Investment adviser firms in Ohio · Page 2
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
- EICHNER INVESTMENT PLANNING, LLCCRD 128215 · CINCINNATI, OH$692,074,828.00Regulatory AUM · August 2026
- ELIOS FINANCIAL GROUP, INC.CRD 119873 · WESTLAKE, OH$331,500,000.00Regulatory AUM · August 2026
- ELIZABETH PARK CAPITAL ADVISORS, LTDCRD 158416 · PEPPER PIKE, OH$393,949,323.00Regulatory AUM · August 2026
- ELLSWORTH ADVISORS, LLCCRD 297464 · HUDSON, OH$1,406,464,580.00Regulatory AUM · August 2026
- ELTRINGHAM WEALTH PARTNERS, LLCCRD 298885 · CINCINNATI, OH$179,034,817.00Regulatory AUM · August 2026
- EMPEIRIA CAPITAL MANAGEMENT, LLCCRD 285463 · CINCINNATI, OH$339,355,000.00Regulatory AUM · August 2026
- EMVISION CAPITAL ADVISORS, LLCCRD 337827 · AURORA, OH$176,416,964.00Regulatory AUM · August 2026
- ENDEAVOR WEALTH ADVISORS, LLCCRD 305348 · PEPPER PIKE, OH$252,794,072.00Regulatory AUM · August 2026
- ENZA FINANCIAL, LLCCRD 315827 · INDEPENDENCE, OH$191,160,236.00Regulatory AUM · August 2026
- EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCCRD 107316 · MIAMISBURG, OH$2,071,297,994.00Regulatory AUM · August 2026
- EUKLES ASSET MANAGEMENT, LLCCRD 156649 · CINCINNATI, OH$341,096,800.00Regulatory AUM · August 2026
- EVERHART FINANCIAL GROUP INCCRD 107091 · DUBLIN, OH$2,464,105,196.00Regulatory AUM · August 2026
- FAIRWAY WEALTH LLCCRD 311031 · INDEPENDENCE, OH$2,977,221,827.00Regulatory AUM · August 2026
- FAMILY WEALTH ADVISORY GROUP, LLCCRD 130595 · CINCINNATI, OH$396,234,570.00Regulatory AUM · August 2026
- FC WEALTH SOLUTIONS LLCCRD 286381 · WESTERVILLE, OH$101,000,000.00Regulatory AUM · August 2026
- FEG CURIO INVESTMENT PARTNERS, LLCCRD 323497 · CINCINNATI, OH$195,280,839.00Regulatory AUM · August 2026
- FEG INVESTMENT SERVICES, LLCCRD 281516 · CINCINNATI, OH$2,230,684,322.00Regulatory AUM · August 2026
- FEG PRIVATE INVESTORS, LLCCRD 156458 · CINCINNATI, OH$1,469,185,038.00Regulatory AUM · August 2026
- FIDATO WEALTH LLCCRD 158173 · MIDDLEBURG HEIGHTS, OH$510,752,617.00Regulatory AUM · August 2026
- FIDUCIARY WEALTH GROUP, LLCCRD 299711 · CENTERVILLE, OH$177,999,104.00Regulatory AUM · August 2026
- FIFTH THIRD SECURITIES, INC.CRD 628 · CINCINNATI, OH$10,924,793,999.00Regulatory AUM · August 2026
- FIFTH THIRD WEALTH ADVISORS LLCCRD 313015 · CINCINNATI, OH$7,799,185,568.00Regulatory AUM · August 2026
- FILLMORE CAPITAL PARTNERS, LLCCRD 139256 · POWELL, OH$247,072,343.00Regulatory AUM · August 2026
- FINANCIAL COUNSELING, INC.CRD 119969 · SPRINGBORO, OH$100,125,000.00Regulatory AUM · August 2026
- FINANCIAL FREEDOM, LLCCRD 118772 · CINCINNATI, OH$443,203,000.00Regulatory AUM · August 2026
- FINANCIAL MANAGEMENT STRATEGIES, INC.CRD 120818 · BROADVIEW HTS., OH$714,237,309.00Regulatory AUM · August 2026
- FINISH WELL RIA LLCCRD 321957 · COLUMBUS, OH$109,000,000.00Regulatory AUM · August 2026
- FIRST FIDUCIARY INVESTMENT COUNSEL INCCRD 111144 · CLEVELAND, OH$565,532,900.00Regulatory AUM · August 2026
- FIRST MASON FINANCIAL, LLCCRD 145025 · MEDINA, OH$185,661,618.00Regulatory AUM · August 2026
- FORMIDABLE ASSET MANAGEMENT, LLCCRD 167555 · CINCINNATI, OH$903,036,940.00Regulatory AUM · August 2026
- FORT WASHINGTON INVESTMENT ADVISORS INCCRD 107126 · CINCINNATI, OH$93,472,911,048.00Regulatory AUM · August 2026
- FOSTER & MOTLEY, INC.CRD 106905 · CINCINNATI, OH$2,936,499,871.00Regulatory AUM · August 2026
