# Independent RIAs with the most clients 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 clients, with 16,393.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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: 100
- rows: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, state: OH, value: 16393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109807/; rank: 2, crd: 283087, firm: Oneseven, city: Beachwood, state: OH, value: 16347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283087/; rank: 3, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, state: OH, value: 11318, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117756/; rank: 4, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, state: OH, value: 7847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156480/; rank: 5, crd: 324205, firm: United Advisor Group, city: Cincinnati, state: OH, value: 6600, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324205/; rank: 6, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, state: OH, value: 5474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117054/; rank: 7, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, state: OH, value: 4831, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105674/; rank: 8, crd: 124845, firm: Ancora Private Wealth Advisors, LLC, city: Cleveland, state: OH, value: 4509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124845/; rank: 9, crd: 306909, firm: Octavia Wealth Advisors LLC, city: Cincinnati, state: OH, value: 3805, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306909/; rank: 10, crd: 148586, firm: Strategic Wealth Partners, Ltd., city: Independence, state: OH, value: 3674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148586/; rank: 11, crd: 107091, firm: Everhart Advisors, city: Dublin, state: OH, value: 3466, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107091/; rank: 12, crd: 286093, firm: Whitaker-Myers Wealth Managers, Ltd., city: Mansfield, state: OH, value: 3458, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286093/; rank: 13, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, state: OH, value: 3281, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150488/; rank: 14, crd: 169814, firm: Revisor Wealth Management LLC, city: Akron, state: OH, value: 3132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169814/; rank: 15, crd: 109116, firm: Hamilton Capital, city: Columbus, state: OH, value: 2971, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109116/; rank: 16, crd: 304237, firm: Venture Visionary Partners LLC, city: Sylvania, state: OH, value: 2911, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304237/; rank: 17, crd: 321832, firm: Gearhart & Associates, city: Cincinnati, state: OH, value: 2903, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321832/; rank: 18, crd: 105950, firm: Vantage Financial Group, Inc., city: Cleveland, state: OH, value: 2631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105950/; rank: 19, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, state: OH, value: 2288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292246/; rank: 20, crd: 104926, firm: MPM Wealth Advisors, city: Holland, state: OH, value: 2236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104926/; rank: 21, crd: 286037, firm: TCP Asset Management, LLC, city: Upper Arlington, state: OH, value: 2234, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286037/; rank: 22, crd: 173310, firm: Lineweaver Wealth Advisors, city: Valley View, state: OH, value: 2134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173310/; rank: 23, crd: 320878, firm: Daymark Wealth Partners, LLC, city: Cincinnati, state: OH, value: 2107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/320878/; rank: 24, crd: 124407, firm: Tfo Wealth Partners, city: Maumee, state: OH, value: 2033, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124407/; rank: 25, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, state: OH, value: 2008, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283588/; rank: 26, crd: 120818, firm: Financial Management Strategies, Inc., city: Broadview Hts, state: OH, value: 1955, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120818/; rank: 27, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, state: OH, value: 1934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105664/; rank: 28, crd: 327455, firm: Signature Equity Partners, LLC, city: Columbus, state: OH, value: 1716, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327455/; rank: 29, crd: 146608, firm: W.A. Smith Financial Group, city: Sandusky, state: OH, value: 1669, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146608/; rank: 30, crd: 297122, firm: Rockport Wealth Advisors, city: Fairview Park, state: OH, value: 1629, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297122/; rank: 31, crd: 141473, firm: Wealthquest Corporation, city: Cincinnati, state: OH, value: 1594, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141473/; rank: 32, crd: 174334, firm: Beacon Financial Advisory LLC, city: Cleveland, state: OH, value: 1559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174334/; rank: 33, crd: 333974, firm: Horan Wealth, LLC, city: Cincinnati, state: OH, value: 1436, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333974/; rank: 