# 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.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: 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.
- unit: count
- scope: Ohio
- firms_listed: 100
- rows: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 48547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 2, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 39636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 3, crd: 283087, firm: Oneseven, city: Beachwood, state: OH, value: 26700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283087/; rank: 4, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 18154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 5, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, state: OH, value: 16541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156480/; rank: 6, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 14707, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 7, crd: 108634, firm: John E. Sestina and Company, city: Columbus, state: OH, value: 12193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108634/; rank: 8, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, state: OH, value: 9643, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105664/; rank: 9, crd: 109116, firm: Hamilton Capital, city: Columbus, state: OH, value: 9562, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109116/; rank: 10, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, state: OH, value: 8541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150488/; rank: 11, crd: 286093, firm: Whitaker-Myers Wealth Managers, Ltd., city: Mansfield, state: OH, value: 8347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286093/; rank: 12, crd: 169814, firm: Revisor Wealth Management LLC, city: Akron, state: OH, value: 7480, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169814/; rank: 13, crd: 320878, firm: Daymark Wealth Partners, LLC, city: Cincinnati, state: OH, value: 7405, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320878/; rank: 14, crd: 146608, firm: W.A. Smith Financial Group, city: Sandusky, state: OH, value: 7044, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146608/; rank: 15, crd: 306909, firm: Octavia Wealth Advisors LLC, city: Cincinnati, state: OH, value: 6795, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306909/; rank: 16, crd: 304237, firm: Venture Visionary Partners LLC, city: Sylvania, state: OH, value: 6711, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304237/; rank: 17, crd: 324205, firm: United Advisor Group, city: Cincinnati, state: OH, value: 6600, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324205/; rank: 18, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, state: OH, value: 6188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292246/; rank: 19, crd: 107091, firm: Everhart Advisors, city: Dublin, state: OH, value: 6105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107091/; rank: 20, crd: 124407, firm: Tfo Wealth Partners, city: Maumee, state: OH, value: 5341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124407/; rank: 21, crd: 141473, firm: Wealthquest Corporation, city: Cincinnati, state: OH, value: 5241, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141473/; rank: 22, crd: 286037, firm: TCP Asset Management, LLC, city: Upper Arlington, state: OH, value: 5021, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286037/; rank: 23, crd: 124845, firm: Ancora Private Wealth Advisors, LLC, city: Cleveland, state: OH, value: 4509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124845/; rank: 24, crd: 110112, firm: Summit Financial Strategies Inc, city: Columbus, state: OH, value: 4149, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110112/; rank: 25, crd: 106649, firm: Frazier Financial Advisors, LLC, city: Columbus, state: OH, value: 4115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106649/; rank: 26, crd: 106817, firm: Pinnacle Advisors, city: Mansfield, state: OH, value: 3994, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106817/; rank: 27, crd: 298331, firm: KMG Fiduciary Partners, LLC, city: Toledo, state: OH, value: 3934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298331/; rank: 28, crd: 173310, firm: Lineweaver Wealth Advisors, city: Valley View, state: OH, value: 3713, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173310/; rank: 29, crd: 317592, firm: Peak Retirement Planning, Inc., city: Columbus, state: OH, value: 3675, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317592/; rank: 30, crd: 148586, firm: Strategic Wealth Partners, Ltd., city: Independence, state: OH, value: 3674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148586/; rank: 31, crd: 296780, firm: Souders Financial Advisors, LLC, city: Cincinnati, state: OH, value: 3616, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296780/; rank: 32, crd: 305999, firm: Asendo Wealth Advisory, city: Columbus, state: OH, value: 3609, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305999/; rank: 33, crd: 106895, firm: PDS Planning Inc, city: Dublin, state: OH, value: 3159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106895/; rank: 34, crd: 107219, firm: SJS Investment Services, city: Sylvania, state: OH, value: 3006, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107219/; rank: 