Investment adviser firms in Ohio · Page 4
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
- SAAS CAPITAL, LLCCRD 298213 · CINCINNATI, OH$244,923,385.00Regulatory AUM · August 2026
- SAFE HARBOR WEALTH ADVISORS, LLCCRD 284613 · DUBLIN, OH$167,200,727.00Regulatory AUM · August 2026
- SCHEAR INVESTMENT ADVISERS, LLCCRD 146401 · CINCINNATI, OH$268,765,837.00Regulatory AUM · August 2026
- SCHEELER FINANCIAL LLCCRD 342671 · WEST CHESTER, OHNot availableRegulatory AUM · August 2026
- SCHMITT WEALTH ADVISERS, CORP.CRD 174958 · CINCINNATI, OH$134,959,485.00Regulatory AUM · August 2026
- SCHULHOFF & CO INCCRD 105264 · CINCINNATI, OH$286,285,816.00Regulatory AUM · August 2026
- SENIORS HOUSING FUND MANAGER LLCCRD 334006 · TOLEDO, OH$3,787,103,316.00Regulatory AUM · August 2026
- SEQUOIA FINANCIAL ADVISORS, L.L.C.CRD 117756 · AKRON, OH$32,243,580,060.00Regulatory AUM · August 2026
- SEVEN HILLS CAPITAL ADVISORS, LLCCRD 175280 · CINCINNATI, OH$129,999,761.00Regulatory AUM · August 2026
- SHAFFER CAPITAL ADVISERS, LLCCRD 150106 · WESTERVILLE, OH$211,059,174.00Regulatory AUM · August 2026
- SHAKER INVESTMENTS, L.L.C.CRD 119135 · BEACHWOOD, OH$258,762,352.00Regulatory AUM · August 2026
- SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANYCRD 312695 · CINCINNATI, OH$162,081,052.00Regulatory AUM · August 2026
- SHUTTLEWORTH & COMPANYCRD 121382 · POWELL, OH$173,016,187.00Regulatory AUM · August 2026
- SIGNAL TREE FINANCIAL PARTNERS LLCCRD 311871 · COPLEY, OH$213,410,000.00Regulatory AUM · August 2026
- SIGNATURE EQUITY PARTNERS, LLCCRD 327455 · COLUMBUS, OH$330,621,622.00Regulatory AUM · August 2026
- SIMS INVESTMENT MANAGEMENT LLCCRD 169491 · CINCINNATI, OH$304,571,897.00Regulatory AUM · August 2026
- SJS INVESTMENT CONSULTING INCCRD 107219 · SYLVANIA, OH$2,937,122,207.00Regulatory AUM · August 2026
- SKA FINANCIAL SERVICES,INC.CRD 107348 · FAIRVIEW PARK, OH$159,092,630.00Regulatory AUM · August 2026
- SOUDERS FINANCIAL ADVISORS, LLCCRD 296780 · CINCINNATI, OH$1,409,251,956.00Regulatory AUM · August 2026
- SPRENG CAPITAL MANAGEMENT, INC.CRD 119902 · BUCYRUS, OH$300,205,060.00Regulatory AUM · August 2026
- ST. CLAIR ADVISORS, LLCCRD 155064 · MAYFIELD HEIGHTS, OH$1,068,014,053.00Regulatory AUM · August 2026
- STAN EVANS FINANCIAL PLANNING, LLCCRD 164320 · GALLIPOLIS, OH$122,000,000.00Regulatory AUM · August 2026
- STRATEGIC PLANNING, INC.CRD 139648 · COLUMBUS, OH$376,630,000.00Regulatory AUM · August 2026
- STRATEGIC VALUE BANK PARTNERS LLCCRD 282228 · CLEVELAND, OH$774,073,381.00Regulatory AUM · August 2026
- STRATEGIC WEALTH PARTNERS, LTD.CRD 148586 · INDEPENDENCE, OH$1,644,729,979.00Regulatory AUM · August 2026
- STRATOS INVESTMENT MANAGEMENT, LLCCRD 283850 · BEACHWOOD, OH$3,311,686,422.00Regulatory AUM · August 2026
- STRATOS WEALTH ADVISORS LLCCRD 283816 · BEACHWOOD, OH$5,573,579,738.00Regulatory AUM · August 2026
- STRATOS WEALTH PARTNERS, LTDCRD 153184 · BEACHWOOD, OH$18,646,381,698.00Regulatory AUM · August 2026
- STRUCTURED WEALTH MANAGEMENT, INC.CRD 146611 · TOLEDO, OH$226,890,000.00Regulatory AUM · August 2026
- SUMMIT FINANCIAL ADVISORS, INC.CRD 145007 · MIDDLETOWN, OH$232,826,293.00Regulatory AUM · August 2026
- SUMMIT FINANCIAL STRATEGIES INCCRD 110112 · COLUMBUS, OH$2,306,536,262.00Regulatory AUM · August 2026
