RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
JOHN D. DOVICH & ASSOCIATES, LLC
CRD #120458 CINCINNATI, OH
SEC Private Funds
AUM
$546M
Employees
13
OSBORN ROHS WILLIAMS & DONOHOE, LLC
CRD #117048 CINCINNATI, OH
SEC
AUM
$541.7M
Employees
11
FIRST FIDUCIARY INVESTMENT COUNSEL INC
CRD #111144 CLEVELAND, OH
SEC
AUM
$537M
Employees
5
WELLS TRECASO FINANCIAL GROUP, LLC
CRD #289899 AKRON, OH
SEC
AUM
$533.3M
Employees
6
MBS FINANCIAL PLANNING SERVICES, INC
CRD #107230 UNIONTOWN, OH
SEC
AUM
$520M
Employees
18
NEW FALMOUTH, LLC
CRD #122268 SHAKER HEIGHTS, OH
SEC Private Funds Disclosures
AUM
$519.1M
Employees
0
DAGCO, INC.
CRD #106950 WESTLAKE, OH
SEC
AUM
$518.4M
Employees
8
WEALTH PLANNING CORP
CRD #105369 CINCINNATI, OH
SEC
AUM
$518.2M
Employees
10
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CRD #129113 CINCINNATI, OH
SEC
AUM
$517.4M
Employees
8
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
CRD #119695 DUBLIN, OH
SEC Disclosures
AUM
$516M
Employees
6
ADAPTIVE FINANCIAL CONSULTING, LLC
CRD #288185 BEACHWOOD, OH
SEC
AUM
$508.5M
Employees
8
MPAM CREDIT TRADING PARTNERS L.P.
CRD #165776 CLEVELAND, OH
SEC Private Funds
AUM
$505.7M
Employees
10
PINNACLE WEALTH MANAGEMENT, INC.
CRD #121065 WEST CHESTER, OH
SEC
AUM
$502.8M
Employees
7
KEIDAN FINANCIAL CONSULTANTS LLC
CRD #108093 COLUMBUS, OH
SEC
AUM
$496.3M
Employees
3
BROADLEAF PARTNERS, LLC
CRD #137433 HUDSON, OH
SEC
AUM
$494.7M
Employees
7
NRP ADVISORS, INC.
CRD #141430 BRYAN, OH
SEC
AUM
$492.1M
Employees
--
VELA INVESTMENT MANAGEMENT, LLC
CRD #306678 NEW ALBANY, OH
SEC
AUM
$486.2M
Employees
29
PRASAD WEALTH PARTNERS, LLC
CRD #332507 INDEPENDENCE, OH
SEC Disclosures
AUM
$486M
Employees
10
EDGEWATER CAPITAL MANAGEMENT, LLC
CRD #162735 INDEPENDENCE, OH
SEC Private Funds
AUM
$480.4M
Employees
19
KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
CRD #173079 DUBLIN, OH
SEC
AUM
$477.8M
Employees
10
PARADIGM WEALTH MANAGEMENT, LLC
CRD #148662 WESTLAKE, OH
SEC
AUM
$475.6M
Employees
7
YARGER WEALTH STRATEGIES, LLC
CRD #310207 WESTERVILLE, OH
SEC
AUM
$470.9M
Employees
4
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD #292661 DAYTON, OH
SEC
AUM
$463.3M
Employees
5
DOVER PARTNERS INC
CRD #105133 DAYTON, OH
SEC
AUM
$456.1M
Employees
3
CHESS FINANCIAL CORP
CRD #106225 BEACHWOOD, OH
SEC
AUM
$455.4M
Employees
11