RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
FINANCIAL MANAGEMENT STRATEGIES, INC.
CRD #120818 BROADVIEW HTS., OH
SEC Disclosures
AUM
$619.5M
Employees
34
SCOTT SNOW (FINANCIAL ADVISORS) LLC
CRD #121222 WESTLAKE, OH
SEC
AUM
$620.8M
Employees
3
VESTAX SECURITIES CORPORATION
CRD #10332 HUDSON, OH
SEC
AUM
$625.5M
Employees
501
WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD #266787 CINCINNATI, OH
SEC
AUM
$625.9M
Employees
16
THE RETIREMENT CORPORATION OF AMERICA
CRD #105994 CINCINNATI, OH
SEC
AUM
$632.1M
Employees
7
JOHN E. SESTINA AND COMPANY
CRD #108634 COLUMBUS, OH
SEC
AUM
$634.5M
Employees
18
WALLER FINANCIAL PLANNING GROUP, INC.
CRD #159564 COLUMBUS, OH
SEC
AUM
$635.3M
Employees
11
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
CRD #328478 MARYSVILLE, OH
SEC
AUM
$641.8M
Employees
20
LENOX WEALTH MANAGEMENT, INC.
CRD #132818 CINCINNATI, OH
SEC Private Funds
AUM
$643.6M
Employees
13
EICHNER INVESTMENT PLANNING, LLC
CRD #128215 CINCINNATI, OH
SEC
AUM
$651.8M
Employees
1
CORE INVESTMENT ADVISORS LLC
CRD #287852 COLUMBUS, OH
Private Funds
AUM
$662.6M
Employees
10
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC
CRD #168419 CINCINNATI, OH
SEC
AUM
$665.5M
Employees
9
DEMMING FINANCIAL SERVICES CORP.
CRD #120106 AURORA, OH
SEC
AUM
$675.7M
Employees
11
BEACON FINANCIAL ADVISORY LLC
CRD #174334 CLEVELAND, OH
SEC
AUM
$677.6M
Employees
13
HORAN SECURITIES, INC.
CRD #40794 CINCINNATI, OH
SEC Disclosures
AUM
$698.2M
Employees
27
CUYAHOGA CAPITAL PARTNERS LLC
CRD #160671 CLEVELAND, OH
SEC Private Funds
AUM
$700.3M
Employees
--
LAKERIDGE WEALTH MANAGEMENT LLC
CRD #314071 MENTOR, OH
SEC
AUM
$700.5M
Employees
21
FAIRPORT ASSET MANAGEMENT, LLC
CRD #110838 CLEVELAND, OH
SEC
AUM
$703.9M
Employees
--
WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD #286093 MANSFIELD, OH
SEC
AUM
$713.1M
Employees
24
ATLAS WEALTH LLC
CRD #321832 CINCINNATI, OH
SEC
AUM
$723.9M
Employees
7
STRATEGIC VALUE BANK PARTNERS LLC
CRD #282228 CLEVELAND, OH
SEC Private Funds
AUM
$730M
Employees
7
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
CRD #119859 DUBLIN, OH
SEC
AUM
$740M
Employees
8
BEACON FINANCIAL GROUP, INC.
CRD #317775 AURORA, OH
SEC
AUM
$745.9M
Employees
7
NATIONAL CITY EQUITY PARTNERS, INC.
CRD #157981 CLEVELAND, OH
SEC Private Funds
AUM
$747.8M
Employees
--
FINANCIAL PLANNERS OF CLEVELAND, INC.
CRD #120086 MAYFIELD HEIGHTS, OH
SEC
AUM
$759M
Employees
22