# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Ohio
- firms_listed: 144
- rows: rank: 1, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 2, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 3, crd: 109116, firm: Hamilton Capital, city: Columbus, state: OH, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109116/; rank: 4, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 5, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, state: OH, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105664/; rank: 6, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, state: OH, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156480/; rank: 6, crd: 283087, firm: Oneseven, city: Beachwood, state: OH, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283087/; rank: 8, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 8, crd: 110112, firm: Summit Financial Strategies Inc, city: Columbus, state: OH, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110112/; rank: 10, crd: 306909, firm: Octavia Wealth Advisors LLC, city: Cincinnati, state: OH, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306909/; rank: 11, crd: 106905, firm: Foster & Motley Inc, city: Cincinnati, state: OH, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106905/; rank: 11, crd: 107091, firm: Everhart Advisors, city: Dublin, state: OH, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107091/; rank: 13, crd: 124407, firm: Tfo Wealth Partners, city: Maumee, state: OH, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124407/; rank: 14, crd: 106817, firm: Pinnacle Advisors, city: Mansfield, state: OH, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106817/; rank: 15, crd: 141473, firm: Wealthquest Corporation, city: Cincinnati, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141473/; rank: 15, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, state: OH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292246/; rank: 17, crd: 119829, firm: Antolino Wealth Advisors, city: Columbus, state: OH, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119829/; rank: 18, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150488/; rank: 18, crd: 153600, firm: Capital Advisors, Ltd., LLC, city: Shaker Heights, state: OH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153600/; rank: 18, 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: 21, crd: 106649, firm: Frazier Financial Advisors, LLC, city: Columbus, state: OH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106649/; rank: 21, crd: 108634, firm: John E. Sestina and Company, city: Columbus, state: OH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108634/; rank: 21, crd: 288210, firm: Gryphon Financial Partners, city: Columbus, state: OH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288210/; rank: 21, crd: 305999, firm: Asendo Wealth Advisory, city: Columbus, state: OH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305999/; rank: 25, crd: 107618, firm: Wealth Dimensions Group, Ltd., city: Cincinnati, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107618/; rank: 25, crd: 143112, firm: Wellspring Family Office, city: Cleveland, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143112/; rank: 25, crd: 173079, firm: Keeler & Nadler Family Wealth, city: Dublin, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173079/; rank: 25, crd: 324205, firm: United Advisor Group, city: Cincinnati, state: OH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324205/; rank: 29, crd: 106895, firm: PDS Planning Inc, city: Dublin, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106895/; rank: 29, crd: 147253, firm: Constellation Wealth Advisors, city: Cincinnati, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147253/; rank: 29, crd: 148586, firm: Strategic Wealth Partners, Ltd., city: Independence, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148586/; rank: 29, crd: 159564, firm: Waller Financial Planning Group, Inc., city: Columbus, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159564/; rank: 29, crd: 266787, firm: Wealth Dimensions Family Office, Inc, city: Cincinnati, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/266787/; rank: 29, crd: 298904, firm: Journey Wealth Management, city: Cleveland, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298904/; rank: 29, crd: 304237, firm: Venture Visionary Partners LLC, city: Sylvania, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304237/; rank: 29, crd: 320878, firm: Daymark Wealth Partners, LLC, city: Cincinnati, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320878/; rank: 29, crd: 327455, firm: Signature Equity Partners, LLC, city: Columbus, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327455/; rank: 29, crd: 333974, firm: Horan Wealth, LLC, city: Cincinnati, state: OH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333974/; rank: 39, crd: 107219, firm: SJS Investment Services, city: Sylvania, state: OH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107219/; rank: 39, crd: 107316, firm: Eubel Brady & Suttman, city: Miamisburg, state: OH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107316/; rank: 39, crd: 107700, firm: HCM Wealth Advisors, city: Cincinnati, state: OH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107700/; rank: 39, crd: 143194, firm: True Wealth Design, LLC, city: Akron, state: OH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143194/; rank: 39, crd: 158173, firm: Fidato Wealth LLC, city: Middleburg Heights, state: OH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158173/; rank: 39, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, state: OH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283588/; rank: 39, crd: 314071, firm: Lakeridge Wealth Management LLC, city: Mentor, state: OH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314071/; rank: 39, crd: 327008, firm: GGM Financial LLC, city: Columbus, state: OH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327008/; rank: 47, crd: 104926, firm: MPM Wealth Advisors, city: Holland, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104926/; rank: 47, crd: 108830, firm: Vawter Financial Ltd, city: Columbus, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108830/; rank: 47, crd: 110384, firm: Financial Rounds, city: Cincinnati, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110384/; rank: 47, crd: 120106, firm: Demming Financial Services Corp., city: Aurora, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120106/; rank: 