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 | |
|---|---|---|---|---|---|---|---|
| 101 | JAMES INVESTMENT RESEARCH INC | XENIA | 110433 | $1.21B | 15 | 2026-05-31 | → |
| 102 | VAN CLEEF ASSET MANAGEMENT INC | BEACHWOOD | 105768 | $1.21B | 6 | 2026-03-31 | → |
| 103 | ELLSWORTH ADVISORS, LLC | HUDSON | 297464 | $1.19B | 16 | 2026-02-28 | → |
| 104 | TCP ASSET MANAGEMENT, LLC | UPPER ARLINGTON | 286037 | $1.18B | 43 | 2026-02-28 | → |
| 105 | TOTAL WEALTH PLANNING, LLC | CINCINNATI | 174434 | $1.18B | 20 | 2025-12-31 | → |
| 106 | GREAT LAKES RETIREMENT, INC. | SANDUSKY | 146608 | $1.16B | 27 | 2026-03-31 | → |
| 107 | FRAZIER FINANCIAL ADVISORS, LLC | COLUMBUS | 106649 | $1.16B | 20 | 2026-04-30 | → |
| 108 | ANCORA ALTERNATIVES LLC | CLEVELAND | 311902 | $1.13B | 54 | 2026-03-31 | → |
| 109 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | AKRON | 138851 | $1.12B | 9 | 2026-03-31 | → |
| 110 | THE JOSEPH GROUP LLC | COLUMBUS | 165311 | $1.09B | 25 | 2026-03-31 | → |
| 111 | LINEWEAVER WEALTH ADVISORS, LLC | VALLEY VIEW | 173310 | $1.08B | 21 | 2026-03-31 | → |
| 112 | BPS WEALTH ADVISORS, INC. | CANFIELD | 106249 | $1.08B | 5 | 2026-04-30 | → |
| 113 | RANDOLPH CO INC | CINCINNATI | 104868 | $1.08B | 6 | 2026-03-31 | → |
| 114 | TIMBER BAY PARTNERS, LLC | CINCINNATI | 286653 | $1.05B | 9 | 2026-06-30 | → |
| 115 | MODERN PORTFOLIO MANAGEMENT INC | HOLLAND | 104926 | $1.04B | 18 | 2026-05-31 | → |
| 116 | ST. CLAIR ADVISORS, LLC | MAYFIELD HEIGHTS | 155064 | $997.6M | 12 | 2026-03-31 | → |
| 117 | RIVERVIEW RESEARCH, LLC | INDEPENDENCE | 162318 | $990.8M | 3 | 2026-03-31 | → |
| 118 | RITTER DANIHER FINANCIAL ADVISORY LLC | CINCINNATI | 321827 | $936.5M | 15 | 2026-03-31 | → |
| 119 | PEAK WEALTH SOLUTIONS, INC. | PEPPER PIKE | 127391 | $911.6M | 10 | 2026-03-31 | → |
| 120 | DEAN INVESTMENT ASSOCIATES, LLC | BEAVERCREEK | 104635 | $909.3M | 10 | 2026-03-31 | → |
| 121 | FORMIDABLE ASSET MANAGEMENT, LLC | CINCINNATI | 167555 | $903.0M | 21 | 2026-03-31 | → |
| 122 | BEACON FINANCIAL ADVISORY LLC | CLEVELAND | 174334 | $900.7M | 13 | 2026-03-31 | → |
| 123 | INVESTMENT PARTNERS LTD | NEW PHILADELPHIA | 108913 | $892.3M | 20 | 2026-05-31 | → |
| 124 | ATLAS WEALTH LLC | CINCINNATI | 321832 | $872.6M | 7 | 2026-04-30 | → |
| 125 | CANOPY PARTNERS, LLC | CINCINNATI | 324812 | $869.0M | 7 | 2026-03-31 | → |
| 126 | VANTAGE FINANCIAL GROUP, INC. | CLEVELAND | 105950 | $866.9M | 60 | 2026-03-31 | → |
| 127 | TSG ADVICE PARTNERS, LLC | COLUMBUS | 305999 | $866.5M | 16 | 2026-03-31 | → |
| 128 | BRASS TAX WEALTH MANAGEMENT, INC. | CINCINNATI | 285249 | $860.2M | 29 | 2025-03-31 | → |
| 129 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | MANSFIELD | 286093 | $850.6M | 30 | 2026-06-30 | → |
| 130 | HPE CAPITAL MANAGEMENT II, LLC | CINCINNATI | 283607 | $840.5M | 6 | 2026-05-31 | → |
| 131 | LAKERIDGE WEALTH MANAGEMENT LLC | MENTOR | 314071 | $805.4M | 22 | 2026-06-30 | → |
| 132 | TEMPO WEALTH, LLC | INDEPENDENCE | 336316 | $804.3M | 12 | 2026-03-31 | → |
| 133 | THE O'DELL GROUP, LLC | CINCINNATI | 119850 | $803.3M | 15 | 2025-03-31 | → |
