Investment adviser firms in Ohio
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
395 firms · Source months shown: August 2026
- 2 KNIGHTS WEALTH MANAGEMENT, LLCCRD 307238 · PEPPER PIKE, OH$127,345,618.00Regulatory AUM · August 2026
- AA FINANCIAL ADVISORS, LLCCRD 119829 · COLUMBUS, OH$1,418,568,755.00Regulatory AUM · August 2026
- ACCENT CAPITAL MANAGEMENT, LLCCRD 319275 · CENTERVILLE, OH$382,706,251.00Regulatory AUM · August 2026
- ACCOLADE INVESTMENT ADVISORY, LLCCRD 145635 · COLUMBUS, OH$1,598,528,764.00Regulatory AUM · August 2026
- ADAPTIVE FINANCIAL CONSULTING, LLCCRD 288185 · BEACHWOOD, OH$547,099,663.00Regulatory AUM · August 2026
- ADVANCED ASSET MANAGEMENT ADVISORS, INC.CRD 119859 · DUBLIN, OH$651,272,660.00Regulatory AUM · August 2026
- AFFINITY WEALTH LLCCRD 285169 · CANTON, OH$217,543,050.00Regulatory AUM · August 2026
- AI STOCK PROPHET, LLCCRD 340421 · AKRON, OHNot availableRegulatory AUM · August 2026
- ALAN B. LANCZ & ASSOCIATES, INC.CRD 105363 · TOLEDO, OH$175,381,499.00Regulatory AUM · August 2026
- ALCYON WEALTH ADVISORS, LLCCRD 334909 · YOUNGSTOWN, OH$356,492,833.00Regulatory AUM · August 2026
- ALIGN CAPITAL PARTNERS, LPCRD 284487 · SHAKER HEIGHTS, OH$2,408,330,198.00Regulatory AUM · August 2026
- ALPHA PLANNING AND FINANCIAL SERVICES, INC.CRD 130842 · SOLON, OH$112,753,128.00Regulatory AUM · August 2026
- AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")CRD 161853 · CINCINNATI, OH$21,322,579,000.00Regulatory AUM · August 2026
- ANCORA ADVISORS LLCCRD 124674 · MAYFIELD HEIGHTS, OH$4,614,815,571.00Regulatory AUM · August 2026
- ANCORA ALTERNATIVES LLCCRD 311902 · CLEVELAND, OH$1,131,830,017.00Regulatory AUM · August 2026
- ANCORA PRIVATE WEALTH ADVISORS, LLCCRD 124845 · CLEVELAND, OH$3,899,628,309.00Regulatory AUM · August 2026
- ANCORA RETIREMENT PLAN ADVISORS, LLCCRD 31256 · CLEVELAND, OH$1,534,388,933.00Regulatory AUM · August 2026
- ANDERSON FINANCIAL STRATEGIES, LLCCRD 290343 · DAYTON, OH$402,105,003.00Regulatory AUM · August 2026
- APPALACHIAN CAPITAL MANAGEMENT LTDCRD 120038 · ST. CLAIRSVILLE, OH$175,316,177.00Regulatory AUM · August 2026
- ARDENT CAPITAL MANAGEMENT, INC.CRD 108264 · CINCINNATI, OH$327,015,414.00Regulatory AUM · August 2026
- ARG PRIVATE WEALTH, LLCCRD 336183 · CINCINNATI, OH$279,970,726.00Regulatory AUM · August 2026
- ARGENTARII, LLCCRD 332112 · CINCINNATI, OH$431,869,342.00Regulatory AUM · August 2026
- ARTIFEX FINANCIAL GROUP, LLCCRD 140643 · OAKWOOD, OH$328,703,165.00Regulatory AUM · August 2026
- ASPIRING VENTURES, LLCCRD 282891 · CINCINNATI, OH$569,522,860.00Regulatory AUM · August 2026
