# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/ohio/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Ohio
- firms_listed: 100
- rows: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 52101252111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 2, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 33880026978, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 3, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 32243580060, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 4, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 22984966859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 5, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, state: OH, value: 10253059151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292246/; rank: 6, crd: 283087, firm: Oneseven, city: Beachwood, state: OH, value: 7717771462, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283087/; rank: 7, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, state: OH, value: 7513187008, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150488/; rank: 8, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, state: OH, value: 6392730954, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105664/; rank: 9, crd: 124407, firm: Tfo Wealth Partners, city: Maumee, state: OH, value: 5660890692, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124407/; rank: 10, crd: 147253, firm: Constellation Wealth Advisors, city: Cincinnati, state: OH, value: 5400048804, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147253/; rank: 11, crd: 304237, firm: Venture Visionary Partners LLC, city: Sylvania, state: OH, value: 5242198595, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304237/; rank: 12, crd: 143112, firm: Wellspring Family Office, city: Cleveland, state: OH, value: 5055010974, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143112/; rank: 13, crd: 320878, firm: Daymark Wealth Partners, LLC, city: Cincinnati, state: OH, value: 5042043338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320878/; rank: 14, crd: 109116, firm: Hamilton Capital, city: Columbus, state: OH, value: 4937436205, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109116/; rank: 15, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, state: OH, value: 4385706161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156480/; rank: 16, crd: 124845, firm: Ancora Private Wealth Advisors, LLC, city: Cleveland, state: OH, value: 3899628309, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124845/; rank: 17, crd: 119467, firm: CM Wealth Advisors LLC, city: Beachwood, state: OH, value: 3597372487, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119467/; rank: 18, crd: 311031, firm: Fairway Wealth Management LLC, city: Independence, state: OH, value: 2977221827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311031/; rank: 19, crd: 107219, firm: SJS Investment Services, city: Sylvania, state: OH, value: 2937122207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107219/; rank: 20, crd: 106905, firm: Foster & Motley Inc, city: Cincinnati, state: OH, value: 2936499871, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106905/; rank: 21, crd: 122266, firm: Windsor Advisory Group, LLC, city: Columbus, state: OH, value: 2924632360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122266/; rank: 22, crd: 169814, firm: Revisor Wealth Management LLC, city: Akron, state: OH, value: 2529516196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169814/; rank: 23, crd: 107091, firm: Everhart Advisors, city: Dublin, state: OH, value: 2464105196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107091/; rank: 24, crd: 288210, firm: Gryphon Financial Partners, city: Columbus, state: OH, value: 2439436089, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288210/; rank: 25, crd: 110112, firm: Summit Financial Strategies Inc, city: Columbus, state: OH, value: 2306536262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110112/; rank: 26, crd: 141473, firm: Wealthquest Corporation, city: Cincinnati, state: OH, value: 2223229116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141473/; rank: 27, crd: 106895, firm: PDS Planning Inc, city: Dublin, state: OH, value: 2167293722, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106895/; rank: 28, crd: 306909, firm: Octavia Wealth Advisors LLC, city: Cincinnati, state: OH, value: 2153480679, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306909/; rank: 29, crd: 106817, firm: Pinnacle Advisors, city: Mansfield, state: OH, value: 2136474646, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106817/; rank: 30, crd: 107316, firm: Eubel Brady & Suttman, city: Miamisburg, state: OH, value: 2071297994, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107316/; rank: 31, crd: 109882, firm: Beese Fulmer Private Wealth Management, city: Canton, state: OH, value: 2057349812, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109882/; rank: 32, crd: 289801, firm: Meyers Wealth Management, LLC, city: Columbus, state: OH, value: 1926800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289801/; rank: 33, crd: 298331, firm: KMG Fiduciary Partners, LLC, city: Toledo, state: OH, value: 1672631724, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298331/; rank: 34, crd: 148586, firm: Strategic Wealth Partners, Ltd., city: Independence, state: OH, value: 1644729979, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148586/; rank: 35, crd: 106528, firm: Opus Capital Management, city: