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AdvisorIQ

Ranking, Ohio

Independent RIAs with the most accounts in Ohio

As of October 2, 2026, Mai Capital Management, LLC ranked #1 in Ohio in AdvisorIQ's ranking of independent RIAs with the most accounts, with 48,547.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Mai Capital Management, LLC Cleveland 48,547
2 Sequoia Financial Group, L.L.C. Akron 39,636
3 Oneseven Beachwood 26,700
4 Johnson Investment Counsel, Inc. Cincinnati 18,154
5 Prosperity Capital Advisors Westlake 16,541
6 Clearstead; Clearstead Advisory Solutions Cleveland 14,707
7 John E. Sestina and Company Columbus 12,193
8 Truepoint, Inc. Cincinnati 9,643
9 Hamilton Capital Columbus 9,562
10 Carnegie Investment Counsel Pepper Pike 8,541
11 Whitaker-Myers Wealth Managers, Ltd. Mansfield 8,347
12 Revisor Wealth Management LLC Akron 7,480
13 Daymark Wealth Partners, LLC Cincinnati 7,405
14 W.A. Smith Financial Group Sandusky 7,044
15 Octavia Wealth Advisors LLC Cincinnati 6,795
16 Venture Visionary Partners LLC Sylvania 6,711
17 United Advisor Group Cincinnati 6,600
18 Bartlett & Co. Wealth Management LLC Cincinnati 6,188
19 Everhart Advisors Dublin 6,105
20 Tfo Wealth Partners Maumee 5,341
21 Wealthquest Corporation Cincinnati 5,241
22 TCP Asset Management, LLC Upper Arlington 5,021
23 Ancora Private Wealth Advisors, LLC Cleveland 4,509
24 Summit Financial Strategies Inc Columbus 4,149
25 Frazier Financial Advisors, LLC Columbus 4,115
26 Pinnacle Advisors Mansfield 3,994
27 KMG Fiduciary Partners, LLC Toledo 3,934
28 Lineweaver Wealth Advisors Valley View 3,713
29 Peak Retirement Planning, Inc. Columbus 3,675
30 Strategic Wealth Partners, Ltd. Independence 3,674
31 Souders Financial Advisors, LLC Cincinnati 3,616
32 Asendo Wealth Advisory Columbus 3,609
33 PDS Planning Inc Dublin 3,159
34 SJS Investment Services Sylvania 3,006
35 Rockport Wealth Advisors Fairview Park 3,004
36 HCM Wealth Advisors Cincinnati 2,964
37 Gearhart & Associates Cincinnati 2,903
38 Gryphon Financial Partners Columbus 2,819
39 Antolino Wealth Advisors Columbus 2,817
39 Horan Wealth, LLC Cincinnati 2,817
41 Whitcomb & Hess, Inc. Ashland 2,800
42 National Wealth Management Group, LLC Cincinnati 2,741
43 Signature Equity Partners, LLC Columbus 2,709
44 Lakeridge Wealth Management LLC Mentor 2,706
45 Wealth Dimensions Group, Ltd. Cincinnati 2,656
46 Demming Financial Services Corp. Aurora 2,607
47 Beacon Financial Advisory LLC Cleveland 2,542
48 Vantage Financial Group, Inc. Cleveland 2,521
49 MPM Wealth Advisors Holland 2,454
50 Horter Investment Management, LLC Cincinnati 2,296
51 Balance Wealth Worthington 2,236
52 Formidable Asset Management, LLC Cincinnati 2,196
53 Peak Wealth Solutions Pepper Pike 2,192
54 Constellation Wealth Advisors Cincinnati 2,095
55 Hackman Financial Group Cincinnati 2,091
56 Ellsworth Advisors, LLC Hudson 2,088
57 Waller Financial Planning Group, Inc. Columbus 2,081
58 Croak Capital Toledo 2,079
59 Camelot Portfolios, LLC Maumee 2,076
60 Wellspring Family Office Cleveland 2,051
61 Beese Fulmer Private Wealth Management Canton 2,044
62 Keeler & Nadler Family Wealth Dublin 2,043
63 Prasad Wealth Partners Independence 2,015
64 Golden Reserve Retirement, LLC Dublin 2,008
65 Financial Management Strategies, Inc. Broadview Hts 1,895
66 Wealthbridge Capital Management, LLC Westerville 1,890
67 Eubel Brady & Suttman Miamisburg 1,885
68 Rea Wealth Management New Philadelphia 1,818
69 Landing Point Financial Group Avon 1,792
70 Rebel Financial, LLC Groveport 1,767
71 Presper Financial Architects, LLC Akron 1,737
72 Kohmann Bosshard Financial Services, LLC. Akron 1,735
73 Bullseye Investment Management, LLC Cincinnciati 1,717
74 Windsor Advisory Group, LLC Columbus 1,704
75 Thor Wealth Management Inc Cincinnati 1,691
76 Sims Investment Management LLC Cincinnati 1,686
77 Spreng Capital Management, Inc. Bucyrus 1,682
78 Hixon Zuercher Capital Management Findlay 1,612
79 Balanced Wealth Group LLC Westlake 1,588
80 Brown Financial Advisors, LLC Milford 1,573
81 Munn Wealth Management, LLC Maumee 1,527
82 Swisher Financial Concepts, Inc. Westerville 1,455
83 Ridgeline Wealth Planning LLC Centerville 1,452
84 Union Strategic Advisors Blue Ash 1,443
85 Kellett Wealth Advisors, LLC Cincinnati 1,440
86 Harvest Financial Advisors, LLC West Chester 1,398
87 B.A. Schrock Wealth Management Wadsworth 1,377
88 Center for Wealth Management Advisory Milford 1,356
89 Integrated Wealth Management, Inc. Uniontown 1,326
90 Symphony Financial Services, Inc. Akron 1,312
91 True Wealth Design, LLC Akron 1,295
92 365 Wealth Management Group Mason 1,285
93 Invest Capital Partners Springboro 1,283
94 Capital Advisory Services, LLC West Chester 1,194
95 Libertas Wealth Management Group, Inc. Columbus 1,184
96 Coordinated Financial Planning Corp Cincinnati 1,179
97 Cornerstone Wealth Management Westlake 1,173
98 Reed Financial Services, Inc. Cleveland 1,166
99 Fidato Wealth LLC Middleburg Heights 1,160
100 Strategic Planning, Inc. Columbus 1,156

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

More rankings

Most accounts 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.