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For asset managers
AdvisorIQ

Ranking, Ohio

Fastest-growing wealth firms over three years, including broker-dealer firms in Ohio

As of October 2, 2026, United Advisor Group ranked #1 in Ohio in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 91.3%, from a base of $203.8 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 United Advisor Group Cincinnati 91.3% $203.8 million
2 Daymark Wealth Partners, LLC Cincinnati 77.1% $907.8 million
3 Rockport Wealth Advisors Fairview Park 76.5% $123.0 million
4 Golden Reserve Retirement, LLC Dublin 70.8% $109.2 million
5 Royal Oak Financial Group Worthington 58.2% $105.0 million
6 Clearstead; Clearstead Advisory Solutions Cleveland 49.1% $10.2 billion
7 Mai Capital Management, LLC Cleveland 48.9% $15.8 billion
8 Oneseven Beachwood 47.0% $2.4 billion
9 Key Investment Services LLC Broker-dealer affiliated Brooklyn 40.3% $3.2 billion
10 Revisor Wealth Management LLC Akron 40.1% $920.6 million
11 Whitaker-Myers Wealth Managers, Ltd. Mansfield 39.5% $313.3 million
12 Lynx Capital Group Ltd Beachwood 38.7% $107.6 million
13 Prosperity Capital Advisors Westlake 36.8% $1.7 billion
14 Croak Capital Toledo 36.6% $142.9 million
15 TCP Asset Management, LLC Upper Arlington 36.0% $470.5 million
16 B.A. Schrock Wealth Management Wadsworth 35.0% $114.6 million
17 Hicks Capital Management, LLC Columbus 33.7% $144.2 million
18 Schear Investment Advisers, LLC Cincinnati 33.1% $113.9 million
19 Blake Schutter Theil Wealth Advisors, LLC Dayton 32.9% $195.7 million
20 Journey Wealth Management Cleveland 32.8% $593.0 million
21 National Wealth Management Group, LLC Cincinnati 31.7% $234.1 million
22 Everhart Advisors Dublin 31.5% $1.1 billion
23 Wesbanco Securities, Inc. Broker-dealer affiliated St. Clairsville 29.7% $131.0 million
24 Sims Investment Management LLC Cincinnati 29.6% $140.0 million
25 Carnegie Investment Counsel Pepper Pike 29.4% $3.5 billion
26 Paradigm Wealth Management, LLC Westlake 29.2% $261.1 million
27 Wellspring Family Office Cleveland 29.1% $2.3 billion
28 Kohmann Bosshard Financial Services, LLC. Akron 28.0% $536.5 million
29 Invest Capital Partners Springboro 27.8% $130.2 million
30 Sequoia Financial Group, L.L.C. Akron 27.5% $15.5 billion
31 PDS Planning Inc Dublin 27.5% $1.0 billion
32 Strategic Wealth Partners, Ltd. Independence 27.4% $795.8 million
33 Souders Financial Advisors, LLC Cincinnati 26.4% $697.1 million
34 Octavia Wealth Advisors LLC Cincinnati 26.4% $1.1 billion
35 Fourth Dimension Wealth, LLC Middleburg Heights 26.0% $178.2 million
36 Antolino Wealth Advisors Columbus 25.1% $725.3 million
37 Vawter Financial Ltd Columbus 24.5% $204.3 million
38 Fountain Square Asset Management Cincinnati 24.4% $121.3 million
39 Edgewater Pro Sports Financial Avon 24.4% $117.0 million
40 North Star Advisory Group, LLC Beachwood 24.0% $151.7 million
41 Cornerstone Wealth Management Westlake 24.0% $329.9 million
42 Fidato Wealth LLC Middleburg Heights 23.6% $270.7 million
43 W.A. Smith Financial Group Sandusky 23.0% $624.9 million
44 Frazier Financial Advisors, LLC Columbus 22.9% $623.8 million
45 Dean Financial Services Beavercreek 22.8% $206.5 million
46 Huntington Financial Advisors Broker-dealer affiliated Columbus 22.4% $4.3 billion
47 Westminster Financial Advisory Corp Broker-dealer affiliated Beavercreek 22.1% $748.4 million
48 Hackman Financial Group Cincinnati 22.0% $234.8 million
