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RIA directory Rankings Fastest growing Ohio
Ranking, Ohio
Fastest-growing independent RIAs over one year in Ohio
As of October 2, 2026, Tempo Wealth ranked #1 in Ohio in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 272.4%, from a base of $216.0 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 one year in Ohio
Rank
Firm
City
Growth
Starting value
1
Tempo Wealth
Independence
272.4%
$216.0 million
2
Brilliant Advice, LLC
Cincinnati
178.6%
$204.4 million
3
Signature Equity Partners, LLC
Columbus
174.2%
$250.9 million
4
Peak Retirement Planning, Inc.
Columbus
160.2%
$242.5 million
5
Pathways Wealth Management, Inc.
Tipp City
115.3%
$133.3 million
6
Barnes Dennig Private Wealth Management, LLC
Cincinnati
83.1%
$102.8 million
7
Mai Capital Management, LLC
Cleveland
75.8%
$29.6 billion
8
Golden Reserve Retirement, LLC
Dublin
75.0%
$310.9 million
9
Gatepass Capital, LLC
Independence
71.3%
$174.6 million
10
National Wealth Management Group, LLC
Cincinnati
64.2%
$325.7 million
11
Oneseven
Beachwood
59.2%
$4.8 billion
12
Royal Oak Financial Group
Worthington
58.1%
$263.0 million
13
Journey Wealth Management
Cleveland
47.5%
$940.7 million
14
Argentarii, LLC
Cincinnati
47.0%
$293.8 million
15
Peerless Wealth
Columbus
45.4%
$102.2 million
16
Landing Point Financial Group
Avon
44.7%
$263.5 million
17
TCP Asset Management, LLC
Upper Arlington
43.9%
$822.1 million
18
Shepherd Wealth Management
Cincinnati
42.7%
$113.6 million
19
B.A. Schrock Wealth Management
Wadsworth
40.3%
$200.8 million
20
Antolino Wealth Advisors
Columbus
40.1%
$1.0 billion
21
Sequoia Financial Group, L.L.C.
Akron
40.0%
$23.0 billion
22
Hackman Financial Group
Cincinnati
39.8%
$305.3 million
23
Clearstead; Clearstead Advisory Solutions
Cleveland
39.5%
$24.3 billion
24
Vision Financial Management, LLC
Cuyahoga Falls
38.1%
$120.0 million
25
Structured Wealth Management, Inc.
Toledo
34.3%
$169.0 million
26
Integrated Wealth Management, Inc.
Uniontown
34.1%
$189.5 million
27
Hda Wealth Management, LLC
Poland
33.6%
$119.1 million
28
Demming Financial Services Corp.
Aurora
33.2%
$575.1 million
29
Beacon Financial Advisory LLC
Cleveland
32.9%
$677.6 million
30
Souders Financial Advisors, LLC
Cincinnati
32.3%
$1.1 billion
31
McCarthy Wealth & Tax Advisors
Springboro
32.1%
$153.0 million
32
Libertas Wealth Management Group, Inc.
Columbus
31.6%
$123.9 million
33
Everhart Advisors
Dublin
31.4%
$1.9 billion
34
United Advisor Group
Cincinnati
30.7%
$1.1 billion
35
Enza Financial, LLC
Independence
30.5%
$146.5 million
36
Affinity Wealth LLC
Canton
30.3%
$167.0 million
37
Beese Fulmer Private Wealth Management
Canton
29.9%
$1.6 billion
38
Safe Harbor Wealth Advisors, LLC
Dublin
29.8%
$128.8 million
39
Ridgeline Wealth Planning LLC
Centerville
29.5%
$200.5 million
40
Independence Wealth Advisors, LLC
Independence
29.2%
$162.8 million
41
Whitcomb & Hess, Inc.
