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AdvisorIQ

Ranking, Ohio

Independent RIAs with the most CFP professionals in Ohio

As of October 2, 2026, Sequoia Financial Group, L.L.C. ranked #1 in Ohio in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 132.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Sequoia Financial Group, L.L.C. Akron 132
2 Mai Capital Management, LLC Cleveland 121
3 Hamilton Capital Columbus 39
4 Johnson Investment Counsel, Inc. Cincinnati 35
5 Truepoint, Inc. Cincinnati 31
6 Prosperity Capital Advisors Westlake 26
6 Oneseven Beachwood 26
8 Clearstead; Clearstead Advisory Solutions Cleveland 19
8 Summit Financial Strategies Inc Columbus 19
10 Octavia Wealth Advisors LLC Cincinnati 15
11 Foster & Motley Inc Cincinnati 14
11 Everhart Advisors Dublin 14
13 Tfo Wealth Partners Maumee 13
14 Pinnacle Advisors Mansfield 12
15 Wealthquest Corporation Cincinnati 11
15 Bartlett & Co. Wealth Management LLC Cincinnati 11
17 Antolino Wealth Advisors Columbus 10
18 Carnegie Investment Counsel Pepper Pike 9
18 Capital Advisors, Ltd., LLC Shaker Heights 9
18 Fairway Wealth Management LLC Independence 9
21 Frazier Financial Advisors, LLC Columbus 8
21 John E. Sestina and Company Columbus 8
21 Gryphon Financial Partners Columbus 8
21 Asendo Wealth Advisory Columbus 8
25 Wealth Dimensions Group, Ltd. Cincinnati 7
25 Wellspring Family Office Cleveland 7
25 Keeler & Nadler Family Wealth Dublin 7
25 United Advisor Group Cincinnati 7
29 PDS Planning Inc Dublin 6
29 Constellation Wealth Advisors Cincinnati 6
29 Strategic Wealth Partners, Ltd. Independence 6
29 Waller Financial Planning Group, Inc. Columbus 6
29 Wealth Dimensions Family Office, Inc Cincinnati 6
29 Journey Wealth Management Cleveland 6
29 Venture Visionary Partners LLC Sylvania 6
29 Daymark Wealth Partners, LLC Cincinnati 6
29 Signature Equity Partners, LLC Columbus 6
29 Horan Wealth, LLC Cincinnati 6
39 SJS Investment Services Sylvania 5
39 Eubel Brady & Suttman Miamisburg 5
39 HCM Wealth Advisors Cincinnati 5
39 True Wealth Design, LLC Akron 5
39 Fidato Wealth LLC Middleburg Heights 5
39 Golden Reserve Retirement, LLC Dublin 5
39 Lakeridge Wealth Management LLC Mentor 5
39 GGM Financial LLC Columbus 5
47 MPM Wealth Advisors Holland 4
47 Vawter Financial Ltd Columbus 4
47 Financial Rounds Cincinnati 4
47 Demming Financial Services Corp. Aurora 4
47 Financial Management Strategies, Inc. Broadview Hts 4
47 Summit Financial Advisors, Inc. Middletown 4
47 The Joseph Group Capital Management Columbus 4
47 TCP Asset Management, LLC Upper Arlington 4
47 Whitaker-Myers Wealth Managers, Ltd. Mansfield 4
47 Birchcreek Wealth Management, LLC Miami Township 4
47 Signal Tree Financial Partners LLC Copley 4
47 Gearhart & Associates Cincinnati 4
59 Coordinated Financial Planning Corp Cincinnati 3
59 Vantage Financial Group, Inc. Cleveland 3
59 Cornerstone Wealth Management Westlake 3
59 Lesjak Planning, LLC Westlake 3
59 Reed Financial Services, Inc. Cleveland 3
59 Hudson Financial Advisors Inc Streetsboro 3
59 Financial Freedom Cincinnati 3
59 Creative Financial Solutions, LLC Washington C. H 3
59 Whitcomb & Hess, Inc. Ashland 3
59 Swisher Financial Concepts, Inc. Westerville 3
59 Personal Financial Advisors, Inc. Pickerington 3
59 Harding Financial Group Westerville 3
