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Investment advisers in Ohio

394 SEC-registered advisers with a main office in Ohio, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Great Lakes Retirement, Inc.Sandusky$962.6M
The Joseph Group LLCColumbus$947M
Randolph Co IncCincinnati$940.9M
Fsm Wealth Advisors, LLCCleveland$940.7M
Frazier Financial Advisors, LLCColumbus$929.9M
Kohmann Bosshard Financial Services, LLC.Akron$910.7M
Lineweaver Wealth Advisors, LLCValley View$908.4M
Dean Investment Associates, LLCBeavercreek$895.6M
Modern Portfolio Management IncHolland$888.9M
Formidable Asset Management, LLCCincinnati$876M1
Riverview Research, LLCIndependence$866.2M
Beard Investment Services, Inc.Canfield$859.7M
Tcp Asset Management, LLCUpper Arlington$822.1M
Investment Partners LtdNew Philadelphia$807.5M
Seniors Housing Fund Manager LLCToledo$799.8M1
Canopy Partners, LLCCincinnati$799.2M
Peak Wealth Solutions, Inc.Pepper Pike$789.2M
River Cities Management, Inc. (f.k.a. Mayfield & Robinson, Inc.)Cincinnati$784.6M11
North Point Portfolio Managers CorporationOrange Village$782.8M
Cyprium Investment Partners LLCCleveland$778.7M5
Timber Bay Partners, LLCCincinnati$771.7M4
Tsg Advice Partners, LLCColumbus$762.2M
Advanced Asset Management Advisors, Inc.Dublin$740M
Strategic Value Bank Partners LLCCleveland$730M5
Atlas Wealth LLCCincinnati$723.9M
Vantage Financial Group, Inc.Cleveland$720.3M
Whitaker-Myers Wealth Managers, Ltd.Mansfield$713.1M
Lakeridge Wealth Management LLCMentor$700.5M
Beacon Financial Advisory LLCCleveland$677.6M
Demming Financial Services Corp.Aurora$675.7M
Eichner Investment Planning, LLCCincinnati$651.8M
McCarthy & Cox Retirement & Estate Specialists LLCMarysville$641.8M
Waller Financial Planning Group, Inc.Columbus$635.3M
John e. Sestina and CompanyColumbus$634.5M
Financial Management Strategies, Inc.Broadview Hts.$619.5M
Ritter Daniher Financial Advisory LLCCincinnati$605.9M
Hpe Capital Management II, LLCCincinnati$600.3M6
Wealthbridge Capital Management, LLCWesterville$599M
G2 Capital Management, LLCColumbus$596.1M
Gerber, LLCColumbus$588.1M
Wealth Dimensions Family Office, IncCincinnati$583.8M
Harvest Financial Advisors, LLCWest Chester$582.6M
Winslow Asset Management IncBeachwood$581.7M
Trinity Financial Advisors LLCColumbus$580.4M1
Rockport Wealth, LLCFairview Park$568.7M
Thor Investment Management IncCincinnati$557.7M
Citymark Capital Management Company LLCCleveland$555.4M2
Resilience Management, LLCCleveland$554.4M15
Heritage Wealth Management Inc.Cincinnati$552.2M
First Fiduciary Investment Counsel IncCleveland$537M
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