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 | |
|---|---|---|---|---|---|---|---|
| 201 | HFG ADVISORS, INC. | CINCINNATI | 282027 | $426.7M | 9 | 2026-04-30 | → |
| 202 | TRINITY WEALTH MANAGEMENT LLC | CINCINNATI | 152355 | $425.2M | 4 | 2026-03-31 | → |
| 203 | KEYSTONE FINANCIAL PLANNING, INC | WESTLAKE | 104640 | $406.9M | 2 | 2026-02-28 | → |
| 204 | ANDERSON FINANCIAL STRATEGIES, LLC | DAYTON | 290343 | $402.1M | 7 | 2026-03-31 | → |
| 205 | FAMILY WEALTH ADVISORY GROUP, LLC | CINCINNATI | 130595 | $396.2M | 7 | 2026-06-30 | → |
| 206 | LESJAK PLANNING, LLC | WESTLAKE | 110090 | $396.0M | 7 | 2026-03-31 | → |
| 207 | VAWTER FINANCIAL LTD | COLUMBUS | 108830 | $394.4M | 5 | 2026-03-31 | → |
| 208 | ELIZABETH PARK CAPITAL ADVISORS, LTD | PEPPER PIKE | 158416 | $393.9M | 10 | 2026-03-31 | → |
| 209 | JAMES REED FINANCIAL SERVICES, INC. | CLEVELAND | 112179 | $388.6M | 10 | 2026-03-31 | → |
| 210 | BALANCE WEALTH PARTNERS LLC | WORTHINGTON | 329589 | $386.7M | 12 | 2026-03-31 | → |
| 211 | ACCENT CAPITAL MANAGEMENT, LLC | CENTERVILLE | 319275 | $382.7M | 7 | 2026-03-31 | → |
| 212 | DEAN FINANCIAL SERVICES, LLC | BEAVERCREEK | 129679 | $382.0M | 9 | 2026-03-31 | → |
| 213 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | BRATENAHL | 174335 | $382.0M | 2 | 2026-03-31 | → |
| 214 | LPFG, LLC | AVON | 312978 | $381.3M | 28 | 2026-03-31 | → |
| 215 | JPS FINANCIAL, LLC | WESTLAKE | 169208 | $377.0M | 4 | 2026-03-31 | → |
| 216 | STRATEGIC PLANNING, INC. | COLUMBUS | 139648 | $376.6M | 4 | 2026-03-31 | → |
| 217 | KLEINFELDER CAPITAL, INC. | CINCINNATI | 289345 | $376.6M | 5 | 2026-02-28 | → |
| 218 | VIKING PARTNERS ADVISORS, LLC | CINCINNATI | 321989 | $375.0M | 2 | 2026-03-31 | → |
| 219 | UNION STRATEGIC ADVISORS LLC | BLUE ASH | 340640 | $371.6M | 4 | 2026-06-30 | → |
| 220 | WARTHER PRIVATE WEALTH, LLC | AKRON | 125145 | $371.3M | 9 | 2025-03-31 | → |
| 221 | REBEL FINANCIAL, LLC. | GROVEPORT | 168263 | $370.5M | 6 | 2026-03-31 | → |
| 222 | RUGGAARD & ASSOCIATES, LLC | HUDSON | 107489 | $368.6M | 10 | 2026-03-31 | → |
| 223 | ROYAL OAK FINANCIAL GROUP | WORTHINGTON | 166391 | $366.0M | 1 | 2026-03-31 | → |
| 224 | CROAK ASSET MANAGEMENT, LLC | TOLEDO | 297666 | $363.9M | 6 | 2026-04-30 | → |
| 225 | LECLAIR WEALTH PARTNERS LLC | DUBLIN | 332827 | $363.0M | 4 | 2026-02-28 | → |
| 226 | PRESPER FINANCIAL ARCHITECTS, LLC | AKRON | 297538 | $362.6M | 10 | 2026-02-28 | → |
| 227 | JESSUP WEALTH MANAGEMENT, INC. | DAYTON | 323035 | $360.2M | 12 | 2026-05-31 | → |
| 228 | ALCYON WEALTH ADVISORS, LLC | YOUNGSTOWN | 334909 | $356.5M | 5 | 2026-06-30 | → |
| 229 | FOURTH DIMENSION WEALTH, LLC | MIDDLEBURG HEIGHTS | 306703 | $356.4M | 16 | 2026-06-30 | → |
| 230 | EGI FINANCIAL, INC. | AKRON | 120607 | $348.7M | 8 | 2026-02-28 | → |
| 231 | HICKS CAPITAL MANAGEMENT, LLC | COLUMBUS | 158609 | $344.7M | 5 | 2026-06-30 | → |
| 232 | KELLETT WEALTH ADVISORS, LLC | CINCINNATI | 287571 | $344.0M | 4 | 2026-02-28 | → |
| 233 | COORDINATED FINANCIAL PLANNING CORP | CINCINNATI | 105143 | $343.2M | 6 | 2026-06-30 | → |
