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Investment advisers in Ohio

391 SEC-registered advisers with a main office in Ohio, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Enza Financial, LLCIndependence$191.2M
Meyer Capital Management LLC.Cincinnati$190.8M
Bluestone Private Wealth, LLCCleveland$190.4M
Barnes Dennig Private Wealth Management, LLCCincinnati$188.2M
Heritage Financial Advisors, LLCWaterville$188M
Axecap Investments, LLCMason$186.6M
First Mason Financial, LLCMedina$185.7M
One Resource Group Wealth Management LLCDublin$182.4M
Cintrifuse Fund Management, LLCCincinnati$180.1M4
The Private Investment Group, Inc.Kettering$179.3M
Eltringham Wealth Partners, LLCCincinnati$179M
Fiduciary Wealth Group, LLCCenterville$178M
Emvision Capital Advisors, LLCAurora$176.4M
Livelsberger, Lynn LouisAshland$176.4M
Alan B. Lancz & Associates, Inc.Toledo$175.4M2
Appalachian Capital Management LtdSt. Clairsville$175.3M
Shuttleworth & CompanyPowell$173M
Kennon-Green & Company, LLCNew Albany$171.4M
Peb Capital Management LLCColumbus$171M
Tactical Fund Advisors, LLCCincinnati$169.8M
Ot Financial, LLCTroy$169.8M
McCarley & Cook LLCCincinnati$169.1M
Meyer Gates Financial Advisors, IncWest Chester$168.7M
Safe Harbor Wealth Advisors, LLCDublin$167.2M
Vision Financial Management, LLCCuyahoga Falls$165.7M
M.k. Brown Wealth Advisory, LLCOakwood$165.5M
Bell City Wealth, Inc.Hillsboro$163.3M
Libertas Wealth Management Group, Inc.Columbus$163.1M
Shepherd Wealth Management Limited Liability CompanyCincinnati$162.1M
M3 Wealth Management, LLCNorth Royalton$160.2M
Harding Financial Group, LLCWesterville$160.2M
Hda Wealth Management, LLCPoland$159.1M
Ska Financial Services,inc.Fairview Park$159.1M
Richwood Investment Advisors, LLCCincinnati$155.1M
Worthington Financial Partners LLCWorthington$153.7M
Graver Capital Management, LLCColumbus$153.5M
Infinity Wealth Counsel, LLCLoveland$151.9M
Atlantis Wealth Advisors LLCMaumee$150.2M
Compass Financial Group, Inc.Dublin$148.8M
Peerless Wealth LLCColumbus$148.7M
Rabe Investment Consulting GroupRichfield$147.3M
The Wealth Advantage Group, Inc.Columbus$146.4M
Chapman & Chapman Advisors LLCChagrin Falls$145.6M
Ross Wealth Advisors, LLCColumbus$139.7M
Monetary Solutions, Ltd.Dayton$139.7M
Swp Investment Management LLCIndependence$138.4M
Vanweelden Wealth Management, LLCWest Chester Township$136.5M
Schmitt Wealth Advisers, Corp.Cincinnati$135M
Mench Financial IncCincinnati$130.6M
Lincoln Douglas Investments, LLCMount Vernon$130.5M
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