# Independent RIAs in Ohio

As of October 2, 2026, 837 independent wealth management RIAs based in Ohio reported $374.1 billion in regulatory assets under management; the largest by assets was Mai Capital Management, LLC, with $52.1 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/ohio/

## Facts

- state: Ohio
- code: OH
- population: Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 622248, firms: 837, median_raum: 81345410, raum: 374106160260, advisory_employees: 3523, avg_account: 601217.135707949, band_100m_250m: 139, band_100m_250m_raum: 22184839116, band_10b_plus: 5, band_10b_plus_raum: 151462885159, band_1b_5b: 40, band_1b_5b_raum: 80370542573, band_250m_500m: 80, band_250m_500m_raum: 27756230892, band_500m_1b: 48, band_500m_1b_raum: 33050000709, band_5b_10b: 8, band_5b_10b_raum: 48023881827, band_lt100m: 380, band_lt100m_raum: 11257779984, bd_affiliated_share: 0.015531660692951, cfp_professionals: 1236, clients: 278759, custody_share: 0.278375149342891, employees: 6187, fee_aum_pct_share: 0.919952210274791, fee_commissions_share: 0.028673835125448, fee_fixed_share: 0.661887694145759, fee_hourly_share: 0.486260454002389, fee_other_share: 0.114695340501792, fee_performance_share: 0.038231780167264, fee_subscription_share: 0.013142174432497, financial_planning_share: 0.80884109916368, firms_with_raum: 700, iars: 3633, mean_raum: 534437371.8, new_firms: 88, p25_raum: 16593132, p75_raum: 258959492.5, p90_raum: 719101295.800001, raum_discretionary: 331676521061, top100_share: 0.835059041224781, top10_share: 0.492233311397544, independent_sec: accounts: 569476, firms: 315, median_raum: 300102308, raum: 361097969637, advisory_employees: 2773, avg_account: 634088.125991262, band_100m_250m: 124, band_100m_250m_raum: 20380498496, band_10b_plus: 5, band_10b_plus_raum: 151462885159, band_1b_5b: 40, band_1b_5b_raum: 80370542573, band_250m_500m: 80, band_250m_500m_raum: 27756230892, band_500m_1b: 48, band_500m_1b_raum: 33050000709, band_5b_10b: 8, band_5b_10b_raum: 48023881827, band_lt100m: 4, band_lt100m_raum: 53929981, bd_affiliated_share: 0.0253968253968254, cfp_professionals: 1019, clients: 240033, custody_share: 0.517460317460318, employees: 5270, fee_aum_pct_share: 0.977777777777778, fee_commissions_share: 0.0317460317460317, fee_fixed_share: 0.711111111111111, fee_hourly_share: 0.473015873015873, fee_other_share: 0.123809523809524, fee_performance_share: 0.0698412698412698, fee_subscription_share: 0.0222222222222222, financial_planning_share: 0.857142857142857, firms_with_raum: 309, iars: 2882, mean_raum: 1168601843.48544, new_firms: 36, p25_raum: 175316177, p75_raum: 676427261, p90_raum: 1952909962.4, raum_discretionary: 320171765148, raum_growth_1y: 0.280167458855297, successions: 0, top100_share: 0.865141202031809, top10_share: 0.509965520615132, state: accounts: 52772, firms: 522, median_raum: 20383364, raum: 13008190623, advisory_employees: 750, avg_account: 246497.965265671, band_100m_250m: 15, band_100m_250m_raum: 1804340620, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 376, band_lt100m_raum: 11203850003, bd_affiliated_share: 0.00957854406130268, cfp_professionals: 217, clients: 38726, custody_share: 0.134099616858238, employees: 917, fee_aum_pct_share: 0.885057471264368, fee_commissions_share: 0.0268199233716475, fee_fixed_share: 0.632183908045977, fee_hourly_share: 0.494252873563218, fee_other_share: 0.109195402298851, fee_performance_share: 0.0191570881226054, fee_subscription_share: 0.00766283524904215, financial_planning_share: 0.779693486590038, firms_with_raum: 391, iars: 751, mean_raum: 33269029.7263427, new_firms: 52, p25_raum: 7513083.5, p75_raum: 51950000, p90_raum: 84956622, raum_discretionary: 11504755913, top100_share: 0.622676248353745, top10_share: 0.0989497662898755
- broker_dealer_affiliated_not_included: firms: 28, raum: 87112025803
