City
Wealth management firms in Centerville, Ohio
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Centerville, Ohio reported $1.1 billion in regulatory assets under management; the largest by assets was Accent Capital Management, LLC, with $382.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $132.4 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Accent Capital Management, LLC | SEC | $382.7 million | 134 |
| 2 | Ridgeline Wealth Planning LLC | SEC | $259.6 million | 1,452 |
| 3 | Fiduciary Wealth Group, LLC | SEC | $178.0 million | 452 |
| 4 | Wealth Accel | State | $74.8 million | 258 |
| 5 | Buckeye Wealth Partners, LLC | State | $68.0 million | 252 |
| 6 | Zenith Advisory Group, LLC | State | $65.3 million | 139 |
| 7 | Fry Investment Advisors, Inc. | State | $27.0 million | 180 |
| 8 | Wealth Pinnacle, Inc. | State | $4.1 million | 12 |
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.