.6M | 30 | 2026-06-30 | → |
| 109 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. | CLEVELAND | 282906 | $76.6M | 0 | 2026-03-31 | → |
| 110 | PLANNED FINANCIAL SERVICES, LLC | CLEVELAND | 112879 | $472.5M | 13 | 2026-02-28 | → |
| 111 | HERITAGE FINANCIAL ADVISORS, LLC | WATERVILLE | 154955 | $188.0M | 1 | 2026-03-31 | → |
| 112 | PEPPERTREE CAPITAL MANAGEMENT INC. | CHAGRIN FALLS | 163215 | $7.64B | 39 | 2025-03-31 | → |
| 113 | UNITED ADVISOR GROUP, LLC | CINCINNATI | 324205 | $1.43B | 69 | 2026-04-30 | → |
| 114 | MODERN PORTFOLIO MANAGEMENT INC | HOLLAND | 104926 | $1.04B | 18 | 2026-05-31 | → |
| 115 | FSM WEALTH ADVISORS, LLC | CLEVELAND | 298904 | $1.39B | 27 | 2026-03-31 | → |
| 116 | FOSTER & MOTLEY, INC. | CINCINNATI | 106905 | $2.94B | 51 | 2026-03-31 | → |
| 117 | HIXON ZUERCHER, LLC | FINDLAY | 123465 | $487.7M | 11 | 2026-04-30 | → |
| 118 | WELLS TRECASO FINANCIAL GROUP, LLC | AKRON | 289899 | $533.3M | 6 | 2025-03-31 | → |
| 119 | VANTAGE FINANCIAL GROUP, INC. | CLEVELAND | 105950 | $866.9M | 60 | 2026-03-31 | → |
| 120 | HENDLEY & CO INC | ZANESVILLE | 110465 | $438.2M | 5 | 2026-06-30 | → |
| 121 | BALANCED WEALTH GROUP LLC | WESTLAKE | 328007 | $494.1M | 12 | 2026-06-30 | → |
| 122 | GARLIKOV ADVISORS INC | COLUMBUS | 112352 | $207.6M | 4 | 2026-03-31 | → |
| 123 | WHITCOMB & HESS, INC. | ASHLAND | 121064 | $490.7M | 31 | 2026-02-28 | → |
| 124 | PINNACLE WEALTH PLANNING SERVICES, INC. | MANSFIELD | 106817 | $2.14B | 35 | 2026-06-30 | → |
| 125 | HORAN CAPITAL ADVISORS, LLC | CINCINNATI | 152888 | $595.9M | 14 | 2025-03-31 | → |
| 126 | WELLSPRING FINANCIAL ADVISORS, LLC | CLEVELAND | 143112 | $5.06B | 31 | 2026-06-30 | → |
| 127 | VELA INVESTMENT MANAGEMENT, LLC | NEW ALBANY | 306678 | $562.9M | 29 | 2026-03-31 | → |
| 128 | EGSI INVESTMENT MANAGEMENT, INC. | DUBLIN | 171488 | $144.7M | 2 | 2026-06-30 | → |
| 129 | DBK FINANCIAL COUNSEL, LLC | CUYAHOGA FALLS | 170688 | $199.5M | 4 | 2026-02-28 | → |
| 130 | VIRTERA PARTNERS LLC | PEPPER PIKE | 308187 | $451.8M | 5 | 2026-03-31 | → |
| 131 | QUADRANT CAPITAL GROUP LLC | CINCINNATI | 147253 | $5.40B | 26 | 2026-02-28 | → |
| 132 | PARK EDGE ADVISORS, LLC | CLEVELAND | 317521 | $522.5M | 8 | 2026-05-31 | → |
| 133 | AA FINANCIAL ADVISORS, LLC | COLUMBUS | 119829 | $1.42B | 29 | 2026-06-30 | → |
| 134 | OT FINANCIAL, LLC | TROY | 170738 | $169.8M | 2 | 2026-03-31 | → |
| 135 | SCHULHOFF & CO INC | CINCINNATI | 105264 | $286.3M | 4 | 2026-03-31 | → |
| 136 | RESERVOIR RETIREMENT MANAGEMENT, LLC | LIMA | 293131 | $208.8M | 2 | 2026-02-28 | → |
| 137 | NORTH POINT PORTFOLIO MANAGERS CORPORATION | ORANGE VILLAGE | 111257 | $773.3M | 7 | 2026-03-31 | → |
| 138 | NORTH STAR ADVISORY GROUP, LLC | BEACHWOOD | 171694 | $289.1M | 7 | 2026-03-31 | → |