47, crd: 120818, firm: Financial Management Strategies, Inc., city: Broadview Hts, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120818/; rank: 47, crd: 145007, firm: Summit Financial Advisors, Inc., city: Middletown, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145007/; rank: 47, crd: 165311, firm: The Joseph Group Capital Management, city: Columbus, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165311/; rank: 47, crd: 286037, firm: TCP Asset Management, LLC, city: Upper Arlington, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286037/; rank: 47, crd: 286093, firm: Whitaker-Myers Wealth Managers, Ltd., city: Mansfield, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286093/; rank: 47, crd: 304207, firm: Birchcreek Wealth Management, LLC, city: Miami Township, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304207/; rank: 47, crd: 311871, firm: Signal Tree Financial Partners LLC, city: Copley, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311871/; rank: 47, crd: 321832, firm: Gearhart & Associates, city: Cincinnati, state: OH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321832/; rank: 59, crd: 105143, firm: Coordinated Financial Planning Corp, city: Cincinnati, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105143/; rank: 59, crd: 105950, firm: Vantage Financial Group, Inc., city: Cleveland, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105950/; rank: 59, crd: 106950, firm: Cornerstone Wealth Management, city: Westlake, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106950/; rank: 59, crd: 110090, firm: Lesjak Planning, LLC, city: Westlake, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110090/; rank: 59, crd: 112179, firm: Reed Financial Services, Inc., city: Cleveland, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112179/; rank: 59, crd: 113978, firm: Hudson Financial Advisors Inc, city: Streetsboro, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113978/; rank: 59, crd: 118772, firm: Financial Freedom, city: Cincinnati, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118772/; rank: 59, crd: 120153, firm: Creative Financial Solutions, LLC, city: Washington C. H, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120153/; rank: 59, crd: 121064, firm: Whitcomb & Hess, Inc., city: Ashland, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121064/; rank: 59, crd: 121384, firm: Swisher Financial Concepts, Inc., city: Westerville, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121384/; rank: 59, crd: 132716, firm: Personal Financial Advisors, Inc., city: Pickerington, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132716/; rank: 59, crd: 135731, firm: Harding Financial Group, city: Westerville, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135731/; rank: 59, crd: 145552, firm: Harvest Financial Advisors, LLC, city: West Chester, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145552/; rank: 59, crd: 148463, firm: Beacon Hill Investment Advisory, LLC, city: Dublin, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148463/; rank: 59, crd: 163701, firm: Retirement Strategies, Ltd., city: Dublin, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163701/; rank: 59, crd: 167555, firm: Formidable Asset Management, LLC, city: Cincinnati, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167555/; rank: 59, crd: 174334, firm: Beacon Financial Advisory LLC, city: Cleveland, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174334/; rank: 59, crd: 174414, firm: Munn Wealth Management, LLC, city: Maumee, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174414/; rank: 59, crd: 286521, firm: G2 Capital Management, LLC, city: Columbus, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286521/; rank: 59, crd: 287571, firm: Kellett Wealth Advisors, LLC, city: Cincinnati, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287571/; rank: 59, crd: 296780, firm: Souders Financial Advisors, LLC, city: Cincinnati, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296780/; rank: 59, crd: 297122, firm: Rockport Wealth Advisors, city: Fairview Park, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297122/; rank: 59, crd: 297464, firm: Ellsworth Advisors, LLC, city: Hudson, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297464/; rank: 59, crd: 298331, firm: KMG Fiduciary Partners, LLC, city: Toledo, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298331/; rank: 59, crd: 299711, firm: Fiduciary Wealth Group, LLC, city: Centerville, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299711/; rank: 59, crd: 300652, firm: Aan Wealth Advisors LLC, city: Canton, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300652/; rank: 59, crd: 311536, firm: Kinetic Wealth Investment Advisors, LLC, city: Westlake, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311536/; rank: 59, crd: 312545, firm: Heritage Wealth Advisors, city: Cincinnati, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312545/; rank: 59, crd: 328007, firm: Balanced Wealth Group LLC, city: Westlake, state: OH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328007/; rank: 88, crd: 105467, firm: Capital Investors Advisory Corporation, city: Dublin, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105467/; rank: 88, crd: 106528, firm: Opus Capital Management, city: Cincinnati, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106528/; rank: 88, crd: 107111, firm: Lindahl & Mansager Inc, city: Fairlawn, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107111/; rank: 88, crd: 107489, firm: Ruggaard & Associates, city: Hudson, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107489/; rank: 88, crd: 108093, firm: Keidan Financial Consultants LLC, city: Columbus, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108093/; rank: 88, crd: 108913, firm: Rea Wealth Management, city: New Philadelphia, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108913/; rank: 88, crd: 110401, firm: Powers Investment Advisory Corporation, city: Highland Hts, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110401/; rank: 88, crd: 119467, firm: CM Wealth Advisors LLC, city: Beachwood, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119467/; rank: 88, crd: 120038, firm: Appalachian Capital Management, city: St. Clairsville, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120038/; rank: 88, crd: 120802, firm: G. Earl Mowrey & Co., L.L.C, city: Youngstown, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120802/; rank: 