RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
ONLINE BROKERAGE SERVICES, INC.
CRD #104281 WATERVILLE, OH
SEC
AUM
$263.3M
Employees
--
ROYAL OAK FINANCIAL GROUP
CRD #166391 WORTHINGTON, OH
SEC
AUM
$263M
Employees
1
GATEPASS CAPITAL, LLC
CRD #329404 INDEPENDENCE, OH
SEC Private Funds
AUM
$261.7M
Employees
7
HARLAN G STOREY, INC
CRD #150673 NORTH CANTON, OH
SEC
AUM
$259.5M
Employees
9
RESOLUTE WEALTH ADVISOR, INC.
CRD #290349 FINDLAY, OH
SEC
AUM
$258.4M
Employees
6
SPRINGSIDE PARTNERS LLC
CRD #172934 AKRON, OH
SEC
AUM
$257.9M
Employees
5
SWISHER FINANCIAL CONCEPTS, INC.
CRD #121384 WESTERVILLE, OH
SEC
AUM
$257.5M
Employees
8
FIRST OHIO PLANNING, LLC
CRD #144498 COLUMBUS, OH
SEC
AUM
$255.9M
Employees
6
BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD #304207 MIAMI TOWNSHIP, OH
SEC
AUM
$255.3M
Employees
5
THE J. ARNOLD WEALTH MANAGEMENT CO., LLC
CRD #159710 YOUNGSTOWN, OH
SEC
AUM
$255.3M
Employees
7
SHAKER INVESTMENTS, L.L.C.
CRD #119135 BEACHWOOD, OH
SEC Private Funds
AUM
$253.1M
Employees
10
HARDY & HARDY CO LLC
CRD #145088 LIMA, OH
SEC
AUM
$251.8M
Employees
2
HICKORY ASSET MANAGEMENT, INC.
CRD #167955 CONCORD, OH
SEC
AUM
$249.3M
Employees
3
RETIREMENT PLANS, INC.
CRD #286214 WESTERVILLE, OH
SEC
AUM
$247.9M
Employees
6
SAAS CAPITAL, LLC
CRD #298213 CINCINNATI, OH
SEC Private Funds
AUM
$247.3M
Employees
9
PRIVATE WEALTH CONSULTANTS LTD
CRD #112602 TOLEDO, OH
SEC
AUM
$246.8M
Employees
10
SIMS INVESTMENT MANAGEMENT LLC
CRD #169491 CINCINNATI, OH
SEC
AUM
$245.9M
Employees
7
RETIREMENT STRATEGIES, LTD.
CRD #163701 DUBLIN, OH
SEC Disclosures
AUM
$242.9M
Employees
8
NRP FINANCIAL, INC.
CRD #103717 BRYAN, OH
SEC
AUM
$242.1M
Employees
--
BOLAN CAPITAL MANAGEMENT, LLC
CRD #151343 CINCINNATI, OH
SEC
AUM
$238.7M
Employees
2
MACNEALY HOOVER INVESTMENT MANAGEMENT INC
CRD #109598 CANTON, OH
SEC
AUM
$237.6M
Employees
3
SCHEAR INVESTMENT ADVISERS, LLC
CRD #146401 CINCINNATI, OH
SEC Private Funds
AUM
$236.6M
Employees
2
WALLER FINANCIAL PLANNING GROUP INC
CRD #105814 COLUMBUS, OH
SEC
AUM
$234.2M
Employees
--
LINSALATA CAPITAL MANAGEMENT, LLC
CRD #157600 MAYFIELD HEIGHTS, OH
SEC Private Funds
AUM
$232.8M
Employees
5
M&B INVESTMENT ADVISORS, LLC
CRD #154255 CINCINNATI, OH
SEC
AUM
$232M
Employees
5