City
Independent RIAs in Independence, Ohio
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Independence, Ohio reported $7.0 billion in regulatory assets under management; the largest by assets was Fairway Wealth Management LLC, with $3.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $7.0 billion
- Average per firm
- $540.0 million
- SEC-registered, of those listed
- 7 of 13 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fairway Wealth Management LLC | SEC | $3.0 billion | 322 |
| 2 | Strategic Wealth Partners, Ltd. | SEC | $1.6 billion | 3,674 |
| 3 | Tempo Wealth | SEC | $804.3 million | 853 |
| 4 | Prasad Wealth Partners | SEC | $572.1 million | 2,015 |
| 5 | Gatepass Capital, LLC | SEC | $299.1 million | 411 |
| 6 | Independence Wealth Advisors, LLC | SEC | $210.3 million | 1,113 |
| 7 | Enza Financial, LLC | SEC | $191.2 million | 339 |
| 8 | Appaloosa Wealth Management LLC | State | $88.6 million | 206 |
| 9 | Kedzior Wealth Management LLC | State | $85.0 million | 183 |
| 10 | Gateway Asset Management, LLC | State | $70.6 million | 343 |
| 11 | Spinnaker Financial Group, LLC | State | $59.4 million | 213 |
| 12 | Burns Financial Advisors, Inc. | State | $9.4 million | 98 |
| 13 | Peck & Associates, LLC | State | $8.7 million | 28 |
Independent RIAs 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.