88, crd: 120906, firm: Elevation Financial Partners, LLC, city: Westerville, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120906/; rank: 88, crd: 121139, firm: Alexander Financial Planning, Inc., city: Columbus, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121139/; rank: 88, crd: 121242, firm: Kirkey & Co. Financial Advisors, Inc., city: Hilliard, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121242/; rank: 88, crd: 121365, firm: Gianola Financial Planning, LLC, city: Worthington, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121365/; rank: 88, crd: 121495, firm: Tudor Financial, Inc., city: Dayton, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121495/; rank: 88, crd: 124845, firm: Ancora Private Wealth Advisors, LLC, city: Cleveland, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124845/; rank: 88, crd: 127391, firm: Peak Wealth Solutions, city: Pepper Pike, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127391/; rank: 88, crd: 129549, firm: W3 Wealth Advisors, LLC, city: Akron, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129549/; rank: 88, crd: 130093, firm: Michael Brady & Co., LLC, city: Westlake, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130093/; rank: 88, crd: 130595, firm: Family Wealth Advisory Group, LLC, city: Cincinnati, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130595/; rank: 88, crd: 133191, firm: Trinity Financial Advisors LLC, city: Columbus, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133191/; rank: 88, crd: 135875, firm: McCarthy Wealth & Tax Advisors, city: Springboro, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135875/; rank: 88, crd: 143638, firm: Buckeye Wealth Management LLC, city: Westerville, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143638/; rank: 88, crd: 148662, firm: Paradigm Wealth Management, LLC, city: Westlake, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148662/; rank: 88, crd: 152524, firm: Capstone Wealth Partners, city: Dublin, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152524/; rank: 88, crd: 153265, firm: Parallel Equity Advisors Ltd., city: Dublin, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153265/; rank: 88, crd: 154255, firm: Mbia Capital Advisors, city: Cincinnati, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154255/; rank: 88, crd: 154955, firm: Heritage Financial Advisors, LLC, city: Waterville, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154955/; rank: 88, crd: 157925, firm: Lighthouse Wealth Management, Inc., city: Ashland, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157925/; rank: 88, crd: 163025, firm: Sound Financial Investment Management, LLC, city: Vandalia, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163025/; rank: 88, crd: 168263, firm: Rebel Financial, LLC, city: Groveport, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168263/; rank: 88, crd: 169956, firm: Atlantis Wealth Advisors LLC, city: Maumee, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169956/; rank: 88, crd: 171959, firm: Infinity Wealth Counsel, LLC, city: Loveland, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171959/; rank: 88, crd: 173310, firm: Lineweaver Wealth Advisors, city: Valley View, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173310/; rank: 88, crd: 174883, firm: National Wealth Management Group, LLC, city: Cincinnati, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174883/; rank: 88, crd: 282196, firm: Cleveland Wealth, LLC, city: Cleveland, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282196/; rank: 88, crd: 282918, firm: Yfp Wealth, city: New Albany, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282918/; rank: 88, crd: 288185, firm: Adaptive Financial Consulting, LLC, city: Beachwood, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288185/; rank: 88, crd: 290349, firm: Resolute Wealth Advisor, Inc., city: Findlay, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290349/; rank: 88, crd: 297300, firm: Northavenue LLC, city: Columbus, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297300/; rank: 88, crd: 297666, firm: Croak Capital, city: Toledo, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297666/; rank: 88, crd: 304639, firm: Concordia Wealth Planning, LLC, city: Powell, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304639/; rank: 88, crd: 305348, firm: Endeavor Wealth Advisors, LLC, city: Pepper Pike, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305348/; rank: 88, crd: 307702, firm: Ridgeline Wealth Planning LLC, city: Centerville, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307702/; rank: 88, crd: 317592, firm: Peak Retirement Planning, Inc., city: Columbus, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317592/; rank: 88, crd: 318885, firm: Kapstone Financial Advisors LLC, city: Lebanon, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318885/; rank: 88, crd: 327162, firm: Ironkoor Retirement, LLC, city: West Chester, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327162/; rank: 88, crd: 329404, firm: Gatepass Capital, LLC, city: Independence, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329404/; rank: 88, crd: 329589, firm: Balance Wealth, city: Worthington, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329589/; rank: 88, crd: 329811, firm: Western Reserve Capital Management, LLC, city: Hudson, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329811/; rank: 88, crd: 331608, firm: Wurz Financial Services, LLC, city: Holland, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331608/; rank: 88, crd: 332827, firm: Leclair Wealth Partners, city: Dublin, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332827/; rank: 88, crd: 336183, firm: Arg Private Wealth, LLC, city: Cincinnati, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336183/; rank: 88, crd: 337210, firm: Sobitz Financial Group, LLC, city: Uniontown, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337210/; rank: 88, crd: 337827, firm: Emvision Capital Advisors, LLC, city: Aurora, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337827/; rank: 88, crd: 341032, firm: Ysb Wealth Management, city: Kalida, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341032/; rank: 88, crd: 341599, firm: Quest Wealth Solutions, Inc., city: Mansfield, state: OH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341599/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/ohio/

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