35, crd: 297122, firm: Rockport Wealth Advisors, city: Fairview Park, state: OH, value: 3004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297122/; rank: 36, crd: 107700, firm: HCM Wealth Advisors, city: Cincinnati, state: OH, value: 2964, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107700/; rank: 37, crd: 321832, firm: Gearhart & Associates, city: Cincinnati, state: OH, value: 2903, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321832/; rank: 38, crd: 288210, firm: Gryphon Financial Partners, city: Columbus, state: OH, value: 2819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288210/; rank: 39, crd: 119829, firm: Antolino Wealth Advisors, city: Columbus, state: OH, value: 2817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119829/; rank: 39, crd: 333974, firm: Horan Wealth, LLC, city: Cincinnati, state: OH, value: 2817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333974/; rank: 41, crd: 121064, firm: Whitcomb & Hess, Inc., city: Ashland, state: OH, value: 2800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121064/; rank: 42, crd: 174883, firm: National Wealth Management Group, LLC, city: Cincinnati, state: OH, value: 2741, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174883/; rank: 43, crd: 327455, firm: Signature Equity Partners, LLC, city: Columbus, state: OH, value: 2709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327455/; rank: 44, crd: 314071, firm: Lakeridge Wealth Management LLC, city: Mentor, state: OH, value: 2706, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314071/; rank: 45, crd: 107618, firm: Wealth Dimensions Group, Ltd., city: Cincinnati, state: OH, value: 2656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107618/; rank: 46, crd: 120106, firm: Demming Financial Services Corp., city: Aurora, state: OH, value: 2607, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120106/; rank: 47, crd: 174334, firm: Beacon Financial Advisory LLC, city: Cleveland, state: OH, value: 2542, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174334/; rank: 48, crd: 105950, firm: Vantage Financial Group, Inc., city: Cleveland, state: OH, value: 2521, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105950/; rank: 49, crd: 104926, firm: MPM Wealth Advisors, city: Holland, state: OH, value: 2454, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104926/; rank: 50, crd: 119880, firm: Horter Investment Management, LLC, city: Cincinnati, state: OH, value: 2296, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119880/; rank: 51, crd: 329589, firm: Balance Wealth, city: Worthington, state: OH, value: 2236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329589/; rank: 52, crd: 167555, firm: Formidable Asset Management, LLC, city: Cincinnati, state: OH, value: 2196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167555/; rank: 53, crd: 127391, firm: Peak Wealth Solutions, city: Pepper Pike, state: OH, value: 2192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127391/; rank: 54, crd: 147253, firm: Constellation Wealth Advisors, city: Cincinnati, state: OH, value: 2095, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147253/; rank: 55, crd: 282027, firm: Hackman Financial Group, city: Cincinnati, state: OH, value: 2091, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282027/; rank: 56, crd: 297464, firm: Ellsworth Advisors, LLC, city: Hudson, state: OH, value: 2088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297464/; rank: 57, crd: 159564, firm: Waller Financial Planning Group, Inc., city: Columbus, state: OH, value: 2081, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159564/; rank: 58, crd: 297666, firm: Croak Capital, city: Toledo, state: OH, value: 2079, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297666/; rank: 59, crd: 145918, firm: Camelot Portfolios, LLC, city: Maumee, state: OH, value: 2076, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145918/; rank: 60, crd: 143112, firm: Wellspring Family Office, city: Cleveland, state: OH, value: 2051, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143112/; rank: 61, crd: 109882, firm: Beese Fulmer Private Wealth Management, city: Canton, state: OH, value: 2044, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109882/; rank: 62, crd: 173079, firm: Keeler & Nadler Family Wealth, city: Dublin, state: OH, value: 2043, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173079/; rank: 63, crd: 332507, firm: Prasad Wealth Partners, city: Independence, state: OH, value: 2015, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332507/; rank: 64, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, state: OH, value: 2008, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283588/; rank: 65, crd: 120818, firm: Financial Management Strategies, Inc., city: Broadview Hts, state: OH, value: 1895, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120818/; rank: 66, crd: 298254, firm: Wealthbridge Capital Management, LLC, city: Westerville, state: OH, value: 1890, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298254/; rank: 67, crd: 107316, firm: Eubel Brady & Suttman, city: Miamisburg, state: OH, value: 1885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107316/; rank: 68, crd: 108913, firm: Rea Wealth Management, city: New Philadelphia, state: OH, value: 