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For asset managers
AdvisorIQ

Ranking, Ohio

Fastest-growing wealth firms over one year, including broker-dealer firms in Ohio

As of October 2, 2026, Tempo Wealth ranked #1 in Ohio in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 272.4%, from a base of $216.0 million.

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

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.

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 Wesbanco Securities, Inc. Broker-dealer affiliated St. Clairsville 71.7% $166.5 million
10 Gatepass Capital, LLC Independence 71.3% $174.6 million
11 National Wealth Management Group, LLC Cincinnati 64.2% $325.7 million
12 Oneseven Beachwood 59.2% $4.8 billion
13 Royal Oak Financial Group Worthington 58.1% $263.0 million
14 Journey Wealth Management Cleveland 47.5% $940.7 million
15 Argentarii, LLC Cincinnati 47.0% $293.8 million
16 W&S Brokerage Services, Inc. Broker-dealer affiliated Cincinnati 46.3% $175.8 million
17 Peerless Wealth Columbus 45.4% $102.2 million
18 Key Investment Services LLC Broker-dealer affiliated Brooklyn 45.4% $6.1 billion
19 Landing Point Financial Group Avon 44.7% $263.5 million
20 TCP Asset Management, LLC Upper Arlington 43.9% $822.1 million
21 Shepherd Wealth Management Cincinnati 42.7% $113.6 million
22 B.A. Schrock Wealth Management Wadsworth 40.3% $200.8 million
23 Antolino Wealth Advisors Columbus 40.1% $1.0 billion
24 Sequoia Financial Group, L.L.C. Akron 40.0% $23.0 billion
25 Hackman Financial Group Cincinnati 39.8% $305.3 million
26 Clearstead; Clearstead Advisory Solutions Cleveland 39.5% $24.3 billion
27 Vision Financial Management, LLC Cuyahoga Falls 38.1% $120.0 million
28 Structured Wealth Management, Inc. Toledo 34.3% $169.0 million
29 Integrated Wealth Management, Inc. Uniontown 34.1% $189.5 million
30 Hda Wealth Management, LLC Poland 33.6% $119.1 million
31 Demming Financial Services Corp. Aurora 33.2% $575.1 million
32 Beacon Financial Advisory LLC Cleveland 32.9% $677.6 million
33 On Investment Management Co Broker-dealer affiliated Cincinnati 32.6% $2.4 billion
34 Souders Financial Advisors, LLC Cincinnati 32.3% $1.1 billion
35 McCarthy Wealth & Tax Advisors Springboro 32.1% $153.0 million
36 Libertas Wealth Management Group, Inc. Columbus 31.6% $123.9 million
37 Everhart Advisors Dublin 31.4% $1.9 billion
38 United Advisor Group Cincinnati 30.7% $1.1 billion
39 Enza Financial, LLC Independence 30.5% $146.5 million
40 Affinity Wealth LLC Canton 30.3% $167.0 million
41 Beese Fulmer Private Wealth Management Canton 29.9% $1.6 billion
42 Safe Harbor Wealth Advisors, LLC Dublin 29.8% $128.8 million
43 Ridgeline Wealth Planning LLC Centerville 29.5% $200.5 million
44 Independence Wealth Advisors, LLC Independence 29.2% $162.8 million
45 Stratos Wealth Partners, Ltd Broker-dealer affiliated Beachwood 28.9% $14.5 billion
46 Whitcomb & Hess, Inc. Ashland 28.6% $381.4 million
47 The Pension Group Dublin 28.5% $142.0 million
48 Daymark Wealth Partners, LLC Cincinnati 28.0% $3.9 billion
49 Keeler & Nadler Family Wealth Dublin 27.6% $477.8 million
50 North Star Advisory Group, LLC Beachwood 27.6% $226.5 million