- FOUNTAIN SQUARE ASSET MANAGEMENT, LLCCRD 316955 · CINCINNATI, OH$233,708,457.00Regulatory AUM · August 2026
- FOURTH DIMENSION WEALTH, LLCCRD 306703 · MIDDLEBURG HEIGHTS, OH$356,442,552.00Regulatory AUM · August 2026
- FRAZIER FINANCIAL ADVISORS, LLCCRD 106649 · COLUMBUS, OH$1,158,490,735.00Regulatory AUM · August 2026
- FSM WEALTH ADVISORS, LLCCRD 298904 · CLEVELAND, OH$1,387,419,659.00Regulatory AUM · August 2026
- FUND EVALUATION GROUP, LLCCRD 121658 · CINCINNATI, OH$23,858,830,840.00Regulatory AUM · August 2026
- FUTURE FINANCES INCCRD 105190 · COLUMBUS, OH$304,621,367.00Regulatory AUM · August 2026
- FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLCCRD 291484 · CINCINNATI, OH$193,418,350.00Regulatory AUM · August 2026
- G2 CAPITAL MANAGEMENT, LLCCRD 286521 · COLUMBUS, OH$756,528,876.00Regulatory AUM · August 2026
- GAME PLAN FINANCIAL ADVISORS, LLCCRD 147608 · WESTLAKE, OH, OH$254,691,882.00Regulatory AUM · August 2026
- GARLIKOV ADVISORS INCCRD 112352 · COLUMBUS, OH$207,583,700.00Regulatory AUM · August 2026
- GATEPASS CAPITAL, LLCCRD 329404 · INDEPENDENCE, OH$299,113,006.00Regulatory AUM · August 2026
- GATEWAY INVESTMENT ADVISERS, LLCCRD 146681 · CINCINNATI, OH$11,590,221,648.00Regulatory AUM · August 2026
- GENERATIONS WEALTH, LLCCRD 173352 · CINCINNATI, OH$307,757,115.00Regulatory AUM · August 2026
- GERBER, LLCCRD 120039 · COLUMBUS, OH$592,071,283.00Regulatory AUM · August 2026
- GGM FINANCIAL LLCCRD 327008 · COLUMBUS, OH$512,964,815.00Regulatory AUM · August 2026
- GLASFUNDS, LLCCRD 150884 · CLEVELAND, OH$3,275,070,000.00Regulatory AUM · August 2026
- GOLDEN RESERVE RETIREMENT, LLCCRD 283588 · DUBLIN, OH$544,286,481.00Regulatory AUM · August 2026
- GRAVER CAPITAL MANAGEMENT, LLCCRD 312515 · COLUMBUS, OH$153,517,812.00Regulatory AUM · August 2026
- GREAT LAKES RETIREMENT, INC.CRD 146608 · SANDUSKY, OH$1,163,783,212.00Regulatory AUM · August 2026
- GRYPHON FINANCIAL PARTNERS, LLCCRD 288210 · COLUMBUS, OH$2,439,436,089.00Regulatory AUM · August 2026
- GUDORF FINANCIAL GROUP, LLCCRD 339836 · DAYTON, OH$121,130,421.00Regulatory AUM · August 2026
- HAMILTON CAPITAL, LLCCRD 109116 · COLUMBUS, OH$4,937,436,205.00Regulatory AUM · August 2026
- HARDING FINANCIAL GROUP, LLCCRD 135731 · WESTERVILLE, OH$160,230,435.00Regulatory AUM · August 2026
- HARDY & HARDY CO LLCCRD 145088 · LIMA, OH$269,406,039.00Regulatory AUM · August 2026
- HARVEST FINANCIAL ADVISORS, LLCCRD 145552 · WEST CHESTER, OH$671,021,752.00Regulatory AUM · August 2026
- HAUSER RETIREMENT SOLUTIONS 2 LLCCRD 299959 · CINCINNATI, OH$1,214,865,035.00Regulatory AUM · August 2026
- HDA WEALTH MANAGEMENT, LLCCRD 317346 · POLAND, OH$159,131,344.00Regulatory AUM · August 2026
- HENDLEY & CO INCCRD 110465 · ZANESVILLE, OH$438,175,596.00Regulatory AUM · August 2026
- HENGEHOLD CAPITAL MANAGEMENT LLCCRD 107700 · CINCINNATI, OH$1,230,580,072.00Regulatory AUM · August 2026
- HENSON-EDGEWATER MANAGEMENT, LLCCRD 135316 · AVON, OH$225,000,000.00Regulatory AUM · August 2026
- HERITAGE FINANCIAL ADVISORS, LLCCRD 154955 · WATERVILLE, OH$188,025,569.00Regulatory AUM · August 2026
- HERITAGE WEALTH MANAGEMENT INC.CRD 312545 · CINCINNATI, OH$604,683,842.00Regulatory AUM · August 2026
- HFG ADVISORS, INC.CRD 282027 · CINCINNATI, OH$426,724,964.00Regulatory AUM · August 2026
- HICKS CAPITAL MANAGEMENT, LLCCRD 158609 · COLUMBUS, OH$344,741,000.00Regulatory AUM · August 2026
- HIGHLAND CONSULTING ASSOCIATES INC.CRD 109834 · CLEVELAND, OH$21,929,961,838.00Regulatory AUM · August 2026
- HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.CRD 282906 · CLEVELAND, OH$76,633,396.00Regulatory AUM · August 2026
- HIXON ZUERCHER, LLCCRD 123465 · FINDLAY, OH$487,710,760.00Regulatory AUM · August 2026
- HORAN WEALTH, LLCCRD 333974 · CINCINNATI, OH$1,470,000,000.00Regulatory AUM · August 2026
- HORTER INVESTMENT MANAGEMENT, LLCCRD 119880 · CINCINNATI, OH$314,499,558.00Regulatory AUM · August 2026
- HPE CAPITAL MANAGEMENT II, LLCCRD 283607 · CINCINNATI, OH$840,468,397.00Regulatory AUM · August 2026
- IDR INVESTMENT MANAGEMENT, LLCCRD 286208 · INDEPENDENCE, OH$10,186,557,933.00Regulatory AUM · August 2026
- INDEPENDENCE WEALTH ADVISORS, LLCCRD 306236 · INDEPENDENCE, OH$210,302,903.00Regulatory AUM · August 2026
- INFINITY WEALTH COUNSEL, LLCCRD 171959 · LOVELAND, OH$151,948,550.00Regulatory AUM · August 2026
- INTEGRATED WEALTH MANAGEMENT, INC.CRD 141092 · UNIONTOWN, OH$254,065,547.00Regulatory AUM · August 2026
- INVEST CAPITAL PARTNERS, CO.CRD 287987 · SPRINGBORO, OH$271,883,275.00Regulatory AUM · August 2026
- INVESTMENT PARTNERS LTDCRD 108913 · NEW PHILADELPHIA, OH$892,284,139.00Regulatory AUM · August 2026
- JAMES INVESTMENT RESEARCH INCCRD 110433 · XENIA, OH$1,211,598,322.00Regulatory AUM · August 2026
- JAMES REED FINANCIAL SERVICES, INC.CRD 112179 · CLEVELAND, OH$388,646,926.00Regulatory AUM · August 2026
- JCT INVESTMENT COUNSEL, INC.CRD 112571 · AKRON, OH$129,130,191.00Regulatory AUM · August 2026
- JERICHO FINANCIAL, LLPCRD 288801 · WESTERVILLE, OH$220,020,009.00Regulatory AUM · August 2026
- JESSUP WEALTH MANAGEMENT, INC.CRD 323035 · DAYTON, OH$360,187,044.00Regulatory AUM · August 2026
- JOHN E. SESTINA AND COMPANYCRD 108634 · COLUMBUS, OH$743,960,329.00Regulatory AUM · August 2026
- JOHNSON INVESTMENT COUNSEL, INC.CRD 117054 · CINCINNATI, OH$22,984,966,859.00Regulatory AUM · August 2026
- JPS FINANCIAL, LLCCRD 169208 · WESTLAKE, OH$377,049,752.00Regulatory AUM · August 2026
- JRP CAPITAL CORPCRD 106285 · DUBLIN, OH$108,500,000.00Regulatory AUM · August 2026
- KAPSTONE FINANCIAL ADVISORS LLCCRD 318885 · LEBANON, OH$322,277,646.00Regulatory AUM · August 2026
- KBCM RESEARCH LLCCRD 326557 · CLEVELAND, OHNot availableRegulatory AUM · August 2026
- KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCCRD 173079 · DUBLIN, OH$609,903,502.00Regulatory AUM · August 2026
- KEIDAN FINANCIAL CONSULTANTS LLCCRD 108093 · COLUMBUS, OH$574,930,673.00Regulatory AUM · August 2026
- KELLETT WEALTH ADVISORS, LLCCRD 287571 · CINCINNATI, OH$344,003,237.00Regulatory AUM · August 2026
- KENNON-GREEN & COMPANY, LLCCRD 284713 · NEW ALBANY, OH$171,393,207.00Regulatory AUM · August 2026
- KEY INVESTMENT SERVICES LLCCRD 136300 · BROOKLYN, OH$8,876,856,848.00Regulatory AUM · August 2026
- KEYSTONE FINANCIAL PLANNING, INCCRD 104640 · WESTLAKE, OH$406,936,329.00Regulatory AUM · August 2026
- KINDRED SPIRITS INVESTMENT MANAGEMENT, LLCCRD 171615 · CINCINNATI, OH$9,678,019,924.00Regulatory AUM · August 2026
- KINETIC WEALTH INVESTMENT ADVISORS, LLCCRD 311536 · WESTLAKE, OH$214,538,913.00Regulatory AUM · August 2026
- KINTRA INVESTMENTS, LLCCRD 328478 · MARYSVILLE, OH$112,850,000.00Regulatory AUM · August 2026
- KIPLINGER INVESTMENT ADVISORS, LLC.CRD 116726 · SPRINGBORO, OH$261,664,703.00Regulatory AUM · August 2026
- KIRTLAND HILLS CAPITAL MANAGEMENT, LLCCRD 174335 · BRATENAHL, OH$382,000,000.00Regulatory AUM · August 2026