Overview Industry data States Rankings Reports Methodology Search
RIA directory Rankings Fastest growing, 5 years Ohio
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 .