Investment adviser firms in Ohio · Page 3
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: July 2026 and August 2026
- KLEINFELDER CAPITAL, INC.CRD 289345 · CINCINNATI, OH$376,572,585.00Regulatory AUM · August 2026
- KMG FIDUCIARY PARTNERS, LLCCRD 298331 · TOLEDO, OH$1,672,631,724.00Regulatory AUM · August 2026
- KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.CRD 138851 · AKRON, OH$1,124,003,928.00Regulatory AUM · August 2026
- KOVALCIK & GERAGHTY WEALTH PARTNERS LLPCRD 159811 · UPPER ARLINGTON, OH$299,142,929.00Regulatory AUM · August 2026
- LAKERIDGE WEALTH MANAGEMENT LLCCRD 314071 · MENTOR, OH$805,361,469.00Regulatory AUM · August 2026
- LECLAIR WEALTH PARTNERS LLCCRD 332827 · DUBLIN, OH$362,976,084.00Regulatory AUM · August 2026
- LESJAK PLANNING, LLCCRD 110090 · WESTLAKE, OH$396,000,000.00Regulatory AUM · August 2026
- LIBERTAS WEALTH MANAGEMENT GROUP, INC.CRD 157769 · COLUMBUS, OH$163,057,705.00Regulatory AUM · August 2026
- LIGHTHOUSE WEALTH MANAGEMENT, INC.CRD 157925 · ASHLAND, OH$237,561,229.00Regulatory AUM · August 2026
- LINCOLN DOUGLAS INVESTMENTS, LLCCRD 155578 · MOUNT VERNON, OH$130,549,335.00Regulatory AUM · August 2026
- LINDAHL & MANSAGER INCCRD 107111 · FAIRLAWN, OH$213,656,000.00Regulatory AUM · August 2026
- LINEWEAVER WEALTH ADVISORS, LLCCRD 173310 · VALLEY VIEW, OH$1,084,177,360.00Regulatory AUM · August 2026
- LIVELSBERGER, LYNN LOUISCRD 117665 · ASHLAND, OH$176,353,803.00Regulatory AUM · August 2026
- LPFG, LLCCRD 312978 · AVON, OH$381,250,022.00Regulatory AUM · August 2026
- M.K. BROWN WEALTH ADVISORY, LLCCRD 121269 · OAKWOOD, OH$165,540,986.00Regulatory AUM · August 2026
- M&B INVESTMENT ADVISORS, LLCCRD 154255 · CINCINNATI, OH$290,225,013.00Regulatory AUM · August 2026
- M3 WEALTH MANAGEMENT, LLCCRD 335612 · NORTH ROYALTON, OH$160,236,028.00Regulatory AUM · August 2026
- MAI CAPITAL MANAGEMENT, LLCCRD 109807 · CLEVELAND, OH$52,101,252,111.00Regulatory AUM · August 2026
- MATSON CAPITAL LLCCRD 335193 · MASON, OHNot availableRegulatory AUM · August 2026
- MATSON MONEY, INC.CRD 110425 · MASON, OH$24,328,585,878.00Regulatory AUM · August 2026
- MCCARLEY & COOK LLCCRD 310087 · CINCINNATI, OH$169,055,195.00Regulatory AUM · August 2026
- MCDONALD PARTNERS LLCCRD 135414 · CLEVELAND, OH$1,279,273,513.00Regulatory AUM · August 2026
- MEEDER ADVISORY SERVICES, INCCRD 106814 · DUBLIN, OH$2,862,783,759.00Regulatory AUM · August 2026
- MEEDER ASSET MANAGEMENT, INCCRD 105794 · DUBLIN, OH$3,325,832,263.00Regulatory AUM · August 2026
