# Newest independent RIAs in Ohio

As of October 2, 2026, Woodland Wealth Partners ranked #1 in Ohio in AdvisorIQ's ranking of newest independent RIAs, with $711.9 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Ohio
- firms_listed: 88
- rows: rank: 1, crd: 340877, firm: Woodland Wealth Partners, city: Pepper Pike, state: OH, value: 711911936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340877/; rank: 2, crd: 340640, firm: Union Strategic Advisors, city: Blue Ash, state: OH, value: 371608066, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340640/; rank: 3, crd: 316673, firm: Neu Wealth Group, city: New Albany, state: OH, value: 291796694, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316673/; rank: 4, crd: 336183, firm: Arg Private Wealth, LLC, city: Cincinnati, state: OH, value: 279970726, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336183/; rank: 5, crd: 341599, firm: Quest Wealth Solutions, Inc., city: Mansfield, state: OH, value: 214553000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341599/; rank: 6, crd: 171488, firm: Egsi Investment Management, city: Dublin, state: OH, value: 144660922, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171488/; rank: 7, crd: 301788, firm: Columbus Street Wealth Management, LLC, city: Dublin, state: OH, value: 144549263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301788/; rank: 8, crd: 340724, firm: Bison Wealth Management, LLC, city: Lyndhurst, state: OH, value: 131028624, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340724/; rank: 9, crd: 305387, firm: Messmer Capital Advisors LLC, city: Milford, state: OH, value: 130379569, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305387/; rank: 10, crd: 288889, firm: Sabre Asset Management LLC, city: Pepper Pike, state: OH, value: 127339006, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288889/; rank: 11, crd: 119952, firm: Oda and Company, Inc., city: Medina, state: OH, value: 125561519, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119952/; rank: 12, crd: 106702, firm: Demers Financial Planning, city: Columbus, state: OH, value: 125324415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106702/; rank: 13, crd: 339836, firm: Gudorf Financial Group, LLC, city: Dayton, state: OH, value: 121130421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339836/; rank: 14, crd: 134813, firm: Van Winkle Wealth Management Group LLC, city: Newark, state: OH, value: 120793535, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134813/; rank: 15, crd: 329811, firm: Western Reserve Capital Management, LLC, city: Hudson, state: OH, value: 120226420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329811/; rank: 16, crd: 173691, firm: Cox & Cook Wealth Advisors, city: Dublin, state: OH, value: 119548123, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173691/; rank: 17, crd: 143916, firm: Northfort Financial, LLC, city: Defiance, state: OH, value: 118622569, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143916/; rank: 18, crd: 331608, firm: Wurz Financial Services, LLC, city: Holland, state: OH, value: 117000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331608/; rank: 19, crd: 157870, firm: Colburn Wealth Management, LLC, city: Grove City, state: OH, value: 116170000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157870/; rank: 20, crd: 152524, firm: Capstone Wealth Partners, city: Dublin, state: OH, value: 114862553, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152524/; rank: 21, crd: 105589, firm: Scofield & Company, LLC, city: Fairlawn, state: OH, value: 113566394, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105589/; rank: 22, crd: 296467, firm: Blue Jay Financial Group, LLC, city: Defiance, state: OH, value: 113455676, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296467/; rank: 23, crd: 121028, firm: Tidmore Retirement Planning Specialists, city: Beachwood, state: OH, value: 112894012, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121028/; rank: 24, crd: 130842, firm: Alpha Planning and Financial Services, Inc., city: Solon, state: OH, value: 112753128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130842/; rank: 25, crd: 289309, firm: Strong Investment Management, LLC, city: Canton, state: OH, value: 111903795, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289309/; rank: 26, crd: 110401, firm: Powers Investment Advisory Corporation, city: Highland Hts, state: OH, value: 111579096, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110401/; rank: 27, crd: 130422, firm: Integrity Wealth Management, LLC, city: Loveland, state: OH, value: 111087065, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130422/; rank: 28, crd: 321957, firm: Finish Well RIA LLC, city: Columbus, state: OH, value: 109000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321957/; rank: 29, crd: 158134, firm: Mediate Financial Investment Advisory Services, LLC, city: Canfield, state: OH, value: 106407368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158134/; rank: 30, crd: 310883, firm: Westpoint Wealth Management, LLC, city: Berea, state: OH, value: 106000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310883/; rank: 31, crd: 121666, firm: S.C. Thomas & Associates, CPA, LLC, city: Medina, state: OH, value: 104552674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121666/; rank: 32, crd: 318651, firm: Beacon Associates Wealth Management, LLC, city: Maumee, state: OH, value: 101067667, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318651/; rank: 33, crd: 338980, firm: 212 Wealth Management Group, LLC, city: Loveland, state: OH, value: 24300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338980/; rank: 34, crd: 341864, firm: Kith & Kin Wealth, city: Broadview Heights, state: OH, value: 20242500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341864/; rank: 35, crd: 338977, firm: Greene Wealth Management LLC, city: Liberty Township, state: OH, value: 9077557, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338977/; rank: 36, crd: 340781, firm: Athyra Financial Partners, city: Cincinnati, state: OH, value: 8000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340781/; rank: 37, crd: 338879, firm: Fusion Planning LLC, city: Wooster, state: OH, value: 2793298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338879/; rank: 38, crd: 167647, firm: Plan Partners LLC, city: Newbury, state: OH, value: 2000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167647/; rank: 39, crd: 339526, firm: Legacy Finance Group LLC, city: Columbia Station, state: OH, value: 752517, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339526/; rank: 40, crd: 