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For asset managers
AdvisorIQ

Ranking, Ohio

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Ohio

As of October 2, 2026, Mai Capital Management, LLC ranked #1 in Ohio in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $22.5 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 Stratos Wealth Partners, Ltd Broker-dealer affiliated Beachwood $4.2 billion
5 Oneseven Beachwood $2.9 billion
6 Key Investment Services LLC Broker-dealer affiliated Brooklyn $2.8 billion
7 Johnson Investment Counsel, Inc. Cincinnati $2.1 billion
8 Fifth Third Securities, Inc. Broker-dealer affiliated Cincinnati $1.8 billion
9 Valmark Advisers, Inc. Broker-dealer affiliated Akron $1.8 billion
10 Huntington Financial Advisors Broker-dealer affiliated Columbus $1.5 billion
11 Daymark Wealth Partners, LLC Cincinnati $1.1 billion
12 Nationwide Investment Advisors, LLC Broker-dealer affiliated Columbus $1.0 billion
13 Truepoint, Inc. Cincinnati $1.0 billion
14 Carnegie Investment Counsel Pepper Pike $993.1 million
15 Venture Visionary Partners LLC Sylvania $878.8 million
16 Bartlett & Co. Wealth Management LLC Cincinnati $861.8 million
17 Wellspring Family Office Cleveland $843.8 million
18 Tfo Wealth Partners Maumee $808.1 million
19 On Investment Management Co Broker-dealer affiliated Cincinnati $775.6 million
20 Constellation Wealth Advisors Cincinnati $738.3 million
21 Prosperity Capital Advisors Westlake $700.7 million
22 Ancora Private Wealth Advisors, LLC Cleveland $686.3 million
23 Stratos Wealth Advisors LLC Broker-dealer affiliated Beachwood $667.8 million
24 Everhart Advisors Dublin $589.4 million
25 Tempo Wealth Independence $588.3 million
26 Hamilton Capital Columbus $555.6 million
27 Beese Fulmer Private Wealth Management Canton $473.0 million
28 Revisor Wealth Management LLC Akron $465.7 million
29 Journey Wealth Management Cleveland $446.7 million
30 Signature Equity Partners, LLC Columbus $437.2 million
31 SJS Investment Services Sylvania $410.8 million
32 Antolino Wealth Advisors Columbus $406.4 million
33 Gryphon Financial Partners Columbus $405.6 million
34 Foster & Motley Inc Cincinnati $399.2 million
35 Peak Retirement Planning, Inc. Columbus $388.6 million
36 PDS Planning Inc Dublin $375.0 million
37 Fairway Wealth Management LLC Independence $370.6 million
38 Brilliant Advice, LLC Cincinnati $365.1 million
39 Octavia Wealth Advisors LLC Cincinnati $364.3 million
40 TCP Asset Management, LLC Upper Arlington $360.6 million
41 Souders Financial Advisors, LLC Cincinnati $343.9 million
42 Windsor Advisory Group, LLC Columbus $342.5 million
43 United Advisor Group Cincinnati $334.8 million
44 Strategic Wealth Partners, Ltd. Independence $320.5 million
45 Meyers Wealth Management, LLC Columbus $317.1 million
46 Wealthquest Corporation Cincinnati $290.8 million
47 Opus Capital Management Cincinnati $287.9 million
48 Arg Private Wealth, LLC Cincinnati $280.0 million
49 Summit Financial Strategies Inc Columbus $252.1 million
50 Eubel Brady & Suttman Miamisburg $245.8 million
51 Golden Reserve Retirement, LLC Dublin $233.4 million
52 Frazier Financial Advisors, LLC Columbus $228.6 million
53 Beacon Financial Advisory LLC Cleveland $223.1 million
54 Ellsworth Advisors, LLC Hudson $221.1 million
55 Kohmann Bosshard Financial Services, LLC. Akron $213.3 million
56 Wealth Dimensions Group, Ltd. Cincinnati $210.1 million
57 National Wealth Management Group, LLC Cincinnati $209.2 million
58 W.A. Smith Financial Group Sandusky $201.1 million
59 Pinnacle Advisors Mansfield $197.0 million
60 CM Wealth Advisors LLC Beachwood $192.9 million
61 Demming Financial Services Corp. Aurora $190.9 million
62 Lineweaver Wealth Advisors Valley View $175.7 million
63 G2 Capital Management, LLC Columbus $160.4 million
64 M3 Wealth Management North Royalton $160.2 million
65 Pathways Wealth Management, Inc. Tipp City $153.7 million
66 Royal Oak Financial Group Worthington $152.8 million
67 MPM Wealth Advisors Holland $149.7 million
68 Gearhart & Associates Cincinnati $148.7 million
69 HCM Wealth Advisors Cincinnati $146.5 million
70 The Joseph Group Capital Management Columbus $142.7 million
71 Argentarii, LLC Cincinnati $138.1 million
72 Whitaker-Myers Wealth Managers, Ltd. Mansfield $137.5 million
73 Westminster Financial Advisory Corp Broker-dealer affiliated Beavercreek $136.8 million
74 Wealth Dimensions Family Office, Inc Cincinnati $132.6 million
75 Keeler & Nadler Family Wealth Dublin $132.1 million
76 Gatepass Capital, LLC Independence $124.5 million
77 Peak Wealth Solutions Pepper Pike $122.4 million
78 Hackman Financial Group Cincinnati $121.4 million
79 Thor Wealth Management Inc Cincinnati $121.0 million
80 Capital Advisors, Ltd., LLC Shaker Heights $120.4 million
81 Wesbanco Securities, Inc. Broker-dealer affiliated St. Clairsville $119.4 million
82 Landing Point Financial Group Avon $117.8 million
83 Waller Financial Planning Group, Inc. Columbus $112.4 million
84 Altiora Financial Group, LLC Lebanon $111.7 million
85 Wealthbridge Capital Management, LLC Westerville $110.7 million
86 Cornerstone Wealth Management Westlake $110.3 million
87 John E. Sestina and Company Columbus $109.5 million
88 Whitcomb & Hess, Inc. Ashland $109.3 million
89 Rockport Wealth Advisors Fairview Park $107.8 million
90 Lakeridge Wealth Management LLC Mentor $104.8 million
91 Asendo Wealth Advisory Columbus $104.3 million
92 Fidato Wealth LLC Middleburg Heights $104.2 million
93 Van Cleef Asset Management Inc Beachwood $103.0 million
94 Financial Management Strategies, Inc. Broadview Hts $94.7 million
95 Shoker Investments Oxford $90.0 million
96 Trinity Financial Advisors LLC Columbus $89.6 million
97 Harvest Financial Advisors, LLC West Chester $88.4 million
98 Paradigm Wealth Management, LLC Westlake $87.8 million
99 GGM Financial LLC Columbus $87.2 million
100 Prasad Wealth Partners Independence $86.1 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.