RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
TACTICAL FUND ADVISORS, LLC
CRD #298049 CINCINNATI, OH
SEC Disclosures
AUM
$163.4M
Employees
10
INDEPENDENCE WEALTH ADVISORS, LLC
CRD #306236 INDEPENDENCE, OH
SEC
AUM
$162.8M
Employees
5
SAFE HARBOR WEALTH ADVISORS, LLC
CRD #284613 DUBLIN, OH
SEC
AUM
$162.7M
Employees
3
ALAN B. LANCZ & ASSOCIATES, INC.
CRD #105363 TOLEDO, OH
SEC Private Funds
AUM
$162.2M
Employees
4
MEYER CAPITAL MANAGEMENT LLC.
CRD #106904 CINCINNATI, OH
SEC
AUM
$162.1M
Employees
7
BRIXEY & MEYER CAPITAL LLC
CRD #299465 CINCINNATI, OH
SEC Private Funds
AUM
$161.5M
Employees
14
LIVELSBERGER, LYNN LOUIS
CRD #117665 ASHLAND, OH
SEC
AUM
$160.9M
Employees
5
KEY REAL ESTATE EQUITY CAPITAL, INC
CRD #163795 CLEVELAND, OH
SEC Private Funds
AUM
$160.7M
Employees
15
THE HELP NETWORK, INC.
CRD #109029 HUDSON, OH
SEC
AUM
$160.5M
Employees
--
NEWPORT INVESTMENT ADVISORS INC
CRD #113175 BEACHWOOD, OH
SEC
AUM
$158.9M
Employees
2
SCHIEBER FINANCIAL GROUP, LLC
CRD #130154 CINCINNATI, OH
SEC
AUM
$157.7M
Employees
1
THE PRIVATE INVESTMENT GROUP, INC.
CRD #128876 CENTERVILLE, OH
SEC
AUM
$157.1M
Employees
4
FIRST MASON FINANCIAL, LLC
CRD #145025 MEDINA, OH
SEC
AUM
$155M
Employees
3
KENNON-GREEN & COMPANY, LLC
CRD #284713 NEW ALBANY, OH
SEC
AUM
$154.6M
Employees
4
PEB CAPITAL MANAGEMENT LLC
CRD #315241 COLUMBUS, OH
SEC
AUM
$153.9M
Employees
3
WEALTH ADVISORS, LLC
CRD #135875 SPRINGBORO, OH
SEC
AUM
$153M
Employees
4
OT FINANCIAL, LLC
CRD #170738 TROY, OH
SEC
AUM
$152.8M
Employees
2
BRIGHT PATH SPORTS PARTNERS, LLC
CRD #327730 CLEVELAND, OH
SEC Private Funds
AUM
$151.6M
Employees
3
MEYER GATES FINANCIAL ADVISORS, INC
CRD #125046 WEST CHESTER, OH
SEC
AUM
$151.4M
Employees
6
O'DELL CAPITAL MANAGEMENT
CRD #326354 HILLSBORO, OH
SEC
AUM
$150.8M
Employees
3
SKA FINANCIAL SERVICES,INC.
CRD #107348 FAIRVIEW PARK, OH
SEC
AUM
$149.9M
Employees
1
SHUTTLEWORTH & COMPANY
CRD #121382 POWELL, OH
SEC
AUM
$149.5M
Employees
3
APPALACHIAN CAPITAL MANAGEMENT LTD
CRD #120038 ST. CLAIRSVILLE, OH
SEC
AUM
$147.6M
Employees
3
ATLANTIS WEALTH ADVISORS LLC
CRD #169956 MAUMEE, OH
SEC Private Funds
AUM
$146.7M
Employees
4
ENZA FINANCIAL, LLC
CRD #315827 INDEPENDENCE, OH
SEC
AUM
$146.5M
Employees
6