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For asset managers
AdvisorIQ

Ranking, Ohio

Largest independent RIAs by assets under management in Ohio

As of October 2, 2026, Mai Capital Management, LLC ranked #1 in Ohio in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $52.1 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Mai Capital Management, LLC Cleveland $52.1 billion
2 Clearstead; Clearstead Advisory Solutions Cleveland $33.9 billion
3 Sequoia Financial Group, L.L.C. Akron $32.2 billion
4 Johnson Investment Counsel, Inc. Cincinnati $23.0 billion
5 Bartlett & Co. Wealth Management LLC Cincinnati $10.3 billion
6 Oneseven Beachwood $7.7 billion
7 Carnegie Investment Counsel Pepper Pike $7.5 billion
8 Truepoint, Inc. Cincinnati $6.4 billion
9 Tfo Wealth Partners Maumee $5.7 billion
10 Constellation Wealth Advisors Cincinnati $5.4 billion
11 Venture Visionary Partners LLC Sylvania $5.2 billion
12 Wellspring Family Office Cleveland $5.1 billion
13 Daymark Wealth Partners, LLC Cincinnati $5.0 billion
14 Hamilton Capital Columbus $4.9 billion
15 Prosperity Capital Advisors Westlake $4.4 billion
16 Ancora Private Wealth Advisors, LLC Cleveland $3.9 billion
17 CM Wealth Advisors LLC Beachwood $3.6 billion
18 Fairway Wealth Management LLC Independence $3.0 billion
19 SJS Investment Services Sylvania $2.9 billion
20 Foster & Motley Inc Cincinnati $2.9 billion
21 Windsor Advisory Group, LLC Columbus $2.9 billion
22 Revisor Wealth Management LLC Akron $2.5 billion
23 Everhart Advisors Dublin $2.5 billion
24 Gryphon Financial Partners Columbus $2.4 billion
25 Summit Financial Strategies Inc Columbus $2.3 billion
26 Wealthquest Corporation Cincinnati $2.2 billion
27 PDS Planning Inc Dublin $2.2 billion
28 Octavia Wealth Advisors LLC Cincinnati $2.2 billion
29 Pinnacle Advisors Mansfield $2.1 billion
30 Eubel Brady & Suttman Miamisburg $2.1 billion
31 Beese Fulmer Private Wealth Management Canton $2.1 billion
32 Meyers Wealth Management, LLC Columbus $1.9 billion
33 KMG Fiduciary Partners, LLC Toledo $1.7 billion
34 Strategic Wealth Partners, Ltd. Independence $1.6 billion
35 Opus Capital Management Cincinnati $1.5 billion
36 Horan Wealth, LLC Cincinnati $1.5 billion
37 United Advisor Group Cincinnati $1.4 billion
38 Antolino Wealth Advisors Columbus $1.4 billion
39 Souders Financial Advisors, LLC Cincinnati $1.4 billion
40 Ellsworth Advisors, LLC Hudson $1.4 billion
41 Journey Wealth Management Cleveland $1.4 billion
42 Capital Advisors, Ltd., LLC Shaker Heights $1.4 billion
43 Wealth Dimensions Group, Ltd. Cincinnati $1.2 billion
44 HCM Wealth Advisors Cincinnati $1.2 billion
45 Van Cleef Asset Management Inc Beachwood $1.2 billion
46 TCP Asset Management, LLC Upper Arlington $1.2 billion
47 W.A. Smith Financial Group Sandusky $1.2 billion
48 Frazier Financial Advisors, LLC Columbus $1.2 billion
49 Kohmann Bosshard Financial Services, LLC. Akron $1.1 billion
50 The Joseph Group Capital Management Columbus $1.1 billion
51 Lineweaver Wealth Advisors Valley View $1.1 billion
52 St. Clair Advisors, LLC Mayfield Heights $1.1 billion
53 MPM Wealth Advisors Holland $1.0 billion
54 Altiora Financial Group, LLC Lebanon $981.7 million
55 Peak Wealth Solutions Pepper Pike $911.6 million
56 Formidable Asset Management, LLC Cincinnati $903.0 million
57 Beacon Financial Advisory LLC Cleveland $900.7 million
58 Rea Wealth Management New Philadelphia $892.3 million
59 Gearhart & Associates Cincinnati $872.6 million
60 Canopy Partners Cincinnati $869.0 million
61 Vantage Financial Group, Inc. Cleveland $866.9 million
62 Asendo Wealth Advisory Columbus $866.5 million
63 Whitaker-Myers Wealth Managers, Ltd. Mansfield $850.6 million
64 Lakeridge Wealth Management LLC Mentor $805.4 million
65 Tempo Wealth Independence $804.3 million
66 North Point Portfolio Managers Corporation Orange Village $773.3 million
67 Demming Financial Services Corp. Aurora $765.9 million
68 G2 Capital Management, LLC Columbus $756.5 million
69 Waller Financial Planning Group, Inc. Columbus $747.8 million
70 John E. Sestina and Company Columbus $744.0 million
71 Wealth Dimensions Family Office, Inc Cincinnati $716.3 million
72 Financial Management Strategies, Inc. Broadview Hts $714.2 million
73 Woodland Wealth Partners Pepper Pike $711.9 million
74 Wealthbridge Capital Management, LLC Westerville $709.7 million
75 Eichner Investment Planning, LLC Cincinnati $692.1 million
76 Signature Equity Partners, LLC Columbus $688.1 million
77 Thor Wealth Management Inc Cincinnati $678.7 million
78 Rockport Wealth Advisors Fairview Park $676.4 million
79 Harvest Financial Advisors, LLC West Chester $671.0 million
80 Trinity Financial Advisors LLC Columbus $670.0 million
81 Peak Retirement Planning, Inc. Columbus $631.0 million
82 Cornerstone Wealth Management Westlake $628.7 million
83 Winslow Asset Management Inc Beachwood $626.7 million
84 Keeler & Nadler Family Wealth Dublin $609.9 million
85 Heritage Wealth Advisors Cincinnati $604.7 million
86 Gerber, LLC Columbus $592.1 million
87 Keidan Financial Consultants LLC Columbus $574.9 million
88 Prasad Wealth Partners Independence $572.1 million
89 Brilliant Advice, LLC Cincinnati $569.5 million
90 First Fiduciary Investment Counsel Inc Cleveland $565.5 million
91 Paradigm Wealth Management, LLC Westlake $563.4 million
92 Broadleaf Partners, LLC Hudson $551.3 million
93 Adaptive Financial Consulting, LLC Beachwood $547.1 million
94 Golden Reserve Retirement, LLC Dublin $544.3 million
95 National Wealth Management Group, LLC Cincinnati $534.9 million
96 Yarger Wealth Strategies, LLC Westerville $529.7 million
97 Park Edge Advisors, LLC Cleveland $522.5 million
98 GGM Financial LLC Columbus $513.0 million
99 Shoker Investments Oxford $510.8 million
100 Fidato Wealth LLC Middleburg Heights $510.8 million

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

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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.