# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Ohio
- firms_listed: 106
- rows: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 230, 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: 195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 3, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 104, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 4, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, state: OH, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156480/; rank: 5, crd: 283087, firm: Oneseven, city: Beachwood, state: OH, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283087/; rank: 6, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 7, crd: 124407, firm: Tfo Wealth Partners, city: Maumee, state: OH, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124407/; rank: 8, crd: 324205, firm: United Advisor Group, city: Cincinnati, state: OH, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324205/; rank: 9, crd: 109116, firm: Hamilton Capital, city: Columbus, state: OH, value: 45, 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: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150488/; rank: 11, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, state: OH, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105664/; rank: 12, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, state: OH, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292246/; rank: 13, crd: 327455, firm: Signature Equity Partners, LLC, city: Columbus, state: OH, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327455/; rank: 14, crd: 110112, firm: Summit Financial Strategies Inc, city: Columbus, state: OH, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110112/; rank: 14, crd: 306909, firm: Octavia Wealth Advisors LLC, city: Cincinnati, state: OH, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306909/; rank: 16, crd: 119880, firm: Horter Investment Management, LLC, city: Cincinnati, state: OH, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119880/; rank: 16, crd: 124845, firm: Ancora Private Wealth Advisors, LLC, city: Cleveland, state: OH, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124845/; rank: 18, crd: 107091, firm: Everhart Advisors, city: Dublin, state: OH, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107091/; rank: 19, crd: 107316, firm: Eubel Brady & Suttman, city: Miamisburg, state: OH, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107316/; rank: 19, crd: 120818, firm: Financial Management Strategies, Inc., city: Broadview Hts, state: OH, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120818/; rank: 21, crd: 105950, firm: Vantage Financial Group, Inc., city: Cleveland, state: OH, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105950/; rank: 21, crd: 106905, firm: Foster & Motley Inc, city: Cincinnati, state: OH, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106905/; rank: 21, crd: 107219, firm: SJS Investment Services, city: Sylvania, state: OH, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107219/; rank: 21, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, state: OH, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283588/; rank: 25, crd: 286037, firm: TCP Asset Management, LLC, city: Upper Arlington, state: OH, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286037/; rank: 25, crd: 320878, firm: Daymark Wealth Partners, LLC, city: Cincinnati, state: OH, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320878/; rank: 27, crd: 147253, firm: Constellation Wealth Advisors, city: Cincinnati, state: OH, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147253/; rank: 27, crd: 148586, firm: Strategic Wealth Partners, Ltd., city: Independence, state: OH, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148586/; rank: 27, crd: 333974, firm: Horan Wealth, LLC, city: Cincinnati, state: OH, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333974/; rank: 30, crd: 106817, firm: Pinnacle Advisors, city: Mansfield, state: OH, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106817/; rank: 31, crd: 104926, firm: MPM Wealth Advisors, city: Holland, state: OH, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104926/; rank: 31, crd: 174883, firm: National Wealth Management Group, LLC, city: Cincinnati, state: OH, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174883/; rank: 31, crd: 304237, firm: Venture Visionary Partners LLC, city: Sylvania, state: OH, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304237/; rank: 34, crd: 298904, firm: Journey Wealth Management, city: Cleveland, state: OH, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298904/; rank: 35, crd: 141473, firm: Wealthquest Corporation, city: Cincinnati, state: OH, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141473/; rank: 35, crd: 317592, firm: Peak Retirement Planning, Inc., city: Columbus, state: OH, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317592/; rank: 37, crd: 106649, firm: Frazier Financial Advisors, LLC, city: Columbus, state: OH, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106649/; rank: 37, crd: 165311, firm: The Joseph Group Capital Management, city: Columbus, state: OH, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165311/; rank: 37, crd: 288210, firm: Gryphon Financial Partners, city: Columbus, state: OH, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288210/; rank: 40, crd: 122266, firm: Windsor Advisory Group, LLC, city: Columbus, state: OH, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122266/; rank: 40, crd: 167555, firm: Formidable Asset Management, LLC, city: Cincinnati, state: OH, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167555/; rank: 40, crd: 296780, firm: Souders Financial Advisors, LLC, city: Cincinnati, state: OH, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296780/; rank: 43, crd: 146608, firm: W.A. Smith Financial Group, city: Sandusky, state: OH, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146608/; rank: 43, crd: 174334, firm: Beacon Financial Advisory LLC, city: Cleveland, state: OH, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174334/; rank: 45, crd: 106895, firm: PDS Planning Inc, city: Dublin, state: OH, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106895/; rank: 45, crd: 107618, firm: Wealth Dimensions Group, Ltd., city: Cincinnati, state: OH, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107618/; rank: 45, crd: 108634, firm: John E. Sestina and Company, city: Columbus, state: OH, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108634/; rank: 45, crd: 119829, firm: Antolino Wealth Advisors, city: Columbus, state: OH, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119829/; rank: 45, crd: 305999, firm: Asendo Wealth Advisory, city: Columbus, state: OH, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305999/; rank: 45, crd: 314071, firm: Lakeridge Wealth Management LLC, city: Mentor, state: OH, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314071/; rank: 51, crd: 108913, firm: Rea Wealth Management, city: New Philadelphia, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108913/; rank: 51, crd: 119467, firm: CM Wealth Advisors LLC, city: Beachwood, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119467/; rank: 51, crd: 129549, firm: W3 Wealth Advisors, LLC, city: Akron, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129549/; rank: 51, crd: 143112, firm: Wellspring Family Office, city: