RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
ESB WEALTH MANAGEMENT, LLC
CRD #154889 MANSFIELD, OH
SEC
AUM
$122.5M
Employees
3
STAN EVANS FINANCIAL PLANNING, LLC
CRD #164320 GALLIPOLIS, OH
SEC
AUM
$122M
Employees
1
GRAVER CAPITAL MANAGEMENT, LLC
CRD #312515 COLUMBUS, OH
SEC
AUM
$122M
Employees
3
MENCH FINANCIAL INC
CRD #106689 CINCINNATI, OH
SEC
AUM
$121.2M
Employees
4
THE ZAR FUND GROUP, LLC
CRD #136078 CINCINNATI, OH
SEC
AUM
$120M
Employees
5
VISION FINANCIAL MANAGEMENT, LLC
CRD #170003 CUYAHOGA FALLS, OH
SEC
AUM
$120M
Employees
4
BUTLER, WICK & CO., INC.
CRD #120 YOUNGSTOWN, OH
SEC
AUM
$119.8M
Employees
51
VANWEELDEN WEALTH MANAGEMENT, LLC
CRD #290308 WEST CHESTER TOWNSHIP, OH
SEC
AUM
$119.7M
Employees
7
AXIM WEALTH MANAGEMENT LLC
CRD #319618 SPRINGBORO, OH
SEC
AUM
$119.3M
Employees
2
HDA WEALTH MANAGEMENT, LLC
CRD #317346 POLAND, OH
SEC
AUM
$119.1M
Employees
2
TMFS-TOLEDO, LLC
CRD #138244 MAUMEE, OH
SEC
AUM
$117.9M
Employees
2
SCHMITT WEALTH ADVISERS, LLC
CRD #174958 CINCINNATI, OH
SEC
AUM
$117.8M
Employees
3
ESB WEALTH MANAGEMENT, LLC
CRD #281835 MANSFIELD, OH
SEC
AUM
$117.8M
Employees
2
T&M ASSET MANAGEMENT LLC
CRD #124227 CLEVELAND, OH
SEC
AUM
$117M
Employees
5
WURZ FINANCIAL SERVICES, LLC
CRD #331608 HOLLAND, OH
SEC
AUM
$117M
Employees
4
KPB INVESTMENT ADVISORS LLC
CRD #167934 CLEVELAND, OH
SEC
AUM
$116.7M
Employees
6
SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
CRD #312695 CINCINNATI, OH
SEC
AUM
$113.6M
Employees
2
SEVEN HILLS CAPITAL ADVISORS, LLC
CRD #175280 CINCINNATI, OH
SEC
AUM
$113.4M
Employees
1
CCI FINANCIAL GROUP INC
CRD #111725 AKRON, OH
SEC
AUM
$111.8M
Employees
4
HALITE PARTNERS, LLC
CRD #289182 COLUMBUS, OH
SEC
AUM
$110.6M
Employees
12
GRATRY & COMPANY, LLC
CRD #104541 BEACHWOOD, OH
SEC
AUM
$109.2M
Employees
7
DAWSON RUSSELL INC.
CRD #107375 CLEVELAND, OH
SEC
AUM
$109M
Employees
--
ALPHA PLANNING AND FINANCIAL SERVICES, INC.
CRD #130842 SOLON, OH
SEC
AUM
$108.9M
Employees
5
JRP CAPITAL CORP
CRD #106285 DUBLIN, OH
SEC
AUM
$108.5M
Employees
3
SUMMIT WEALTH MANAGEMENT LLC
CRD #226722 AKRON, OH
SEC
AUM
$107.7M
Employees
3