City
Wealth management firms in Canfield, Ohio
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Canfield, Ohio reported $366.6 million in regulatory assets under management; the largest by assets was Gem-Young Wealth Advisors, LLC, with $142.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $366.6 million
- Average per firm
- $73.3 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gem-Young Wealth Advisors, LLC | State | $142.0 million | 291 |
| 2 | Mediate Financial Investment Advisory Services, LLC | SEC | $106.4 million | 733 |
| 3 | Scott S. Duko, Registered Investment Advisor, Ltd. | State | $48.3 million | 108 |
| 4 | SSB Managed Wealth, LLC | State | $37.8 million | 41 |
| 5 | Dye Family Office | State | $32.0 million | 16 |
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.