RIAs in Ohio

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

By city

CincinnatiOhio100 FIRMS · $303B ColumbusOhio72 FIRMS · $187B ClevelandOhio41 FIRMS · $187B DublinOhio36 FIRMS · $85.6B BeachwoodOhio21 FIRMS · $49.8B IndependenceOhio17 FIRMS · $18.8B AkronOhio17 FIRMS · $46.1B WestlakeOhio17 FIRMS · $8.6B DaytonOhio17 FIRMS · $7.6B WestervilleOhio15 FIRMS · $3B CantonOhio15 FIRMS · $3.1B ToledoOhio14 FIRMS · $6.3B Blue AshOhio12 FIRMS · $10.6B MaumeeOhio9 FIRMS · $6.8B FairlawnOhio9 FIRMS · $4.7B WorthingtonOhio8 FIRMS · $977M CentervilleOhio7 FIRMS · $1.1B MasonOhio7 FIRMS · $24.6B Pepper PikeOhio7 FIRMS · $10.1B MentorOhio6 FIRMS · $869M MedinaOhio6 FIRMS · $521M MansfieldOhio6 FIRMS · $3B West ChesterOhio6 FIRMS · $1.1B AshlandOhio6 FIRMS · $986M New AlbanyOhio6 FIRMS · $1.3B HudsonOhio6 FIRMS · $2.6B CanfieldOhio5 FIRMS · $1.4B Middleburg HeightsOhio5 FIRMS · $942M Broadview HeightsOhio5 FIRMS · $958M MilfordOhio5 FIRMS · $657M MontgomeryOhio5 FIRMS · $39.7B SpringboroOhio5 FIRMS · $963M FindlayOhio4 FIRMS · $844M SanduskyOhio4 FIRMS · $1.3B UniontownOhio4 FIRMS · $370M Upper ArlingtonOhio4 FIRMS · $1.5B Rocky RiverOhio4 FIRMS · $248M PowellOhio4 FIRMS · $737M YoungstownOhio4 FIRMS · $434M Chagrin FallsOhio4 FIRMS · $8B OakwoodOhio4 FIRMS · $885M WoosterOhio4 FIRMS · $217M MiamisburgOhio4 FIRMS · $3.1B PickeringtonOhio3 FIRMS · $183M PerrysburgOhio3 FIRMS · $109M Mayfield HeightsOhio3 FIRMS · $5.7B RichfieldOhio3 FIRMS · $147M LancasterOhio3 FIRMS · $8.5M Cleveland HeightsOhio3 FIRMS · $22.1M LyndhurstOhio3 FIRMS · $136M WadsworthOhio3 FIRMS · $315M BeavercreekOhio3 FIRMS · $1.3B WilloughbyOhio3 FIRMS · $35M HillsboroOhio3 FIRMS · $181M PolandOhio3 FIRMS · $409M LimaOhio3 FIRMS · $952M HollandOhio3 FIRMS · $1.2B SylvaniaOhio3 FIRMS · $8.2B Shaker HeightsOhio2 FIRMS · $3.8B AuroraOhio2 FIRMS · $852M AvonOhio2 FIRMS · $606M BrunswickOhio2 FIRMS · $69.5M Cuyahoga FallsOhio2 FIRMS · $365M DefianceOhio2 FIRMS · $144M Fairview ParkOhio2 FIRMS · $836M Grove CityOhio2 FIRMS · $116M HilliardOhio2 FIRMS · $127M LebanonOhio2 FIRMS · $331M LovelandOhio2 FIRMS · $249M NewarkOhio2 FIRMS · $140M North CantonOhio2 FIRMS · $89.2M ParmaOhio2 FIRMS Plain CityOhio2 FIRMS · $4.7M SolonOhio2 FIRMS · $376M StrongsvilleOhio2 FIRMS · $26.1M ZanesvilleOhio2 FIRMS · $447M KetteringOhio1 FIRM · $179M HuronOhio1 FIRM · $70.3M MiddletownOhio1 FIRM · $233M Highland HeightsOhio1 FIRM · $207M GroveportOhio1 FIRM · $370M MoraineOhio1 FIRM · $140M MorrowOhio1 FIRM · $75.6K Mount VernonOhio1 FIRM GreenOhio1 FIRM · $63.4M BellefontaineOhio1 FIRM New PhiladelphiaOhio1 FIRM · $892M WoodmereOhio1 FIRM · $93.5M NorthfieldOhio1 FIRM · $40.8M North RoyaltonOhio1 FIRM · $160M NoveltyOhio1 FIRM · $42.6M GranvilleOhio1 FIRM · $52.8M Olmsted FallsOhio1 FIRM · $52.8M BellbrookOhio1 FIRM · $222M PataskalaOhio1 FIRM · $61.3M Garfield HeightsOhio1 FIRM GallipolisOhio1 FIRM · $122M FremontOhio1 FIRM · $42.9M AthensOhio1 FIRM · $28.5M FairfieldOhio1 FIRM · $199M East LiverpoolOhio1 FIRM · $76.1M CopleyOhio1 FIRM · $213M Concord TownshipOhio1 FIRM Saint ClairsvilleOhio1 FIRM · $175M SalemOhio1 FIRM · $95.2M ChardonOhio1 FIRM · $35.2M AdaOhio1 FIRM · $1.2M ShreveOhio1 FIRM · $5.4M SidneyOhio1 FIRM XeniaOhio1 FIRM · $1.2B Canal WinchesterOhio1 FIRM · $19.8M SpringfieldOhio1 FIRM · $10.5M StowOhio1 FIRM · $36.7M StreetsboroOhio1 FIRM ArchboldOhio1 FIRM Canal FultonOhio1 FIRM · $1M Terrace ParkOhio1 FIRM · $114M BucyrusOhio1 FIRM · $300M TroyOhio1 FIRM · $170M TwinsburgOhio1 FIRM · $10.9M BryanOhio1 FIRM · $32.3M BrookvilleOhio1 FIRM · $219M Valley CityOhio1 FIRM · $13.3M Valley ViewOhio1 FIRM · $1.1B VandaliaOhio1 FIRM BratenahlOhio1 FIRM · $382M WarrenOhio1 FIRM · $1M Washington Court HouseOhio1 FIRM WatervilleOhio1 FIRM · $188M BexleyOhio1 FIRM · $45.6M BerlinOhio1 FIRM BereaOhio1 FIRM · $106M WhitehouseOhio1 FIRM · $1.4M WillardOhio1 FIRM · $1.6M MarionOhio1 FIRM MarysvilleOhio1 FIRM · $113M MarbleheadOhio1 FIRM LorainOhio1 FIRM · $5.9M Liberty TownshipOhio1 FIRM · $9.1M LakewoodOhio1 FIRM · $15M LakeviewOhio1 FIRM · $34M

All RIAs in Ohio

Valmark Advisers, Inc.

Akron, OH

AUM $10.2BTEAM 280REPS 292

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 69

Oneseven

Beachwood, OH

AUM $7.7BTEAM 264REPS 127

Carnegie Investment Counsel

Pepper Pike, OH

AUM $7.5BTEAM 69REPS 38

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 79

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 9

Daymark Wealth Partners, LLC

Montgomery, OH

AUM $5BTEAM 40REPS 33

Rockbridge Capital, LLC

Columbus, OH

AUM $5BTEAM 125REPS 6

Hamilton Capital

Columbus, OH

AUM $4.9BTEAM 90REPS 60

Ancora Advisors LLC

Mayfield Heights, OH

AUM $4.6BTEAM 46REPS 12

Prosperity Capital Advisors

Westlake, OH

AUM $4.4BTEAM 244REPS 106

Drive Capital LLC

Columbus, OH

AUM $4.4BTEAM 30REPS 4

PCA Investment Advisory Services, Inc.

Cincinnati, OH

AUM $4.3BTEAM 15REPS 14

Beacon Capital Management, Inc.

Dayton, OH

AUM $4.3BTEAM 44REPS 30

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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