- MEEDER PUBLIC FUNDS, INC.CRD 106816 · DUBLIN, OH$70,162,169,136.00Regulatory AUM · August 2026
- MENCH FINANCIAL INCCRD 106689 · CINCINNATI, OH$130,576,494.00Regulatory AUM · August 2026
- MESSMER CAPITAL ADVISORS LLCCRD 305387 · MILFORD, OH$130,379,569.00Regulatory AUM · August 2026
- MEYER CAPITAL MANAGEMENT LLC.CRD 106904 · CINCINNATI, OH$190,762,272.00Regulatory AUM · August 2026
- MEYER GATES FINANCIAL ADVISORS, INCCRD 125046 · WEST CHESTER, OH$168,660,533.00Regulatory AUM · August 2026
- MEYERS WEALTH MANAGEMENT, LLCCRD 289801 · COLUMBUS, OH$1,926,800,000.00Regulatory AUM · August 2026
- MGO ONE SEVEN LLCCRD 283087 · BEACHWOOD, OH$7,717,771,462.00Regulatory AUM · August 2026
- MIAMI VALLEY PORTFOLIO MANAGEMENT INCCRD 106389 · BROOKVILLE, OH$218,569,672.00Regulatory AUM · August 2026
- MICHAEL BRADY & CO., LLCCRD 130093 · WESTLAKE, OH$248,589,752.00Regulatory AUM · August 2026
- MODERN PORTFOLIO MANAGEMENT INCCRD 104926 · HOLLAND, OH$1,038,583,016.00Regulatory AUM · August 2026
- MONETARY SOLUTIONS, LTD.CRD 121217 · DAYTON, OH$139,673,953.00Regulatory AUM · August 2026
- MPE MGT. CO., LLCCRD 281787 · CLEVELAND, OH$1,437,606,522.00Regulatory AUM · August 2026
- MUNN WEALTH MANAGEMENT, LLCCRD 174414 · MAUMEE, OH$242,348,079.00Regulatory AUM · August 2026
- NATIONAL WEALTH MANAGEMENT GROUP, LLCCRD 174883 · CINCINNATI, OH$534,944,698.00Regulatory AUM · August 2026
- NATIONWIDE ASSET MANAGEMENT, LLCCRD 143668 · COLUMBUS, OH$15,189,759,037.00Regulatory AUM · August 2026
- NATIONWIDE FUND ADVISORSCRD 109391 · COLUMBUS, OH$83,137,789,807.00Regulatory AUM · August 2026
- NATIONWIDE INVESTMENT ADVISORS, LLCCRD 142373 · COLUMBUS, OH$16,730,000,000.00Regulatory AUM · August 2026
- NATIONWIDE SECURITIES, LLCCRD 11173 · COLUMBUS, OHNot availableRegulatory AUM · August 2026
- NEWPORT INVESTMENT ADVISORS INCCRD 113175 · BEACHWOOD, OH$198,040,835.00Regulatory AUM · August 2026
- NORTH POINT PORTFOLIO MANAGERS CORPORATIONCRD 111257 · ORANGE VILLAGE, OH$773,323,451.00Regulatory AUM · August 2026
- NORTH STAR ADVISORY GROUP, LLCCRD 171694 · BEACHWOOD, OH$289,101,553.00Regulatory AUM · August 2026
- NORTHAVENUE LLCCRD 297300 · COLUMBUS, OH$204,847,307.00Regulatory AUM · August 2026
- NVEST WEALTH STRATEGIES, INC.CRD 139758 · POWELL, OH$236,690,161.00Regulatory AUM · August 2026
- NYE WEALTH MANAGEMENT LLCCRD 170415 · HUDSON, OH$107,700,000.00Regulatory AUM · August 2026
- OAK ASSOCIATES LTDCRD 108874 · AKRON, OH$1,776,200,000.00Regulatory AUM · August 2026
- OBJECTIVE CAPITAL MANAGEMENT, LLCCRD 156013 · FAIRLAWN, OH$214,166,775.00Regulatory AUM · August 2026
