RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
AXECAP INVESTMENTS, LLC
CRD #314674 MASON, OH
SEC
AUM
$183.2M
Employees
8
MERIDIAN CAPITAL MANAGEMENT GROUP, INC.
CRD #136583 UNIONTOWN, OH
SEC
AUM
$182.3M
Employees
3
CAPITAL ASSET MANAGEMENT, INC.
CRD #120597 COLUMBUS, OH
SEC
AUM
$180.1M
Employees
3
HENSON-EDGEWATER MANAGEMENT, LLC
CRD #135316 AVON, OH
SEC
AUM
$180M
Employees
4
RIK SAYLOR FINANCIAL, INC.
CRD #165484 FAIRFIELD, OH
SEC
AUM
$178.9M
Employees
4
PERSONAL CHOICE FINANCIAL ADVISORS, LLC
CRD #110384 CINCINNATI, OH
SEC
AUM
$178.3M
Employees
7
CINTRIFUSE FUND MANAGEMENT, LLC
CRD #166973 CINCINNATI, OH
SEC Private Funds
AUM
$177.3M
Employees
7
EMVISION CAPITAL ADVISORS, LLC
CRD #337827 AURORA, OH
SEC
AUM
$176.4M
Employees
14
NATIONAL RETIREMENT CONSULTANTS INC
CRD #106692 HAMILTON, OH
SEC
AUM
$176.4M
Employees
4
CLIENTFIRST FINANCIAL STRATEGIES, INC.
CRD #152628 DAYTON, OH
SEC
AUM
$176.4M
Employees
4
HERITAGE WEALTH PARTNERS, LLC
CRD #290276 DUBLIN, OH
SEC
AUM
$176.3M
Employees
13
RESERVOIR RETIREMENT MANAGEMENT, LLC
CRD #293131 LIMA, OH
SEC
AUM
$176M
Employees
2
W&S BROKERAGE SERVICES, INC.
CRD #8099 CINCINNATI, OH
SEC
AUM
$175.8M
Employees
95
SHAFFER CAPITAL ADVISERS, LLC
CRD #150106 WESTERVILLE, OH
SEC
AUM
$173.8M
Employees
6
HERITAGE FINANCIAL ADVISORS, LLC
CRD #154955 WATERVILLE, OH
SEC
AUM
$171.7M
Employees
1
SIGNAL TREE FINANCIAL PARTNERS LLC
CRD #311871 COPLEY, OH
SEC
AUM
$171.2M
Employees
8
TMFS COLUMBUS, LLC
CRD #137965 DUBLIN, OH
SEC
AUM
$171M
Employees
1
STRUCTURED WEALTH MANAGEMENT, INC.
CRD #146611 TOLEDO, OH
SEC
AUM
$169M
Employees
4
AFFINITY WEALTH LLC
CRD #285169 CANTON, OH
SEC
AUM
$167M
Employees
6
WESBANCO SECURITIES, INC.
CRD #43276 ST CLAIRSVILLE, OH
SEC
AUM
$166.5M
Employees
100
T.T.G. FINANCIAL, INC.
CRD #129004 CANTON, OH
SEC
AUM
$166.4M
Employees
5
NORTHAVENUE LLC
CRD #297300 COLUMBUS, OH
SEC
AUM
$165.5M
Employees
6
WEALTHCOR LLC
CRD #282449 CINCINNATI, OH
SEC
AUM
$165.4M
Employees
6
GARLIKOV ADVISORS INC
CRD #112352 COLUMBUS, OH
SEC
AUM
$165.3M
Employees
4
M.K. BROWN WEALTH ADVISORY, LLC
CRD #121269 OAKWOOD, OH
SEC
AUM
$164M
Employees
3