| 139 | SUMMIT FINANCIAL STRATEGIES INC | COLUMBUS | 110112 | $2.31B | 35 | 2026-02-28 | → |
| 140 | MENCH FINANCIAL INC | CINCINNATI | 106689 | $130.6M | 4 | 2026-03-31 | → |
| 141 | THE JENTNER CORPORATION | AKRON | 105248 | $575.1M | 10 | 2025-05-31 | → |
| 142 | WEALTH PLANNING CORP | CINCINNATI | 105369 | $518.2M | 10 | 2025-03-31 | → |
| 143 | TYLER-STONE WEALTH MANAGEMENT, LLC | BEACHWOOD | 173667 | $598.9M | 25 | 2025-06-30 | → |
| 144 | SWS PARTNERS, LLC | COLUMBUS | 281838 | $442.6M | 6 | 2026-06-30 | → |
| 145 | THE JOSEPH GROUP LLC | COLUMBUS | 165311 | $1.09B | 25 | 2026-03-31 | → |
| 146 | SCHEAR INVESTMENT ADVISERS, LLC | CINCINNATI | 146401 | $268.8M | 3 | 2026-05-31 | → |
| 147 | RIGHTWEALTH ADVISORS, LLC | MIAMISBURG | 300656 | $229.3M | 4 | 2026-03-31 | → |
| 148 | THOR INVESTMENT MANAGEMENT INC | CINCINNATI | 105902 | $678.7M | 15 | 2026-05-31 | → |
| 149 | GGM FINANCIAL LLC | COLUMBUS | 327008 | $513.0M | 11 | 2026-03-31 | → |
| 150 | NATIONWIDE INVESTMENT ADVISORS, LLC | COLUMBUS | 142373 | $16.73B | 401 | 2026-05-31 | → |
| 151 | ATLAS WEALTH LLC | CINCINNATI | 321832 | $872.6M | 7 | 2026-04-30 | → |
| 152 | T.T.G. FINANCIAL, INC. | CANTON | 129004 | $194.0M | 6 | 2026-02-28 | → |
| 153 | HARDY & HARDY CO LLC | LIMA | 145088 | $269.4M | 2 | 2026-01-31 | → |
| 154 | ARDENT CAPITAL MANAGEMENT, INC. | CINCINNATI | 108264 | $327.0M | 5 | 2026-03-31 | → |
| 155 | BEACON FINANCIAL ADVISORY LLC | CLEVELAND | 174334 | $900.7M | 13 | 2026-03-31 | → |
| 156 | GAME PLAN FINANCIAL ADVISORS, LLC | WESTLAKE, OH | 147608 | $254.7M | 5 | 2026-03-31 | → |
| 157 | KELLETT WEALTH ADVISORS, LLC | CINCINNATI | 287571 | $344.0M | 4 | 2026-02-28 | → |
| 158 | ENZA FINANCIAL, LLC | INDEPENDENCE | 315827 | $191.2M | 5 | 2026-03-31 | → |
| 159 | HORTER INVESTMENT MANAGEMENT, LLC | CINCINNATI | 119880 | $314.5M | 43 | 2026-04-30 | → |
| 160 | J.W. COONS ADVISORS, LLC | COLUMBUS | 129067 | $587.0M | 9 | 2025-04-30 | → |
| 161 | SHAKER INVESTMENTS, L.L.C. | BEACHWOOD | 119135 | $258.8M | 9 | 2026-03-31 | → |
| 162 | MIAMI VALLEY PORTFOLIO MANAGEMENT INC | BROOKVILLE | 106389 | $218.6M | 5 | 2026-03-31 | → |
| 163 | FRAZIER FINANCIAL ADVISORS, LLC | COLUMBUS | 106649 | $1.16B | 20 | 2026-04-30 | → |
| 164 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | ASHLAND | 157925 | $237.6M | 5 | 2026-01-31 | → |
| 165 | JERICHO FINANCIAL, LLP | WESTERVILLE | 288801 | $220.0M | 3 | 2026-02-28 | → |
| 166 | INVEST CAPITAL PARTNERS, CO. | SPRINGBORO | 287987 | $271.9M | 13 | 2026-01-31 | → |
| 167 | AUXIN GROUP WEALTH MANAGEMENT, LLC | AKRON | 226599 | $304.2M | 6 | 2025-03-31 | → |
| 168 | CROAK ASSET MANAGEMENT, LLC | TOLEDO | 297666 | $363.9M | 6 | 2026-04-30 | → |
| 169 | HORAN SECURITIES, INC. | CINCINNATI | 40794 | $698.2M | 27 | 2025-03-31 | → |
| 170 | ELLSWORTH ADVISORS, LLC | HUDSON | 297464 | $1.19B | 16 | 2026-02-28 | → |