49 Ellsworth Advisors, LLC Hudson 21.9% $777.0 million
50 Keeler & Nadler Family Wealth Dublin 21.8% $337.2 million
51 Stratos Wealth Partners, Ltd Broker-dealer affiliated Beachwood 21.8% $10.3 billion
52 Kleinfelder Capital, Inc. Cincinnati 21.8% $208.6 million
53 Fairway Wealth Management LLC Independence 21.7% $1.7 billion
54 Asendo Wealth Advisory Columbus 21.5% $482.9 million
55 Michael Brady & Co., LLC Westlake 21.4% $138.9 million
56 Broadleaf Partners, LLC Hudson 21.2% $309.7 million
57 Beese Fulmer Private Wealth Management Canton 21.1% $1.2 billion
58 Constellation Wealth Advisors Cincinnati 21.0% $3.0 billion
59 Meyers Wealth Management, LLC Columbus 20.9% $1.1 billion
60 Lakeridge Wealth Management LLC Mentor 20.9% $456.2 million
61 Kapstone Financial Advisors LLC Lebanon 20.8% $182.6 million
62 Tfo Wealth Partners Maumee 20.6% $3.2 billion
63 Valmark Advisers, Inc. Broker-dealer affiliated Akron 20.6% $5.8 billion
64 Ruggaard & Associates Hudson 20.5% $210.5 million
65 Wealth Dimensions Group, Ltd. Cincinnati 20.4% $707.9 million
66 Resolute Wealth Advisor, Inc. Findlay 20.2% $169.3 million
67 Hixon Zuercher Capital Management Findlay 20.1% $281.9 million
68 Trueblood Wealth Management, LLC Lima 20.0% $274.1 million
69 Jericho Financial Westerville 20.0% $127.2 million
70 Wealthbridge Capital Management, LLC Westerville 20.0% $410.6 million
71 Swisher Financial Concepts, Inc. Westerville 20.0% $183.5 million
72 Ancora Private Wealth Advisors, LLC Cleveland 20.0% $2.3 billion
73 Enza Financial, LLC Independence 19.9% $110.8 million
74 Landing Point Financial Group Avon 19.9% $221.4 million
75 Northavenue LLC Columbus 19.7% $119.4 million
76 Jessup Wealth Management Dayton 19.6% $210.4 million
77 DBK Financial Counsel, LLC Cuyahoga Falls 19.6% $116.6 million
78 Family Wealth Advisory Group, LLC Cincinnati 19.5% $232.3 million
79 Yarger Wealth Strategies, LLC Westerville 19.5% $310.6 million
80 Egi Financial, Inc. Broker-dealer affiliated Akron 19.3% $205.5 million
81 Opus Capital Management Cincinnati 19.2% $894.4 million
82 Nvest Wealth Strategies, Inc. Powell 19.1% $140.1 million
83 Gryphon Financial Partners Columbus 19.1% $1.4 billion
84 Lineweaver Wealth Advisors Valley View 19.0% $643.6 million
85 Brown Financial Advisors, LLC Milford 18.9% $192.6 million
86 Trinity Financial Advisors LLC Columbus 18.8% $399.1 million
87 Miami Valley Portfolio Management Inc Brookville 18.8% $130.3 million
88 Venture Visionary Partners LLC Sylvania 18.4% $3.2 billion
89 KMG Fiduciary Partners, LLC Toledo 18.4% $1.0 billion
90 Eichner Investment Planning, LLC Cincinnati 18.4% $417.3 million
91 Peak Wealth Solutions Pepper Pike 18.3% $551.0 million
92 Reservoir Wealth Management Lima 18.2% $126.4 million
93 Whitcomb & Hess, Inc. Ashland 18.2% $297.0 million
94 Harvest Financial Advisors, LLC West Chester 18.2% $406.3 million
95 John E. Sestina and Company Columbus 18.1% $451.1 million
96 Runnymede Capital Advisors, Inc. Dublin 18.1% $100.3 million
97 McCarley & Cook Financial Planners Cincinnati 17.8% $103.5 million
98 Financial Rounds Cincinnati 17.6% $129.9 million
99 Beacon Financial Advisory LLC Cleveland 17.6% $554.4 million
100 Adaptive Financial Consulting, LLC Beachwood 17.5% $336.9 million

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

More rankings

Fastest growing, 3 years 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.