RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
CARNEGIE CAPITAL ASSET MANAGEMENT COMPANY
CRD #106431 CLEVELAND, OH
SEC
AUM
$200.9M
Employees
--
B.A. SCHROCK WEALTH MANAGEMENT, INC.
CRD #304694 WADSWORTH, OH
SEC
AUM
$200.8M
Employees
6
RIDGELINE WEALTH PLANNING LLC
CRD #307702 CENTERVILLE, OH
SEC
AUM
$200.5M
Employees
9
LIGHTHOUSE WEALTH MANAGEMENT, INC.
CRD #157925 ASHLAND, OH
SEC
AUM
$199.9M
Employees
5
FC WEALTH SOLUTIONS LLC
CRD #286381 WESTERVILLE, OH
SEC
AUM
$199.4M
Employees
4
SUMMIT FINANCIAL ADVISORS, INC.
CRD #145007 MIDDLETOWN, OH
SEC Disclosures
AUM
$199.4M
Employees
4
LINDAHL & MANSAGER INC
CRD #107111 FAIRLAWN, OH
SEC
AUM
$192.7M
Employees
3
ASCEND ADVISORY GROUP LLC
CRD #120822 COLUMBUS, OH
SEC
AUM
$192.2M
Employees
10
BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD #145158 CINCINNCIATI, OH
SEC
AUM
$191.8M
Employees
6
ROULSTON & CO INC
CRD #105491 CLEVELAND, OH
SEC
AUM
$191.6M
Employees
--
POLARIS FINANCIAL PARTNERS, LLC
CRD #299258 WESTERVILLE, OH
SEC
AUM
$191.5M
Employees
5
JERICHO FINANCIAL, LLP
CRD #288801 WESTERVILLE, OH
SEC
AUM
$191.5M
Employees
3
PACHOLDER & CO LLC
CRD #108792 CINCINNATI, OH
SEC
AUM
$191M
Employees
--
PURTILL FINANCIAL LLC
CRD #133764 HIGHLAND HEIGHTS, OH
SEC
AUM
$190.4M
Employees
4
TURNCAP MANAGEMENT LLC
CRD #312488 BEACHWOOD, OH
Private Funds
AUM
$189.9M
Employees
2
INTEGRATED WEALTH MANAGEMENT, INC.
CRD #141092 UNIONTOWN, OH
SEC
AUM
$189.5M
Employees
10
FINANCIAL MANAGEMENT GROUP INC
CRD #106068 CINCINNATI, OH
SEC
AUM
$189.2M
Employees
1
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD #106389 BROOKVILLE, OH
SEC
AUM
$189M
Employees
5
NATIONWIDE INVESTMENT SERVICES CORPORATION
CRD #7110 COLUMBUS, OH
SEC
AUM
$186.7M
Employees
51
CENTRICITY WEALTH MANAGEMENT, LLC
CRD #165664 WESTERVILLE, OH
SEC
AUM
$185.9M
Employees
3
KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD #311536 WESTLAKE, OH
SEC
AUM
$184.6M
Employees
2
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CRD #291484 CINCINNATI, OH
SEC
AUM
$184.5M
Employees
3
PPC PORTFOLIO CONSULTANTS, INC.
CRD #110912 COLUMBUS, OH
SEC
AUM
$184.2M
Employees
10
BOND TECH INC
CRD #105979 BELLBROOK, OH
SEC
AUM
$184M
Employees
2
PURPOSE WEALTH MANAGEMENT, LLC
CRD #144829 CINCINNATI, OH
SEC
AUM
$183.2M
Employees
1