Cleveland, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143112/; rank: 51, crd: 153600, firm: Capital Advisors, Ltd., LLC, city: Shaker Heights, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153600/; rank: 51, crd: 159564, firm: Waller Financial Planning Group, Inc., city: Columbus, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159564/; rank: 51, crd: 297464, firm: Ellsworth Advisors, LLC, city: Hudson, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297464/; rank: 58, crd: 112179, firm: Reed Financial Services, Inc., city: Cleveland, state: OH, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112179/; rank: 58, crd: 266787, firm: Wealth Dimensions Family Office, Inc, city: Cincinnati, state: OH, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/266787/; rank: 58, crd: 286093, firm: Whitaker-Myers Wealth Managers, Ltd., city: Mansfield, state: OH, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286093/; rank: 58, crd: 298331, firm: KMG Fiduciary Partners, LLC, city: Toledo, state: OH, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298331/; rank: 58, crd: 300652, firm: Aan Wealth Advisors LLC, city: Canton, state: OH, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300652/; rank: 58, crd: 306703, firm: Fourth Dimension Wealth, LLC, city: Middleburg Heights, state: OH, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306703/; rank: 64, crd: 107700, firm: HCM Wealth Advisors, city: Cincinnati, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107700/; rank: 64, crd: 173079, firm: Keeler & Nadler Family Wealth, city: Dublin, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173079/; rank: 64, crd: 287987, firm: Invest Capital Partners, city: Springboro, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287987/; rank: 64, crd: 289801, firm: Meyers Wealth Management, LLC, city: Columbus, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289801/; rank: 64, crd: 310883, firm: Westpoint Wealth Management, LLC, city: Berea, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310883/; rank: 64, crd: 311031, firm: Fairway Wealth Management LLC, city: Independence, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311031/; rank: 64, crd: 329589, firm: Balance Wealth, city: Worthington, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329589/; rank: 64, crd: 337827, firm: Emvision Capital Advisors, LLC, city: Aurora, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337827/; rank: 64, crd: 343488, firm: Strategence Capital LLC, city: Van Wert, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343488/; rank: 73, crd: 121064, firm: Whitcomb & Hess, Inc., city: Ashland, state: OH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121064/; rank: 73, crd: 137712, firm: Cornerstone Asset Management Services, Inc., city: Broadview Heights, state: OH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137712/; rank: 73, crd: 157834, firm: Redwood Financial Network, city: Solon, state: OH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157834/; rank: 73, crd: 297122, firm: Rockport Wealth Advisors, city: Fairview Park, state: OH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297122/; rank: 77, crd: 105902, firm: Thor Wealth Management Inc, city: Cincinnati, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105902/; rank: 77, crd: 109882, firm: Beese Fulmer Private Wealth Management, city: Canton, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109882/; rank: 77, crd: 123465, firm: Hixon Zuercher Capital Management, city: Findlay, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123465/; rank: 77, crd: 125058, firm: Symphony Financial Services, Inc., city: Akron, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125058/; rank: 77, crd: 125402, firm: Crew Capital Management, Ltd., city: Cincinnati, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125402/; rank: 77, crd: 127391, firm: Peak Wealth Solutions, city: Pepper Pike, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127391/; rank: 77, crd: 143194, firm: True Wealth Design, LLC, city: Akron, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143194/; rank: 77, crd: 158173, firm: Fidato Wealth LLC, city: Middleburg Heights, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158173/; rank: 77, crd: 169814, firm: Revisor Wealth Management LLC, city: Akron, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169814/; rank: 77, crd: 173310, firm: Lineweaver Wealth Advisors, city: Valley View, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173310/; rank: 77, crd: 312978, firm: Landing Point Financial Group, city: Avon, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312978/; rank: 77, crd: 323035, firm: Jessup Wealth Management, city: Dayton, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323035/; rank: 89, crd: 107489, firm: Ruggaard & Associates, city: Hudson, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107489/; rank: 89, crd: 110384, firm: Financial Rounds, city: Cincinnati, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110384/; rank: 89, crd: 111257, firm: North Point Portfolio Managers Corporation, city: Orange Village, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111257/; rank: 89, crd: 119135, firm: Shaker Investments, city: Beachwood, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119135/; rank: 89, crd: 121495, firm: Tudor Financial, Inc., city: Dayton, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121495/; rank: 89, crd: 125046, firm: Meyer Gates Financial Advisors, Inc, city: West Chester, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125046/; rank: 89, crd: 133191, firm: Trinity Financial Advisors LLC, city: Columbus, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133191/; rank: 89, crd: 138851, firm: Kohmann Bosshard Financial Services, LLC., city: Akron, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138851/; rank: 89, crd: 141092, firm: Integrated Wealth Management, Inc., city: Uniontown, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141092/; rank: 89, crd: 148662, firm: Paradigm Wealth Management, LLC, city: Westlake, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148662/; rank: 89, crd: 168263, firm: Rebel Financial, LLC, city: Groveport, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168263/; rank: 89, crd: 169491, firm: Sims Investment Management LLC, city: Cincinnati, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169491/; rank: 89, crd: 173352, firm: Generations Wealth, LLC, city: Cincinnati, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173352/; rank: 89, crd: 282027, firm: Hackman Financial Group, city: Cincinnati, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282027/; rank: 89, crd: 288185, firm: Adaptive Financial Consulting, LLC, city: Beachwood, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288185/; rank: 89, crd: 297666, firm: Croak Capital, city: Toledo, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297666/; rank: 89, crd: 327008, firm: GGM Financial LLC, city: Columbus, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327008/; rank: 89, crd: 342187, firm: New Horizon Wealth Management, LLC, city: Canton, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342187/

## 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 advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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-advisory-staff/ohio/

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