RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
ARGENTARII, LLC
CRD #332112 CINCINNATI, OH
SEC Private Funds
AUM
$293.8M
Employees
11
CAPITALWORKS, LLC
CRD #160408 CLEVELAND, OH
SEC Private Funds
AUM
$293.4M
Employees
8
THE PROPER ANALYSIS CORPORATION
CRD #110615 BEACHWOOD, OH
SEC
AUM
$291.6M
Employees
4
COORDINATED FINANCIAL PLANNING CORP
CRD #105143 CINCINNATI, OH
SEC
AUM
$289.9M
Employees
5
PARKER CARLSON & JOHNSON
CRD #105815 DAYTON, OH
SEC
AUM
$288M
Employees
8
FOURTH DIMENSION WEALTH, LLC
CRD #306703 MIDDLEBURG HEIGHTS, OH
SEC
AUM
$283.6M
Employees
15
THE JOSEPH GROUP, LLC
CRD #109496 COLUMBUS, OH
SEC
AUM
$282.7M
Employees
9
ARTIFEX FINANCIAL GROUP, LLC
CRD #140643 OAKWOOD, OH
SEC
AUM
$282M
Employees
7
FULLEN FINANCIAL GROUP, INC.
CRD #135065 COLUMBUS, OH
SEC
AUM
$282M
Employees
6
OAKSTREET WEALTH MANAGEMENT, INC.
CRD #152613 DAYTON, OH
SEC
AUM
$281.1M
Employees
6
SCHULHOFF & CO INC
CRD #105264 CINCINNATI, OH
SEC
AUM
$279.2M
Employees
4
HORTER INVESTMENT MANAGEMENT, LLC
CRD #119880 CINCINNATI, OH
SEC Disclosures
AUM
$278M
Employees
41
SIENA CAPITAL, LLC
CRD #282843 CINCINNATI, OH
SEC
AUM
$277.9M
Employees
5
ELIOS FINANCIAL GROUP, INC.
CRD #119873 WESTLAKE, OH
SEC
AUM
$275M
Employees
5
FIRST ALLIANCE ASSET MANAGEMENT INC
CRD #109107 DAYTON, OH
SEC
AUM
$274.6M
Employees
10
JAMES CAPITAL ALLIANCE INC
CRD #107078 XENIA, OH
SEC
AUM
$274.3M
Employees
7
BERNO FINANCIAL MANAGEMENT INC
CRD #107425 CINCINNATI, OH
SEC
AUM
$274.3M
Employees
5
FUTURE FINANCES INC
CRD #105190 COLUMBUS, OH
SEC
AUM
$272.4M
Employees
4
KAPSTONE FINANCIAL ADVISORS LLC
CRD #318885 LEBANON, OH
SEC
AUM
$271.5M
Employees
5
GENERATIONS WEALTH, LLC
CRD #173352 MASON, OH
SEC
AUM
$270M
Employees
9
TILLAR-WENSTRUP ADVISORS, LLC
CRD #117295 CENTERVILLE, OH
SEC
AUM
$269.5M
Employees
4
SPRENG CAPITAL MANAGEMENT, INC.
CRD #119902 BUCYRUS, OH
SEC
AUM
$268.5M
Employees
4
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD #159811 UPPER ARLINGTON, OH
SEC
AUM
$268.1M
Employees
4
TORCH WEALTH MANAGEMENT LLC
CRD #168815 CINCINNATI, OH
SEC
AUM
$264.8M
Employees
4
LPFG, LLC
CRD #312978 AVON, OH
SEC
AUM
$263.5M
Employees
28