- ATLANTIS WEALTH ADVISORS LLCCRD 169956 · MAUMEE, OH$150,194,659.00Regulatory AUM · August 2026
- ATLAS WEALTH LLCCRD 321832 · CINCINNATI, OH$872,588,664.00Regulatory AUM · August 2026
- AXECAP INVESTMENTS, LLCCRD 314674 · MASON, OH$186,625,957.00Regulatory AUM · August 2026
- AXIM WEALTH MANAGEMENT LLCCRD 319618 · SPRINGBORO, OH$127,235,713.00Regulatory AUM · August 2026
- B.A. SCHROCK WEALTH MANAGEMENT, INC.CRD 304694 · WADSWORTH, OH$281,583,977.00Regulatory AUM · August 2026
- BAHL & GAYNOR LLCCRD 106139 · CINCINNATI, OH$20,990,587,107.00Regulatory AUM · August 2026
- BALANCE WEALTH PARTNERS LLCCRD 329589 · WORTHINGTON, OH$386,652,646.00Regulatory AUM · August 2026
- BALANCED WEALTH GROUP LLCCRD 328007 · WESTLAKE, OH$494,073,639.00Regulatory AUM · August 2026
- BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLCCRD 328496 · CINCINNATI, OH$188,215,232.00Regulatory AUM · August 2026
- BARTLETT & CO. WEALTH MANAGEMENT LLCCRD 292246 · CINCINNATI, OH$10,253,059,151.00Regulatory AUM · August 2026
- BEACON ASSOCIATES WEALTH MANAGEMENT, LLCCRD 318651 · MAUMEE, OH$101,067,667.00Regulatory AUM · August 2026
- BEACON CAPITAL MANAGEMENT, INC.CRD 120641 · DAYTON, OH$4,258,083,129.00Regulatory AUM · August 2026
- BEACON FINANCIAL ADVISORY LLCCRD 174334 · CLEVELAND, OH$900,724,380.00Regulatory AUM · August 2026
- BEESE, FULMER INVESTMENT MANAGEMENT, INC.CRD 109882 · CANTON, OH$2,057,349,812.00Regulatory AUM · August 2026
- BELL CITY WEALTH, INC.CRD 326354 · HILLSBORO, OH$163,331,134.00Regulatory AUM · August 2026
- BIRCHCREEK WEALTH MANAGEMENT, LLCCRD 304207 · MIAMI TOWNSHIP, OH$300,102,308.00Regulatory AUM · August 2026
- BISON WEALTH MANAGEMENT, LLCCRD 340724 · LYNDHURST, OH$131,028,624.00Regulatory AUM · August 2026
- BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLCCRD 292661 · DAYTON, OH$459,456,067.00Regulatory AUM · August 2026
- BLUE JAY FINANCIAL GROUP, LLCCRD 296467 · DEFIANCE, OH$113,455,676.00Regulatory AUM · August 2026
- BLUE POINT CAPITAL PARTNERS LLCCRD 157031 · CLEVELAND, OH$1,443,290,000.00Regulatory AUM · August 2026
- BLUESTONE PRIVATE WEALTH, LLCCRD 326055 · CLEVELAND, OH$190,410,134.00Regulatory AUM · August 2026
- BOND TECH INCCRD 105979 · BELLBROOK, OH$221,594,676.00Regulatory AUM · August 2026
- BOYD WATTERSON ASSET MANAGEMENT, LLCCRD 107808 · CLEVELAND, OH$18,809,101,724.00Regulatory AUM · August 2026
- BPS WEALTH ADVISORS, INC.CRD 106249 · CANFIELD, OH$1,082,580,906.00Regulatory AUM · August 2026
- BRIGHT PATH SPORTS PARTNERS, LLCCRD 327730 · CLEVELAND, OH$194,797,971.00Regulatory AUM · August 2026