| 134 | STRATEGIC VALUE BANK PARTNERS LLC | CLEVELAND | 282228 | $774.1M | 7 | 2026-03-31 | → |
| 135 | NORTH POINT PORTFOLIO MANAGERS CORPORATION | ORANGE VILLAGE | 111257 | $773.3M | 7 | 2026-03-31 | → |
| 136 | CYPRIUM INVESTMENT PARTNERS LLC | CLEVELAND | 160746 | $760.2M | 19 | 2026-03-31 | → |
| 137 | G2 CAPITAL MANAGEMENT, LLC | COLUMBUS | 286521 | $756.5M | 6 | 2026-03-31 | → |
| 138 | WALLER FINANCIAL PLANNING GROUP, INC. | COLUMBUS | 159564 | $747.8M | 11 | 2026-03-31 | → |
| 139 | BEACON FINANCIAL GROUP, INC. | AURORA | 317775 | $745.9M | 7 | 2025-03-31 | → |
| 140 | JOHN E. SESTINA AND COMPANY | COLUMBUS | 108634 | $744.0M | 19 | 2026-03-31 | → |
| 141 | FINANCIAL MANAGEMENT STRATEGIES, INC. | BROADVIEW HTS. | 120818 | $714.2M | 23 | 2026-03-31 | → |
| 142 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | WESTERVILLE | 298254 | $709.7M | 7 | 2026-05-31 | → |
| 143 | HORAN SECURITIES, INC. | CINCINNATI | 40794 | $698.2M | 27 | 2025-03-31 | → |
| 144 | EICHNER INVESTMENT PLANNING, LLC | CINCINNATI | 128215 | $692.1M | 1 | 2026-03-31 | → |
| 145 | RIVER CITIES MANAGEMENT, INC. (F.K.A. MAYFIELD & ROBINSON, INC.) | CINCINNATI | 162297 | $682.1M | 18 | 2026-03-31 | → |
| 146 | THOR INVESTMENT MANAGEMENT INC | CINCINNATI | 105902 | $678.7M | 15 | 2026-05-31 | → |
| 147 | ROCKPORT WEALTH, LLC | FAIRVIEW PARK | 297122 | $676.4M | 15 | 2026-05-31 | → |
| 148 | DEMMING FINANCIAL SERVICES CORP. | AURORA | 120106 | $675.7M | 11 | 2025-09-30 | → |
| 149 | HARVEST FINANCIAL ADVISORS, LLC | WEST CHESTER | 145552 | $671.0M | 9 | 2026-03-31 | → |
| 150 | TRINITY FINANCIAL ADVISORS LLC | COLUMBUS | 133191 | $670.0M | 9 | 2026-04-30 | → |
| 151 | ADVANCED ASSET MANAGEMENT ADVISORS, INC. | DUBLIN | 119859 | $651.3M | 8 | 2026-03-31 | → |
| 152 | PEAK RETIREMENT PLANNING, INC. | COLUMBUS | 317592 | $631.0M | 22 | 2026-05-31 | → |
| 153 | DAGCO, INC. | WESTLAKE | 106950 | $628.7M | 8 | 2026-02-28 | → |
| 154 | WINSLOW ASSET MANAGEMENT INC | BEACHWOOD | 106337 | $626.7M | 6 | 2026-03-31 | → |
| 155 | WEALTH DIMENSIONS FAMILY OFFICE, INC | CINCINNATI | 266787 | $625.9M | 16 | 2025-09-30 | → |
| 156 | KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC | DUBLIN | 173079 | $609.9M | 13 | 2026-05-31 | → |
| 157 | HERITAGE WEALTH MANAGEMENT INC. | CINCINNATI | 312545 | $604.7M | 6 | 2026-03-31 | → |
| 158 | TYLER-STONE WEALTH MANAGEMENT, LLC | BEACHWOOD | 173667 | $598.9M | 25 | 2025-06-30 | → |
| 159 | HORAN CAPITAL ADVISORS, LLC | CINCINNATI | 152888 | $595.9M | 14 | 2025-03-31 | → |
| 160 | GERBER, LLC | COLUMBUS | 120039 | $592.1M | 17 | 2026-03-31 | → |
| 161 | CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC | DUBLIN | 119695 | $588.7M | 6 | 2026-03-31 | → |
| 162 | J.W. COONS ADVISORS, LLC | COLUMBUS | 129067 | $587.0M | 9 | 2025-04-30 | → |
| 163 | CITYMARK CAPITAL MANAGEMENT COMPANY LLC | CLEVELAND | 291405 | $582.8M | 12 | 2026-04-30 | → |
| 164 | THE JENTNER CORPORATION | AKRON | 105248 | $575.1M | 10 | 2025-05-31 | → |
| 165 | KEIDAN FINANCIAL CONSULTANTS LLC | COLUMBUS | 108093 | $574.9M | 3 | 2026-03-31 | → |
| 166 | PRASAD WEALTH PARTNERS, LLC | INDEPENDENCE | 332507 | $572.1M | 11 | 2026-05-31 | → |