- OCTAVIA WEALTH ADVISORS LLCCRD 306909 · CINCINNATI, OH$2,153,480,679.00Regulatory AUM · August 2026
- ODA AND COMPANY, INC.CRD 119952 · MEDINA, OH$125,561,519.00Regulatory AUM · August 2026
- OELSCHLAGER INVESTMENTS LLCCRD 306035 · AKRON, OH$93,297,658.00Regulatory AUM · August 2026
- ON INVESTMENT MANAGEMENT COCRD 105662 · CINCINNATI, OH$3,152,519,169.00Regulatory AUM · August 2026
- ONE RESOURCE GROUP WEALTH MANAGEMENT LLCCRD 293819 · DUBLIN, OH$182,371,106.00Regulatory AUM · August 2026
- OPUS CAPITAL GROUP, LLCCRD 106528 · CINCINNATI, OH$1,513,496,825.00Regulatory AUM · August 2026
- ORG PORTFOLIO MANAGEMENT LLCCRD 130198 · BEACHWOOD, OH$6,380,281,928.00Regulatory AUM · August 2026
- OT FINANCIAL, LLCCRD 170738 · TROY, OH$169,786,911.00Regulatory AUM · August 2026
- PARADIGM WEALTH MANAGEMENT, LLCCRD 148662 · WESTLAKE, OH$563,404,004.00Regulatory AUM · August 2026
- PARK EDGE ADVISORS, LLCCRD 317521 · CLEVELAND, OH$522,549,585.00Regulatory AUM · August 2026
- PCA INVESTMENT ADVISORY SERVICES, INC.CRD 123475 · CINCINNATI, OH$4,314,276,177.00Regulatory AUM · August 2026
- PCM MANAGEMENT ADVISOR, LLCCRD 323946 · CHAGRIN FALLS, OH$7,892,536,221.00Regulatory AUM · August 2026
- PDS PLANNING INCCRD 106895 · DUBLIN, OH$2,167,293,722.00Regulatory AUM · August 2026
- PEAK RETIREMENT PLANNING, INC.CRD 317592 · COLUMBUS, OH$631,022,251.00Regulatory AUM · August 2026
- PEAK WEALTH SOLUTIONS, INC.CRD 127391 · PEPPER PIKE, OH$911,579,977.00Regulatory AUM · August 2026
- PEB CAPITAL MANAGEMENT LLCCRD 315241 · COLUMBUS, OH$171,008,134.00Regulatory AUM · August 2026
- PEERLESS WEALTH LLCCRD 305807 · COLUMBUS, OH$148,652,650.00Regulatory AUM · August 2026
- PERSONAL CHOICE FINANCIAL ADVISORS, LLCCRD 110384 · CINCINNATI, OH$211,334,500.00Regulatory AUM · August 2026
- PINNACLE WEALTH PLANNING SERVICES, INC.CRD 106817 · MANSFIELD, OH$2,136,474,646.00Regulatory AUM · August 2026
- PLANNED FINANCIAL SERVICES, LLCCRD 112879 · CLEVELAND, OH$472,512,140.00Regulatory AUM · August 2026
- POLARIS FINANCIAL PARTNERS, LLCCRD 299258 · WESTERVILLE, OH$226,000,000.00Regulatory AUM · August 2026
- PRASAD WEALTH PARTNERS, LLCCRD 332507 · INDEPENDENCE, OH$572,075,956.00Regulatory AUM · August 2026
- PRESPER FINANCIAL ARCHITECTS, LLCCRD 297538 · AKRON, OH$362,648,463.00Regulatory AUM · August 2026
- PURTILL FINANCIAL LLCCRD 133764 · HIGHLAND HEIGHTS, OH$207,051,882.00Regulatory AUM · August 2026
- QUADRANT CAPITAL GROUP LLCCRD 147253 · CINCINNATI, OH$5,400,048,804.00Regulatory AUM · August 2026
