| Consolidated Financial Management Group, LLC | Dublin | $588.7M | — |
| Citymark Capital Management Company LLC | Cleveland | $582.8M | 2 |
| Keidan Financial Consultants LLC | Columbus | $574.9M | — |
| Prasad Wealth Partners, LLC | Independence | $572.1M | — |
| Aspiring Ventures, LLC | Cincinnati | $569.5M | — |
| First Fiduciary Investment Counsel Inc | Cleveland | $565.5M | — |
| Paradigm Wealth Management, LLC | Westlake | $563.4M | — |
| Vela Investment Management, LLC | New Albany | $562.9M | — |
| Broadleaf Partners, LLC | Hudson | $551.3M | — |
| Adaptive Financial Consulting, LLC | Beachwood | $547.1M | — |
| Resilience Management, LLC | Cleveland | $546.3M | 15 |
| Golden Reserve Retirement, LLC | Dublin | $544.3M | — |
| National Wealth Management Group, LLC | Cincinnati | $534.9M | — |
| Yarger Wealth Strategies, LLC | Westerville | $529.7M | — |
| Park Edge Advisors, LLC | Cleveland | $522.5M | — |
| Ggm Financial LLC | Columbus | $513M | — |
| Fidato Wealth LLC | Middleburg Heights | $510.8M | — |
| Dover Partners Inc | Dayton | $508.6M | — |
| Cleveland Wealth, LLC | Cleveland | $506.6M | — |
| The Connor Group Fund Manager, LLC | Miamisburg | $494.3M | 9 |
| Balanced Wealth Group LLC | Westlake | $494.1M | — |
| True Wealth Design, LLC | Akron | $494M | — |
| Whitcomb & Hess, Inc. | Ashland | $490.7M | — |
| Hixon Zuercher, LLC | Findlay | $487.7M | — |
| Tof Manager, LLC | Cleveland | $474.6M | 6 |
| Trueblood Wealth Management, LLC | Lima | $474.1M | — |
| Planned Financial Services, LLC | Cleveland | $472.5M | — |
| Edgewater Capital Management, LLC | Independence | $466.8M | 4 |
| Blake Schutter Theil Wealth Advisors, LLC | Dayton | $459.5M | — |
| Columbus Investment Advisory Inc. | New Albany | $453.7M | — |
| Virtera Partners LLC | Pepper Pike | $451.8M | 6 |
| Financial Freedom, LLC | Cincinnati | $443.2M | — |
| Sws Partners, LLC | Columbus | $442.6M | 10 |
| Hendley & Co Inc | Zanesville | $438.2M | — |
| Argentarii, LLC | Cincinnati | $431.9M | 6 |
| Symphony Financial Services, Inc. | Akron | $428.7M | — |
| Hfg Advisors, Inc. | Cincinnati | $426.7M | — |
| Trinity Wealth Management LLC | Cincinnati | $425.2M | — |
| Royal Oak Financial Group | Worthington | $415.8M | — |
| Keystone Financial Planning, Inc | Westlake | $406.9M | — |
| Anderson Financial Strategies, LLC | Dayton | $402.1M | — |
| Family Wealth Advisory Group, LLC | Cincinnati | $396.2M | — |
| Lesjak Planning, LLC | Westlake | $396M | — |
| Vawter Financial Ltd | Columbus | $394.4M | — |
| Elizabeth Park Capital Advisors, Ltd | Pepper Pike | $393.9M | 4 |
| James Reed Financial Services, Inc. | Cleveland | $388.6M | — |
| Balance Wealth Partners LLC | Worthington | $386.7M | — |
| Accent Capital Management, LLC | Centerville | $382.7M | — |
| Dean Financial Services, LLC | Beavercreek | $382M | — |
| Kirtland Hills Capital Management, LLC | Bratenahl | $382M | — |