RIAs in Ohio

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

By city

CINCINNATIOhio100 FIRMS · $304B COLUMBUSOhio71 FIRMS · $183B CLEVELANDOhio41 FIRMS · $187B DUBLINOhio36 FIRMS · $79.6B BEACHWOODOhio22 FIRMS · $49.8B DAYTONOhio18 FIRMS · $7.6B WESTLAKEOhio17 FIRMS · $8.6B AKRONOhio17 FIRMS · $46.1B INDEPENDENCEOhio17 FIRMS · $18.8B WESTERVILLEOhio15 FIRMS · $3B TOLEDOOhio14 FIRMS · $6.3B CANTONOhio14 FIRMS · $3.1B BLUE ASHOhio11 FIRMS · $10.3B FAIRLAWNOhio10 FIRMS · $4.7B MAUMEEOhio9 FIRMS · $6.8B WORTHINGTONOhio8 FIRMS · $977M MASONOhio7 FIRMS · $24.6B CENTERVILLEOhio7 FIRMS · $1.1B PEPPER PIKEOhio7 FIRMS · $9.4B WEST CHESTEROhio6 FIRMS · $1.1B ASHLANDOhio6 FIRMS · $986M MANSFIELDOhio6 FIRMS · $3B NEW ALBANYOhio6 FIRMS · $1.3B MEDINAOhio6 FIRMS · $521M HUDSONOhio6 FIRMS · $2.6B MENTOROhio6 FIRMS · $869M MIDDLEBURG HEIGHTSOhio5 FIRMS · $942M MONTGOMERYOhio5 FIRMS · $39.7B BROADVIEW HEIGHTSOhio5 FIRMS · $958M SPRINGBOROOhio5 FIRMS · $963M CANFIELDOhio5 FIRMS · $1.4B YOUNGSTOWNOhio4 FIRMS · $434M MIAMISBURGOhio4 FIRMS · $3.1B ROCKY RIVEROhio4 FIRMS · $248M CHAGRIN FALLSOhio4 FIRMS · $8B UNIONTOWNOhio4 FIRMS · $372M UPPER ARLINGTONOhio4 FIRMS · $1.5B FINDLAYOhio4 FIRMS · $844M SANDUSKYOhio4 FIRMS · $1.3B POWELLOhio4 FIRMS · $737M OAKWOODOhio4 FIRMS · $885M WOOSTEROhio4 FIRMS · $217M MILFORDOhio4 FIRMS · $602M LYNDHURSTOhio3 FIRMS · $4.9M HOLLANDOhio3 FIRMS · $1.2B CLEVELAND HEIGHTSOhio3 FIRMS · $21.7M RICHFIELDOhio3 FIRMS · $147M BEAVERCREEKOhio3 FIRMS · $1.3B POLANDOhio3 FIRMS · $409M PICKERINGTONOhio3 FIRMS · $183M PERRYSBURGOhio3 FIRMS · $109M WADSWORTHOhio3 FIRMS · $315M MAYFIELD HEIGHTSOhio3 FIRMS · $5.7B WILLOUGHBYOhio3 FIRMS · $35M HILLSBOROOhio3 FIRMS · $181M SYLVANIAOhio3 FIRMS · $8.2B LIMAOhio3 FIRMS · $952M DEFIANCEOhio2 FIRMS · $144M AURORAOhio2 FIRMS · $852M AVONOhio2 FIRMS · $606M BRUNSWICKOhio2 FIRMS · $69.5M CUYAHOGA FALLSOhio2 FIRMS · $365M FAIRVIEW PARKOhio2 FIRMS · $836M GROVE CITYOhio2 FIRMS · $112M HILLIARDOhio2 FIRMS · $127M LANCASTEROhio2 FIRMS · $8.5M LEBANONOhio2 FIRMS · $331M LOVELANDOhio2 FIRMS · $249M NEWARKOhio2 FIRMS · $140M NORTH CANTONOhio2 FIRMS · $89.2M PARMAOhio2 FIRMS Plain CityOhio2 FIRMS · $4.7M SHAKER HEIGHTSOhio2 FIRMS · $3.8B SOLONOhio2 FIRMS · $376M STRONGSVILLEOhio2 FIRMS · $26.1M TROYOhio2 FIRMS · $170M ZANESVILLEOhio2 FIRMS · $453M HURONOhio1 FIRM · $70.3M HIGHLAND HEIGHTSOhio1 FIRM · $207M GROVEPORTOhio1 FIRM · $370M MIDDLETOWNOhio1 FIRM · $199M GreenOhio1 FIRM · $63.4M GRANVILLEOhio1 FIRM · $52.8M MORAINEOhio1 FIRM · $140M MORROWOhio1 FIRM · $75.6K MOUNT VERNONOhio1 FIRM GARFIELD HEIGHTSOhio1 FIRM WHITEHOUSEOhio1 FIRM · $1.4M NEW PHILADELPHIAOhio1 FIRM · $892M WillardOhio1 FIRM · $1.6M NORTHFIELDOhio1 FIRM · $40.8M NORTH ROYALTONOhio1 FIRM · $160M NOVELTYOhio1 FIRM · $42.6M GallipolisOhio1 FIRM · $122M OLMSTED FALLSOhio1 FIRM · $52.8M BELLEFONTAINEOhio1 FIRM PATASKALAOhio1 FIRM · $61.3M FREMONTOhio1 FIRM · $42.9M FAIRFIELDOhio1 FIRM · $199M EAST LIVERPOOLOhio1 FIRM · $76.1M WOODMEREOhio1 FIRM · $93.5M DELAWAREOhio1 FIRM · $50M ADAOhio1 FIRM · $1.2M COPLEYOhio1 FIRM · $213M CONCORD TOWNSHIPOhio1 FIRM Saint ClairsvilleOhio1 FIRM · $175M SALEMOhio1 FIRM · $95.2M CHARDONOhio1 FIRM · $35.2M BELLBROOKOhio1 FIRM · $222M SHREVEOhio1 FIRM · $5.4M SIDNEYOhio1 FIRM SMITHVILLEOhio1 FIRM · $62.5M ATHENSOhio1 FIRM · $28.5M CANAL WINCHESTEROhio1 FIRM · $19.8M SPRINGFIELDOhio1 FIRM · $10.5M STOWOhio1 FIRM · $38.6M STREETSBOROOhio1 FIRM XENIAOhio1 FIRM · $1.2B CANAL FULTONOhio1 FIRM · $1M TERRACE PARKOhio1 FIRM · $114M BucyrusOhio1 FIRM · $300M ARCHBOLDOhio1 FIRM 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 LORAINOhio1 FIRM · $5.9M Liberty TownshipOhio1 FIRM · $9.1M MARBLEHEADOhio1 FIRM MARIONOhio1 FIRM MARYSVILLEOhio1 FIRM · $113M LEWIS CENTEROhio1 FIRM · $95.5M LAKEWOODOhio1 FIRM · $15M LAKEVIEWOhio1 FIRM · $34M KETTERINGOhio1 FIRM · $179M