| 167 | ASPIRING VENTURES, LLC | CINCINNATI | 282891 | $569.5M | 2 | 2026-06-30 | → |
| 168 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | CLEVELAND | 111144 | $565.5M | 5 | 2026-03-31 | → |
| 169 | PARADIGM WEALTH MANAGEMENT, LLC | WESTLAKE | 148662 | $563.4M | 7 | 2026-03-31 | → |
| 170 | VELA INVESTMENT MANAGEMENT, LLC | NEW ALBANY | 306678 | $562.9M | 29 | 2026-03-31 | → |
| 171 | BROADLEAF PARTNERS, LLC | HUDSON | 137433 | $551.3M | 7 | 2026-06-30 | → |
| 172 | ADAPTIVE FINANCIAL CONSULTING, LLC | BEACHWOOD | 288185 | $547.1M | 8 | 2026-03-31 | → |
| 173 | RESILIENCE MANAGEMENT, LLC | CLEVELAND | 157006 | $546.3M | 8 | 2026-03-31 | → |
| 174 | GOLDEN RESERVE RETIREMENT, LLC | DUBLIN | 283588 | $544.3M | 45 | 2026-03-31 | → |
| 175 | NATIONAL WEALTH MANAGEMENT GROUP, LLC | CINCINNATI | 174883 | $534.9M | 18 | 2026-04-30 | → |
| 176 | WELLS TRECASO FINANCIAL GROUP, LLC | AKRON | 289899 | $533.3M | 6 | 2025-03-31 | → |
| 177 | YARGER WEALTH STRATEGIES, LLC | WESTERVILLE | 310207 | $529.7M | 4 | 2026-03-31 | → |
| 178 | PARK EDGE ADVISORS, LLC | CLEVELAND | 317521 | $522.5M | 8 | 2026-05-31 | → |
| 179 | WEALTH PLANNING CORP | CINCINNATI | 105369 | $518.2M | 10 | 2025-03-31 | → |
| 180 | GGM FINANCIAL LLC | COLUMBUS | 327008 | $513.0M | 11 | 2026-03-31 | → |
| 181 | FIDATO WEALTH LLC | MIDDLEBURG HEIGHTS | 158173 | $510.8M | 12 | 2026-05-31 | → |
| 182 | DOVER PARTNERS INC | DAYTON | 105133 | $508.6M | 4 | 2026-03-31 | → |
| 183 | CLEVELAND WEALTH, LLC | CLEVELAND | 282196 | $506.6M | 6 | 2026-03-31 | → |
| 184 | THE CONNOR GROUP FUND MANAGER, LLC | MIAMISBURG | 342266 | $494.3M | 6 | 2026-04-30 | → |
| 185 | BALANCED WEALTH GROUP LLC | WESTLAKE | 328007 | $494.1M | 12 | 2026-06-30 | → |
| 186 | TRUE WEALTH DESIGN, LLC | AKRON | 143194 | $494.0M | 12 | 2026-05-31 | → |
| 187 | WHITCOMB & HESS, INC. | ASHLAND | 121064 | $490.7M | 31 | 2026-02-28 | → |
| 188 | HIXON ZUERCHER, LLC | FINDLAY | 123465 | $487.7M | 11 | 2026-04-30 | → |
| 189 | TOF MANAGER, LLC | CLEVELAND | 330178 | $474.6M | 10 | 2026-03-31 | → |
| 190 | TRUEBLOOD WEALTH MANAGEMENT, LLC | LIMA | 321659 | $474.1M | 3 | 2026-03-31 | → |
| 191 | PLANNED FINANCIAL SERVICES, LLC | CLEVELAND | 112879 | $472.5M | 13 | 2026-02-28 | → |
| 192 | EDGEWATER CAPITAL MANAGEMENT, LLC | INDEPENDENCE | 162735 | $466.8M | 18 | 2026-05-31 | → |
| 193 | BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | DAYTON | 292661 | $459.5M | 6 | 2026-03-31 | → |
| 194 | COLUMBUS INVESTMENT ADVISORY INC. | NEW ALBANY | 104595 | $453.7M | 9 | 2026-03-31 | → |
| 195 | VIRTERA PARTNERS LLC | PEPPER PIKE | 308187 | $451.8M | 5 | 2026-03-31 | → |
| 196 | FINANCIAL FREEDOM, LLC | CINCINNATI | 118772 | $443.2M | 4 | 2026-03-31 | → |
| 197 | SWS PARTNERS, LLC | COLUMBUS | 281838 | $442.6M | 6 | 2026-06-30 | → |
| 198 | HENDLEY & CO INC | ZANESVILLE | 110465 | $438.2M | 5 | 2026-06-30 | → |
| 199 | ARGENTARII, LLC | CINCINNATI | 332112 | $431.9M | 10 | 2026-03-31 | → |
| 200 | SYMPHONY FINANCIAL SERVICES, INC. | AKRON | 125058 | $428.7M | 7 | 2026-02-28 | → |
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