339089, firm: PURPOSE1ST Financial, city: Hilliard, state: OH, value: 143000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339089/; rank: 41, crd: 338055, firm: Alaminos Wealth Planning, city: Dublin, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338055/; rank: 41, crd: 338103, firm: Devtara Financial, city: Blue Ash, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338103/; rank: 41, crd: 338165, firm: Thomas Nyitray, Sole Proprietor, city: North Canton, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338165/; rank: 41, crd: 338517, firm: Aspire Capital Management, LLC, city: Columbus, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338517/; rank: 41, crd: 338524, firm: Compass Planning, LLC, city: Ashland, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338524/; rank: 41, crd: 338807, firm: Firstten Financial, city: Westerville, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338807/; rank: 41, crd: 339085, firm: Cochran Wealth Management LLC, city: Martinsville, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339085/; rank: 41, crd: 339252, firm: Cloudsplitter Financial Planning, LLC, city: Cincinnati, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339252/; rank: 41, crd: 340051, firm: Titan Wealth Management, city: Cincinnati, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340051/; rank: 41, crd: 340167, firm: Arven Wealth Management LLC, city: Hillsboro, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340167/; rank: 41, crd: 340207, firm: Radiant Wealth Advisory, LLC, city: Cincinnati, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340207/; rank: 41, crd: 340232, firm: Chapters to Wealth, city: Lewis Center, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340232/; rank: 41, crd: 340241, firm: Kelda Wealth Management LLC, city: Cuyahoga Falls, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340241/; rank: 41, crd: 340243, firm: Innerworks Wealth Management, city: Cincinnati, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340243/; rank: 41, crd: 340393, firm: Sapphire Wealth, city: Chesterland, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340393/; rank: 41, crd: 340401, firm: Ram and Oak Investment Partners, LLC, city: Beavercreek, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340401/; rank: 41, crd: 340421, firm: AI Stock Prophet, LLC, city: Akron, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340421/; rank: 41, crd: 340532, firm: Queen City Wealth, city: Cincinnati, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340532/; rank: 41, crd: 340652, firm: Chagrin Valley Legacy Advisors, LLC, city: Chagrin Falls, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340652/; rank: 41, crd: 340783, firm: Mount Vernon Financial, city: Mount Vernon, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340783/; rank: 41, crd: 340798, firm: Regents Wealth Management, LLC, city: Delaware, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340798/; rank: 41, crd: 340842, firm: Adams and Co Financial Services, city: Cincinnati, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340842/; rank: 41, crd: 341032, firm: Ysb Wealth Management, city: Kalida, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341032/; rank: 41, crd: 341061, firm: Scalar Wealth LLC, city: Avon Lake, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341061/; rank: 41, crd: 341078, firm: Tayyib Investments LLC, city: Toledo, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341078/; rank: 41, crd: 341083, firm: Ohio CU Financial, city: Garfield Heights, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341083/; rank: 41, crd: 341266, firm: Red River Capital, city: Parma, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341266/; rank: 41, crd: 341898, firm: Stone Tower Wealth Advisors, city: Cincinnati, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341898/; rank: 41, crd: 342056, firm: Fauchard Investments, city: Powell, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342056/; rank: 41, crd: 342138, firm: Darby Creek Financial Advisors LLC, city: Plain City, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342138/; rank: 41, crd: 342187, firm: New Horizon Wealth Management, LLC, city: Canton, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342187/; rank: 41, crd: 342194, firm: Kelos Wealth Planning, LLC, city: Cincinnati, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342194/; rank: 41, crd: 342372, firm: Ruiz Financial Group, LLC, city: Toledo, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342372/; rank: 41, crd: 342484, firm: Sirius Trading Partners LLC, city: Gahanna, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342484/; rank: 41, crd: 342526, firm: Bespoke Family Advisors, city: Mansfield, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342526/; rank: 41, crd: 342671, firm: Scheeler Financial Group, city: West Chester, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342671/; rank: 41, crd: 343188, firm: SRS Wealth Management, city: Lancaster, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343188/; rank: 41, crd: 343472, firm: Highline Wealth Solutions, city: Columbus, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343472/; rank: 41, crd: 343488, firm: Strategence Capital LLC, city: Van Wert, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343488/; rank: 41, crd: 343699, firm: Bear & Eagle Investments LLC, city: Cleves, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343699/; rank: 41, crd: 343814, firm: Elevate Wealth Management, city: New Albany, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343814/; rank: 41, crd: 343902, firm: Aquium Legacy Partners, city: Olmsted Township, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343902/; rank: 41, crd: 344035, firm: Roki Private Wealth, city: Akron, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344035/; rank: 41, crd: 344212, firm: Young Financial Planning LLC, city: Westerville, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344212/; rank: 41, crd: 344280, firm: Belleau Wood Advisors, city: Newark, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344280/; rank: 41, crd: 344316, firm: Sand Run Wealth Management, city: Akron, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344316/; rank: 41, crd: 344363, firm: Shoreglass Financial Studio, city: Toledo, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344363/; rank: 41, crd: 344396, firm: Allied Planning Partners, city: Batavia, state: OH, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344396/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/ohio/

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