RIAs in Ohio

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

By city

CINCINNATIOhio100 FIRMS · $304BCOLUMBUSOhio71 FIRMS · $183BCLEVELANDOhio41 FIRMS · $187BDUBLINOhio36 FIRMS · $79.6BBEACHWOODOhio22 FIRMS · $49.8BDAYTONOhio18 FIRMS · $7.6BWESTLAKEOhio17 FIRMS · $8.6BAKRONOhio17 FIRMS · $46.1BINDEPENDENCEOhio17 FIRMS · $18.8BWESTERVILLEOhio15 FIRMS · $3BTOLEDOOhio14 FIRMS · $6.3BCANTONOhio14 FIRMS · $3.1BBLUE ASHOhio11 FIRMS · $10.3BFAIRLAWNOhio10 FIRMS · $4.7BMAUMEEOhio9 FIRMS · $6.8BWORTHINGTONOhio8 FIRMS · $977MMASONOhio7 FIRMS · $24.6BCENTERVILLEOhio7 FIRMS · $1.1BPEPPER PIKEOhio7 FIRMS · $9.4BWEST CHESTEROhio6 FIRMS · $1.1BASHLANDOhio6 FIRMS · $986MMANSFIELDOhio6 FIRMS · $3BNEW ALBANYOhio6 FIRMS · $1.3BMEDINAOhio6 FIRMS · $521MHUDSONOhio6 FIRMS · $2.6BMENTOROhio6 FIRMS · $869MMIDDLEBURG HEIGHTSOhio5 FIRMS · $942MMONTGOMERYOhio5 FIRMS · $39.7BBROADVIEW HEIGHTSOhio5 FIRMS · $958MSPRINGBOROOhio5 FIRMS · $963MCANFIELDOhio5 FIRMS · $1.4BYOUNGSTOWNOhio4 FIRMS · $434MMIAMISBURGOhio4 FIRMS · $3.1BROCKY RIVEROhio4 FIRMS · $248MCHAGRIN FALLSOhio4 FIRMS · $8BUNIONTOWNOhio4 FIRMS · $372MUPPER ARLINGTONOhio4 FIRMS · $1.5BFINDLAYOhio4 FIRMS · $844MSANDUSKYOhio4 FIRMS · $1.3BPOWELLOhio4 FIRMS · $737MOAKWOODOhio4 FIRMS · $885MWOOSTEROhio4 FIRMS · $217MMILFORDOhio4 FIRMS · $602MLYNDHURSTOhio3 FIRMS · $136MHOLLANDOhio3 FIRMS · $1.2BCLEVELAND HEIGHTSOhio3 FIRMS · $21.7MRICHFIELDOhio3 FIRMS · $147MBEAVERCREEKOhio3 FIRMS · $1.3BPOLANDOhio3 FIRMS · $409MPICKERINGTONOhio3 FIRMS · $183MPERRYSBURGOhio3 FIRMS · $109MWADSWORTHOhio3 FIRMS · $315MMAYFIELD HEIGHTSOhio3 FIRMS · $5.7BWILLOUGHBYOhio3 FIRMS · $35MHILLSBOROOhio3 FIRMS · $181MSYLVANIAOhio3 FIRMS · $8.2BLIMAOhio3 FIRMS · $952MDEFIANCEOhio2 FIRMS · $144MAURORAOhio2 FIRMS · $852MAVONOhio2 FIRMS · $606MBRUNSWICKOhio2 FIRMS · $69.5MCUYAHOGA FALLSOhio2 FIRMS · $365MFAIRVIEW PARKOhio2 FIRMS · $836MGROVE CITYOhio2 FIRMS · $112MHILLIARDOhio2 FIRMS · $127MLANCASTEROhio2 FIRMS · $8.5MLEBANONOhio2 FIRMS · $331MLOVELANDOhio2 FIRMS · $249MNEWARKOhio2 FIRMS · $140MNORTH CANTONOhio2 FIRMS · $89.2MPARMAOhio2 FIRMSPlain CityOhio2 FIRMS · $4.7MSHAKER HEIGHTSOhio2 FIRMS · $3.8BSOLONOhio2 FIRMS · $376MSTRONGSVILLEOhio2 FIRMS · $26.1MTROYOhio2 FIRMS · $170MZANESVILLEOhio2 FIRMS · $453MHURONOhio1 FIRM · $70.3MHIGHLAND HEIGHTSOhio1 FIRM · $207MGROVEPORTOhio1 FIRM · $370MMIDDLETOWNOhio1 FIRM · $233MGreenOhio1 FIRM · $63.4MGRANVILLEOhio1 FIRM · $52.8MMORAINEOhio1 FIRM · $140MMORROWOhio1 FIRM · $75.6KMOUNT VERNONOhio1 FIRMGARFIELD HEIGHTSOhio1 FIRMWHITEHOUSEOhio1 FIRM · $1.4MNEW PHILADELPHIAOhio1 FIRM · $892MWillardOhio1 FIRM · $1.6MNORTHFIELDOhio1 FIRM · $40.8MNORTH ROYALTONOhio1 FIRM · $160MNOVELTYOhio1 FIRM · $42.6MGallipolisOhio1 FIRM · $122MOLMSTED FALLSOhio1 FIRM · $52.8MBELLEFONTAINEOhio1 FIRMPATASKALAOhio1 FIRM · $61.3MFREMONTOhio1 FIRM · $42.9MFAIRFIELDOhio1 FIRM · $199MEAST LIVERPOOLOhio1 FIRM · $76.1MWOODMEREOhio1 FIRM · $93.5MDELAWAREOhio1 FIRM · $50MADAOhio1 FIRM · $1.2MCOPLEYOhio1 FIRM · $213MCONCORD TOWNSHIPOhio1 FIRMSaint ClairsvilleOhio1 FIRM · $175MSALEMOhio1 FIRM · $95.2MCHARDONOhio1 FIRM · $35.2MBELLBROOKOhio1 FIRM · $222MSHREVEOhio1 FIRM · $5.4MSIDNEYOhio1 FIRMSMITHVILLEOhio1 FIRM · $62.5MATHENSOhio1 FIRM · $28.5MCANAL WINCHESTEROhio1 FIRM · $19.8MSPRINGFIELDOhio1 FIRM · $10.5MSTOWOhio1 FIRM · $38.6MSTREETSBOROOhio1 FIRMXENIAOhio1 FIRM · $1.2BCANAL FULTONOhio1 FIRM · $1MTERRACE PARKOhio1 FIRM · $114MBucyrusOhio1 FIRM · $300MARCHBOLDOhio1 FIRMTWINSBURGOhio1 FIRM · $10.9MBRYANOhio1 FIRM · $32.3MBROOKVILLEOhio1 FIRM · $219MVALLEY CITYOhio1 FIRM · $13.3MValley ViewOhio1 FIRM · $1.1BVANDALIAOhio1 FIRMBRATENAHLOhio1 FIRM · $382MWARRENOhio1 FIRM · $1MWASHINGTON COURT HOUSEOhio1 FIRMWATERVILLEOhio1 FIRM · $188MBEXLEYOhio1 FIRM · $45.6MBERLINOhio1 FIRMBEREAOhio1 FIRM · $106MLORAINOhio1 FIRM · $5.9MLiberty TownshipOhio1 FIRM · $9.1MMARBLEHEADOhio1 FIRMMARIONOhio1 FIRMMARYSVILLEOhio1 FIRM · $113MLEWIS CENTEROhio1 FIRM · $95.5MLAKEWOODOhio1 FIRM · $15MLAKEVIEWOhio1 FIRM · $34MKETTERINGOhio1 FIRM · $179M

