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AdvisorIQ

Ranking, Ohio

Wealth firms with the most advisory staff, including broker-dealer firms in Ohio

As of October 2, 2026, Fifth Third Securities, Inc. ranked #1 in Ohio in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 848.

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

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.

Rank Firm City Most advisory staff
1 Fifth Third Securities, Inc. Broker-dealer affiliated Cincinnati 848
2 Huntington Financial Advisors Broker-dealer affiliated Columbus 415
3 Key Investment Services LLC Broker-dealer affiliated Brooklyn 360
4 Stratos Wealth Partners, Ltd Broker-dealer affiliated Beachwood 352
5 Nationwide Investment Advisors, LLC Broker-dealer affiliated Columbus 316
6 Valmark Advisers, Inc. Broker-dealer affiliated Akron 280
7 Mai Capital Management, LLC Cleveland 230
8 On Investment Management Co Broker-dealer affiliated Cincinnati 196
9 Sequoia Financial Group, L.L.C. Akron 195
10 Clearstead; Clearstead Advisory Solutions Cleveland 104
11 Prosperity Capital Advisors Westlake 98
12 Oneseven Beachwood 95
13 W&S Brokerage Services, Inc. Broker-dealer affiliated Cincinnati 86
14 Johnson Investment Counsel, Inc. Cincinnati 76
15 Stratos Wealth Advisors LLC Broker-dealer affiliated Beachwood 67
16 Tfo Wealth Partners Maumee 55
17 United Advisor Group Cincinnati 51
18 Hamilton Capital Columbus 45
19 Wesbanco Securities, Inc. Broker-dealer affiliated St. Clairsville 42
20 Westminster Financial Advisory Corp Broker-dealer affiliated Beavercreek 41
21 Carnegie Investment Counsel Pepper Pike 39
22 Truepoint, Inc. Cincinnati 37
23 Bartlett & Co. Wealth Management LLC Cincinnati 34
24 Signature Equity Partners, LLC Columbus 32
25 Summit Financial Strategies Inc Columbus 31
25 Octavia Wealth Advisors LLC Cincinnati 31
27 Horter Investment Management, LLC Cincinnati 29
27 Ancora Private Wealth Advisors, LLC Cleveland 29
27 McDonald Partners LLC Broker-dealer affiliated Cleveland 29
30 Everhart Advisors Dublin 28
31 Independence Capital Co., Inc. Broker-dealer affiliated Parma 25
32 Eubel Brady & Suttman Miamisburg 23
32 Financial Management Strategies, Inc. Broadview Hts 23
34 Vantage Financial Group, Inc. Cleveland 22
34 Foster & Motley Inc Cincinnati 22
34 SJS Investment Services Sylvania 22
34 Golden Reserve Retirement, LLC Dublin 22
38 TCP Asset Management, LLC Upper Arlington 21
38 Daymark Wealth Partners, LLC Cincinnati 21
40 Constellation Wealth Advisors Cincinnati 20
40 Strategic Wealth Partners, Ltd. Independence 20
40 Horan Wealth, LLC Cincinnati 20
43 Pinnacle Advisors Mansfield 19
44 MPM Wealth Advisors Holland 18
44 National Wealth Management Group, LLC Cincinnati 18
44 Venture Visionary Partners LLC Sylvania 18
47 Journey Wealth Management Cleveland 17
48 Wealthquest Corporation Cincinnati 16
48 Peak Retirement Planning, Inc. Columbus 16
50 Frazier Financial Advisors, LLC Columbus 15
50 The Joseph Group Capital Management Columbus 15
50 Gryphon Financial Partners Columbus 15
53 Windsor Advisory Group, LLC Columbus 14
53 Capital City Asset Management Group, LLC Broker-dealer affiliated Powell 14
53 Formidable Asset Management, LLC Cincinnati 14
53 Souders Financial Advisors, LLC Cincinnati 14
57 W.A. Smith Financial Group Sandusky 13
57 Beacon Financial Advisory LLC Cleveland 13
59 PDS Planning Inc Dublin 12
59 Wealth Dimensions Group, Ltd. Cincinnati 12
59 John E. Sestina and Company Columbus 12
59 Antolino Wealth Advisors Columbus 12
59 Asendo Wealth Advisory Columbus 12
59 Lakeridge Wealth Management LLC Mentor 12
65 Rea Wealth Management New Philadelphia 11
65 CM Wealth Advisors LLC Beachwood 11
65 W3 Wealth Advisors, LLC Akron 11
65 Wellspring Family Office Cleveland 11
65 Capital Advisors, Ltd., LLC Shaker Heights 11
65 Waller Financial Planning Group, Inc. Columbus 11
65 Ellsworth Advisors, LLC Hudson 11
72 Reed Financial Services, Inc. Cleveland 10
72 Wealth Dimensions Family Office, Inc Cincinnati 10
72 Whitaker-Myers Wealth Managers, Ltd. Mansfield 10
72 KMG Fiduciary Partners, LLC Toledo 10
72 Aan Wealth Advisors LLC Canton 10
72 Fourth Dimension Wealth, LLC Middleburg Heights 10
78 HCM Wealth Advisors Cincinnati 9
78 Keeler & Nadler Family Wealth Dublin 9
78 Invest Capital Partners Springboro 9
78 Meyers Wealth Management, LLC Columbus 9
78 Westpoint Wealth Management, LLC Berea 9
78 Fairway Wealth Management LLC Independence 9
78 Balance Wealth Worthington 9
78 W&S Advisory Services, LLC Broker-dealer affiliated Cincinnati 9
78 Emvision Capital Advisors, LLC Aurora 9
78 Strategence Capital LLC Van Wert 9
88 Egi Financial, Inc. Broker-dealer affiliated Akron 8
88 Whitcomb & Hess, Inc. Ashland 8
88 Cornerstone Asset Management Services, Inc. Broadview Heights 8
88 Lincoln Douglas Investments, LLC Broker-dealer affiliated Mount Vernon 8
88 Redwood Financial Network Solon 8
88 Rockport Wealth Advisors Fairview Park 8
94 Nationwide Securities, LLC Broker-dealer affiliated Columbus 7
94 Thor Wealth Management Inc Cincinnati 7
94 Beese Fulmer Private Wealth Management Canton 7
94 SWS Advisors, Inc. Broker-dealer affiliated Columbus 7
94 Hixon Zuercher Capital Management Findlay 7
94 Symphony Financial Services, Inc. Akron 7
94 Crew Capital Management, Ltd. Cincinnati 7
94 Peak Wealth Solutions Pepper Pike 7
94 True Wealth Design, LLC Akron 7
94 Fidato Wealth LLC Middleburg Heights 7
94 The Retirement Guys Formula Broker-dealer affiliated Maumee 7
94 Revisor Wealth Management LLC Akron 7
94 Lineweaver Wealth Advisors Valley View 7
94 Landing Point Financial Group Avon 7
94 Jessup Wealth Management Dayton 7

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.