RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
RESOLUTE WEALTH ADVISOR, INC.
CRD #290349 FINDLAY, OH
SEC
AUM
$258.4M
Employees
6
HARLAN G STOREY, INC
CRD #150673 NORTH CANTON, OH
SEC
AUM
$259.5M
Employees
9
GATEPASS CAPITAL, LLC
CRD #329404 INDEPENDENCE, OH
SEC Private Funds
AUM
$261.7M
Employees
7
ROYAL OAK FINANCIAL GROUP
CRD #166391 WORTHINGTON, OH
SEC
AUM
$263M
Employees
1
ONLINE BROKERAGE SERVICES, INC.
CRD #104281 WATERVILLE, OH
SEC
AUM
$263.3M
Employees
--
LPFG, LLC
CRD #312978 AVON, OH
SEC
AUM
$263.5M
Employees
28
TORCH WEALTH MANAGEMENT LLC
CRD #168815 CINCINNATI, OH
SEC
AUM
$264.8M
Employees
4
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD #159811 UPPER ARLINGTON, OH
SEC
AUM
$268.1M
Employees
4
SPRENG CAPITAL MANAGEMENT, INC.
CRD #119902 BUCYRUS, OH
SEC
AUM
$268.5M
Employees
4
TILLAR-WENSTRUP ADVISORS, LLC
CRD #117295 CENTERVILLE, OH
SEC
AUM
$269.5M
Employees
4
GENERATIONS WEALTH, LLC
CRD #173352 MASON, OH
SEC
AUM
$270M
Employees
9
KAPSTONE FINANCIAL ADVISORS LLC
CRD #318885 LEBANON, OH
SEC
AUM
$271.5M
Employees
5
FUTURE FINANCES INC
CRD #105190 COLUMBUS, OH
SEC
AUM
$272.4M
Employees
4
BERNO FINANCIAL MANAGEMENT INC
CRD #107425 CINCINNATI, OH
SEC
AUM
$274.3M
Employees
5
JAMES CAPITAL ALLIANCE INC
CRD #107078 XENIA, OH
SEC
AUM
$274.3M
Employees
7
FIRST ALLIANCE ASSET MANAGEMENT INC
CRD #109107 DAYTON, OH
SEC
AUM
$274.6M
Employees
10
ELIOS FINANCIAL GROUP, INC.
CRD #119873 WESTLAKE, OH
SEC
AUM
$275M
Employees
5
SIENA CAPITAL, LLC
CRD #282843 CINCINNATI, OH
SEC
AUM
$277.9M
Employees
5
HORTER INVESTMENT MANAGEMENT, LLC
CRD #119880 CINCINNATI, OH
SEC Disclosures
AUM
$278M
Employees
41
SCHULHOFF & CO INC
CRD #105264 CINCINNATI, OH
SEC
AUM
$279.2M
Employees
4
OAKSTREET WEALTH MANAGEMENT, INC.
CRD #152613 DAYTON, OH
SEC
AUM
$281.1M
Employees
6
FULLEN FINANCIAL GROUP, INC.
CRD #135065 COLUMBUS, OH
SEC
AUM
$282M
Employees
6
ARTIFEX FINANCIAL GROUP, LLC
CRD #140643 OAKWOOD, OH
SEC
AUM
$282M
Employees
7
THE JOSEPH GROUP, LLC
CRD #109496 COLUMBUS, OH
SEC
AUM
$282.7M
Employees
9
FOURTH DIMENSION WEALTH, LLC
CRD #306703 MIDDLEBURG HEIGHTS, OH
SEC
AUM
$283.6M
Employees
15