RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
LESJAK PLANNING, LLC
CRD #110090 WESTLAKE, OH
SEC
AUM
$369M
Employees
7
WINFIELD ASSOCIATES INC
CRD #108969 CLEVELAND, OH
SEC
AUM
$369M
Employees
7
LIFEPLAN FINANCIAL GROUP, INC.
CRD #121376 MIAMISBURG, OH
SEC
AUM
$367.8M
Employees
7
EUKLES ASSET MANAGEMENT, LLC
CRD #156649 CINCINNATI, OH
SEC
AUM
$364.3M
Employees
5
WRP INVESTMENTS, INC.
CRD #7365 YOUNGSTOWN, OH
SEC Disclosures
AUM
$363.3M
Employees
251
SWS PARTNERS, LLC
CRD #281838 COLUMBUS, OH
SEC Private Funds
AUM
$359.7M
Employees
6
TRINITY WEALTH MANAGEMENT LLC
CRD #152355 CINCINNATI, OH
SEC
AUM
$356.9M
Employees
4
LANCASTER POLLARD ASSET MANAGEMENT LLC
CRD #112008 COLUMBUS, OH
SEC
AUM
$355M
Employees
6
VIKING PARTNERS ADVISORS, LLC
CRD #321989 CINCINNATI, OH
SEC Private Funds
AUM
$354.4M
Employees
2
ROSS, SINCLAIRE & ASSOCIATES, LLC
CRD #25440 CINCINNATI, OH
SEC Disclosures
AUM
$353.6M
Employees
7
MEAD ADAM & CO INC
CRD #110698 DAYTON, OH
SEC
AUM
$350.2M
Employees
10
BALANCE WEALTH PARTNERS LLC
CRD #329589 WORTHINGTON, OH
SEC
AUM
$348.4M
Employees
11
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC
CRD #146588 CINCINNATI, OH
SEC
AUM
$348.3M
Employees
12
ANDERSON FINANCIAL STRATEGIES, LLC
CRD #290343 DAYTON, OH
SEC
AUM
$348.1M
Employees
7
RUGGAARD & ASSOCIATES, LLC
CRD #107489 HUDSON, OH
SEC
AUM
$346.9M
Employees
11
JAMES REED FINANCIAL SERVICES, INC.
CRD #112179 CLEVELAND, OH
SEC
AUM
$345.8M
Employees
11
LECLAIR WEALTH PARTNERS LLC
CRD #332827 DUBLIN, OH
SEC
AUM
$342.4M
Employees
4
FAMILY WEALTH ADVISORY GROUP, LLC
CRD #130595 CINCINNATI, OH
SEC
AUM
$334.7M
Employees
7
WALDEN WEALTH PARTNERS, LLC
CRD #226583 BEACHWOOD, OH
SEC
AUM
$333M
Employees
5
SIGNATURE EQUITY PARTNERS, LLC
CRD #327455 COLUMBUS, OH
SEC
AUM
$330.6M
Employees
38
NATIONAL WEALTH MANAGEMENT GROUP, LLC
CRD #174883 CINCINNATI, OH
SEC
AUM
$325.7M
Employees
19
STRATEGIC PLANNING, INC.
CRD #139648 COLUMBUS, OH
SEC
AUM
$324.9M
Employees
4
FAIRWAY SPORTS MANAGEMENT, LLC
CRD #144387 CLEVELAND, OH
SEC
AUM
$321.5M
Employees
15
ARDENT CAPITAL MANAGEMENT, INC.
CRD #108264 CINCINNATI, OH
SEC Private Funds
AUM
$321.4M
Employees
5
ACCENT CAPITAL MANAGEMENT, LLC
CRD #319275 CENTERVILLE, OH
SEC
AUM
$321M
Employees
5