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For asset managers

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.

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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.