RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
FC WEALTH SOLUTIONS LLC
CRD #286381 WESTERVILLE, OH
SEC
AUM
$199.4M
Employees
4
LIGHTHOUSE WEALTH MANAGEMENT, INC.
CRD #157925 ASHLAND, OH
SEC
AUM
$199.9M
Employees
5
RIDGELINE WEALTH PLANNING LLC
CRD #307702 CENTERVILLE, OH
SEC
AUM
$200.5M
Employees
9
B.A. SCHROCK WEALTH MANAGEMENT, INC.
CRD #304694 WADSWORTH, OH
SEC
AUM
$200.8M
Employees
6
CARNEGIE CAPITAL ASSET MANAGEMENT COMPANY
CRD #106431 CLEVELAND, OH
SEC
AUM
$200.9M
Employees
--
NVEST WEALTH STRATEGIES, INC.
CRD #139758 POWELL, OH
SEC
AUM
$201.5M
Employees
3
OAK TRAIL ADVISORS, LLC
CRD #296842 TOLEDO, OH
SEC
AUM
$202.8M
Employees
6
ASPIRING VENTURES, LLC
CRD #282891 CINCINNATI, OH
SEC
AUM
$204.4M
Employees
2
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD #316955 CINCINNATI, OH
SEC
AUM
$206.2M
Employees
5
1858 WEALTH MANAGEMENT, LLC
CRD #305817 AKRON, OH
SEC
AUM
$207.4M
Employees
3
SUMMIT CAPITAL INC.
CRD #121335 PEPPER PIKE, OH
SEC
AUM
$208.2M
Employees
4
HUNTER CAPITAL LIMITED PARTNERSHIP
CRD #299914 NEW ALBANY, OH
SEC Private Funds
AUM
$209M
Employees
5
MUNN WEALTH MANAGEMENT, LLC
CRD #174414 MAUMEE, OH
SEC Private Funds
AUM
$209.6M
Employees
10
KIPLINGER INVESTMENT ADVISORS, LLC.
CRD #116726 SPRINGBORO, OH
SEC
AUM
$212.8M
Employees
4
TEMPO WEALTH, LLC
CRD #336316 INDEPENDENCE, OH
SEC
AUM
$216M
Employees
10
CREW CAPITAL MANAGEMENT, LTD.
CRD #125402 CINCINNATI, OH
SEC Disclosures
AUM
$216.4M
Employees
8
FIRSTMERIT ADVISORS, INC.
CRD #111615 AKRON, OH
SEC
AUM
$220M
Employees
5
HARRINGTON ASSET MANAGEMENT INC
CRD #106937 DUBLIN, OH
SEC
AUM
$220M
Employees
1
TUDOR FINANCIAL, INC.
CRD #121495 DAYTON, OH
SEC
AUM
$220.6M
Employees
6
RAY|THEIL WEALTH MANAGEMENT, LLC
CRD #157443 BEAVERCREEK, OH
SEC
AUM
$220.9M
Employees
2
RIGHTWEALTH ADVISORS, LLC
CRD #300656 MIAMISBURG, OH
SEC
AUM
$221.3M
Employees
4
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD #140082 CLEVELAND, OH
SEC Private Funds
AUM
$221.4M
Employees
5
ENDEAVOR WEALTH ADVISORS, LLC
CRD #305348 PEPPER PIKE, OH
SEC
AUM
$221.6M
Employees
3
GAME PLAN FINANCIAL ADVISORS, LLC
CRD #147608 WESTLAKE, OH, OH
SEC
AUM
$224.7M
Employees
4
REDWOOD FINANCIAL NETWORK CORP.
CRD #157834 SOLON, OH
SEC
AUM
$226M
Employees
11