PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Investment advisers in Ohio

392 SEC-registered advisers with a main office in Ohio, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Lpfg, LLCAvon$381.3M—
Jps Financial, LLCWestlake$377M—
Strategic Planning, Inc.Columbus$376.6M—
Kleinfelder Capital, Inc.Cincinnati$376.6M—
Viking Partners Advisors, LLCCincinnati$375M9
Union Strategic Advisors LLCBlue Ash$371.6M—
Rebel Financial, LLC.Groveport$370.5M—
Ruggaard & Associates, LLCHudson$368.6M—
Croak Asset Management, LLCToledo$363.9M—
Leclair Wealth Partners LLCDublin$363M—
Presper Financial Architects, LLCAkron$362.6M—
Jessup Wealth Management, Inc.Dayton$360.2M—
Alcyon Wealth Advisors, LLCYoungstown$356.5M—
Fourth Dimension Wealth, LLCMiddleburg Heights$356.4M—
Egi Financial, Inc.Akron$348.7M—
Hicks Capital Management, LLCColumbus$344.7M—
Kellett Wealth Advisors, LLCCincinnati$344M—
Coordinated Financial Planning CorpCincinnati$343.2M—
Eukles Asset Management, LLCCincinnati$341.1M—
Empeiria Capital Management, LLCCincinnati$339.4M7
Elios Financial Group, Inc.Westlake$331.5M—
Cambridge Financial Group, Inc.Columbus$331.3M—
Artifex Financial Group, LLCOakwood$328.7M—
Ardent Capital Management, Inc.Cincinnati$327M—
Brown Financial Advisors, LLCMilford$323.3M—
Kapstone Financial Advisors LLCLebanon$322.3M—
Swisher Financial Concepts, Inc.Westerville$317M—
Horter Investment Management, LLCCincinnati$314.5M—
Generations Wealth, LLCCincinnati$307.8M—
Future Finances IncColumbus$304.6M—
Sims Investment Management LLCCincinnati$304.6M—
Spreng Capital Management, Inc.Bucyrus$300.2M—
Birchcreek Wealth Management, LLCMiami Township$300.1M—
Kovalcik & Geraghty Wealth Partners LLPUpper Arlington$299.1M—
Gatepass Capital, LLCIndependence$299.1M3
Resolute Wealth Advisor, Inc.Findlay$293.8M—
M&b Investment Advisors, LLCCincinnati$290.2M—
North Star Advisory Group, LLCBeachwood$289.1M—
Schulhoff & Co IncCincinnati$286.3M—
Wesbanco Securities, Inc.St Clairsville$285.9M—
Capitalworks, LLCCleveland$283.9M4
B.a. Schrock Wealth Management, Inc.Wadsworth$281.6M—
Arg Private Wealth, LLCCincinnati$280M—
The Retirement Guys Formula LLCMaumee$276.9M—
Retirement Strategies, Ltd.Dublin$272.7M—
Camelot Portfolios, LLCMaumee$272.2M—
Invest Capital Partners, Co.Springboro$271.9M—
Hardy & Hardy Co LLCLima$269.4M—
Schear Investment Advisers, LLCCincinnati$268.8M1
Redwood Financial Network Corp.Solon$262.8M—
← PreviousPage 5 of 8Next →