| 171 | ARTIFEX FINANCIAL GROUP, LLC | OAKWOOD | 140643 | $328.7M | 5 | 2026-03-31 | → |
| 172 | RABE INVESTMENT CONSULTING GROUP | RICHFIELD | 316029 | $147.3M | 3 | 2026-06-30 | → |
| 173 | HFG ADVISORS, INC. | CINCINNATI | 282027 | $426.7M | 9 | 2026-04-30 | → |
| 174 | BELL CITY WEALTH, INC. | HILLSBORO | 326354 | $163.3M | 2 | 2026-02-28 | → |
| 175 | KMG FIDUCIARY PARTNERS, LLC | TOLEDO | 298331 | $1.67B | 16 | 2026-05-31 | → |
| 176 | ADVANCED ASSET MANAGEMENT ADVISORS, INC. | DUBLIN | 119859 | $651.3M | 8 | 2026-03-31 | → |
| 177 | ST. CLAIR ADVISORS, LLC | MAYFIELD HEIGHTS | 155064 | $997.6M | 12 | 2026-03-31 | → |
| 178 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | BRATENAHL | 174335 | $382.0M | 2 | 2026-03-31 | → |
| 179 | WEALTHQUEST CORPORATION | CINCINNATI | 141473 | $2.22B | 42 | 2026-03-31 | → |
| 180 | JAMES REED FINANCIAL SERVICES, INC. | CLEVELAND | 112179 | $388.6M | 10 | 2026-03-31 | → |
| 181 | PARADIGM WEALTH MANAGEMENT, LLC | WESTLAKE | 148662 | $563.4M | 7 | 2026-03-31 | → |
| 182 | AFFINITY WEALTH LLC | CANTON | 285169 | $217.5M | 5 | 2026-06-30 | → |
| 183 | REBEL FINANCIAL, LLC. | GROVEPORT | 168263 | $370.5M | 6 | 2026-03-31 | → |
| 184 | HICKORY ASSET MANAGEMENT, INC. | CONCORD | 167955 | $249.3M | 3 | 2025-03-31 | → |
| 185 | ASPIRING VENTURES, LLC | CINCINNATI | 282891 | $569.5M | 2 | 2026-06-30 | → |
| 186 | GATEPASS CAPITAL, LLC | INDEPENDENCE | 329404 | $299.1M | 8 | 2026-06-30 | → |
| 187 | FOURTH DIMENSION WEALTH, LLC | MIDDLEBURG HEIGHTS | 306703 | $356.4M | 16 | 2026-06-30 | → |
| 188 | TOTAL WEALTH PLANNING, LLC | CINCINNATI | 174434 | $1.18B | 20 | 2025-12-31 | → |
| 189 | MUNN WEALTH MANAGEMENT, LLC | MAUMEE | 174414 | $242.3M | 10 | 2026-05-31 | → |
| 190 | SKA FINANCIAL SERVICES,INC. | FAIRVIEW PARK | 107348 | $159.1M | 1 | 2026-01-31 | → |
| 191 | ACCENT CAPITAL MANAGEMENT, LLC | CENTERVILLE | 319275 | $382.7M | 7 | 2026-03-31 | → |
| 192 | POLARIS FINANCIAL PARTNERS, LLC | WESTERVILLE | 299258 | $226.0M | 3 | 2026-04-30 | → |
| 193 | YARGER WEALTH STRATEGIES, LLC | WESTERVILLE | 310207 | $529.7M | 4 | 2026-03-31 | → |
| 194 | ALAN B. LANCZ & ASSOCIATES, INC. | TOLEDO | 105363 | $175.4M | 4 | 2026-03-31 | → |
| 195 | WARTHER PRIVATE WEALTH, LLC | AKRON | 125145 | $371.3M | 9 | 2025-03-31 | → |
| 196 | RUGGAARD & ASSOCIATES, LLC | HUDSON | 107489 | $368.6M | 10 | 2026-03-31 | → |
| 197 | BIRCHCREEK WEALTH MANAGEMENT, LLC | MIAMI TOWNSHIP | 304207 | $300.1M | 5 | 2026-02-28 | → |
| 198 | EUKLES ASSET MANAGEMENT, LLC | CINCINNATI | 156649 | $341.1M | 5 | 2026-03-31 | → |
| 199 | ATLANTIS WEALTH ADVISORS LLC | MAUMEE | 169956 | $150.2M | 4 | 2026-03-31 | → |
| 200 | LESJAK PLANNING, LLC | WESTLAKE | 110090 | $396.0M | 7 | 2026-03-31 | → |
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