City
Wealth management firms in Dublin, Ohio
As of October 2, 2026, 38 wealth management firms, including broker-dealer firms, with their main office in Dublin, Ohio reported $8.5 billion in regulatory assets under management; the largest by assets was Everhart Advisors, with $2.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 38
- Regulatory assets under management
- $8.5 billion
- Average per firm
- $223.5 million
- SEC-registered, of those listed
- 15 of 38 (39.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Everhart Advisors | SEC | $2.5 billion | 6,105 |
| 2 | PDS Planning Inc | SEC | $2.2 billion | 3,159 |
| 3 | Keeler & Nadler Family Wealth | SEC | $609.9 million | 2,043 |
| 4 | Golden Reserve Retirement, LLC | SEC | $544.3 million | 2,008 |
| 5 | Leclair Wealth Partners | SEC | $363.0 million | 559 |
| 6 | Retirement Strategies, Ltd. | SEC | $272.7 million | 1,003 |
| 7 | The Pension Group | SEC | $182.4 million | 822 |
| 8 | Safe Harbor Wealth Advisors, LLC | SEC | $167.2 million | 1,085 |
| 9 | Runnymede Capital Advisors, Inc. | SEC | $165.1 million | 170 |
| 10 | Compass Financial Group, Inc. | SEC | $148.8 million | 158 |
| 11 | Egsi Investment Management | SEC | $144.7 million | 798 |
| 12 | Columbus Street Wealth Management, LLC | SEC | $144.5 million | 391 |
| 13 | Cox & Cook Wealth Advisors | SEC | $119.5 million | 563 |
| 14 | Capstone Wealth Partners | SEC | $114.9 million | 577 |
| 15 | Lynch Financial Group | State | $109.2 million | 233 |
| 16 | JRP Capital Corp | SEC | $108.5 million | 160 |
| 17 | Ferraro Wealth Management, LLC | State | $105.0 million | 270 |
| 18 | Beacon Hill Investment Advisory, LLC | State | $91.7 million | 297 |
| 19 | Bullrock Capital, LLC | State | $88.2 million | 252 |
| 20 | Truly Prosper Financial Planning LLC | State | $70.8 million | 184 |
| 21 | Ard Advisory Services, LLC | State | $60.0 million | 340 |
| 22 | Parallel Equity Advisors Ltd. | State | $50.4 million | 387 |
| 23 | Columbus Wealth Management | State | $36.0 million | 119 |
| 24 | Zimmerman Advisory Group, LLC | State | $31.3 million | 169 |
| 25 | Safe Harbor Wealth Management, LLC | State | $29.0 million | 269 |
| 26 | Strathaven Financial LLC | State | $22.8 million | 10 |
| 27 | Access Wealth Group, LLC | State | $19.6 million | 367 |
| 28 | Personal Wealth Management Advisors, Inc. | State | $19.2 million | 33 |
| 29 | HAWK100 | State | $14.0 million | 63 |
| 30 | Cognition Financial LLC | State | $7.5 million | 61 |
| 31 | Advocate Wealth Solutions | State | $7.0 million | 43 |
| 32 | Delta Capital Management, Inc. | State | $6.8 million | 24 |
| 33 | W.M. Baker Investments LLC | State | $5.0 million | 42 |
| 34 | Dorsey Groomes Wealth Management | State | $1.1 million | 7 |
| 35 | Alaminos Wealth Planning | State | $0 | 0 |
| 36 | Capital Investors Advisory Corporation | State | $0 | 0 |
| 37 | Legacy Advisory Network, LLC | State | $0 | 0 |
| 38 | Meridian Wealth Management, LLC | 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.