| Dagco, Inc. | Westlake | $518.4M | — |
| Consolidated Financial Management Group, LLC | Dublin | $516M | — |
| Dover Partners Inc | Dayton | $508.6M | — |
| Adaptive Financial Consulting, LLC | Beachwood | $508.5M | — |
| Keidan Financial Consultants LLC | Columbus | $496.3M | — |
| Broadleaf Partners, LLC | Hudson | $494.7M | — |
| The Connor Group Fund Manager, LLC | Miamisburg | $494.3M | 9 |
| Vela Investment Management, LLC | New Albany | $486.2M | — |
| Prasad Wealth Partners, LLC | Independence | $486M | — |
| Edgewater Capital Management, LLC | Independence | $480.4M | 4 |
| Keeler & Nadler Financial Planning and Wealth Management, LLC | Dublin | $477.8M | — |
| Paradigm Wealth Management, LLC | Westlake | $475.6M | — |
| Tof Manager, LLC | Cleveland | $474.6M | 6 |
| Yarger Wealth Strategies, LLC | Westerville | $470.9M | — |
| Blake Schutter Theil Wealth Advisors, LLC | Dayton | $463.3M | — |
| Virtera Partners LLC | Pepper Pike | $452.1M | 6 |
| Hendley & Co Inc | Zanesville | $445M | — |
| Park Edge Advisors, LLC | Cleveland | $438.1M | — |
| Trueblood Wealth Management, LLC | Lima | $430.8M | — |
| Ggm Financials, LLC | Columbus | $425.7M | — |
| True Wealth Design, LLC | Akron | $424.8M | — |
| Balanced Wealth Group LLC | Westlake | $419.9M | — |
| Peak Retirement Planning, Inc. | Columbus | $416.4M | — |
| Hixon Zuercher, LLC | Findlay | $412.1M | — |
| Financial Freedom, LLC | Cincinnati | $407.1M | — |
| Fidato Wealth LLC | Middleburg Heights | $406.5M | — |
| Columbus Investment Advisory Inc. | New Albany | $405.6M | — |
| Planned Financial Services, LLC | Cleveland | $392.2M | — |
| Whitcomb & Hess, Inc. | Ashland | $381.4M | — |
| Keystone Financial Planning, Inc | Westlake | $377.5M | — |
| Symphony Financial Services, Inc. | Akron | $376.1M | — |
| Elizabeth Park Capital Advisors, Ltd | Pepper Pike | $373.9M | 4 |
| Empeiria Capital Management, LLC | Cincinnati | $373.2M | 7 |
| Union Strategic Advisors LLC | Blue Ash | $371.6M | — |
| Warther Private Wealth, LLC | Akron | $371.3M | — |
| Lesjak Planning, LLC | Westlake | $369M | — |
| Eukles Asset Management, LLC | Cincinnati | $364.3M | — |
| Sws Partners, LLC | Columbus | $359.7M | 6 |
| Trinity Wealth Management LLC | Cincinnati | $356.9M | — |
| Viking Partners Advisors, LLC | Cincinnati | $354.4M | 7 |
| Balance Wealth Partners LLC | Worthington | $348.4M | — |
| Anderson Financial Strategies, LLC | Dayton | $348.1M | — |
| Ruggaard & Associates, LLC | Hudson | $346.9M | — |
| James Reed Financial Services, Inc. | Cleveland | $345.8M | — |
| Leclair Wealth Partners LLC | Dublin | $342.4M | — |
| Family Wealth Advisory Group, LLC | Cincinnati | $334.7M | — |
| Signature Equity Partners, LLC | Columbus | $330.6M | — |
| National Wealth Management Group, LLC | Cincinnati | $325.7M | — |
| Strategic Planning, Inc. | Columbus | $324.9M | — |
| Kapstone Financial Advisors LLC | Lebanon | $322.3M | — |