RIA Intelligence

Investment Advisers in Ohio

830 registered firms

OPUS CAPITAL GROUP, LLC
CRD #106528 CINCINNATI, OH
SEC
AUM
$1.2B
Employees
7
WESTMINSTER FINANCIAL ADVISORY CORP
CRD #110283 BEAVERCREEK, OH
SEC
AUM
$1.2B
Employees
46
JAMES INVESTMENT RESEARCH INC
CRD #110433 XENIA, OH
SEC
AUM
$1.2B
Employees
15
SUMMER HILL CAPITAL PARTNERS, LLC
CRD #161621 MASON, OH
SEC Private Funds
AUM
$1.2B
Employees
4
ELLSWORTH ADVISORS, LLC
CRD #297464 HUDSON, OH
SEC Private Funds
AUM
$1.2B
Employees
16
TOTAL WEALTH PLANNING, LLC
CRD #174434 CINCINNATI, OH
SEC
AUM
$1.2B
Employees
20
HAUSER RETIREMENT SOLUTIONS 2 LLC
CRD #299959 CINCINNATI, OH
SEC
AUM
$1.2B
Employees
6
RIVERPOINT CAPITAL MANAGEMENT, INC.
CRD #109068 CINCINNATI, OH
SEC
AUM
$1.1B
Employees
11
PACHOLDER ASSOCIATES INC
CRD #105549 CINCINNATI, OH
SEC
AUM
$1.1B
Employees
--
MADISON FINANCIAL ADVISORS, LTD
CRD #111728 CINCINNATI, OH
SEC
AUM
$1.1B
Employees
29
VAN CLEEF ASSET MANAGEMENT INC
CRD #105768 BEACHWOOD, OH
SEC
AUM
$1.1B
Employees
6
UNITED ADVISOR GROUP, LLC
CRD #324205 CINCINNATI, OH
SEC Disclosures
AUM
$1.1B
Employees
61
HENGEHOLD CAPITAL MANAGEMENT LLC
CRD #107700 CINCINNATI, OH
SEC
AUM
$1.1B
Employees
9
SOUDERS FINANCIAL ADVISORS, LLC
CRD #296780 CINCINNATI, OH
SEC
AUM
$1.1B
Employees
19
ANCORA ALTERNATIVES LLC
CRD #311902 CLEVELAND, OH
SEC Private Funds Disclosures
AUM
$1B
Employees
54
9258 WEALTH MANAGEMENT, LLC
CRD #290693 BLUE ASH, OH
SEC
AUM
$1B
Employees
18
WEALTH DIMENSIONS GROUP, LTD.
CRD #107618 CINCINNATI, OH
SEC
AUM
$1B
Employees
22
AA FINANCIAL ADVISORS, LLC
CRD #119829 COLUMBUS, OH
SEC
AUM
$1B
Employees
24
CLEVELAND WEALTH, LLC
CRD #282196 CLEVELAND, OH
SEC
AUM
$1B
Employees
2
NEW PARAGON, LLC
CRD #110039 SHAKER HEIGHTS, OH
SEC
AUM
$1B
Employees
25
ST. CLAIR ADVISORS, LLC
CRD #155064 MAYFIELD HEIGHTS, OH
SEC
AUM
$997.6M
Employees
13
NATCITY INVESTMENTS, INC.
CRD #17490 CLEVELAND, OH
SEC
AUM
$993.3M
Employees
--
CINFIN CAPITAL MANAGEMENT COMPANY
CRD #110740 FAIRFIELD, OH
SEC
AUM
$968.1M
Employees
--
GREAT LAKES RETIREMENT, INC.
CRD #146608 SANDUSKY, OH
SEC
AUM
$962.6M
Employees
25
THE JOSEPH GROUP LLC
CRD #165311 COLUMBUS, OH
SEC
AUM
$947M
Employees
24