- BRIXEY & MEYER CAPITAL LLCCRD 299465 · CINCINNATI, OH$201,813,282.00Regulatory AUM · August 2026
- BROADLEAF PARTNERS, LLCCRD 137433 · HUDSON, OH$551,292,726.00Regulatory AUM · August 2026
- BROWN FINANCIAL ADVISORS, LLCCRD 147056 · MILFORD, OH$323,336,194.00Regulatory AUM · August 2026
- BULLSEYE INVESTMENT MANAGEMENT, LLCCRD 145158 · CINCINNCIATI, OH$225,976,485.00Regulatory AUM · August 2026
- C2P CAPITAL ADVISORY GROUP, LLCCRD 156480 · WESTLAKE, OH$4,385,706,161.00Regulatory AUM · August 2026
- CAMBRIDGE FINANCIAL GROUP, INC.CRD 112254 · COLUMBUS, OH$331,311,024.00Regulatory AUM · August 2026
- CAMELOT EVENT-DRIVEN ADVISORS, LLCCRD 291798 · MAUMEE, OH$107,799,559.00Regulatory AUM · August 2026
- CAMELOT PORTFOLIOS, LLCCRD 145918 · MAUMEE, OH$272,234,967.00Regulatory AUM · August 2026
- CANOPY PARTNERS, LLCCRD 324812 · CINCINNATI, OH$869,015,092.00Regulatory AUM · August 2026
- CAPITAL ADVISORS, LTD., LLCCRD 153600 · SHAKER HEIGHTS, OH$1,366,837,208.00Regulatory AUM · August 2026
- CAPITAL ASSET MANAGEMENT, INC.CRD 120597 · COLUMBUS, OH$199,520,574.00Regulatory AUM · August 2026
- CAPITALWORKS, LLCCRD 160408 · CLEVELAND, OH$283,933,229.00Regulatory AUM · August 2026
- CAPSTONE WEALTH PARTNERS, LTD.CRD 152524 · DUBLIN, OH$114,862,553.00Regulatory AUM · August 2026
- CARNEGIE CAPITAL ASSET MANAGEMENT, LLCCRD 150488 · PEPPER PIKE, OH$7,513,187,008.00Regulatory AUM · August 2026
- CBIZ FINANCIAL SOLUTIONS, INC.CRD 16678 · CLEVELAND, OH$8,873,081.00Regulatory AUM · August 2026
- CBIZ INVESTMENT ADVISORY SERVICES, LLCCRD 286002 · CLEVELAND, OH$12,762,169,497.00Regulatory AUM · August 2026
- CHAPMAN & CHAPMAN ADVISORS LLCCRD 122655 · CHAGRIN FALLS, OH$145,584,757.00Regulatory AUM · August 2026
- CINCINNATI ASSET MANAGEMENT INCCRD 104946 · CINCINNATI, OH$2,531,546,094.00Regulatory AUM · August 2026
- CINTRIFUSE FUND MANAGEMENT, LLCCRD 166973 · CINCINNATI, OH$180,103,766.00Regulatory AUM · August 2026
- CITYMARK CAPITAL MANAGEMENT COMPANY LLCCRD 291405 · CLEVELAND, OH$582,839,006.00Regulatory AUM · August 2026
- CLAYMORE CAPITAL PARTNERS, LLCCRD 309944 · CINCINNATI, OH$183,940,042.00Regulatory AUM · August 2026
- CLEARSTEAD ADVISORS, LLCCRD 105674 · CLEVELAND, OH$33,880,026,978.00Regulatory AUM · August 2026
- CLEVELAND CAPITAL MANAGEMENT, L.L.C.CRD 341686 · ROCKY RIVER, OH$215,837,993.00Regulatory AUM · August 2026
- CLEVELAND WEALTH, LLCCRD 282196 · CLEVELAND, OH$506,578,765.00Regulatory AUM · August 2026
- CLUTTERBUCK CAPITAL MANAGEMENT LLCCRD 140082 · CLEVELAND, OH$233,436,071.00Regulatory AUM · August 2026
