RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
MBS FINANCIAL PLANNING SERVICES, INC
CRD #107230 UNIONTOWN, OH
SEC
AUM
$520M
Employees
18
WELLS TRECASO FINANCIAL GROUP, LLC
CRD #289899 AKRON, OH
SEC
AUM
$533.3M
Employees
6
FIRST FIDUCIARY INVESTMENT COUNSEL INC
CRD #111144 CLEVELAND, OH
SEC
AUM
$537M
Employees
5
OSBORN ROHS WILLIAMS & DONOHOE, LLC
CRD #117048 CINCINNATI, OH
SEC
AUM
$541.7M
Employees
11
JOHN D. DOVICH & ASSOCIATES, LLC
CRD #120458 CINCINNATI, OH
SEC Private Funds
AUM
$546M
Employees
13
LAKEPOINT INVESTMENT PARTNERS LLC
CRD #107972 CLEVELAND, OH
SEC
AUM
$548.2M
Employees
10
HERITAGE WEALTH MANAGEMENT INC.
CRD #312545 CINCINNATI, OH
SEC
AUM
$552.2M
Employees
6
RESILIENCE MANAGEMENT, LLC
CRD #157006 CLEVELAND, OH
SEC Private Funds Disclosures
AUM
$554.4M
Employees
8
BOWLING PORTFOLIO MANAGEMENT LLC
CRD #133488 CINCINNATI, OH
SEC
AUM
$554.8M
Employees
6
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
CRD #291405 CLEVELAND, OH
SEC Private Funds
AUM
$555.4M
Employees
11
THOR INVESTMENT MANAGEMENT INC
CRD #105902 CINCINNATI, OH
SEC
AUM
$557.7M
Employees
13
ROCKPORT WEALTH, LLC
CRD #297122 FAIRVIEW PARK, OH
SEC
AUM
$568.7M
Employees
15
THE JENTNER CORPORATION
CRD #105248 AKRON, OH
SEC
AUM
$575.1M
Employees
10
TRINITY FINANCIAL ADVISORS LLC
CRD #133191 COLUMBUS, OH
SEC Private Funds
AUM
$580.4M
Employees
8
WINSLOW ASSET MANAGEMENT INC
CRD #106337 BEACHWOOD, OH
SEC
AUM
$581.7M
Employees
5
HARVEST FINANCIAL ADVISORS, LLC
CRD #145552 WEST CHESTER, OH
SEC
AUM
$582.6M
Employees
9
J.W. COONS ADVISORS, LLC
CRD #129067 COLUMBUS, OH
SEC
AUM
$587M
Employees
9
GERBER, LLC
CRD #120039 COLUMBUS, OH
SEC
AUM
$588.1M
Employees
15
HORAN CAPITAL ADVISORS, LLC
CRD #152888 CINCINNATI, OH
SEC
AUM
$595.9M
Employees
14
G2 CAPITAL MANAGEMENT, LLC
CRD #286521 COLUMBUS, OH
SEC
AUM
$596.1M
Employees
5
TYLER-STONE WEALTH MANAGEMENT, LLC
CRD #173667 BEACHWOOD, OH
SEC
AUM
$598.9M
Employees
25
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
CRD #298254 WESTERVILLE, OH
SEC
AUM
$599M
Employees
7
HPE CAPITAL MANAGEMENT II, LLC
CRD #283607 CINCINNATI, OH
SEC Private Funds Disclosures
AUM
$600.3M
Employees
4
RITTER DANIHER FINANCIAL ADVISORY LLC
CRD #321827 CINCINNATI, OH
SEC
AUM
$605.9M
Employees
15
PRIVATE WEALTH STRATEGIES, L.L.C.
CRD #298682 NEW ALBANY, OH
SEC
AUM
$615M
Employees
10