- QUEEN CITY CAPITAL MANAGEMENT, LLCCRD 162785 · CINCINNATI, OH$114,372,169.00Regulatory AUM · August 2026
- QUEST WEALTH SOLUTIONS, INC.CRD 341599 · MANSFIELD, OHNot availableRegulatory AUM · August 2026
- RABE INVESTMENT CONSULTING GROUPCRD 316029 · RICHFIELD, OH$147,344,962.00Regulatory AUM · August 2026
- RANDOLPH CO INCCRD 104868 · CINCINNATI, OH$1,082,186,662.00Regulatory AUM · August 2026
- REBEL FINANCIAL, LLC.CRD 168263 · GROVEPORT, OH$370,490,808.00Regulatory AUM · August 2026
- REDWOOD FINANCIAL NETWORK CORP.CRD 157834 · SOLON, OH$262,831,870.00Regulatory AUM · August 2026
- RESERVOIR RETIREMENT MANAGEMENT, LLCCRD 293131 · LIMA, OH$208,773,942.00Regulatory AUM · August 2026
- RESILIENCE MANAGEMENT, LLCCRD 157006 · CLEVELAND, OH$546,293,000.00Regulatory AUM · August 2026
- RESOLUTE WEALTH ADVISOR, INC.CRD 290349 · FINDLAY, OH$293,754,297.00Regulatory AUM · August 2026
- RETIREMENT PLANS, INC.CRD 286214 · WESTERVILLE, OH$224,910,818.00Regulatory AUM · August 2026
- RETIREMENT STRATEGIES, LTD.CRD 163701 · DUBLIN, OH$272,729,463.00Regulatory AUM · August 2026
- REVISOR WEALTH MANAGEMENT LLCCRD 169814 · AKRON, OH$2,529,516,196.00Regulatory AUM · August 2026
- RICHWOOD INVESTMENT ADVISORS, LLCCRD 153550 · CINCINNATI, OH$155,072,855.00Regulatory AUM · August 2026
- RIDGELINE WEALTH PLANNING LLCCRD 307702 · CENTERVILLE, OH$259,550,914.00Regulatory AUM · August 2026
- RIGHTWEALTH ADVISORS, LLCCRD 300656 · MIAMISBURG, OH$229,298,021.00Regulatory AUM · August 2026
- RIK SAYLOR FINANCIAL, INC.CRD 165484 · FAIRFIELD, OH$199,162,536.00Regulatory AUM · August 2026
- RITTER DANIHER FINANCIAL ADVISORY LLCCRD 321827 · CINCINNATI, OH$936,472,327.00Regulatory AUM · July 2026
- RIVER CITIES MANAGEMENT, INC. (F.K.A. MAYFIELD & ROBINSON, INC.)CRD 162297 · CINCINNATI, OH$682,102,163.00Regulatory AUM · August 2026
- RIVERVIEW RESEARCH, LLCCRD 162318 · INDEPENDENCE, OH$990,832,813.00Regulatory AUM · August 2026
- ROCKBRIDGE CAPITAL, LLCCRD 161078 · COLUMBUS, OH$5,007,030,717.00Regulatory AUM · August 2026
- ROCKPORT WEALTH, LLCCRD 297122 · FAIRVIEW PARK, OH$676,427,261.00Regulatory AUM · August 2026
- ROSS WEALTH ADVISORS, LLCCRD 304359 · COLUMBUS, OH$139,697,583.00Regulatory AUM · August 2026
- ROYAL OAK FINANCIAL GROUPCRD 166391 · WORTHINGTON, OH$366,039,317.00Regulatory AUM · August 2026
- RUGGAARD & ASSOCIATES, LLCCRD 107489 · HUDSON, OH$368,561,588.00Regulatory AUM · August 2026
- S.C. THOMAS & ASSOCIATES, CPA, LLCCRD 121666 · MEDINA, OH$104,552,674.00Regulatory AUM · August 2026