| 234 | EUKLES ASSET MANAGEMENT, LLC | CINCINNATI | 156649 | $341.1M | 5 | 2026-03-31 | → |
| 235 | EMPEIRIA CAPITAL MANAGEMENT, LLC | CINCINNATI | 285463 | $339.4M | 4 | 2026-03-31 | → |
| 236 | ELIOS FINANCIAL GROUP, INC. | WESTLAKE | 119873 | $331.5M | 2 | 2026-03-31 | → |
| 237 | CAMBRIDGE FINANCIAL GROUP, INC. | COLUMBUS | 112254 | $331.3M | 6 | 2026-03-31 | → |
| 238 | SIGNATURE EQUITY PARTNERS, LLC | COLUMBUS | 327455 | $330.6M | 38 | 2026-03-31 | → |
| 239 | ARTIFEX FINANCIAL GROUP, LLC | OAKWOOD | 140643 | $328.7M | 5 | 2026-03-31 | → |
| 240 | ARDENT CAPITAL MANAGEMENT, INC. | CINCINNATI | 108264 | $327.0M | 5 | 2026-03-31 | → |
| 241 | BROWN FINANCIAL ADVISORS, LLC | MILFORD | 147056 | $323.3M | 3 | 2026-04-30 | → |
| 242 | KAPSTONE FINANCIAL ADVISORS LLC | LEBANON | 318885 | $322.3M | 5 | 2026-06-30 | → |
| 243 | SWISHER FINANCIAL CONCEPTS, INC. | WESTERVILLE | 121384 | $317.0M | 8 | 2026-03-31 | → |
| 244 | HORTER INVESTMENT MANAGEMENT, LLC | CINCINNATI | 119880 | $314.5M | 43 | 2026-04-30 | → |
| 245 | GENERATIONS WEALTH, LLC | CINCINNATI | 173352 | $307.8M | 10 | 2026-03-31 | → |
| 246 | OBJECTIVE CAPITAL MANAGEMENT, LLC | FAIRLAWN | 156013 | $304.7M | 4 | 2026-03-31 | → |
| 247 | FUTURE FINANCES INC | COLUMBUS | 105190 | $304.6M | 4 | 2026-04-30 | → |
| 248 | SIMS INVESTMENT MANAGEMENT LLC | CINCINNATI | 169491 | $304.6M | 12 | 2026-05-31 | → |
| 249 | AUXIN GROUP WEALTH MANAGEMENT, LLC | AKRON | 226599 | $304.2M | 6 | 2025-03-31 | → |
| 250 | SPRENG CAPITAL MANAGEMENT, INC. | BUCYRUS | 119902 | $300.2M | 4 | 2026-03-31 | → |
| 251 | BIRCHCREEK WEALTH MANAGEMENT, LLC | MIAMI TOWNSHIP | 304207 | $300.1M | 5 | 2026-02-28 | → |
| 252 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | UPPER ARLINGTON | 159811 | $299.1M | 4 | 2026-04-30 | → |
| 253 | GATEPASS CAPITAL, LLC | INDEPENDENCE | 329404 | $299.1M | 8 | 2026-06-30 | → |
| 254 | RESOLUTE WEALTH ADVISOR, INC. | FINDLAY | 290349 | $293.8M | 4 | 2026-06-30 | → |
| 255 | M&B INVESTMENT ADVISORS, LLC | CINCINNATI | 154255 | $290.2M | 5 | 2026-03-31 | → |
| 256 | NORTH STAR ADVISORY GROUP, LLC | BEACHWOOD | 171694 | $289.1M | 7 | 2026-03-31 | → |
| 257 | SCHULHOFF & CO INC | CINCINNATI | 105264 | $286.3M | 4 | 2026-03-31 | → |
| 258 | WESBANCO SECURITIES, INC. | ST CLAIRSVILLE | 43276 | $285.9M | 110 | 2026-05-31 | → |
| 259 | CAPITALWORKS, LLC | CLEVELAND | 160408 | $283.9M | 8 | 2026-03-31 | → |
| 260 | B.A. SCHROCK WEALTH MANAGEMENT, INC. | WADSWORTH | 304694 | $281.6M | 6 | 2026-03-31 | → |
| 261 | ARG PRIVATE WEALTH, LLC | CINCINNATI | 336183 | $280.0M | 2 | 2026-06-30 | → |
| 262 | THE RETIREMENT GUYS FORMULA LLC | MAUMEE | 168561 | $276.9M | 7 | 2026-02-28 | → |
| 263 | RETIREMENT STRATEGIES, LTD. | DUBLIN | 163701 | $272.7M | 10 | 2026-04-30 | → |
| 264 | CAMELOT PORTFOLIOS, LLC | MAUMEE | 145918 | $272.2M | 7 | 2026-04-30 | → |
| 265 | INVEST CAPITAL PARTNERS, CO. | SPRINGBORO | 287987 | $271.9M | 13 | 2026-01-31 | → |
| 266 | HARDY & HARDY CO LLC | LIMA | 145088 | $269.4M | 2 | 2026-01-31 | → |
| 267 | SCHEAR INVESTMENT ADVISERS, LLC | CINCINNATI | 146401 | $268.8M | 3 | 2026-05-31 | → |
