City
Independent RIAs in Ashland, Ohio
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Ashland, Ohio reported $986.1 million in regulatory assets under management; the largest by assets was Whitcomb & Hess, Inc., with $490.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $986.1 million
- Average per firm
- $164.3 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Whitcomb & Hess, Inc. | SEC | $490.7 million | 2,800 |
| 2 | Lighthouse Wealth Management, Inc. | SEC | $237.6 million | 800 |
| 3 | Livelsberger Financial Advisory | SEC | $176.4 million | 380 |
| 4 | Crosby Advisory Group, LLC | State | $81.4 million | 539 |
| 5 | Compass Planning, LLC | State | $0 | 0 |
| 6 | Jovan, Ltd. | State | $0 | 0 |
Independent RIAs 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.