City
Wealth management firms in Akron, Ohio
As of October 2, 2026, 25 wealth management firms, including broker-dealer firms, with their main office in Akron, Ohio reported $48.5 billion in regulatory assets under management; the largest by assets was Sequoia Financial Group, L.L.C., with $32.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 25
- Regulatory assets under management
- $48.5 billion
- Average per firm
- $1.9 billion
- SEC-registered, of those listed
- 13 of 25 (52.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sequoia Financial Group, L.L.C. | SEC | $32.2 billion | 39,636 |
| 2 | Valmark Advisers, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $10.2 billion | 20,881 |
| 3 | Revisor Wealth Management LLC | SEC | $2.5 billion | 7,480 |
| 4 | Kohmann Bosshard Financial Services, LLC. | SEC | $1.1 billion | 1,735 |
| 5 | True Wealth Design, LLC | SEC | $494.0 million | 1,295 |
| 6 | Symphony Financial Services, Inc. | SEC | $428.7 million | 1,312 |
| 7 | Warther Private Wealth | SEC | $371.3 million | 617 |
| 8 | Presper Financial Architects, LLC | SEC | $362.6 million | 1,737 |
| 9 | Egi Financial, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $348.7 million | 294 |
| 10 | Alpha Asset Management | SEC | $129.1 million | 149 |
| 11 | Summit Wealth Management LLC | SEC | $120.1 million | 510 |
| 12 | Bullington Capital Management, LLC | State | $87.1 million | 394 |
| 13 | BCD Advisors | State | $51.9 million | 448 |
| 14 | Priority Investment Management LLC | State | $7.3 million | 90 |
| 15 | Lyon Capital Strategies | State | $7.0 million | 67 |
| 16 | Poulos, Ernest, D. | State | $5.2 million | 12 |
| 17 | Chlebina Capital | State | $5.1 million | 12 |
| 18 | Fortifi Capital, LLC | State | $4.8 million | 50 |
| 19 | Peter Dag & Associates, Inc. | State | $1.3 million | 4 |
| 20 | Echo Financial Advisors, LLC | SEC | $23,973 | 2 |
| 21 | AI Stock Prophet, LLC | SEC | $0 | 0 |
| 22 | Roki Private Wealth | State | $0 | 0 |
| 23 | Sand Run Wealth Management | State | $0 | 0 |
| 24 | Sullivan Pinnacle Advisors, Ltd. | State | $0 | 0 |
| 25 | W3 Wealth Advisors, LLC | State | $0 | 0 |
Wealth management firms in Ohio, including every city.
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.