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Investment advisers in Ohio

392 SEC-registered advisers with a main office in Ohio, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Future Financial Wealth Management Group, LLCCincinnati$193.4M—
Enza Financial, LLCIndependence$191.2M—
Meyer Capital Management LLC.Cincinnati$190.8M—
Bluestone Private Wealth, LLCCleveland$190.4M—
Barnes Dennig Private Wealth Management, LLCCincinnati$188.2M—
Heritage Financial Advisors, LLCWaterville$188M—
Axecap Investments, LLCMason$186.6M—
First Mason Financial, LLCMedina$185.7M—
One Resource Group Wealth Management LLCDublin$182.4M—
Cintrifuse Fund Management, LLCCincinnati$180.1M4
The Private Investment Group, Inc.Kettering$179.3M—
Eltringham Wealth Partners, LLCCincinnati$179M—
Fiduciary Wealth Group, LLCCenterville$178M—
Emvision Capital Advisors, LLCAurora$176.4M—
Livelsberger, Lynn LouisAshland$176.4M—
Alan B. Lancz & Associates, Inc.Toledo$175.4M2
Appalachian Capital Management LtdSt. Clairsville$175.3M—
Shuttleworth & CompanyPowell$173M—
Kennon-Green & Company, LLCNew Albany$171.4M—
Peb Capital Management LLCColumbus$171M—
Tactical Fund Advisors, LLCCincinnati$169.8M—
Ot Financial, LLCTroy$169.8M—
McCarley & Cook LLCCincinnati$169.1M—
Meyer Gates Financial Advisors, IncWest Chester$168.7M—
Safe Harbor Wealth Advisors, LLCDublin$167.2M—
Vision Financial Management, LLCCuyahoga Falls$165.7M—
M.k. Brown Wealth Advisory, LLCOakwood$165.5M—
Bell City Wealth, Inc.Hillsboro$163.3M—
Libertas Wealth Management Group, Inc.Columbus$163.1M—
Shepherd Wealth Management Limited Liability CompanyCincinnati$162.1M—
M3 Wealth Management, LLCNorth Royalton$160.2M—
Harding Financial Group, LLCWesterville$160.2M—
Hda Wealth Management, LLCPoland$159.1M—
Ska Financial Services,inc.Fairview Park$159.1M—
Richwood Investment Advisors, LLCCincinnati$155.1M—
Worthington Financial Partners LLCWorthington$153.7M—
Graver Capital Management, LLCColumbus$153.5M—
Infinity Wealth Counsel, LLCLoveland$151.9M—
Atlantis Wealth Advisors LLCMaumee$150.2M—
Compass Financial Group, Inc.Dublin$148.8M—
Peerless Wealth LLCColumbus$148.7M—
Rabe Investment Consulting GroupRichfield$147.3M—
The Wealth Advantage Group, Inc.Columbus$146.4M—
Chapman & Chapman Advisors LLCChagrin Falls$145.6M—
Columbus Street Wealth Management, LLCDublin$144.5M—
Ross Wealth Advisors, LLCColumbus$139.7M—
Monetary Solutions, Ltd.Dayton$139.7M—
Swp Investment Management LLCIndependence$138.4M—
Vanweelden Wealth Management, LLCWest Chester Township$136.5M—
Schmitt Wealth Advisers, Corp.Cincinnati$135M—
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