City
Wealth management firms in Chagrin Falls, Ohio
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Chagrin Falls, Ohio reported $179.2 million in regulatory assets under management; the largest by assets was Chapman & Chapman Advisors LLC, with $145.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $179.2 million
- Average per firm
- $25.6 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Chapman & Chapman Advisors LLC | SEC | $145.6 million | 473 |
| 2 | Wisdom Investment Strategies, LLC | State | $14.3 million | 30 |
| 3 | M. Thomas Capital Management | State | $11.0 million | 80 |
| 4 | Ogden Asset Management, LLC | State | $5.1 million | 8 |
| 5 | Spring Ocean Capital LLC | State | $3.2 million | 8 |
| 6 | Chagrin Valley Legacy Advisors, LLC | State | $0 | 0 |
| 7 | Epoch Wealth Management | 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.