| Safe Harbor Wealth Advisors, LLC | Dublin | $162.7M | — |
| Alan B. Lancz & Associates, Inc. | Toledo | $162.2M | 2 |
| Meyer Capital Management LLC. | Cincinnati | $162.1M | — |
| Bluestone Private Wealth, LLC | Cleveland | $161.8M | — |
| Brixey & Meyer Capital LLC | Cincinnati | $161.5M | 5 |
| Livelsberger, Lynn Louis | Ashland | $160.9M | — |
| Dbk Financial Counsel, LLC | Cuyahoga Falls | $159.5M | — |
| Newport Investment Advisors Inc | Beachwood | $158.9M | — |
| The Private Investment Group, Inc. | Centerville | $157.1M | — |
| First Mason Financial, LLC | Medina | $155M | — |
| Kennon-Green & Company, LLC | New Albany | $154.6M | — |
| Peb Capital Management LLC | Columbus | $153.9M | — |
| Wealth Advisors, LLC | Springboro | $153M | — |
| Ot Financial, LLC | Troy | $152.8M | — |
| Bright Path Sports Partners, LLC | Cleveland | $151.6M | 2 |
| Meyer Gates Financial Advisors, Inc | West Chester | $151.4M | — |
| O'Dell Capital Management | Hillsboro | $150.8M | — |
| Ska Financial Services,inc. | Fairview Park | $149.9M | — |
| Shuttleworth & Company | Powell | $149.5M | — |
| Appalachian Capital Management Ltd | St. Clairsville | $147.6M | — |
| Atlantis Wealth Advisors LLC | Maumee | $146.7M | — |
| Enza Financial, LLC | Independence | $146.5M | — |
| Eltringham Wealth Partners, LLC | Blue Ash | $146M | — |
| M3 Wealth Management, LLC | North Royalton | $143.2M | — |
| One Resource Group Wealth Management LLC | Dublin | $142M | — |
| McCarley & Cook LLC | Cincinnati | $141M | — |
| Fiduciary Wealth Group, LLC | Centerville | $140M | — |
| Ross Wealth Advisors, LLC | Columbus | $139.7M | — |
| Monetary Solutions, Ltd. | Dayton | $139.7M | — |
| Schear Investment Advisers, LLC | Cincinnati | $139.5M | 1 |
| Feg Curio Investment Partners, LLC | Cincinnati | $138.3M | 18 |
| Richwood Investment Advisors, LLC | Cincinnati | $137.4M | — |
| Harding Financial Group | Westerville | $135.6M | — |
| The Wealth Advantage Group, Inc. | Columbus | $132.7M | — |
| Infinity Wealth Counsel, LLC | Loveland | $132.6M | — |
| Chapman & Chapman Advisors LLC | Chagrin Falls | $130.9M | — |
| Lincoln Douglas Investments, LLC | Mount Vernon | $130.5M | — |
| Rabe Investment Consulting Group | Richfield | $129.9M | — |
| Jct Investment Counsel, Inc. | Akron | $128.7M | — |
| Compass Financial Group, Inc. | Dublin | $128.4M | — |
| Worthington Financial Partners LLC | Worthington | $128M | — |
| Oda and Company, Inc. | Medina | $125.6M | — |
| Demers Constance Elaine | Columbus | $125.3M | — |
| Libertas Wealth Management Group, Inc. | Columbus | $123.9M | — |
| Graver Capital Management, LLC | Columbus | $122M | — |
| Mench Financial Inc | Cincinnati | $121.2M | — |
| Van Winkle Wealth Management Group LLC | Newark | $120.8M | — |
| Western Reserve Capital Management, LLC | Hudson | $120.2M | — |
| Vision Financial Management, LLC | Cuyahoga Falls | $120M | — |
| Vanweelden Wealth Management, LLC | West Chester Township | $119.7M | — |