- CM WEALTH ADVISORS LLCCRD 119467 · BEACHWOOD, OH$3,597,372,487.00Regulatory AUM · August 2026
- COLBURN WEALTH MANAGEMENT, LLCCRD 157870 · GROVE CITY, OH$116,170,000.00Regulatory AUM · August 2026
- COLUMBUS INVESTMENT ADVISORY INC.CRD 104595 · NEW ALBANY, OH$453,724,871.00Regulatory AUM · August 2026
- COMPASS FINANCIAL GROUP, INC.CRD 130867 · DUBLIN, OH$148,793,423.00Regulatory AUM · August 2026
- CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLCCRD 119695 · DUBLIN, OH$588,710,957.00Regulatory AUM · August 2026
- CONSTELLATION INVESTMENTS, INC.CRD 107528 · MONTGOMERY, OH$31,477,906,332.00Regulatory AUM · August 2026
- COORDINATED FINANCIAL PLANNING CORPCRD 105143 · CINCINNATI, OH$343,168,985.00Regulatory AUM · August 2026
- COX FINANCIAL GROUP INCCRD 173691 · DUBLIN, OH$119,548,123.00Regulatory AUM · August 2026
- CREW CAPITAL MANAGEMENT, LTD.CRD 125402 · CINCINNATI, OH$235,415,875.00Regulatory AUM · August 2026
- CROAK ASSET MANAGEMENT, LLCCRD 297666 · TOLEDO, OH$363,925,759.00Regulatory AUM · August 2026
- CVNA, LLCCRD 340877 · PEPPER PIKE, OH$711,911,936.00Regulatory AUM · August 2026
- CYPRIUM INVESTMENT PARTNERS LLCCRD 160746 · CLEVELAND, OH$760,188,529.00Regulatory AUM · August 2026
- DAGCO, INC.CRD 106950 · WESTLAKE, OH$628,669,491.00Regulatory AUM · August 2026
- DAYMARK WEALTH PARTNERS, LLCCRD 320878 · CINCINNATI, OH$5,042,043,338.00Regulatory AUM · August 2026
- DBK FINANCIAL COUNSEL, LLCCRD 170688 · CUYAHOGA FALLS, OH$199,476,254.00Regulatory AUM · August 2026
- DEAN FINANCIAL SERVICES, LLCCRD 129679 · BEAVERCREEK, OH$382,008,860.00Regulatory AUM · August 2026
- DEAN INVESTMENT ASSOCIATES, LLCCRD 104635 · BEAVERCREEK, OH$909,330,276.00Regulatory AUM · August 2026
- DEMERS CONSTANCE ELAINECRD 106702 · COLUMBUS, OH$125,324,415.00Regulatory AUM · August 2026
- DEMMING FINANCIAL SERVICES CORP.CRD 120106 · AURORA, OH$675,718,034.00Regulatory AUM · August 2026
- DIAMOND HILL CAPITAL MANAGEMENT, LLCCRD 110638 · COLUMBUS, OH$29,381,933,221.00Regulatory AUM · August 2026
- DOVER PARTNERS INCCRD 105133 · DAYTON, OH$508,618,244.00Regulatory AUM · August 2026
- DRIVE CAPITAL LLCCRD 169002 · COLUMBUS, OH$4,383,104,078.00Regulatory AUM · August 2026
- EAGLE REALTY CAPITAL PARTNERS, LLCCRD 282903 · CINCINNATI, OHNot availableRegulatory AUM · August 2026
- EDGEWATER CAPITAL MANAGEMENT, LLCCRD 162735 · INDEPENDENCE, OH$466,829,776.00Regulatory AUM · August 2026
- EGI FINANCIAL, INC.CRD 120607 · AKRON, OH$348,658,870.00Regulatory AUM · August 2026
- EGSI INVESTMENT MANAGEMENT, INC.CRD 171488 · DUBLIN, OH$144,660,922.00Regulatory AUM · August 2026