| 268 | REDWOOD FINANCIAL NETWORK CORP. | SOLON | 157834 | $262.8M | 11 | 2026-03-31 | → |
| 269 | KIPLINGER INVESTMENT ADVISORS, LLC. | SPRINGBORO | 116726 | $261.7M | 5 | 2026-03-31 | → |
| 270 | RIDGELINE WEALTH PLANNING LLC | CENTERVILLE | 307702 | $259.6M | 12 | 2026-06-30 | → |
| 271 | SHAKER INVESTMENTS, L.L.C. | BEACHWOOD | 119135 | $258.8M | 9 | 2026-03-31 | → |
| 272 | W&S BROKERAGE SERVICES, INC. | CINCINNATI | 8099 | $257.2M | 114 | 2026-03-31 | → |
| 273 | TUDOR FINANCIAL, INC. | DAYTON | 121495 | $256.3M | 6 | 2026-03-31 | → |
| 274 | GAME PLAN FINANCIAL ADVISORS, LLC | WESTLAKE, OH | 147608 | $254.7M | 5 | 2026-03-31 | → |
| 275 | INTEGRATED WEALTH MANAGEMENT, INC. | UNIONTOWN | 141092 | $254.1M | 9 | 2026-05-31 | → |
| 276 | ENDEAVOR WEALTH ADVISORS, LLC | PEPPER PIKE | 305348 | $252.8M | 3 | 2026-03-31 | → |
| 277 | HICKORY ASSET MANAGEMENT, INC. | CONCORD | 167955 | $249.3M | 3 | 2025-03-31 | → |
| 278 | MICHAEL BRADY & CO., LLC | WESTLAKE | 130093 | $248.6M | 2 | 2026-02-28 | → |
| 279 | FILLMORE CAPITAL PARTNERS, LLC | POWELL | 139256 | $247.1M | 22 | 2026-03-31 | → |
| 280 | SAAS CAPITAL, LLC | CINCINNATI | 298213 | $244.9M | 9 | 2026-04-30 | → |
| 281 | MUNN WEALTH MANAGEMENT, LLC | MAUMEE | 174414 | $242.3M | 10 | 2026-05-31 | → |
| 282 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | ASHLAND | 157925 | $237.6M | 5 | 2026-01-31 | → |
| 283 | NVEST WEALTH STRATEGIES, INC. | POWELL | 139758 | $236.7M | 4 | 2026-01-31 | → |
| 284 | CREW CAPITAL MANAGEMENT, LTD. | CINCINNATI | 125402 | $235.4M | 7 | 2026-03-31 | → |
| 285 | FOUNTAIN SQUARE ASSET MANAGEMENT, LLC | CINCINNATI | 316955 | $233.7M | 5 | 2026-03-31 | → |
| 286 | CLUTTERBUCK CAPITAL MANAGEMENT LLC | CLEVELAND | 140082 | $233.4M | 5 | 2026-04-30 | → |
| 287 | SUMMIT FINANCIAL ADVISORS, INC. | MIDDLETOWN | 145007 | $232.8M | 4 | 2026-06-30 | → |
| 288 | RIGHTWEALTH ADVISORS, LLC | MIAMISBURG | 300656 | $229.3M | 4 | 2026-03-31 | → |
| 289 | STRUCTURED WEALTH MANAGEMENT, INC. | TOLEDO | 146611 | $226.9M | 4 | 2026-02-28 | → |
| 290 | POLARIS FINANCIAL PARTNERS, LLC | WESTERVILLE | 299258 | $226.0M | 3 | 2026-04-30 | → |
| 291 | BULLSEYE INVESTMENT MANAGEMENT, LLC | CINCINNCIATI | 145158 | $226.0M | 6 | 2026-03-31 | → |
| 292 | HENSON-EDGEWATER MANAGEMENT, LLC | AVON | 135316 | $225.0M | 4 | 2026-03-31 | → |
| 293 | RETIREMENT PLANS, INC. | WESTERVILLE | 286214 | $224.9M | 6 | 2026-03-31 | → |
| 294 | BOND TECH INC | BELLBROOK | 105979 | $221.6M | 2 | 2026-04-30 | → |
| 295 | JERICHO FINANCIAL, LLP | WESTERVILLE | 288801 | $220.0M | 3 | 2026-02-28 | → |
| 296 | MIAMI VALLEY PORTFOLIO MANAGEMENT INC | BROOKVILLE | 106389 | $218.6M | 5 | 2026-03-31 | → |
| 297 | AFFINITY WEALTH LLC | CANTON | 285169 | $217.5M | 5 | 2026-06-30 | → |
| 298 | CLEVELAND CAPITAL MANAGEMENT, L.L.C. | ROCKY RIVER | 341686 | $215.8M | 2 | 2026-05-31 | → |
| 299 | KINETIC WEALTH INVESTMENT ADVISORS, LLC | WESTLAKE | 311536 | $214.5M | 3 | 2026-05-31 | → |
| 300 | LINDAHL & MANSAGER INC | FAIRLAWN | 107111 | $213.7M | 3 | 2026-03-31 | → |
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