RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
WRP INVESTMENTS, INC.
CRD #7365 YOUNGSTOWN, OH
SEC Disclosures
AUM
$363.3M
Employees
251
EUKLES ASSET MANAGEMENT, LLC
CRD #156649 CINCINNATI, OH
SEC
AUM
$364.3M
Employees
5
LIFEPLAN FINANCIAL GROUP, INC.
CRD #121376 MIAMISBURG, OH
SEC
AUM
$367.8M
Employees
7
WINFIELD ASSOCIATES INC
CRD #108969 CLEVELAND, OH
SEC
AUM
$369M
Employees
7
LESJAK PLANNING, LLC
CRD #110090 WESTLAKE, OH
SEC
AUM
$369M
Employees
7
WARTHER PRIVATE WEALTH, LLC
CRD #125145 AKRON, OH
SEC
AUM
$371.3M
Employees
9
EMPEIRIA CAPITAL MANAGEMENT, LLC
CRD #285463 CINCINNATI, OH
SEC Private Funds
AUM
$373.2M
Employees
4
ELIZABETH PARK CAPITAL ADVISORS, LTD
CRD #158416 PEPPER PIKE, OH
SEC Private Funds
AUM
$373.9M
Employees
10
SYMPHONY FINANCIAL SERVICES, INC.
CRD #125058 AKRON, OH
SEC
AUM
$376.1M
Employees
7
KEYSTONE FINANCIAL PLANNING, INC
CRD #104640 WESTLAKE, OH
SEC
AUM
$377.5M
Employees
2
WHITCOMB & HESS, INC.
CRD #121064 ASHLAND, OH
SEC
AUM
$381.4M
Employees
27
PLANNED FINANCIAL SERVICES, LLC
CRD #112879 CLEVELAND, OH
SEC
AUM
$392.2M
Employees
12
ASSET ADVISORY GROUP INC
CRD #107929 CINCINNATI, OH
SEC
AUM
$399.2M
Employees
8
DANISON & ASSOCIATES INC
CRD #106760 COLUMBUS, OH
SEC
AUM
$403.2M
Employees
3
COLUMBUS INVESTMENT ADVISORY INC.
CRD #104595 NEW ALBANY, OH
SEC
AUM
$405.6M
Employees
9
FIDATO WEALTH LLC
CRD #158173 MIDDLEBURG HEIGHTS, OH
SEC
AUM
$406.5M
Employees
11
FINANCIAL FREEDOM, LLC
CRD #118772 CINCINNATI, OH
SEC
AUM
$407.1M
Employees
3
CLARIFY WEALTH MANAGEMENT, INC.
CRD #172355 CINCINNATI, OH
SEC
AUM
$410M
Employees
11
HIXON ZUERCHER, LLC
CRD #123465 FINDLAY, OH
SEC
AUM
$412.1M
Employees
11
PEAK RETIREMENT PLANNING, INC.
CRD #317592 COLUMBUS, OH
SEC
AUM
$416.4M
Employees
21
GALLERY ASSET MANAGEMENT INC
CRD #109351 CLEVELAND, OH
SEC
AUM
$418.9M
Employees
10
BALANCED WEALTH GROUP LLC
CRD #328007 WESTLAKE, OH
SEC
AUM
$419.9M
Employees
9
TRUE WEALTH DESIGN, LLC
CRD #143194 AKRON, OH
SEC
AUM
$424.8M
Employees
9
GGM FINANCIALS, LLC
CRD #327008 COLUMBUS, OH
SEC
AUM
$425.7M
Employees
11
TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD #321659 LIMA, OH
SEC
AUM
$430.8M
Employees
2