| Mench Financial Inc | Cincinnati | $130.6M | — |
| Lincoln Douglas Investments, LLC | Mount Vernon | $130.5M | — |
| Messmer Capital Advisors LLC | Milford | $130.4M | — |
| Seven Hills Capital Advisors, LLC | Cincinnati | $130M | — |
| Jct Investment Counsel, Inc. | Akron | $129.1M | — |
| 2 Knights Wealth Management, LLC | Pepper Pike | $127.3M | — |
| Oda and Company, Inc. | Medina | $125.6M | — |
| Demers Constance Elaine | Columbus | $125.3M | — |
| Gudorf Financial Group, LLC | Dayton | $121.1M | — |
| Van Winkle Wealth Management Group LLC | Newark | $120.8M | — |
| Western Reserve Capital Management, LLC | Hudson | $120.2M | — |
| Summit Wealth Management LLC | Akron | $120.1M | — |
| Cox Financial Group Inc | Dublin | $119.5M | — |
| Wurz Financial Services, LLC | Holland | $117M | — |
| Capstone Wealth Partners, Ltd. | Dublin | $114.9M | — |
| Queen City Capital Management, LLC | Cincinnati | $114.4M | — |
| Blue Jay Financial Group, LLC | Defiance | $113.5M | — |
| McCarthy & Cox Retirement & Estate Specialists LLC | Marysville | $112.9M | — |
| Alpha Planning and Financial Services, Inc. | Solon | $112.8M | — |
| Finish Well RIA LLC | Columbus | $109M | — |
| Camelot Event-Driven Advisors, LLC | Maumee | $107.8M | 1 |
| Nye Wealth Management LLC | Hudson | $107.7M | — |
| Westpoint Wealth Management, LLC | Berea | $106M | — |
| S.c. Thomas & Associates, Cpa, LLC | Medina | $104.6M | — |
| Beacon Associates Wealth Management, LLC | Maumee | $101.1M | — |
| Fc Wealth Solutions LLC | Westerville | $101M | — |
| Financial Counseling, Inc. | Springboro | $100.1M | — |
| Oelschlager Investments LLC | Akron | $93.3M | — |
| Highland Consulting Associates International, Inc. | Cleveland | $76.6M | — |
| Your Financial Pharmacist Planning, LLC | New Albany | $53.2M | — |
| Axim Wealth Management LLC | Springboro | $39.3M | — |
| Cbiz Financial Solutions, Inc. | Cleveland | $8.9M | — |
| W&s Advisory Services, LLC | Cincinnati | $5.3M | — |
| Eagle Realty Capital Partners, LLC | Cincinnati | — | — |
| Ai Stock Prophet, LLC | Akron | — | — |
| Scheeler Financial LLC | West Chester | — | — |
| Matson Capital LLC | Mason | — | — |
| Nationwide Securities, LLC | Columbus | — | — |
| Kbcm Research LLC | Cleveland | — | — |
| Warther Private Wealth, LLC | Akron | — | — |
| Jrp Capital Corp | Dublin | — | — |
| Stan Evans Financial Planning, LLC | Gallipolis | — | — |