Cincinnati, state: OH, value: 1513496825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106528/; rank: 36, crd: 333974, firm: Horan Wealth, LLC, city: Cincinnati, state: OH, value: 1470000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333974/; rank: 37, crd: 324205, firm: United Advisor Group, city: Cincinnati, state: OH, value: 1426464988, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324205/; rank: 38, crd: 119829, firm: Antolino Wealth Advisors, city: Columbus, state: OH, value: 1418568755, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119829/; rank: 39, crd: 296780, firm: Souders Financial Advisors, LLC, city: Cincinnati, state: OH, value: 1409251956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296780/; rank: 40, crd: 297464, firm: Ellsworth Advisors, LLC, city: Hudson, state: OH, value: 1406464580, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297464/; rank: 41, crd: 298904, firm: Journey Wealth Management, city: Cleveland, state: OH, value: 1387419659, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298904/; rank: 42, crd: 153600, firm: Capital Advisors, Ltd., LLC, city: Shaker Heights, state: OH, value: 1366837208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153600/; rank: 43, crd: 107618, firm: Wealth Dimensions Group, Ltd., city: Cincinnati, state: OH, value: 1235179499, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107618/; rank: 44, crd: 107700, firm: HCM Wealth Advisors, city: Cincinnati, state: OH, value: 1230580072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107700/; rank: 45, crd: 105768, firm: Van Cleef Asset Management Inc, city: Beachwood, state: OH, value: 1208317143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105768/; rank: 46, crd: 286037, firm: TCP Asset Management, LLC, city: Upper Arlington, state: OH, value: 1182711742, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286037/; rank: 47, crd: 146608, firm: W.A. Smith Financial Group, city: Sandusky, state: OH, value: 1163783212, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146608/; rank: 48, crd: 106649, firm: Frazier Financial Advisors, LLC, city: Columbus, state: OH, value: 1158490735, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106649/; rank: 49, crd: 138851, firm: Kohmann Bosshard Financial Services, LLC., city: Akron, state: OH, value: 1124003928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138851/; rank: 50, crd: 165311, firm: The Joseph Group Capital Management, city: Columbus, state: OH, value: 1089697000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165311/; rank: 51, crd: 173310, firm: Lineweaver Wealth Advisors, city: Valley View, state: OH, value: 1084177360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173310/; rank: 52, crd: 155064, firm: St. Clair Advisors, LLC, city: Mayfield Heights, state: OH, value: 1068014053, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155064/; rank: 53, crd: 104926, firm: MPM Wealth Advisors, city: Holland, state: OH, value: 1038583016, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104926/; rank: 54, crd: 292008, firm: Altiora Financial Group, LLC, city: Lebanon, state: OH, value: 981689638, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292008/; rank: 55, crd: 127391, firm: Peak Wealth Solutions, city: Pepper Pike, state: OH, value: 911579977, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127391/; rank: 56, crd: 167555, firm: Formidable Asset Management, LLC, city: Cincinnati, state: OH, value: 903036940, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167555/; rank: 57, crd: 174334, firm: Beacon Financial Advisory LLC, city: Cleveland, state: OH, value: 900724380, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174334/; rank: 58, crd: 108913, firm: Rea Wealth Management, city: New Philadelphia, state: OH, value: 892284139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108913/; rank: 59, crd: 321832, firm: Gearhart & Associates, city: Cincinnati, state: OH, value: 872588664, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321832/; rank: 60, crd: 324812, firm: Canopy Partners, city: Cincinnati, state: OH, value: 869015092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324812/; rank: 61, crd: 105950, firm: Vantage Financial Group, Inc., city: Cleveland, state: OH, value: 866856459, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105950/; rank: 62, crd: 305999, firm: Asendo Wealth Advisory, city: Columbus, state: OH, value: 866510470, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305999/; rank: 63, crd: 286093, firm: Whitaker-Myers Wealth Managers, Ltd., city: Mansfield, state: OH, value: 850611601, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286093/; rank: 64, crd: 314071, firm: Lakeridge Wealth Management LLC, city: Mentor, state: OH, value: 805361469, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314071/; rank: 65, crd: 336316, firm: Tempo Wealth, city: Independence, state: OH, value: 804265871, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336316/; rank: 66, crd: 111257, firm: North Point Portfolio Managers Corporation, city: Orange Village, state: OH, value: 773323451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111257/; rank: 67, crd: 120106, firm: Demming Financial Services Corp., city: Aurora, state: OH, value: 765937967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120106/; rank: 68, crd: 286521, firm: G2 Capital Management, LLC, city: Columbus, state: OH, value: 756528876, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286521/; rank: 