RIAs in Ohio

705 RIAs headquartered in Ohio managing a combined $1.1T.

By city

CincinnatiOhio101 FIRMS · $299B ColumbusOhio70 FIRMS · $187B ClevelandOhio41 FIRMS · $187B DublinOhio37 FIRMS · $85.8B BeachwoodOhio21 FIRMS · $49.8B IndependenceOhio17 FIRMS · $18.8B AkronOhio17 FIRMS · $46.1B DaytonOhio17 FIRMS · $7.6B WestlakeOhio16 FIRMS · $8.6B WestervilleOhio15 FIRMS · $3B CantonOhio15 FIRMS · $3.1B ToledoOhio13 FIRMS · $6.3B Blue AshOhio12 FIRMS · $10.6B FairlawnOhio9 FIRMS · $4.7B MaumeeOhio9 FIRMS · $6.8B WorthingtonOhio8 FIRMS · $1B CentervilleOhio7 FIRMS · $1.1B MasonOhio7 FIRMS · $24.6B Pepper PikeOhio7 FIRMS · $10.1B New AlbanyOhio7 FIRMS · $1.3B AshlandOhio6 FIRMS · $986M MedinaOhio6 FIRMS · $521M MansfieldOhio6 FIRMS · $3.2B West ChesterOhio6 FIRMS · $1.1B HudsonOhio6 FIRMS · $2.6B MentorOhio6 FIRMS · $869M Broadview HeightsOhio5 FIRMS · $958M Middleburg HeightsOhio5 FIRMS · $942M MilfordOhio5 FIRMS · $679M PowellOhio5 FIRMS · $793M MontgomeryOhio5 FIRMS · $39.7B Rocky RiverOhio5 FIRMS · $256M CanfieldOhio5 FIRMS · $1.4B SpringboroOhio5 FIRMS · $963M MiamisburgOhio4 FIRMS · $3.1B Chagrin FallsOhio4 FIRMS · $8B WoosterOhio4 FIRMS · $239M SanduskyOhio4 FIRMS · $1.3B OakwoodOhio4 FIRMS · $885M YoungstownOhio4 FIRMS · $434M UniontownOhio4 FIRMS · $370M FindlayOhio4 FIRMS · $844M Upper ArlingtonOhio4 FIRMS · $1.6B LyndhurstOhio3 FIRMS · $136M PerrysburgOhio3 FIRMS · $176M PickeringtonOhio3 FIRMS · $183M PolandOhio3 FIRMS · $409M RichfieldOhio3 FIRMS · $147M SylvaniaOhio3 FIRMS · $8.2B HillsboroOhio3 FIRMS · $181M HollandOhio3 FIRMS · $1.2B WadsworthOhio3 FIRMS · $315M LancasterOhio3 FIRMS · $8.5M Cleveland HeightsOhio3 FIRMS · $22.1M LimaOhio3 FIRMS · $952M LovelandOhio3 FIRMS · $273M BeavercreekOhio3 FIRMS · $1.3B Mayfield HeightsOhio3 FIRMS · $5.7B BrunswickOhio2 FIRMS · $69.5M WilloughbyOhio2 FIRMS · $35M Grove CityOhio2 FIRMS · $116M Shaker HeightsOhio2 FIRMS · $3.8B AvonOhio2 FIRMS · $606M DefianceOhio2 FIRMS · $144M Plain CityOhio2 FIRMS · $4.7M ZanesvilleOhio2 FIRMS · $447M AuroraOhio2 FIRMS · $942M ParmaOhio2 FIRMS NewarkOhio2 FIRMS · $140M Fairview ParkOhio2 FIRMS · $836M Cuyahoga FallsOhio2 FIRMS · $365M LebanonOhio2 FIRMS · $331M StrongsvilleOhio2 FIRMS · $26.1M HilliardOhio2 FIRMS · $127M SolonOhio2 FIRMS · $376M North CantonOhio2 FIRMS · $89.2M VandaliaOhio1 FIRM ArchboldOhio1 FIRM AthensOhio1 FIRM · $28.5M BellbrookOhio1 FIRM · $222M BellefontaineOhio1 FIRM BereaOhio1 FIRM · $106M BerlinOhio1 FIRM BexleyOhio1 FIRM · $45.6M BratenahlOhio1 FIRM · $382M BrookvilleOhio1 FIRM · $219M BryanOhio1 FIRM · $32.3M BucyrusOhio1 FIRM · $300M Canal FultonOhio1 FIRM · $1M Canal WinchesterOhio1 FIRM · $19.8M ChardonOhio1 FIRM · $35.2M Concord TownshipOhio1 FIRM CopleyOhio1 FIRM · $213M East LiverpoolOhio1 FIRM · $76.1M FairfieldOhio1 FIRM · $199M FremontOhio1 FIRM · $42.9M GallipolisOhio1 FIRM · $122M Garfield HeightsOhio1 FIRM GranvilleOhio1 FIRM · $52.8M GreenOhio1 FIRM · $63.4M GroveportOhio1 FIRM · $370M Highland HeightsOhio1 FIRM · $207M HuronOhio1 FIRM · $70.3M KetteringOhio1 FIRM · $179M LakeviewOhio1 FIRM · $34M LakewoodOhio1 FIRM · $15M Liberty TownshipOhio1 FIRM · $9.1M LorainOhio1 FIRM · $5.9M MarbleheadOhio1 FIRM MarionOhio1 FIRM MarysvilleOhio1 FIRM · $113M MiddletownOhio1 FIRM · $233M MoraineOhio1 FIRM · $140M MorrowOhio1 FIRM · $75.6K Mount VernonOhio1 FIRM New PhiladelphiaOhio1 FIRM · $892M NorthfieldOhio1 FIRM · $40.8M North RoyaltonOhio1 FIRM · $160M NoveltyOhio1 FIRM · $42.6M Olmsted FallsOhio1 FIRM · $52.8M PataskalaOhio1 FIRM · $61.3M Saint ClairsvilleOhio1 FIRM · $175M SalemOhio1 FIRM · $95.2M ShreveOhio1 FIRM · $5.4M SidneyOhio1 FIRM SpringfieldOhio1 FIRM · $10.5M StowOhio1 FIRM · $36.7M StreetsboroOhio1 FIRM Terrace ParkOhio1 FIRM · $114M TroyOhio1 FIRM · $170M TwinsburgOhio1 FIRM · $10.9M Valley CityOhio1 FIRM · $13.3M Valley ViewOhio1 FIRM · $1.1B AdaOhio1 FIRM · $1.2M Van WertOhio1 FIRM WarrenOhio1 FIRM · $1M Washington Court HouseOhio1 FIRM WatervilleOhio1 FIRM · $188M WhitehouseOhio1 FIRM · $1.4M WillardOhio1 FIRM · $1.6M WoodmereOhio1 FIRM · $93.5M XeniaOhio1 FIRM · $1.2B

