RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
OAK ASSOCIATES LTD
CRD #108874 AKRON, OH
SEC
AUM
$1.7B
Employees
8
ALIGN CAPITAL PARTNERS, LP
CRD #284487 SHAKER HEIGHTS, OH
SEC Private Funds
AUM
$1.7B
Employees
32
FAIRPORT, LLC
CRD #145182 CLEVELAND, OH
SEC
AUM
$1.7B
Employees
31
CEDAR BROOK FINANCIAL PARTNERS, LLC
CRD #290670 CLEVELAND, OH
SEC
AUM
$1.7B
Employees
43
PHILLIPS EDISON & COMPANY LTD.
CRD #158901 CINCINNATI, OH
SEC
AUM
$1.8B
Employees
240
OCTAVIA WEALTH ADVISORS LLC
CRD #306909 CINCINNATI, OH
SEC
AUM
$1.8B
Employees
49
PDS PLANNING INC
CRD #106895 DUBLIN, OH
SEC
AUM
$1.8B
Employees
17
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
CRD #107316 MIAMISBURG, OH
SEC
AUM
$1.8B
Employees
36
FEG INVESTMENT SERVICES, LLC
CRD #281516 CINCINNATI, OH
SEC Private Funds
AUM
$1.9B
Employees
15
EVERHART FINANCIAL GROUP INC
CRD #107091 DUBLIN, OH
SEC Disclosures
AUM
$1.9B
Employees
47
OBS FINANCIAL SERVICES, INC.
CRD #138615 PERRYSBURG, OH
SEC
AUM
$1.9B
Employees
29
THE TOWNSEND GROUP, INC
CRD #106567 CLEVELAND, OH
SEC
AUM
$1.9B
Employees
--
WEALTHQUEST CORPORATION
CRD #141473 CINCINNATI, OH
SEC
AUM
$1.9B
Employees
41
PINNACLE WEALTH PLANNING SERVICES, INC.
CRD #106817 MANSFIELD, OH
SEC
AUM
$1.9B
Employees
35
BLUE POINT CAPITAL PARTNERS LLC
CRD #157031 CLEVELAND, OH
SEC Private Funds
AUM
$1.9B
Employees
31
FIFTH THIRD/MAXUS INVESTMENT ADVISORS
CRD #109984 CLEVELAND, OH
SEC
AUM
$2B
Employees
--
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
CRD #157766 WESTERVILLE, OH
SEC Private Funds
AUM
$2B
Employees
9
GRYPHON FINANCIAL PARTNERS, LLC
CRD #288210 COLUMBUS, OH
SEC Private Funds
AUM
$2B
Employees
26
FOUNDRY PARTNERS, LLC
CRD #164863 CLEVELAND, OH
SEC
AUM
$2B
Employees
17
SUMMIT FINANCIAL STRATEGIES INC
CRD #110112 COLUMBUS, OH
SEC
AUM
$2.1B
Employees
32
REVISOR WEALTH MANAGEMENT LLC
CRD #169814 AKRON, OH
SEC
AUM
$2.1B
Employees
9
CAPITAL ANALYSTS, INCORPORATED
CRD #5478 CINCINNATI, OH
SEC Disclosures
AUM
$2.1B
Employees
251
MEEDER ADVISORY SERVICES, INC
CRD #106814 DUBLIN, OH
SEC
AUM
$2.1B
Employees
54
L.M. KOHN & COMPANY
CRD #27913 CINCINNATI, OH
SEC
AUM
$2.1B
Employees
85
FIRST FINANCIAL CAPITAL ADVISORS LLC
CRD #119347 CINCINNATI, OH
SEC
AUM
$2.3B
Employees
--