Ranking, Ohio

Independent RIAs with the most advisory staff 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 advisory staff, with 230.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Independent RIAs with the most advisory staff in Ohio
Rank	Firm	City	Most advisory staff
1	Mai Capital Management, LLC	Cleveland	230
2	Sequoia Financial Group, L.L.C.	Akron	195
3	Clearstead; Clearstead Advisory Solutions	Cleveland	104
4	Prosperity Capital Advisors	Westlake	98
5	Oneseven	Beachwood	95
6	Johnson Investment Counsel, Inc.	Cincinnati	76
7	Tfo Wealth Partners	Maumee	55
8	United Advisor Group	Cincinnati	51
9	Hamilton Capital	Columbus	45
10	Carnegie Investment Counsel	Pepper Pike	39
11	Truepoint, Inc.	Cincinnati	37
12	Bartlett & Co. Wealth Management LLC	Cincinnati	34
13	Signature Equity Partners, LLC	Columbus	32
14	Summit Financial Strategies Inc	Columbus	31
14	Octavia Wealth Advisors LLC	Cincinnati	31
16	Horter Investment Management, LLC	Cincinnati	29
16	Ancora Private Wealth Advisors, LLC	Cleveland	29
18	Everhart Advisors	Dublin	28
19	Eubel Brady & Suttman	Miamisburg	23
19	Financial Management Strategies, Inc.	Broadview Hts	23
21	Vantage Financial Group, Inc.	Cleveland	22
21	Foster & Motley Inc	Cincinnati	22
21	SJS Investment Services	Sylvania	22
21	Golden Reserve Retirement, LLC	Dublin	22
25	TCP Asset Management, LLC	Upper Arlington	21
25	Daymark Wealth Partners, LLC	Cincinnati	21
27	Constellation Wealth Advisors	Cincinnati	20
27	Strategic Wealth Partners, Ltd.	Independence	20
27	Horan Wealth, LLC	Cincinnati	20
30	Pinnacle Advisors	Mansfield	19
31	MPM Wealth Advisors	Holland	18
31	National Wealth Management Group, LLC	Cincinnati	18
31	Venture Visionary Partners LLC	Sylvania	18
34	Journey Wealth Management	Cleveland	17
35	Wealthquest Corporation	Cincinnati	16
35	Peak Retirement Planning, Inc.	Columbus	16
37	Frazier Financial Advisors, LLC	Columbus	15
37	The Joseph Group Capital Management	Columbus	15
37	Gryphon Financial Partners	Columbus	15
40	Windsor Advisory Group, LLC	Columbus	14
40	Formidable Asset Management, LLC	Cincinnati	14
40	Souders Financial Advisors, LLC	Cincinnati	14
43	W.A. Smith Financial Group	Sandusky	13
43	Beacon Financial Advisory LLC	Cleveland	13
45	PDS Planning Inc	Dublin	12
45	Wealth Dimensions Group, Ltd.	Cincinnati	12
45	John E. Sestina and Company	Columbus	12
45	Antolino Wealth Advisors	Columbus	12
45	Asendo Wealth Advisory	Columbus	12
45	Lakeridge Wealth Management LLC	Mentor	12
51	Rea Wealth Management	New Philadelphia	11
51	CM Wealth Advisors LLC	Beachwood	11
51	W3 Wealth Advisors, LLC	Akron	11
51	Wellspring Family Office	Cleveland	11
51	Capital Advisors, Ltd., LLC	Shaker Heights	11
51	Waller Financial Planning Group, Inc.	Columbus	11
51	Ellsworth Advisors, LLC	Hudson	11
58	Reed Financial Services, Inc.	Cleveland	10
58	Wealth Dimensions Family Office, Inc	Cincinnati	10
58	Whitaker-Myers Wealth Managers, Ltd.	Mansfield	10
58	KMG Fiduciary Partners, LLC	Toledo	10
58	Aan Wealth Advisors LLC	Canton	10
58	Fourth Dimension Wealth, LLC	Middleburg Heights	10
64	HCM Wealth Advisors	Cincinnati	9
64	Keeler & Nadler Family Wealth	Dublin	9
64	Invest Capital Partners	Springboro	9
64	Meyers Wealth Management, LLC	Columbus	9
64	Westpoint Wealth Management, LLC	Berea	9
64	Fairway Wealth Management LLC	Independence	9
64	Balance Wealth	Worthington	9
64	Emvision Capital Advisors, LLC	Aurora	9
64	Strategence Capital LLC	Van Wert	9
73	Whitcomb & Hess, Inc.	Ashland	8
73	Cornerstone Asset Management Services, Inc.	Broadview Heights	8
73	Redwood Financial Network	Solon	8
73	Rockport Wealth Advisors	Fairview Park	8
77	Thor Wealth Management Inc	Cincinnati	7
77	Beese Fulmer Private Wealth Management	Canton	7
77	Hixon Zuercher Capital Management	Findlay	7
77	Symphony Financial Services, Inc.	Akron	7
77	Crew Capital Management, Ltd.	Cincinnati	7
77	Peak Wealth Solutions	Pepper Pike	7
77	True Wealth Design, LLC	Akron	7
77	Fidato Wealth LLC	Middleburg Heights	7
77	Revisor Wealth Management LLC	Akron	7
77	Lineweaver Wealth Advisors	Valley View	7
77	Landing Point Financial Group	Avon	7
77	Jessup Wealth Management	Dayton	7
89	Ruggaard & Associates	Hudson	6
89	Financial Rounds	Cincinnati	6
89	North Point Portfolio Managers Corporation	Orange Village	6
89	Shaker Investments	Beachwood	6
89	Tudor Financial, Inc.	Dayton	6
89	Meyer Gates Financial Advisors, Inc	West Chester	6
89	Trinity Financial Advisors LLC	Columbus	6
89	Kohmann Bosshard Financial Services, LLC.	Akron	6
89	Integrated Wealth Management, Inc.	Uniontown	6
89	Paradigm Wealth Management, LLC	Westlake	6
89	Rebel Financial, LLC	Groveport	6
89	Sims Investment Management LLC	Cincinnati	6
89	Generations Wealth, LLC	Cincinnati	6
89	Hackman Financial Group	Cincinnati	6
89	Adaptive Financial Consulting, LLC	Beachwood	6
89	Croak Capital	Toledo	6
89	GGM Financial LLC	Columbus	6
89	New Horizon Wealth Management, LLC	Canton	6

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

More rankings

Most advisory staff 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.