All RIAs in Ohio

STRATEGIC VALUE BANK PARTNERS LLC

CLEVELAND, OH

AUM $774MTEAM 7REPS 2

NORTH POINT PORTFOLIO MANAGERS CORPORATION

BEACHWOOD, OH

AUM $773MTEAM 7REPS 6

CYPRIUM PARTNERS

CLEVELAND, OH

AUM $760MTEAM 19REPS 6

G2 CAPITAL MANAGEMENT, LLC

COLUMBUS, OH

AUM $757MTEAM 6REPS 5

WALLER FINANCIAL PLANNING GROUP, INC.

COLUMBUS, OH

AUM $748MTEAM 11REPS 6

JOHN E. SESTINA AND COMPANY

COLUMBUS, OH

AUM $744MTEAM 19REPS 8

FINANCIAL MANAGEMENT STRATEGIES, INC.

BROADVIEW HEIGHTS, OH

AUM $714MTEAM 23REPS 22

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

WESTERVILLE, OH

AUM $710MTEAM 7REPS 5

EICHNER INVESTMENT PLANNING, LLC

CINCINNATI, OH

AUM $692MTEAM 1REPS 1

RC CAPITAL

CINCINNATI, OH

AUM $682MTEAM 18REPS 6

THOR WEALTH MANAGEMENT INC

CINCINNATI, OH

AUM $679MTEAM 15REPS 7

ROCKPORT WEALTH ADVISORS

FAIRVIEW PARK, OH

AUM $676MTEAM 15REPS 8

DEMMING FINANCIAL SERVICES CORP.

AURORA, OH

AUM $676MTEAM 11REPS 5

HARVEST FINANCIAL ADVISORS, LLC

WEST CHESTER, OH

AUM $671MTEAM 9REPS 9

TRINITY FINANCIAL ADVISORS LLC

COLUMBUS, OH

AUM $670MTEAM 9REPS 6

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

DUBLIN, OH

AUM $651MTEAM 8REPS 5

PEAK RETIREMENT PLANNING, INC.

COLUMBUS, OH

AUM $631MTEAM 22REPS 16

CORNERSTONE WEALTH MANAGEMENT

WESTLAKE, OH

AUM $629MTEAM 8REPS 5

WINSLOW ASSET MANAGEMENT INC

BEACHWOOD, OH

AUM $627MTEAM 6REPS 4

WEALTH DIMENSIONS FAMILY OFFICE, INC

CINCINNATI, OH

AUM $626MTEAM 16REPS 9

KEELER & NADLER FAMILY WEALTH

DUBLIN, OH

AUM $610MTEAM 13REPS 8

HERITAGE WEALTH ADVISORS

CINCINNATI, OH

AUM $605MTEAM 6REPS 4

GERBER, LLC

COLUMBUS, OH

AUM $592MTEAM 17REPS 4

CONSOLIDATED FINANCIAL

DUBLIN, OH

AUM $589MTEAM 6REPS 6

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