- SUMMIT WEALTH MANAGEMENT LLCCRD 226722 · AKRON, OH$120,089,915.00Regulatory AUM · August 2026
- SWISHER FINANCIAL CONCEPTS, INC.CRD 121384 · WESTERVILLE, OH$316,989,035.00Regulatory AUM · August 2026
- SWP INVESTMENT MANAGEMENT LLCCRD 331314 · INDEPENDENCE, OH$138,428,164.00Regulatory AUM · August 2026
- SWS PARTNERS, LLCCRD 281838 · COLUMBUS, OH$442,567,982.00Regulatory AUM · August 2026
- SYMPHONY FINANCIAL SERVICES, INC.CRD 125058 · AKRON, OH$428,700,951.00Regulatory AUM · August 2026
- T.T.G. FINANCIAL, INC.CRD 129004 · CANTON, OH$194,000,000.00Regulatory AUM · August 2026
- TACTICAL FUND ADVISORS, LLCCRD 298049 · CINCINNATI, OH$169,804,763.00Regulatory AUM · August 2026
- TCP ASSET MANAGEMENT, LLCCRD 286037 · UPPER ARLINGTON, OH$1,182,711,742.00Regulatory AUM · August 2026
- TEMPO WEALTH, LLCCRD 336316 · INDEPENDENCE, OH$804,265,871.00Regulatory AUM · August 2026
- TFO WEALTH PARTNERS, LLCCRD 124407 · MAUMEE, OH$5,660,890,692.00Regulatory AUM · August 2026
- THE CONNOR GROUP FUND MANAGER, LLCCRD 342266 · MIAMISBURG, OH$494,336,803.00Regulatory AUM · August 2026
- THE HUNTINGTON INVESTMENT COMPANYCRD 16986 · COLUMBUS, OH$7,891,185,327.00Regulatory AUM · August 2026
- THE JOSEPH GROUP LLCCRD 165311 · COLUMBUS, OH$1,089,697,000.00Regulatory AUM · August 2026
- THE PRIVATE INVESTMENT GROUP, INC.CRD 128876 · KETTERING, OH$179,344,301.00Regulatory AUM · August 2026
- THE RETIREMENT GUYS FORMULA LLCCRD 168561 · MAUMEE, OH$276,913,975.00Regulatory AUM · August 2026
- THE WEALTH ADVANTAGE GROUP, INC.CRD 122231 · COLUMBUS, OH$146,398,143.00Regulatory AUM · August 2026
- THOR INVESTMENT MANAGEMENT INCCRD 105902 · CINCINNATI, OH$678,708,777.00Regulatory AUM · August 2026
- TIMBER BAY PARTNERS, LLCCRD 286653 · CINCINNATI, OH$1,052,014,714.00Regulatory AUM · August 2026
- TOF MANAGER, LLCCRD 330178 · CLEVELAND, OH$474,598,765.00Regulatory AUM · August 2026
- TOUCHSTONE ADVISORS INCCRD 107028 · CINCINNATI, OH$31,091,453,599.00Regulatory AUM · August 2026
- TOWNSEND HOLDINGS LLCCRD 160006 · CLEVELAND, OH$19,643,108,743.00Regulatory AUM · August 2026
- TRINITY FINANCIAL ADVISORS LLCCRD 133191 · COLUMBUS, OH$669,993,827.00Regulatory AUM · August 2026
- TRINITY WEALTH MANAGEMENT LLCCRD 152355 · CINCINNATI, OH$425,170,000.00Regulatory AUM · August 2026
- TRUE WEALTH DESIGN, LLCCRD 143194 · AKRON, OH$494,042,592.00Regulatory AUM · August 2026
- TRUEBLOOD WEALTH MANAGEMENT, LLCCRD 321659 · LIMA, OH$474,149,389.00Regulatory AUM · August 2026
- TRUEPOINT, INC.CRD 105664 · CINCINNATI, OH$6,392,730,954.00Regulatory AUM · August 2026
- TSG ADVICE PARTNERS, LLCCRD 305999 · COLUMBUS, OH$866,510,470.00Regulatory AUM · August 2026
- TUDOR FINANCIAL, INC.CRD 121495 · DAYTON, OH$256,320,962.00Regulatory AUM · August 2026
- UNION STRATEGIC ADVISORS LLCCRD 340640 · BLUE ASH, OH$371,608,066.00Regulatory AUM · August 2026
- UNITED ADVISOR GROUP, LLCCRD 324205 · CINCINNATI, OH$1,426,464,988.00Regulatory AUM · August 2026
- VALMARK ADVISERS INCCRD 108050 · AKRON, OH$10,166,311,019.00Regulatory AUM · August 2026
- VAN CLEEF ASSET MANAGEMENT INCCRD 105768 · BEACHWOOD, OH$1,208,317,143.00Regulatory AUM · August 2026
- VAN WINKLE WEALTH MANAGEMENT GROUP LLCCRD 134813 · NEWARK, OH$120,793,535.00Regulatory AUM · August 2026
