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For asset managers

Ranking, Ohio

Fastest-growing independent RIAs over five years in Ohio

As of October 2, 2026, Oneseven ranked #1 in Ohio in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 54.2%, from a base of $885.8 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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.

Fastest-growing independent RIAs over five years in Ohio
Rank Firm City Growth Starting value
1 Oneseven Beachwood 54.2% $885.8 million
2 Sequoia Financial Group, L.L.C. Akron 42.2% $5.5 billion
3 Mai Capital Management, LLC Cleveland 41.3% $9.2 billion
4 Revisor Wealth Management LLC Akron 40.7% $458.7 million
5 Journey Wealth Management Cleveland 37.6% $281.2 million
6 Whitaker-Myers Wealth Managers, Ltd. Mansfield 37.4% $173.7 million
7 Clearstead; Clearstead Advisory Solutions Cleveland 36.4% $7.2 billion
8 Golden Reserve Retirement, LLC Dublin 33.5% $128.1 million
9 Strategic Wealth Partners, Ltd. Independence 32.6% $401.4 million
10 TCP Asset Management, LLC Upper Arlington 30.2% $316.6 million
11 Souders Financial Advisors, LLC Cincinnati 25.4% $454.9 million
12 Kohmann Bosshard Financial Services, LLC. Akron 25.1% $366.5 million
13 Everhart Advisors Dublin 24.5% $822.5 million
14 Prosperity Capital Advisors Westlake 24.1% $1.5 billion
15 The McHugh Group, LLC Bratenahl 22.8% $118.9 million
16 Constellation Wealth Advisors Cincinnati 21.9% $2.0 billion
17 Wellspring Family Office Cleveland 21.3% $1.9 billion
18 Carnegie Investment Counsel Pepper Pike 20.6% $2.9 billion
19 Blake Schutter Theil Wealth Advisors, LLC Dayton 20.4% $181.4 million
20 Ellsworth Advisors, LLC Hudson 20.1% $562.2 million
21 Hicks Capital Management, LLC Columbus 19.9% $139.0 million
22 Octavia Wealth Advisors LLC Cincinnati 19.6% $881.1 million
23 Frazier Financial Advisors, LLC Columbus 19.4% $477.2 million
24 Landing Point Financial Group Avon 19.0% $159.8 million
25 National Wealth Management Group, LLC Cincinnati 18.6% $228.1 million
26 Trinity Financial Advisors LLC Columbus 18.5% $286.2 million
27 Asendo Wealth Advisory Columbus 18.3% $373.2 million
28 Vawter Financial Ltd Columbus 18.2% $171.0 million
29 PDS Planning Inc Dublin 18.1% $941.7 million
30 Keeler & Nadler Family Wealth Dublin 17.9% $267.7 million
31 Cornerstone Wealth Management Westlake 17.2% $284.1 million
32 Hixon Zuercher Capital Management Findlay 17.1% $221.8 million
33 Paradigm Wealth Management, LLC Westlake 16.9% $258.5 million
34 Wealth Dimensions Group, Ltd. Cincinnati 16.8% $567.3 million
35 Whitcomb & Hess, Inc. Ashland 16.7% $226.6 million
36 W.A. Smith Financial Group Sandusky 16.5% $541.8 million
37 Rebel Financial, LLC Groveport 16.5% $172.6 million
38 Artifex Financial Group, LLC Oakwood 16.4% $153.6 million
39 Kellett Wealth Advisors, LLC Cincinnati 16.3% $162.0 million
40 Bullseye Investment Management, LLC Cincinnciati 15.8% $108.5 million
41 Harvest Financial Advisors, LLC West Chester 15.8% $322.5 million
42 Windsor Advisory Group, LLC Columbus 15.7% $1.4 billion
43 Hackman Financial Group Cincinnati 15.2% $210.3 million
44 KMG Fiduciary Partners, LLC Toledo 15.1% $827.6 million
45 Opus Capital Management Cincinnati 15.0% $753.2 million
46 Miami Valley Portfolio Management Inc Brookville 14.9% $109.2 million
