RIA Intelligence

Investment Advisers in Ohio

830 registered firms

Sort by: AUM Name Employees Last Updated
ROCKBRIDGE CAPITAL, LLC
CRD #161078 COLUMBUS, OH
SEC Private Funds
AUM
$4.8B
Employees
119
BEACON CAPITAL MANAGEMENT, INC.
CRD #120641 DAYTON, OH
SEC
AUM
$4.7B
Employees
22
QUADRANT CAPITAL GROUP LLC
CRD #147253 CINCINNATI, OH
SEC Private Funds
AUM
$4.7B
Employees
31
ANCORA ADVISORS LLC
CRD #124674 MAYFIELD HEIGHTS, OH
SEC Disclosures
AUM
$4.5B
Employees
60
HAMILTON CAPITAL, LLC
CRD #109116 COLUMBUS, OH
SEC Private Funds
AUM
$4.4B
Employees
93
VENTURE VISIONARY PARTNERS LLC
CRD #304237 SYLVANIA, OH
SEC
AUM
$4.4B
Employees
38
WELLSPRING FINANCIAL ADVISORS, LLC
CRD #143112 CLEVELAND, OH
SEC
AUM
$4.2B
Employees
37
BARTLETT & CO. LLC
CRD #159973 CINCINNATI, OH
SEC
AUM
$4.1B
Employees
47
DAYMARK WEALTH PARTNERS, LLC
CRD #320878 CINCINNATI, OH
SEC Private Funds
AUM
$3.9B
Employees
31
CLEARARC CAPITAL, INC.
CRD #104650 CINCINNATI, OH
SEC Private Funds
AUM
$3.9B
Employees
12
C2P CAPITAL ADVISORY GROUP, LLC
CRD #156480 WESTLAKE, OH
SEC
AUM
$3.7B
Employees
202
PCA INVESTMENT ADVISORY SERVICES, INC.
CRD #123475 CINCINNATI, OH
SEC
AUM
$3.6B
Employees
13
CM WEALTH ADVISORS LLC
CRD #119467 BEACHWOOD, OH
SEC Private Funds
AUM
$3.4B
Employees
22
BRR OPCO, LLC
CRD #106536 COLUMBUS, OH
SEC
AUM
$3.4B
Employees
43
ANCORA FAMILY WEALTH ADVISORS, LLC
CRD #124845 CLEVELAND, OH
SEC
AUM
$3.2B
Employees
65
MARCUM WEALTH, LLC
CRD #134628 CLEVELAND, OH
SEC
AUM
$3B
Employees
38
ASPIRIANT INVESTMENT ADVISORS, LLC
CRD #154619 CINCINNATI, OH
SEC
AUM
$2.9B
Employees
11
JOHNSON INVESTMENT COUNSEL INC.
CRD #104943 CINCINNATI, OH
SEC
AUM
$2.9B
Employees
51
MARINER WEALTH ADVISORS-CINCINNATI, LLC
CRD #165759 CINCINNATI, OH
SEC
AUM
$2.8B
Employees
37
BARTLETT & CO
CRD #112338 CINCINNATI, OH
SEC
AUM
$2.7B
Employees
51
GLASFUNDS, LLC
CRD #150884 CLEVELAND, OH
SEC Private Funds
AUM
$2.7B
Employees
29
FAIRWAY WEALTH LLC
CRD #311031 INDEPENDENCE, OH
SEC
AUM
$2.6B
Employees
22
WINDSOR ADVISORY GROUP, LLC
CRD #122266 COLUMBUS, OH
SEC Private Funds
AUM
$2.6B
Employees
21
FOSTER & MOTLEY, INC.
CRD #106905 CINCINNATI, OH
SEC
AUM
$2.5B
Employees
50
SJS INVESTMENT CONSULTING INC
CRD #107219 SYLVANIA, OH
SEC
AUM
$2.5B
Employees
21