51 Fiduciary Wealth Group, LLC Centerville 27.1% $140.0 million
52 G2 Capital Management, LLC Columbus 26.9% $596.1 million
53 Graver Capital Management, LLC Columbus 25.9% $122.0 million
54 Vawter Financial Ltd Columbus 25.8% $313.6 million
55 Fourth Dimension Wealth, LLC Middleburg Heights 25.7% $283.6 million
56 Fidato Wealth LLC Middleburg Heights 25.6% $406.5 million
57 Garlikov Advisors Inc Columbus 25.6% $165.3 million
58 DBK Financial Counsel, LLC Cuyahoga Falls 25.1% $159.5 million
59 Mbia Capital Advisors Cincinnati 25.1% $232.0 million
60 Edgewater Pro Sports Financial Avon 25.0% $180.0 million
61 JPS Financial, LLC Westlake 24.8% $302.1 million
62 Signal Tree Financial Partners LLC Copley 24.7% $171.2 million
63 Frazier Financial Advisors, LLC Columbus 24.6% $929.9 million
64 Huntington Financial Advisors Broker-dealer affiliated Columbus 24.4% $6.3 billion
65 Strategic Wealth Partners, Ltd. Independence 24.2% $1.3 billion
66 Sims Investment Management LLC Cincinnati 23.8% $245.9 million
67 Northavenue LLC Columbus 23.8% $165.5 million
68 Opus Capital Management Cincinnati 23.5% $1.2 billion
69 Kohmann Bosshard Financial Services, LLC. Akron 23.4% $910.7 million
70 Kirtland Hills Capital Management, LLC Bratenahl 23.1% $310.3 million
71 Swisher Financial Concepts, Inc. Westerville 23.1% $257.5 million
72 SWS Partners, LLC Columbus 23.0% $359.7 million
73 Kiplinger Wealth Advisors Springboro 22.9% $212.8 million
74 Kleinfelder Capital, Inc. Cincinnati 22.7% $306.8 million
75 Wealth Dimensions Family Office, Inc Cincinnati 22.7% $583.8 million
76 Benchmark Wealth Management Cincinnati 22.6% $146.0 million
77 Revisor Wealth Management LLC Akron 22.6% $2.1 billion
78 Rookwood Wealth Management, LLC Cinti 22.1% $168.1 million
79 Thor Wealth Management Inc Cincinnati 21.7% $557.7 million
80 Center for Wealth Management Advisory Milford 21.6% $187.3 million
81 Shaffer Capital Westerville 21.4% $173.8 million
82 Shoker Investments Oxford 21.4% $420.7 million
83 Ancora Private Wealth Advisors, LLC Cleveland 21.4% $3.2 billion
84 Valmark Advisers, Inc. Broker-dealer affiliated Akron 21.3% $8.4 billion
85 Cornerstone Wealth Management Westlake 21.3% $518.4 million
86 Croak Capital Toledo 21.2% $300.2 million
87 PDS Planning Inc Dublin 20.9% $1.8 billion
88 W.A. Smith Financial Group Sandusky 20.9% $962.6 million
89 Jessup Wealth Management Dayton 20.7% $298.5 million
90 Elios Financial Group, Inc. Westlake 20.6% $275.0 million
91 Gearhart & Associates Cincinnati 20.5% $723.9 million
92 Wealth Dimensions Group, Ltd. Cincinnati 20.5% $1.0 billion
93 GGM Financial LLC Columbus 20.5% $425.7 million
94 Return on Life Wealth Partners Broker-dealer affiliated Cleveland 20.5% $392.2 million
95 Octavia Wealth Advisors LLC Cincinnati 20.4% $1.8 billion
96 Venture Visionary Partners LLC Sylvania 20.1% $4.4 billion
97 Worthington Wealth Management Worthington 20.1% $128.0 million
98 Wellspring Family Office Cleveland 20.0% $4.2 billion
99 Gryphon Financial Partners Columbus 19.9% $2.0 billion
100 McCarley & Cook Financial Planners Cincinnati 19.9% $141.0 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.