All RIAs in Ohio

Valmark Advisers, Inc.

Akron, OH

AUM $10.2BTEAM 280REPS 295

Redtree Investment Group

Cincinnati, OH

AUM $9.7BTEAM 9REPS 8

PCM Management Advisor, LLC

Chagrin Falls, OH

AUM $7.9BTEAM 495REPS 10

Fifth Third Wealth Advisors LLC

Cincinnati, OH

AUM $7.8BTEAM 83REPS 72

Oneseven

Beachwood, OH

AUM $7.7BTEAM 264REPS 127

Carnegie Investment Counsel

Pepper Pike, OH

AUM $7.5BTEAM 69REPS 39

Truepoint, Inc.

Blue Ash, OH

AUM $6.4BTEAM 103REPS 41

ORG Portfolio Management LLC

Beachwood, OH

AUM $6.4BTEAM 22REPS 3

TFO Wealth Partners

Maumee, OH

AUM $5.7BTEAM 67REPS 36

Stratos Wealth Advisors LLC

Beachwood, OH

AUM $5.6BTEAM 170REPS 81

Constellation Wealth Advisors

Cincinnati, OH

AUM $5.4BTEAM 26REPS 17

Venture Visionary Partners LLC

Sylvania, OH

AUM $5.2BTEAM 46REPS 31

Wellspring Family Office

Cleveland, OH

AUM $5.1BTEAM 31REPS 11

Daymark Wealth Partners, LLC

Montgomery, OH

AUM $5BTEAM 40REPS 38

Rockbridge Capital, LLC

Columbus, OH

AUM $5BTEAM 125REPS 6

Hamilton Capital

Columbus, OH

AUM $4.9BTEAM 90REPS 61

Ancora Advisors LLC

Mayfield Heights, OH

AUM $4.6BTEAM 46REPS 12

Prosperity Capital Advisors

Westlake, OH

AUM $4.4BTEAM 244REPS 105

Drive Capital LLC

Columbus, OH

AUM $4.4BTEAM 30REPS 4

PCA Investment Advisory Services, Inc.

Cincinnati, OH

AUM $4.3BTEAM 15REPS 15

Beacon Capital Management, Inc.

Dayton, OH

AUM $4.3BTEAM 44REPS 29

Ancora Private Wealth Advisors, LLC

Cleveland, OH

AUM $3.9BTEAM 53REPS 19

Seniors Housing Fund Manager LLC

Toledo, OH

AUM $3.8BTEAM 40REPS 2

CM Wealth Advisors LLC

Beachwood, OH

AUM $3.6BTEAM 24REPS 11

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