1818, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108913/; rank: 69, crd: 312978, firm: Landing Point Financial Group, city: Avon, state: OH, value: 1792, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312978/; rank: 70, crd: 168263, firm: Rebel Financial, LLC, city: Groveport, state: OH, value: 1767, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168263/; rank: 71, crd: 297538, firm: Presper Financial Architects, LLC, city: Akron, state: OH, value: 1737, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297538/; rank: 72, crd: 138851, firm: Kohmann Bosshard Financial Services, LLC., city: Akron, state: OH, value: 1735, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138851/; rank: 73, crd: 145158, firm: Bullseye Investment Management, LLC, city: Cincinnciati, state: OH, value: 1717, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145158/; rank: 74, crd: 122266, firm: Windsor Advisory Group, LLC, city: Columbus, state: OH, value: 1704, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122266/; rank: 75, crd: 105902, firm: Thor Wealth Management Inc, city: Cincinnati, state: OH, value: 1691, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105902/; rank: 76, crd: 169491, firm: Sims Investment Management LLC, city: Cincinnati, state: OH, value: 1686, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169491/; rank: 77, crd: 119902, firm: Spreng Capital Management, Inc., city: Bucyrus, state: OH, value: 1682, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119902/; rank: 78, crd: 123465, firm: Hixon Zuercher Capital Management, city: Findlay, state: OH, value: 1612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123465/; rank: 79, crd: 328007, firm: Balanced Wealth Group LLC, city: Westlake, state: OH, value: 1588, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328007/; rank: 80, crd: 147056, firm: Brown Financial Advisors, LLC, city: Milford, state: OH, value: 1573, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147056/; rank: 81, crd: 174414, firm: Munn Wealth Management, LLC, city: Maumee, state: OH, value: 1527, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174414/; rank: 82, crd: 121384, firm: Swisher Financial Concepts, Inc., city: Westerville, state: OH, value: 1455, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121384/; rank: 83, crd: 307702, firm: Ridgeline Wealth Planning LLC, city: Centerville, state: OH, value: 1452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307702/; rank: 84, crd: 340640, firm: Union Strategic Advisors, city: Blue Ash, state: OH, value: 1443, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340640/; rank: 85, crd: 287571, firm: Kellett Wealth Advisors, LLC, city: Cincinnati, state: OH, value: 1440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287571/; rank: 86, crd: 145552, firm: Harvest Financial Advisors, LLC, city: West Chester, state: OH, value: 1398, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145552/; rank: 87, crd: 304694, firm: B.A. Schrock Wealth Management, city: Wadsworth, state: OH, value: 1377, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304694/; rank: 88, crd: 171221, firm: Center for Wealth Management Advisory, city: Milford, state: OH, value: 1356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171221/; rank: 89, crd: 141092, firm: Integrated Wealth Management, Inc., city: Uniontown, state: OH, value: 1326, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141092/; rank: 90, crd: 125058, firm: Symphony Financial Services, Inc., city: Akron, state: OH, value: 1312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125058/; rank: 91, crd: 143194, firm: True Wealth Design, LLC, city: Akron, state: OH, value: 1295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143194/; rank: 92, crd: 314674, firm: 365 Wealth Management Group, city: Mason, state: OH, value: 1285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314674/; rank: 93, crd: 287987, firm: Invest Capital Partners, city: Springboro, state: OH, value: 1283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287987/; rank: 94, crd: 121227, firm: Capital Advisory Services, LLC, city: West Chester, state: OH, value: 1194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121227/; rank: 95, crd: 157769, firm: Libertas Wealth Management Group, Inc., city: Columbus, state: OH, value: 1184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157769/; rank: 96, crd: 105143, firm: Coordinated Financial Planning Corp, city: Cincinnati, state: OH, value: 1179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105143/; rank: 97, crd: 106950, firm: Cornerstone Wealth Management, city: Westlake, state: OH, value: 1173, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106950/; rank: 98, crd: 112179, firm: Reed Financial Services, Inc., city: Cleveland, state: OH, value: 1166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112179/; rank: 99, crd: 158173, firm: Fidato Wealth LLC, city: Middleburg Heights, state: OH, value: 1160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158173/; rank: 100, crd: 139648, firm: Strategic Planning, Inc., city: Columbus, state: OH, value: 1156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139648/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/ohio/

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