59 Harvest Financial Advisors, LLC West Chester 3
59 Beacon Hill Investment Advisory, LLC Dublin 3
59 Retirement Strategies, Ltd. Dublin 3
59 Formidable Asset Management, LLC Cincinnati 3
59 Beacon Financial Advisory LLC Cleveland 3
59 Munn Wealth Management, LLC Maumee 3
59 G2 Capital Management, LLC Columbus 3
59 Kellett Wealth Advisors, LLC Cincinnati 3
59 Souders Financial Advisors, LLC Cincinnati 3
59 Rockport Wealth Advisors Fairview Park 3
59 Ellsworth Advisors, LLC Hudson 3
59 KMG Fiduciary Partners, LLC Toledo 3
59 Fiduciary Wealth Group, LLC Centerville 3
59 Aan Wealth Advisors LLC Canton 3
59 Kinetic Wealth Investment Advisors, LLC Westlake 3
59 Heritage Wealth Advisors Cincinnati 3
59 Balanced Wealth Group LLC Westlake 3
88 Capital Investors Advisory Corporation Dublin 2
88 Opus Capital Management Cincinnati 2
88 Lindahl & Mansager Inc Fairlawn 2
88 Ruggaard & Associates Hudson 2
88 Keidan Financial Consultants LLC Columbus 2
88 Rea Wealth Management New Philadelphia 2
88 Powers Investment Advisory Corporation Highland Hts 2
88 CM Wealth Advisors LLC Beachwood 2
88 Appalachian Capital Management St. Clairsville 2
88 G. Earl Mowrey & Co., L.L.C Youngstown 2
88 Elevation Financial Partners, LLC Westerville 2
88 Alexander Financial Planning, Inc. Columbus 2
88 Kirkey & Co. Financial Advisors, Inc. Hilliard 2
88 Gianola Financial Planning, LLC Worthington 2
88 Tudor Financial, Inc. Dayton 2
88 Ancora Private Wealth Advisors, LLC Cleveland 2
88 Peak Wealth Solutions Pepper Pike 2
88 W3 Wealth Advisors, LLC Akron 2
88 Michael Brady & Co., LLC Westlake 2
88 Family Wealth Advisory Group, LLC Cincinnati 2
88 Trinity Financial Advisors LLC Columbus 2
88 McCarthy Wealth & Tax Advisors Springboro 2
88 Buckeye Wealth Management LLC Westerville 2
88 Paradigm Wealth Management, LLC Westlake 2
88 Capstone Wealth Partners Dublin 2
88 Parallel Equity Advisors Ltd. Dublin 2
88 Mbia Capital Advisors Cincinnati 2
88 Heritage Financial Advisors, LLC Waterville 2
88 Lighthouse Wealth Management, Inc. Ashland 2
88 Sound Financial Investment Management, LLC Vandalia 2
88 Rebel Financial, LLC Groveport 2
88 Atlantis Wealth Advisors LLC Maumee 2
88 Infinity Wealth Counsel, LLC Loveland 2
88 Lineweaver Wealth Advisors Valley View 2
88 National Wealth Management Group, LLC Cincinnati 2
88 Cleveland Wealth, LLC Cleveland 2
88 Yfp Wealth New Albany 2
88 Adaptive Financial Consulting, LLC Beachwood 2
88 Resolute Wealth Advisor, Inc. Findlay 2
88 Northavenue LLC Columbus 2
88 Croak Capital Toledo 2
88 Concordia Wealth Planning, LLC Powell 2
88 Endeavor Wealth Advisors, LLC Pepper Pike 2
88 Ridgeline Wealth Planning LLC Centerville 2
88 Peak Retirement Planning, Inc. Columbus 2
88 Kapstone Financial Advisors LLC Lebanon 2
88 Ironkoor Retirement, LLC West Chester 2
88 Gatepass Capital, LLC Independence 2
88 Balance Wealth Worthington 2
88 Western Reserve Capital Management, LLC Hudson 2
88 Wurz Financial Services, LLC Holland 2
88 Leclair Wealth Partners Dublin 2
88 Arg Private Wealth, LLC Cincinnati 2
88 Sobitz Financial Group, LLC Uniontown 2
88 Emvision Capital Advisors, LLC Aurora 2
88 Ysb Wealth Management Kalida 2
88 Quest Wealth Solutions, Inc. Mansfield 2

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

More rankings

Most CFP professionals 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.