RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
DEAN FINANCIAL SERVICES, LLC
CRD #129679 BEAVERCREEK, OH
SEC
AUM
$319.6M
Employees
8
PRESPER FINANCIAL ARCHITECTS, LLC
CRD #297538 AKRON, OH
SEC
AUM
$316.9M
Employees
9
ALCYON WEALTH ADVISORS, LLC
CRD #334909 YOUNGSTOWN, OH
SEC
AUM
$315.6M
Employees
6
CAMBRIDGE FINANCIAL GROUP, INC.
CRD #112254 COLUMBUS, OH
SEC
AUM
$315.2M
Employees
6
REBEL FINANCIAL, LLC.
CRD #168263 GROVEPORT, OH
SEC
AUM
$314M
Employees
7
VAWTER FINANCIAL LTD
CRD #108830 COLUMBUS, OH
SEC
AUM
$313.6M
Employees
5
GOLDEN RESERVE RETIREMENT, LLC
CRD #283588 DUBLIN, OH
SEC
AUM
$310.9M
Employees
31
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
CRD #174335 BRATENAHL, OH
SEC
AUM
$310.3M
Employees
2
KLEINFELDER CAPITAL, INC.
CRD #289345 CINCINNATI, OH
SEC
AUM
$306.8M
Employees
4
HFG ADVISORS, INC.
CRD #282027 CINCINNATI, OH
SEC
AUM
$305.3M
Employees
10
OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD #156013 FAIRLAWN, OH
SEC
AUM
$304.7M
Employees
4
AUXIN GROUP WEALTH MANAGEMENT, LLC
CRD #226599 AKRON, OH
SEC
AUM
$304.2M
Employees
6
KELLETT WEALTH ADVISORS, LLC
CRD #287571 CINCINNATI, OH
SEC
AUM
$304.2M
Employees
4
JPS FINANCIAL, LLC
CRD #169208 WESTLAKE, OH
SEC
AUM
$302.1M
Employees
4
RAV FINANCIAL SERVICES, LLC
CRD #106632 BEACHWOOD, OH
SEC
AUM
$300.8M
Employees
14
GREYSTONE INVESTMENT MANAGEMENT, LLC
CRD #111084 CINCINNATI, OH
SEC
AUM
$300.7M
Employees
7
THE RETIREMENT GUYS FORMULA LLC
CRD #168561 MAUMEE, OH
SEC Disclosures
AUM
$300.6M
Employees
10
CROAK ASSET MANAGEMENT, LLC
CRD #297666 TOLEDO, OH
SEC
AUM
$300.2M
Employees
6
EGI FINANCIAL, INC.
CRD #120607 AKRON, OH
SEC
AUM
$299.3M
Employees
8
BROWN FINANCIAL ADVISORS, LLC
CRD #147056 MILFORD, OH
SEC
AUM
$298.8M
Employees
3
JESSUP WEALTH MANAGEMENT, INC.
CRD #323035 DAYTON, OH
SEC
AUM
$298.5M
Employees
12
CIRRUS WEALTH MANAGEMENT, LLC
CRD #282108 CLEVELAND, OH
SEC
AUM
$298.3M
Employees
12
HICKS CAPITAL MANAGEMENT, LLC
CRD #158609 COLUMBUS, OH
SEC
AUM
$297.1M
Employees
5
SALING, SIMMS, ASSOCIATES INC.
CRD #119810 COLUMBUS, OH
SEC
AUM
$296.7M
Employees
6
CAMELOT PORTFOLIOS, LLC
CRD #145918 MAUMEE, OH
SEC Private Funds
AUM
$295.3M
Employees
7