City
Wealth management firms in Avon, Ohio
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Avon, Ohio reported $652.6 million in regulatory assets under management; the largest by assets was Landing Point Financial Group, with $381.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $652.6 million
- Average per firm
- $93.2 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Landing Point Financial Group | SEC | $381.3 million | 1,792 |
| 2 | Edgewater Pro Sports Financial | SEC | $225.0 million | 715 |
| 3 | Balser Wealth Management, LLC | State | $16.0 million | 46 |
| 4 | T.I.P.S. 4 Reps | State | $10.7 million | 26 |
| 5 | Right Investment Team LLC | State | $10.3 million | 27 |
| 6 | Whitestone Capital Management, Inc. | State | $6.1 million | 23 |
| 7 | Pennant Wealth Management LLC | State | $3.3 million | 52 |
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.