47 Fidato Wealth LLC Middleburg Heights 14.6% $258.4 million
48 Ancora Private Wealth Advisors, LLC Cleveland 14.5% $2.0 billion
49 Meyers Wealth Management, LLC Columbus 14.4% $983.3 million
50 Tfo Wealth Partners Maumee 14.3% $2.9 billion
51 Lineweaver Wealth Advisors Valley View 14.3% $556.1 million
52 Venture Visionary Partners LLC Sylvania 14.2% $2.7 billion
53 Peak Wealth Solutions Pepper Pike 14.2% $470.0 million
54 Kleinfelder Capital, Inc. Cincinnati 14.1% $195.0 million
55 Edgewater Pro Sports Financial Avon 14.0% $117.0 million
56 Adaptive Financial Consulting, LLC Beachwood 13.9% $285.1 million
57 Beese Fulmer Private Wealth Management Canton 13.7% $1.1 billion
58 Michael Brady & Co., LLC Westlake 13.7% $130.8 million
59 Thor Wealth Management Inc Cincinnati 13.5% $359.7 million
60 Shoker Investments Oxford 13.5% $271.2 million
61 Invest Capital Partners Springboro 13.3% $145.3 million
62 Swisher Financial Concepts, Inc. Westerville 13.3% $169.7 million
63 Eichner Investment Planning, LLC Cincinnati 13.2% $372.4 million
64 Endeavor Wealth Advisors, LLC Pepper Pike 12.8% $138.3 million
65 Trinity Wealth Management LLC Cincinnati 12.8% $232.9 million
66 Gryphon Financial Partners Columbus 12.7% $1.3 billion
67 Jericho Financial Westerville 12.6% $121.4 million
68 The Joseph Group Capital Management Columbus 12.6% $602.1 million
69 Reservoir Wealth Management Lima 12.5% $115.7 million
70 Birchcreek Wealth Management, LLC Miami Township 12.3% $168.2 million
71 Rik Saylor Financial, Inc. Fairfield 12.1% $112.5 million
72 Ruggaard & Associates Hudson 12.0% $209.1 million
73 Gerber, LLC Columbus 12.0% $336.6 million
74 Broadleaf Partners, LLC Hudson 11.9% $313.9 million
75 Retirement Strategies, Ltd. Dublin 11.9% $155.5 million
76 Brown Financial Advisors, LLC Milford 11.8% $185.2 million
77 Redwood Financial Network Solon 11.8% $150.8 million
78 JPS Financial, LLC Westlake 11.6% $217.9 million
79 Elios Financial Group, Inc. Westlake 11.6% $191.6 million
80 First Mason Financial, LLC Medina 11.5% $107.8 million
81 Shaffer Capital Westerville 11.4% $122.9 million
82 Lighthouse Wealth Management, Inc. Ashland 11.4% $138.3 million
83 Resolute Wealth Advisor, Inc. Findlay 11.4% $171.1 million
84 Family Wealth Advisory Group, LLC Cincinnati 11.3% $231.5 million
85 Foster & Motley Inc Cincinnati 11.2% $1.7 billion
86 Kovalcik & Geraghty Wealth Partners LLP Upper Arlington 11.2% $176.3 million
87 Hamilton Capital Columbus 11.1% $2.9 billion
88 Yarger Wealth Strategies, LLC Westerville 11.0% $314.3 million
89 G2 Capital Management, LLC Columbus 11.0% $449.3 million
90 MPM Wealth Advisors Holland 10.8% $621.2 million
91 John E. Sestina and Company Columbus 10.7% $447.8 million
92 Truepoint, Inc. Cincinnati 10.6% $3.9 billion
93 Dean Financial Services Beavercreek 10.6% $231.3 million
94 Wealthquest Corporation Cincinnati 10.5% $1.3 billion
95 SWS Partners, LLC Columbus 10.4% $270.2 million
96 Eubel Brady & Suttman Miamisburg 10.4% $1.3 billion
97 Strategic Planning, Inc. Columbus 10.2% $231.5 million
98 Future Finances Inc Columbus 10.2% $187.6 million
99 Fairway Wealth Management LLC Independence 10.0% $1.8 billion
100 T.T.G. Financial, Inc. Canton 10.0% $120.6 million

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

More rankings

Fastest growing, 5 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.