Ashland
28.6%
$381.4 million
42
The Pension Group
Dublin
28.5%
$142.0 million
43
Daymark Wealth Partners, LLC
Cincinnati
28.0%
$3.9 billion
44
Keeler & Nadler Family Wealth
Dublin
27.6%
$477.8 million
45
North Star Advisory Group, LLC
Beachwood
27.6%
$226.5 million
46
Fiduciary Wealth Group, LLC
Centerville
27.1%
$140.0 million
47
G2 Capital Management, LLC
Columbus
26.9%
$596.1 million
48
Graver Capital Management, LLC
Columbus
25.9%
$122.0 million
49
Vawter Financial Ltd
Columbus
25.8%
$313.6 million
50
Fourth Dimension Wealth, LLC
Middleburg Heights
25.7%
$283.6 million
51
Fidato Wealth LLC
Middleburg Heights
25.6%
$406.5 million
52
Garlikov Advisors Inc
Columbus
25.6%
$165.3 million
53
DBK Financial Counsel, LLC
Cuyahoga Falls
25.1%
$159.5 million
54
Mbia Capital Advisors
Cincinnati
25.1%
$232.0 million
55
Edgewater Pro Sports Financial
Avon
25.0%
$180.0 million
56
JPS Financial, LLC
Westlake
24.8%
$302.1 million
57
Signal Tree Financial Partners LLC
Copley
24.7%
$171.2 million
58
Frazier Financial Advisors, LLC
Columbus
24.6%
$929.9 million
59
Strategic Wealth Partners, Ltd.
Independence
24.2%
$1.3 billion
60
Sims Investment Management LLC
Cincinnati
23.8%
$245.9 million
61
Northavenue LLC
Columbus
23.8%
$165.5 million
62
Opus Capital Management
Cincinnati
23.5%
$1.2 billion
63
Kohmann Bosshard Financial Services, LLC.
Akron
23.4%
$910.7 million
64
Kirtland Hills Capital Management, LLC
Bratenahl
23.1%
$310.3 million
65
Swisher Financial Concepts, Inc.
Westerville
23.1%
$257.5 million
66
SWS Partners, LLC
Columbus
23.0%
$359.7 million
67
Kiplinger Wealth Advisors
Springboro
22.9%
$212.8 million
68
Kleinfelder Capital, Inc.
Cincinnati
22.7%
$306.8 million
69
Wealth Dimensions Family Office, Inc
Cincinnati
22.7%
$583.8 million
70
Benchmark Wealth Management
Cincinnati
22.6%
$146.0 million
71
Revisor Wealth Management LLC
Akron
22.6%
$2.1 billion
72
Rookwood Wealth Management, LLC
Cinti
22.1%
$168.1 million
73
Thor Wealth Management Inc
Cincinnati
21.7%
$557.7 million
74
Center for Wealth Management Advisory
Milford
21.6%
$187.3 million
75
Shaffer Capital
Westerville
21.4%
$173.8 million
76
Shoker Investments
Oxford
21.4%
$420.7 million
77
Ancora Private Wealth Advisors, LLC
Cleveland
21.4%
$3.2 billion
78
Cornerstone Wealth Management
Westlake
21.3%
$518.4 million
79
Croak Capital
Toledo
21.2%
$300.2 million
80
PDS Planning Inc
Dublin
20.9%
$1.8 billion
81
W.A. Smith Financial Group
Sandusky
20.9%
$962.6 million
82
Jessup Wealth Management
Dayton
20.7%
$298.5 million
83
Elios Financial Group, Inc.
Westlake
20.6%
$275.0 million
84
Gearhart & Associates
Cincinnati
20.5%
$723.9 million
85
Wealth Dimensions Group, Ltd.
Cincinnati
20.5%
$1.0 billion
86
GGM Financial LLC
Columbus
20.5%
$425.7 million
87
Octavia Wealth Advisors LLC
Cincinnati
20.4%
$1.8 billion
88
Venture Visionary Partners LLC
Sylvania
20.1%
$4.4 billion
89
Worthington Wealth Management
Worthington
20.1%
$128.0 million
90
Wellspring Family Office
Cleveland
20.0%
$4.2 billion
91
Gryphon Financial Partners
Columbus
19.9%
$2.0 billion
92
McCarley & Cook Financial Planners
Cincinnati
19.9%
$141.0 million
93
First Mason Financial, LLC
Medina
19.7%
$155.0 million
94
Meyers Wealth Management, LLC
Columbus
19.7%
$1.6 billion
95
Dean Financial Services
Beavercreek
19.5%
$319.6 million
96
Lineweaver Wealth Advisors
Valley View
19.3%
$908.4 million
97
Whitaker-Myers Wealth Managers, Ltd.
Mansfield
19.3%
$713.1 million
98
Park Edge Advisors, LLC
Cleveland
19.3%
$438.1 million
99
Accent Capital Management, LLC
Centerville
19.2%
$321.0 million
100
Runnymede Capital Advisors, Inc.
Dublin
19.2%
$138.4 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing 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 .