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Investment advisers in Ohio

391 SEC-registered advisers with a main office in Ohio, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Frazier Financial Advisors, LLCColumbus$1.16B
Ancora Alternatives LLCCleveland$1.13B17
Kohmann Bosshard Financial Services, LLC.Akron$1.12B
The Joseph Group LLCColumbus$1.09B
Lineweaver Wealth Advisors, LLCValley View$1.08B
Bps Wealth Advisors, Inc.Canfield$1.08B
Randolph Co IncCincinnati$1.08B
St. Clair Advisors, LLCMayfield Heights$1.07B
Timber Bay Partners, LLCCincinnati$1.05B4
Modern Portfolio Management IncHolland$1.04B
Riverview Research, LLCIndependence$990.8M
Ritter Daniher Financial Advisory LLCCincinnati$936.5M
Peak Wealth Solutions, Inc.Pepper Pike$911.6M
Dean Investment Associates, LLCBeavercreek$909.3M
Formidable Asset Management, LLCCincinnati$903M1
Beacon Financial Advisory LLCCleveland$900.7M
Investment Partners LtdNew Philadelphia$892.3M
Atlas Wealth LLCCincinnati$872.6M
Canopy Partners, LLCCincinnati$869M
Vantage Financial Group, Inc.Cleveland$866.9M
Tsg Advice Partners, LLCColumbus$866.5M
Whitaker-Myers Wealth Managers, Ltd.Mansfield$850.6M
Hpe Capital Management II, LLCCincinnati$840.5M8
Lakeridge Wealth Management LLCMentor$805.4M
Tempo Wealth, LLCIndependence$804.3M
Strategic Value Bank Partners LLCCleveland$774.1M5
North Point Portfolio Managers CorporationOrange Village$773.3M
Cyprium Investment Partners LLCCleveland$760.2M5
G2 Capital Management, LLCColumbus$756.5M1
Waller Financial Planning Group, Inc.Columbus$747.8M
John e. Sestina and CompanyColumbus$744M
Financial Management Strategies, Inc.Broadview Hts.$714.2M
Wealthbridge Capital Management, LLCWesterville$709.7M
Eichner Investment Planning, LLCCincinnati$692.1M
River Cities Management, Inc. (f.k.a. Mayfield & Robinson, Inc.)Cincinnati$682.1M11
Thor Investment Management IncCincinnati$678.7M
Rockport Wealth, LLCFairview Park$676.4M
Demming Financial Services Corp.Aurora$675.7M
Harvest Financial Advisors, LLCWest Chester$671M
Trinity Financial Advisors LLCColumbus$670M1
Advanced Asset Management Advisors, Inc.Dublin$651.3M
Peak Retirement Planning, Inc.Columbus$631M
Dagco, Inc.Westlake$628.7M
Winslow Asset Management IncBeachwood$626.7M
Wealth Dimensions Family Office, IncCincinnati$625.9M
Keeler & Nadler Financial Planning and Wealth Management, LLCDublin$609.9M
Heritage Wealth Management Inc.Cincinnati$604.7M
Gerber, LLCColumbus$592.1M
Consolidated Financial Management Group, LLCDublin$588.7M
Citymark Capital Management Company LLCCleveland$582.8M2
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