34, crd: 296780, firm: Souders Financial Advisors, LLC, city: Cincinnati, state: OH, value: 1404, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296780/; rank: 35, crd: 121064, firm: Whitcomb & Hess, Inc., city: Ashland, state: OH, value: 1368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121064/; rank: 36, crd: 119880, firm: Horter Investment Management, LLC, city: Cincinnati, state: OH, value: 1337, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119880/; rank: 37, crd: 174883, firm: National Wealth Management Group, LLC, city: Cincinnati, state: OH, value: 1332, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174883/; rank: 38, crd: 298331, firm: KMG Fiduciary Partners, LLC, city: Toledo, state: OH, value: 1310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298331/; rank: 39, crd: 305999, firm: Asendo Wealth Advisory, city: Columbus, state: OH, value: 1215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305999/; rank: 40, crd: 314071, firm: Lakeridge Wealth Management LLC, city: Mentor, state: OH, value: 1139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314071/; rank: 41, crd: 106817, firm: Pinnacle Advisors, city: Mansfield, state: OH, value: 1128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106817/; rank: 42, crd: 145158, firm: Bullseye Investment Management, LLC, city: Cincinnciati, state: OH, value: 1121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145158/; rank: 43, crd: 153600, firm: Capital Advisors, Ltd., LLC, city: Shaker Heights, state: OH, value: 1106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153600/; rank: 44, crd: 107219, firm: SJS Investment Services, city: Sylvania, state: OH, value: 1055, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107219/; rank: 45, crd: 110112, firm: Summit Financial Strategies Inc, city: Columbus, state: OH, value: 1033, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110112/; rank: 46, crd: 157834, firm: Redwood Financial Network, city: Solon, state: OH, value: 1020, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157834/; rank: 47, crd: 119829, firm: Antolino Wealth Advisors, city: Columbus, state: OH, value: 1018, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119829/; rank: 48, crd: 108634, firm: John E. Sestina and Company, city: Columbus, state: OH, value: 978, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108634/; rank: 49, crd: 106905, firm: Foster & Motley Inc, city: Cincinnati, state: OH, value: 964, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106905/; rank: 50, crd: 119902, firm: Spreng Capital Management, Inc., city: Bucyrus, state: OH, value: 944, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119902/; rank: 51, crd: 108913, firm: Rea Wealth Management, city: New Philadelphia, state: OH, value: 942, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108913/; rank: 52, crd: 317592, firm: Peak Retirement Planning, Inc., city: Columbus, state: OH, value: 910, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317592/; rank: 53, crd: 167555, firm: Formidable Asset Management, LLC, city: Cincinnati, state: OH, value: 900, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167555/; rank: 54, crd: 298904, firm: Journey Wealth Management, city: Cleveland, state: OH, value: 879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298904/; rank: 55, crd: 165311, firm: The Joseph Group Capital Management, city: Columbus, state: OH, value: 873, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165311/; rank: 56, crd: 297464, firm: Ellsworth Advisors, LLC, city: Hudson, state: OH, value: 870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297464/; rank: 57, crd: 121495, firm: Tudor Financial, Inc., city: Dayton, state: OH, value: 868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121495/; rank: 58, crd: 289801, firm: Meyers Wealth Management, LLC, city: Columbus, state: OH, value: 860, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289801/; rank: 59, crd: 336316, firm: Tempo Wealth, city: Independence, state: OH, value: 853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336316/; rank: 60, crd: 107700, firm: HCM Wealth Advisors, city: Cincinnati, state: OH, value: 850, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107700/; rank: 61, crd: 109882, firm: Beese Fulmer Private Wealth Management, city: Canton, state: OH, value: 843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109882/; rank: 62, crd: 153568, firm: Fike Advisors, LLC, city: Wooster, state: OH, value: 837, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153568/; rank: 63, crd: 107316, firm: Eubel Brady & Suttman, city: Miamisburg, state: OH, value: 825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107316/; rank: 64, crd: 139648, firm: Strategic Planning, Inc., city: Columbus, state: OH, value: 817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139648/; rank: 65, crd: 290349, firm: Resolute Wealth Advisor, Inc., city: Findlay, state: OH, value: 816, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290349/; rank: 66, crd: 120106, firm: Demming Financial Services Corp., city: Aurora, state: OH, value: 797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120106/; rank: 67, crd: 145918, firm: Camelot Portfolios, LLC, city: Maumee, state: OH, value: 791, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145918/; rank: 68, crd: 107618, firm: Wealth Dimensions Group, Ltd., city: Cincinnati, state: OH, value: 784, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107618/; rank: 68, crd: 297666, firm: Croak Capital, city: Toledo, state: OH, value: 784, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297666/; rank: 70, crd: 135316, firm: Edgewater Pro Sports Financial, city: Avon, state: OH, value: 751, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135316/; rank: 71, crd: 174414, firm: Munn Wealth Management, LLC, city: Maumee, state: OH, value: 748, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174414/; rank: 72, crd: 312978, firm: Landing Point Financial Group, city: Avon, state: OH, value: 743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312978/; rank: 72, crd: 313266, firm: Legacy Advisory Network, LLC, city: Dublin, state: OH, value: 743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313266/; rank: 74, crd: 106389, firm: Miami Valley Portfolio Management Inc, city: Brookville, state: OH, value: 739, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106389/; rank: 75, crd: 106649, firm: Frazier Financial Advisors, LLC, city: Columbus, state: OH, value: 734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106649/; rank: 76, crd: 332507, firm: Prasad Wealth Partners, city: Independence, state: OH, value: 730, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332507/; rank: 77, crd: 127391, firm: Peak Wealth Solutions, city: Pepper Pike, state: OH, value: 718, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127391/; rank: 78, crd: 144259, firm: Jarvis Global Investments LLC, city: Loveland, state: OH, value: 708, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144259/; rank: 79, crd: 304694, firm: B.A. Schrock Wealth Management, city: Wadsworth, state: OH, value: 706, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304694/; rank: 80, crd: 282027, firm: Hackman Financial Group, city: Cincinnati, state: OH, value: 675, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282027/; rank: 81, crd: 164320, firm: Evans Wealth Management, city: Gallipolis, state: OH, value: 665, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164320/; rank: 82, crd: 287987, firm: Invest Capital Partners, city: Springboro, state: OH, value: 661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287987/; rank: 82, crd: 288210, firm: Gryphon Financial Partners, city: Columbus, state: OH, value: 661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288210/; rank: 84, crd: 121384, firm: Swisher Financial Concepts, Inc., city: Westerville, state: OH, value: 649, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121384/; rank: 84, crd: 171221, firm: Center for Wealth Management Advisory, city: Milford, state: OH, value: 649, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171221/; rank: 86, crd: 125058, firm: Symphony Financial Services, Inc., city: Akron, state: OH, value: 641, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125058/; rank: 87, crd: 306703, firm: Fourth Dimension Wealth, LLC, city: Middleburg Heights, state: OH, value: 632, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306703/; rank: 88, crd: 106895, firm: PDS Planning Inc, city: Dublin, state: OH, value: 614, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106895/; rank: 89, crd: 147056, firm: Brown Financial Advisors, LLC, city: Milford, state: OH, value: 613, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147056/; rank: 90, crd: 157769, firm: Libertas Wealth Management Group, Inc., city: Columbus, state: OH, value: 599, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157769/; rank: 90, crd: 293819, firm: The Pension Group, city: Dublin, state: OH, value: 599, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293819/; rank: 92, crd: 310883, firm: Westpoint Wealth Management, LLC, city: Berea, state: OH, value: 582, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310883/; rank: 93, crd: 105190, firm: Future Finances Inc, city: Columbus, state: OH, value: 576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105190/; rank: 94, crd: 159564, firm: Waller Financial Planning Group, Inc., city: Columbus, state: OH, value: 570, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159564/; rank: 95, crd: 122266, firm: Windsor Advisory Group, LLC, city: Columbus, state: OH, value: 565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122266/; rank: 96, crd: 329589, firm: Balance Wealth, city: Worthington, state: OH, value: 564, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329589/; rank: 97, crd: 107111, firm: Lindahl & Mansager Inc, city: Fairlawn, state: OH, value: 562, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107111/; rank: 98, crd: 314674, firm: 365 Wealth Management Group, city: Mason, state: OH, value: 560, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314674/; rank: 99, crd: 292160, firm: Amfg Wealth Management LLC, city: Westlake, state: OH, value: 559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292160/; rank: 100, crd: 277142, firm: Kerr Wealth Management, city: Oakwood, state: OH, value: 550, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277142/

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

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