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For asset managers
AdvisorIQ

Ranking, Ohio

Independent RIAs with the biggest asset gains over one year in Ohio

As of October 2, 2026, Mai Capital Management, LLC ranked #1 in Ohio in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $22.5 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Mai Capital Management, LLC Cleveland $22.5 billion
2 Clearstead; Clearstead Advisory Solutions Cleveland $9.6 billion
3 Sequoia Financial Group, L.L.C. Akron $9.2 billion
4 Oneseven Beachwood $2.9 billion
5 Johnson Investment Counsel, Inc. Cincinnati $2.1 billion
6 Daymark Wealth Partners, LLC Cincinnati $1.1 billion
7 Truepoint, Inc. Cincinnati $1.0 billion
8 Carnegie Investment Counsel Pepper Pike $993.1 million
9 Venture Visionary Partners LLC Sylvania $878.8 million
10 Bartlett & Co. Wealth Management LLC Cincinnati $861.8 million
11 Wellspring Family Office Cleveland $843.8 million
12 Tfo Wealth Partners Maumee $808.1 million
13 Constellation Wealth Advisors Cincinnati $738.3 million
14 Prosperity Capital Advisors Westlake $700.7 million
15 Ancora Private Wealth Advisors, LLC Cleveland $686.3 million
16 Everhart Advisors Dublin $589.4 million
17 Tempo Wealth Independence $588.3 million
18 Hamilton Capital Columbus $555.6 million
19 Beese Fulmer Private Wealth Management Canton $473.0 million
20 Revisor Wealth Management LLC Akron $465.7 million
21 Journey Wealth Management Cleveland $446.7 million
22 Signature Equity Partners, LLC Columbus $437.2 million
23 SJS Investment Services Sylvania $410.8 million
24 Antolino Wealth Advisors Columbus $406.4 million
25 Gryphon Financial Partners Columbus $405.6 million
26 Foster & Motley Inc Cincinnati $399.2 million
27 Peak Retirement Planning, Inc. Columbus $388.6 million
28 PDS Planning Inc Dublin $375.0 million
29 Fairway Wealth Management LLC Independence $370.6 million
30 Brilliant Advice, LLC Cincinnati $365.1 million
31 Octavia Wealth Advisors LLC Cincinnati $364.3 million
32 TCP Asset Management, LLC Upper Arlington $360.6 million
33 Souders Financial Advisors, LLC Cincinnati $343.9 million
34 Windsor Advisory Group, LLC Columbus $342.5 million
35 United Advisor Group Cincinnati $334.8 million
36 Strategic Wealth Partners, Ltd. Independence $320.5 million
37 Meyers Wealth Management, LLC Columbus $317.1 million
38 Wealthquest Corporation Cincinnati $290.8 million
39 Opus Capital Management Cincinnati $287.9 million
40 Arg Private Wealth, LLC Cincinnati $280.0 million
41 Summit Financial Strategies Inc Columbus $252.1 million
42 Eubel Brady & Suttman Miamisburg $245.8 million
43 Golden Reserve Retirement, LLC Dublin $233.4 million
44 Frazier Financial Advisors, LLC Columbus $228.6 million
45 Beacon Financial Advisory LLC Cleveland $223.1 million
46 Ellsworth Advisors, LLC Hudson $221.1 million
47 Kohmann Bosshard Financial Services, LLC. Akron $213.3 million
48 Wealth Dimensions Group, Ltd. Cincinnati $210.1 million
49 National Wealth Management Group, LLC Cincinnati $209.2 million
50 W.A. Smith Financial Group Sandusky $201.1 million
51 Pinnacle Advisors Mansfield $197.0 million
52 CM Wealth Advisors LLC Beachwood $192.9 million
53 Demming Financial Services Corp. Aurora $190.9 million
54 Lineweaver Wealth Advisors Valley View $175.7 million
55 G2 Capital Management, LLC Columbus $160.4 million
56 M3 Wealth Management North Royalton $160.2 million
57 Pathways Wealth Management, Inc. Tipp City $153.7 million
58 Royal Oak Financial Group Worthington $152.8 million
59 MPM Wealth Advisors Holland $149.7 million
60 Gearhart & Associates Cincinnati $148.7 million
61 HCM Wealth Advisors Cincinnati $146.5 million
62 The Joseph Group Capital Management Columbus $142.7 million
63 Argentarii, LLC Cincinnati $138.1 million
64 Whitaker-Myers Wealth Managers, Ltd. Mansfield $137.5 million
65 Wealth Dimensions Family Office, Inc Cincinnati $132.6 million
66 Keeler & Nadler Family Wealth Dublin $132.1 million
67 Gatepass Capital, LLC Independence $124.5 million
68 Peak Wealth Solutions Pepper Pike $122.4 million
69 Hackman Financial Group Cincinnati $121.4 million
70 Thor Wealth Management Inc Cincinnati $121.0 million
71 Capital Advisors, Ltd., LLC Shaker Heights $120.4 million
72 Landing Point Financial Group Avon $117.8 million
73 Waller Financial Planning Group, Inc. Columbus $112.4 million
74 Altiora Financial Group, LLC Lebanon $111.7 million
75 Wealthbridge Capital Management, LLC Westerville $110.7 million
76 Cornerstone Wealth Management Westlake $110.3 million
77 John E. Sestina and Company Columbus $109.5 million
78 Whitcomb & Hess, Inc. Ashland $109.3 million
79 Rockport Wealth Advisors Fairview Park $107.8 million
80 Lakeridge Wealth Management LLC Mentor $104.8 million
81 Asendo Wealth Advisory Columbus $104.3 million
82 Fidato Wealth LLC Middleburg Heights $104.2 million
83 Van Cleef Asset Management Inc Beachwood $103.0 million
84 Financial Management Strategies, Inc. Broadview Hts $94.7 million
85 Shoker Investments Oxford $90.0 million
86 Trinity Financial Advisors LLC Columbus $89.6 million
87 Harvest Financial Advisors, LLC West Chester $88.4 million
88 Paradigm Wealth Management, LLC Westlake $87.8 million
89 GGM Financial LLC Columbus $87.2 million
90 Prasad Wealth Partners Independence $86.1 million
91 Barnes Dennig Private Wealth Management, LLC Cincinnati $85.4 million
92 Rea Wealth Management New Philadelphia $84.8 million
93 Park Edge Advisors, LLC Cleveland $84.4 million
94 SWS Partners, LLC Columbus $82.8 million
95 B.A. Schrock Wealth Management Wadsworth $80.8 million
96 Vawter Financial Ltd Columbus $80.8 million
97 Keidan Financial Consultants LLC Columbus $78.7 million
98 Hixon Zuercher Capital Management Findlay $75.6 million
99 JPS Financial, LLC Westlake $75.0 million
100 Balanced Wealth Group LLC Westlake $74.2 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.