IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Ohio

Largest wealth firms by assets under management, including broker-dealer firms in Ohio

As of October 2, 2026, Mai Capital Management, LLC ranked #1 in Ohio in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $52.1 billion.

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

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 Stratos Wealth Partners, Ltd Broker-dealer affiliated Beachwood $18.6 billion
6 Nationwide Investment Advisors, LLC Broker-dealer affiliated Columbus $16.7 billion
7 Fifth Third Securities, Inc. Broker-dealer affiliated Cincinnati $10.9 billion
8 Bartlett & Co. Wealth Management LLC Cincinnati $10.3 billion
9 Valmark Advisers, Inc. Broker-dealer affiliated Akron $10.2 billion
10 Key Investment Services LLC Broker-dealer affiliated Brooklyn $8.9 billion
11 Huntington Financial Advisors Broker-dealer affiliated Columbus $7.9 billion
12 Oneseven Beachwood $7.7 billion
13 Carnegie Investment Counsel Pepper Pike $7.5 billion
14 Truepoint, Inc. Cincinnati $6.4 billion
15 Tfo Wealth Partners Maumee $5.7 billion
16 Stratos Wealth Advisors LLC Broker-dealer affiliated Beachwood $5.6 billion
17 Constellation Wealth Advisors Cincinnati $5.4 billion
18 Venture Visionary Partners LLC Sylvania $5.2 billion
19 Wellspring Family Office Cleveland $5.1 billion
20 Daymark Wealth Partners, LLC Cincinnati $5.0 billion
21 Hamilton Capital Columbus $4.9 billion
22 Prosperity Capital Advisors Westlake $4.4 billion
23 Ancora Private Wealth Advisors, LLC Cleveland $3.9 billion
24 CM Wealth Advisors LLC Beachwood $3.6 billion
25 On Investment Management Co Broker-dealer affiliated Cincinnati $3.2 billion
26 Fairway Wealth Management LLC Independence $3.0 billion
27 SJS Investment Services Sylvania $2.9 billion
28 Foster & Motley Inc Cincinnati $2.9 billion
29 Windsor Advisory Group, LLC Columbus $2.9 billion
30 Revisor Wealth Management LLC Akron $2.5 billion
31 Everhart Advisors Dublin $2.5 billion
32 Gryphon Financial Partners Columbus $2.4 billion
33 Summit Financial Strategies Inc Columbus $2.3 billion
34 Wealthquest Corporation Cincinnati $2.2 billion
35 PDS Planning Inc Dublin $2.2 billion
36 Octavia Wealth Advisors LLC Cincinnati $2.2 billion
37 Pinnacle Advisors Mansfield $2.1 billion
38 Eubel Brady & Suttman Miamisburg $2.1 billion
39 Beese Fulmer Private Wealth Management Canton $2.1 billion
40 Meyers Wealth Management, LLC Columbus $1.9 billion
41 KMG Fiduciary Partners, LLC Toledo $1.7 billion
42 Strategic Wealth Partners, Ltd. Independence $1.6 billion
43 Opus Capital Management Cincinnati $1.5 billion
44 Horan Wealth, LLC Cincinnati $1.5 billion
45 United Advisor Group Cincinnati $1.4 billion
46 Antolino Wealth Advisors Columbus $1.4 billion
47 Souders Financial Advisors, LLC Cincinnati $1.4 billion
48 Ellsworth Advisors, LLC Hudson $1.4 billion
49 Journey Wealth Management Cleveland $1.4 billion
50 Capital Advisors, Ltd., LLC Shaker Heights $1.4 billion
51 Westminster Financial Advisory Corp Broker-dealer affiliated Beavercreek $1.4 billion
52 McDonald Partners LLC Broker-dealer affiliated Cleveland $1.3 billion
53 Wealth Dimensions Group, Ltd. Cincinnati $1.2 billion
54 HCM Wealth Advisors Cincinnati $1.2 billion
55 Van Cleef Asset Management Inc Beachwood $1.2 billion
56 TCP Asset Management, LLC Upper Arlington $1.2 billion
57 W.A. Smith Financial Group Sandusky $1.2 billion
58 Frazier Financial Advisors, LLC Columbus $1.2 billion
59 Kohmann Bosshard Financial Services, LLC. Akron $1.1 billion
60 The Joseph Group Capital Management Columbus $1.1 billion
61 Lineweaver Wealth Advisors Valley View $1.1 billion
62 St. Clair Advisors, LLC Mayfield Heights $1.1 billion
63 MPM Wealth Advisors Holland $1.0 billion
64 Altiora Financial Group, LLC Lebanon $981.7 million
65 Peak Wealth Solutions Pepper Pike $911.6 million
66 Formidable Asset Management, LLC Cincinnati $903.0 million
67 Beacon Financial Advisory LLC Cleveland $900.7 million
68 Rea Wealth Management New Philadelphia $892.3 million
69 Gearhart & Associates Cincinnati $872.6 million
70 Canopy Partners Cincinnati $869.0 million
71 Vantage Financial Group, Inc. Cleveland $866.9 million
72 Asendo Wealth Advisory Columbus $866.5 million
73 Whitaker-Myers Wealth Managers, Ltd. Mansfield $850.6 million
74 Lakeridge Wealth Management LLC Mentor $805.4 million
75 Tempo Wealth Independence $804.3 million
76 North Point Portfolio Managers Corporation Orange Village $773.3 million
77 Demming Financial Services Corp. Aurora $765.9 million
78 G2 Capital Management, LLC Columbus $756.5 million
79 Waller Financial Planning Group, Inc. Columbus $747.8 million
80 John E. Sestina and Company Columbus $744.0 million
81 Wealth Dimensions Family Office, Inc Cincinnati $716.3 million
82 Financial Management Strategies, Inc. Broadview Hts $714.2 million
83 Woodland Wealth Partners Pepper Pike $711.9 million
84 Wealthbridge Capital Management, LLC Westerville $709.7 million
85 Eichner Investment Planning, LLC Cincinnati $692.1 million
86 Signature Equity Partners, LLC Columbus $688.1 million
87 Thor Wealth Management Inc Cincinnati $678.7 million
88 Rockport Wealth Advisors Fairview Park $676.4 million
89 Harvest Financial Advisors, LLC West Chester $671.0 million
90 Trinity Financial Advisors LLC Columbus $670.0 million
91 Peak Retirement Planning, Inc. Columbus $631.0 million
92 Cornerstone Wealth Management Westlake $628.7 million
93 Winslow Asset Management Inc Beachwood $626.7 million
94 Keeler & Nadler Family Wealth Dublin $609.9 million
95 Heritage Wealth Advisors Cincinnati $604.7 million
96 Gerber, LLC Columbus $592.1 million
97 Keidan Financial Consultants LLC Columbus $574.9 million
98 Prasad Wealth Partners Independence $572.1 million
99 Brilliant Advice, LLC Cincinnati $569.5 million
100 First Fiduciary Investment Counsel Inc Cleveland $565.5 million

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

More rankings

Largest 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.