All RIAs in Ohio

KLD WEALTH MANAGEMENT

RIA

LEBANON, OH

AUM $8.6MTEAM 2REPS 3

4 STAR ADVISORY SERVICES LLC

RIA

LANCASTER, OH

AUM $8.5MTEAM 1REPS 1

KURFEES CAPITAL MANAGEMENT, LLC

RIA

COLUMBUS, OH

AUM $8.5MTEAM 1REPS 1

RICHARD MILLER FINANCIAL SERVICES, LLC

RIA

ZANESVILLE, OH

AUM $8.4MTEAM 1REPS 1

TRICORD WEALTH ADVISORS

RIA

COLUMBUS, OH

AUM $7.7MTEAM 1REPS 1

COLETTA CAPITAL, LLC

RIA

WESTLAKE, OH

AUM $7.2MTEAM 1REPS 1

ADVOCATE WEALTH SOLUTIONS

RIA

DUBLIN, OH

AUM $7MTEAM 3REPS 1

DELTA CAPITAL MANAGEMENT, INC.

RIA

DUBLIN, OH

AUM $6.8MTEAM 2REPS 2

GREAT LAKES RETIREMENT PLANNING LLC

RIA

CLEVELAND, OH

AUM $6.7MTEAM 1REPS 1

ORGANIC WEALTH, LLC

RIA

WORTHINGTON, OH

AUM $6.5MTEAM 1REPS 1

THE BOTTOM LINE WEALTH MANAGEMENT LTD.

RIA

TOLEDO, OH

AUM $6.3MTEAM 3REPS 3

ZAK ADVISORY, LLC

RIA

ROCKY RIVER, OH

AUM $6MTEAM 1REPS 2

GLASS CITY CAPITAL MANAGEMENT, LLC

RIA

MAUMEE, OH

AUM $5.9MTEAM 1REPS 1

NEXTGEN WEALTH DEFENSE LLC

RIA

LORAIN, OH

AUM $5.9MTEAM 1REPS 1

FAMILY LIFE FINANCIAL PLANNING

RIA

MENTOR, OH

AUM $5.8MTEAM 1REPS 1

KIPI FINANCIAL PLANNING LLC

RIA

COLUMBUS, OH

AUM $5.5MTEAM 1REPS 1

AUSTIN WEALTH SOLUTIONS

RIA

SHREVE, OH

AUM $5.4MTEAM 3REPS 1

W&S ADVISORY SERVICES, LLC

RIA

CINCINNATI, OH

AUM $5.3MTEAM 9REPS 21

GJW INVESTMENT ADVISER LLC

RIA

MEDINA, OH

AUM $5.3MTEAM 1REPS 1

CHLEBINA CAPITAL

RIA

AKRON, OH

AUM $5.1MTEAM 3REPS 3

THE SIEKMANN COMPANY

RIA

Plain City, OH

AUM $4.7MTEAM 8REPS 3

OMEGA CAPITAL MANAGEMENT LLC

RIA

NEW ALBANY, OH

AUM $4MTEAM 1REPS 1

NIGHT SKY CAPITAL MANAGEMENT, LLC

RIA

CLEVELAND HEIGHTS, OH

AUM $3.2MTEAM 2REPS 3

SPRING OCEAN CAPITAL LLC

RIA

CHAGRIN FALLS, OH

AUM $3.1MTEAM 1REPS 1

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