- VANTAGE FINANCIAL GROUP, INC.CRD 105950 · CLEVELAND, OH$866,856,459.00Regulatory AUM · August 2026
- VANWEELDEN WEALTH MANAGEMENT, LLCCRD 290308 · WEST CHESTER TOWNSHIP, OH$136,480,000.00Regulatory AUM · August 2026
- VAWTER FINANCIAL LTDCRD 108830 · COLUMBUS, OH$394,368,793.00Regulatory AUM · August 2026
- VELA INVESTMENT MANAGEMENT, LLCCRD 306678 · NEW ALBANY, OH$562,942,488.00Regulatory AUM · August 2026
- VENTURE VISIONARY PARTNERS LLCCRD 304237 · SYLVANIA, OH$5,242,198,595.00Regulatory AUM · August 2026
- VIKING PARTNERS ADVISORS, LLCCRD 321989 · CINCINNATI, OH$374,975,017.00Regulatory AUM · August 2026
- VIRTERA PARTNERS LLCCRD 308187 · PEPPER PIKE, OH$451,795,846.00Regulatory AUM · August 2026
- VISION FINANCIAL MANAGEMENT, LLCCRD 170003 · CUYAHOGA FALLS, OH$165,662,012.00Regulatory AUM · August 2026
- W&S ADVISORY SERVICES, LLCCRD 334683 · CINCINNATI, OH$5,292,397.00Regulatory AUM · August 2026
- W&S BROKERAGE SERVICES, INC.CRD 8099 · CINCINNATI, OH$257,179,879.00Regulatory AUM · August 2026
- WALLER FINANCIAL PLANNING GROUP, INC.CRD 159564 · COLUMBUS, OH$747,766,625.00Regulatory AUM · August 2026
- WARTHER PRIVATE WEALTH, LLCCRD 125145 · AKRON, OH$371,319,984.00Regulatory AUM · August 2026
- WEALTH ADVISORS, LLCCRD 135875 · SPRINGBORO, OH$202,041,581.00Regulatory AUM · August 2026
- WEALTH DIMENSIONS FAMILY OFFICE, INCCRD 266787 · CINCINNATI, OH$625,928,679.00Regulatory AUM · August 2026
- WEALTH DIMENSIONS GROUP, LTD.CRD 107618 · CINCINNATI, OH$1,235,179,499.00Regulatory AUM · August 2026
- WEALTHBRIDGE CAPITAL MANAGEMENT, LLCCRD 298254 · WESTERVILLE, OH$709,717,823.00Regulatory AUM · August 2026
- WEALTHQUEST CORPORATIONCRD 141473 · CINCINNATI, OH$2,223,229,116.00Regulatory AUM · August 2026
- WELLSPRING FINANCIAL ADVISORS, LLCCRD 143112 · CLEVELAND, OH$5,055,010,974.00Regulatory AUM · August 2026
- WESBANCO SECURITIES, INC.CRD 43276 · ST CLAIRSVILLE, OH$285,875,773.00Regulatory AUM · August 2026
- WESTERN RESERVE CAPITAL MANAGEMENT, LLCCRD 329811 · HUDSON, OH$120,226,420.00Regulatory AUM · August 2026
- WESTMINSTER FINANCIAL ADVISORY CORPCRD 110283 · BEAVERCREEK, OH$1,361,688,522.00Regulatory AUM · August 2026
- WESTPOINT WEALTH MANAGEMENT, LLCCRD 310883 · BEREA, OH$106,000,000.00Regulatory AUM · August 2026
- WHITAKER-MYERS WEALTH MANAGERS, LTD.CRD 286093 · MANSFIELD, OH$850,611,601.00Regulatory AUM · August 2026
- WHITCOMB & HESS, INC.CRD 121064 · ASHLAND, OH$490,699,890.00Regulatory AUM · August 2026
- WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCCRD 157766 · WESTERVILLE, OH$1,827,400,000.00Regulatory AUM · August 2026
- WINDSOR ADVISORY GROUP, LLCCRD 122266 · COLUMBUS, OH$2,924,632,360.00Regulatory AUM · August 2026
- WINSLOW ASSET MANAGEMENT INCCRD 106337 · BEACHWOOD, OH$626,694,797.00Regulatory AUM · August 2026
- WORTHINGTON FINANCIAL PARTNERS LLCCRD 312951 · WORTHINGTON, OH$153,695,050.00Regulatory AUM · August 2026
- WURZ FINANCIAL SERVICES, LLCCRD 331608 · HOLLAND, OH$117,000,000.00Regulatory AUM · August 2026
- YARGER WEALTH STRATEGIES, LLCCRD 310207 · WESTERVILLE, OH$529,689,928.00Regulatory AUM · August 2026
- YOUR FINANCIAL PHARMACIST PLANNING, LLCCRD 282918 · NEW ALBANY, OH$53,239,038.00Regulatory AUM · August 2026