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AdvisorIQ

Ranking, Ohio

Independent RIAs with the fastest client growth over one year in Ohio

As of October 2, 2026, Shepherd Wealth Management ranked #1 in Ohio in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 287.4%, from a base of 111.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Shepherd Wealth Management Cincinnati 287.4% 111
2 Oneseven Beachwood 199.0% 5,468
3 Worthington Wealth Management Worthington 121.5% 163
4 Resolute Wealth Advisor, Inc. Findlay 118.2% 374
5 Strategic Wealth Partners, Ltd. Independence 106.6% 1,778
6 Signature Equity Partners, LLC Columbus 104.8% 838
7 John E. Sestina and Company Columbus 102.9% 482
8 Peak Retirement Planning, Inc. Columbus 87.6% 485
9 Libertas Wealth Management Group, Inc. Columbus 84.3% 325
10 Gearhart & Associates Cincinnati 71.4% 1,694
11 Hackman Financial Group Cincinnati 68.3% 401
12 Kerr Wealth Management Oakwood 65.7% 332
13 Beese Fulmer Private Wealth Management Canton 61.5% 522
14 Journey Wealth Management Cleveland 61.3% 545
15 Yfp Wealth New Albany 60.0% 145
16 Edgewater Pro Sports Financial Avon 58.1% 475
17 Structured Wealth Management, Inc. Toledo 55.0% 340
18 Gatepass Capital, LLC Independence 51.8% 110
19 Strategic Planning, Inc. Columbus 48.0% 552
20 Golden Reserve Retirement, LLC Dublin 45.0% 1,385
21 Beacon Financial Advisory LLC Cleveland 44.4% 1,080
22 Landing Point Financial Group Avon 40.7% 528
23 Mbia Capital Advisors Cincinnati 37.2% 188
24 365 Wealth Management Group Mason 34.9% 415
25 Enza Financial, LLC Independence 30.3% 152
26 Polaris Financial Partners, LLC Westerville 28.3% 113
27 Sequoia Financial Group, L.L.C. Akron 27.6% 8,871
28 Hda Wealth Management, LLC Poland 27.1% 428
29 Mai Capital Management, LLC Cleveland 26.6% 12,947
30 TCP Asset Management, LLC Upper Arlington 26.0% 1,773
31 Fiduciary Wealth Group, LLC Centerville 25.3% 221
32 Rockport Wealth Advisors Fairview Park 23.6% 1,318
33 Peerless Wealth Columbus 23.6% 178
34 Daymark Wealth Partners, LLC Cincinnati 23.3% 1,709
35 National Wealth Management Group, LLC Cincinnati 23.0% 1,083
36 First Fiduciary Investment Counsel Inc Cleveland 22.1% 226
37 Royal Oak Financial Group Worthington 21.5% 339
38 Antolino Wealth Advisors Columbus 21.3% 839
39 Signal Tree Financial Partners LLC Copley 20.6% 102
40 Tfo Wealth Partners Maumee 20.6% 1,686
41 Fountain Square Asset Management Cincinnati 19.5% 333
42 Barnes Dennig Private Wealth Management, LLC Cincinnati 19.3% 166
43 Vawter Financial Ltd Columbus 18.8% 208
44 Financial Rounds Cincinnati 17.9% 173
45 Future Finances Inc Columbus 17.6% 490
46 Graver Capital Management, LLC Columbus 16.3% 160
47 Kiplinger Wealth Advisors Springboro 16.0% 374
48 Demming Financial Services Corp. Aurora 14.7% 695
49 Broadleaf Partners, LLC Hudson 14.4% 215
50 Ellsworth Advisors, LLC Hudson 14.3% 761
51 Center for Wealth Management Advisory Milford 14.3% 568
52 Alcyon Wealth Partners Youngstown 14.2% 346
53 Blake Schutter Theil Wealth Advisors, LLC Dayton 14.0% 178
54 Paradigm Wealth Management, LLC Westlake 13.7% 366
55 FC Wealth Solutions LLC Westerville 13.2% 288
56 Ridgeline Wealth Planning LLC Centerville 12.7% 394
57 United Advisor Group Cincinnati 12.3% 5,875
58 The Private Investment Group, Inc. Kettering 12.2% 164
59 CM Wealth Advisors LLC Beachwood 12.2% 222
60 Safe Harbor Wealth Advisors, LLC Dublin 12.0% 415
61 Argentarii, LLC Cincinnati 11.6% 112
62 B.A. Schrock Wealth Management Wadsworth 11.5% 633
63 Integrated Wealth Management, Inc. Uniontown 11.5% 480
64 Keeler & Nadler Family Wealth Dublin 11.0% 471
65 Fidato Wealth LLC Middleburg Heights 11.0% 273
66 Ancora Private Wealth Advisors, LLC Cleveland 10.4% 4,083
67 Infinity Wealth Counsel, LLC Loveland 10.3% 117
68 Windsor Advisory Group, LLC Columbus 10.1% 513
69 Fairway Wealth Management LLC Independence 9.9% 293
70 Hixon Zuercher Capital Management Findlay 9.9% 355
71 Octavia Wealth Advisors LLC Cincinnati 9.7% 3,470
72 Columbus Investment Advisory Inc. New Albany 9.6% 104
73 Axim Planning & Wealth Springboro 9.5% 262
74 Venture Visionary Partners LLC Sylvania 9.5% 2,658
75 Meyer Gates Financial Advisors, Inc West Chester 9.5% 169
76 Asendo Wealth Advisory Columbus 9.5% 1,110
77 Yarger Wealth Strategies, LLC Westerville 9.5% 201
78 Trueblood Wealth Management, LLC Lima 9.1% 317
79 Horan Wealth, LLC Cincinnati 9.0% 1,317
80 Financial Management Strategies, Inc. Broadview Hts 9.0% 1,793
81 Prasad Wealth Partners Independence 8.8% 671
82 Birchcreek Wealth Management, LLC Miami Township 8.8% 182
83 Invest Capital Partners Springboro 8.5% 609
84 Independence Wealth Advisors, LLC Independence 8.5% 352
85 Shoker Investments Oxford 8.3% 180
85 Richwood Investment Advisors, LLC Cincinnati 8.3% 144
87 Leclair Wealth Partners Dublin 7.8% 141
88 Frazier Financial Advisors, LLC Columbus 7.8% 681
89 North Star Advisory Group, LLC Beachwood 7.6% 450
90 Wealthbridge Capital Management, LLC Westerville 7.5% 425
91 Game Plan Financial Advisors, LLC Westlake, Oh 7.3% 191
92 Pinnacle Advisors Mansfield 7.3% 1,051
93 Endeavor Wealth Advisors, LLC Pepper Pike 7.3% 165
94 Dean Financial Services Beavercreek 6.9% 259
95 Nvest Wealth Strategies, Inc. Powell 6.9% 175
96 Whitaker-Myers Wealth Managers, Ltd. Mansfield 6.8% 3,237
97 HCM Wealth Advisors Cincinnati 6.8% 796
98 Johnson Investment Counsel, Inc. Cincinnati 6.7% 5,129
99 Cornerstone Wealth Management Westlake 6.7% 434
100 Lakeridge Wealth Management LLC Mentor 6.6% 1,068

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

More rankings

Client growth 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.