69, crd: 159564, firm: Waller Financial Planning Group, Inc., city: Columbus, state: OH, value: 747766625, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159564/; rank: 70, crd: 108634, firm: John E. Sestina and Company, city: Columbus, state: OH, value: 743960329, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108634/; rank: 71, crd: 266787, firm: Wealth Dimensions Family Office, Inc, city: Cincinnati, state: OH, value: 716339181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/266787/; rank: 72, crd: 120818, firm: Financial Management Strategies, Inc., city: Broadview Hts, state: OH, value: 714237309, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120818/; rank: 73, crd: 340877, firm: Woodland Wealth Partners, city: Pepper Pike, state: OH, value: 711911936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340877/; rank: 74, crd: 298254, firm: Wealthbridge Capital Management, LLC, city: Westerville, state: OH, value: 709717823, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298254/; rank: 75, crd: 128215, firm: Eichner Investment Planning, LLC, city: Cincinnati, state: OH, value: 692074828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128215/; rank: 76, crd: 327455, firm: Signature Equity Partners, LLC, city: Columbus, state: OH, value: 688096957, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327455/; rank: 77, crd: 105902, firm: Thor Wealth Management Inc, city: Cincinnati, state: OH, value: 678708777, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105902/; rank: 78, crd: 297122, firm: Rockport Wealth Advisors, city: Fairview Park, state: OH, value: 676427261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297122/; rank: 79, crd: 145552, firm: Harvest Financial Advisors, LLC, city: West Chester, state: OH, value: 671021752, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145552/; rank: 80, crd: 133191, firm: Trinity Financial Advisors LLC, city: Columbus, state: OH, value: 669993827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133191/; rank: 81, crd: 317592, firm: Peak Retirement Planning, Inc., city: Columbus, state: OH, value: 631022251, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317592/; rank: 82, crd: 106950, firm: Cornerstone Wealth Management, city: Westlake, state: OH, value: 628669491, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106950/; rank: 83, crd: 106337, firm: Winslow Asset Management Inc, city: Beachwood, state: OH, value: 626694797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106337/; rank: 84, crd: 173079, firm: Keeler & Nadler Family Wealth, city: Dublin, state: OH, value: 609903502, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173079/; rank: 85, crd: 312545, firm: Heritage Wealth Advisors, city: Cincinnati, state: OH, value: 604683842, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312545/; rank: 86, crd: 120039, firm: Gerber, LLC, city: Columbus, state: OH, value: 592071283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120039/; rank: 87, crd: 108093, firm: Keidan Financial Consultants LLC, city: Columbus, state: OH, value: 574930673, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108093/; rank: 88, crd: 332507, firm: Prasad Wealth Partners, city: Independence, state: OH, value: 572075956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332507/; rank: 89, crd: 282891, firm: Brilliant Advice, LLC, city: Cincinnati, state: OH, value: 569522860, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282891/; rank: 90, crd: 111144, firm: First Fiduciary Investment Counsel Inc, city: Cleveland, state: OH, value: 565532900, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111144/; rank: 91, crd: 148662, firm: Paradigm Wealth Management, LLC, city: Westlake, state: OH, value: 563404004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148662/; rank: 92, crd: 137433, firm: Broadleaf Partners, LLC, city: Hudson, state: OH, value: 551292726, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137433/; rank: 93, crd: 288185, firm: Adaptive Financial Consulting, LLC, city: Beachwood, state: OH, value: 547099663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288185/; rank: 94, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, state: OH, value: 544286481, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283588/; rank: 95, crd: 174883, firm: National Wealth Management Group, LLC, city: Cincinnati, state: OH, value: 534944698, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174883/; rank: 96, crd: 310207, firm: Yarger Wealth Strategies, LLC, city: Westerville, state: OH, value: 529689928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310207/; rank: 97, crd: 317521, firm: Park Edge Advisors, LLC, city: Cleveland, state: OH, value: 522549585, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317521/; rank: 98, crd: 327008, firm: GGM Financial LLC, city: Columbus, state: OH, value: 512964815, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327008/; rank: 99, crd: 107857, firm: Shoker Investments, city: Oxford, state: OH, value: 510758273, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107857/; rank: 100, crd: 158173, firm: Fidato Wealth LLC, city: Middleburg Heights, state: OH, value: 510752617, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158173/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Ohio](https://advisoriq.com/ria/states/ohio/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/ohio/

License: https://advisoriq.com/license/