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 189; as_of: 2019-10-01, value: 192; as_of: 2020-10-01, value: 201; as_of: 2021-10-04, value: 230; as_of: 2022-10-03, value: 250; as_of: 2023-10-05, value: 242; as_of: 2024-10-01, value: 265; as_of: 2025-09-02, value: 278; as_of: 2026-10-02, value: 315, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 107248949035; as_of: 2019-10-01, value: 105276620180; as_of: 2020-10-01, value: 121771791336; as_of: 2021-10-04, value: 153017083454; as_of: 2022-10-03, value: 183083816148; as_of: 2023-10-05, value: 171364573154; as_of: 2024-10-01, value: 235544241162; as_of: 2025-09-02, value: 282070886226; as_of: 2026-10-02, value: 361097969637, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 243421; as_of: 2019-10-01, value: 244165; as_of: 2020-10-01, value: 252246; as_of: 2021-10-04, value: 301871; as_of: 2022-10-03, value: 343540; as_of: 2023-10-05, value: 368111; as_of: 2024-10-01, value: 439089; as_of: 2025-09-02, value: 491557; as_of: 2026-10-02, value: 569476, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 263202777; as_of: 2019-10-01, value: 251280000; as_of: 2020-10-01, value: 261520824; as_of: 2021-10-04, value: 286168032; as_of: 2022-10-03, value: 298881721; as_of: 2023-10-05, value: 272036640; as_of: 2024-10-01, value: 284707208.5; as_of: 2025-09-02, value: 304193091.5; as_of: 2026-10-02, value: 300102308
- top_10: largest: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 52101252111; rank: 2, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 33880026978; rank: 3, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, value: 32243580060; rank: 4, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, value: 22984966859; rank: 5, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, value: 10253059151; rank: 6, crd: 283087, firm: Oneseven, city: Beachwood, value: 7717771462; rank: 7, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, value: 7513187008; rank: 8, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, value: 6392730954; rank: 9, crd: 124407, firm: Tfo Wealth Partners, city: Maumee, value: 5660890692; rank: 10, crd: 147253, firm: Constellation Wealth Advisors, city: Cincinnati, value: 5400048804, fastest-growing: rank: 1, crd: 336316, firm: Tempo Wealth, city: Independence, value: 2.72423029817093; rank: 2, crd: 282891, firm: Brilliant Advice, LLC, city: Cincinnati, value: 1.78612934292004; rank: 3, crd: 327455, firm: Signature Equity Partners, LLC, city: Columbus, value: 1.74205240728898; rank: 4, crd: 317592, firm: Peak Retirement Planning, Inc., city: Columbus, value: 1.60247556811152; rank: 5, crd: 154125, firm: Pathways Wealth Management, Inc., city: Tipp City, value: 1.15299376350887; rank: 6, crd: 328496, firm: Barnes Dennig Private Wealth Management, LLC, city: Cincinnati, value: 0.830993198206464; rank: 7, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 0.758365615301957; rank: 8, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, value: 0.750496687228969; rank: 9, crd: 329404, firm: Gatepass Capital, LLC, city: Independence, value: 0.712764380685833; rank: 10, crd: 174883, firm: National Wealth Management Group, LLC, city: Cincinnati, value: 0.642305830677895, fastest-growing-3-year: rank: 1, crd: 324205, firm: United Advisor Group, city: Cincinnati, value: 0.913027294157027; rank: 2, crd: 320878, firm: Daymark Wealth Partners, LLC, city: Cincinnati, value: 0.770942187182591; rank: 3, crd: 297122, firm: Rockport Wealth Advisors, city: Fairview Park, value: 0.764876570867941; rank: 4, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, value: 0.708000391384807; rank: 5, crd: 166391, firm: Royal Oak Financial Group, city: Worthington, value: 0.582113539697613; rank: 6, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 0.490687128876509; rank: 7, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 0.48927203816003; rank: 8, crd: 283087, firm: Oneseven, city: Beachwood, value: 0.469959170503444; rank: 9, crd: 169814, firm: Revisor Wealth Management LLC, city: Akron, value: 0.400642291394407; rank: 10, crd: 286093, firm: Whitaker-Myers Wealth Managers, Ltd., city: Mansfield, value: 0.395080308718966, fastest-growing-5-year: rank: 1, crd: 283087, firm: Oneseven, city: Beachwood, value: 0.541795944976203; rank: 2, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, value: 0.421903351063934; rank: 3, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 0.413032726301905; rank: 4, crd: 169814, firm: Revisor Wealth Management LLC, city: Akron, value: 0.407035259325453; rank: 5, crd: 298904, firm: Journey Wealth Management, city: Cleveland, value: 0.376047728273397; rank: 6, crd: 286093, firm: Whitaker-Myers Wealth Managers, Ltd., city: Mansfield, value: 0.374017605477578; rank: 7, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 0.364488983398595; rank: 8, crd: 283588, firm: Golden Reserve Retirement, LLC, city: Dublin, value: 0.335461115249409; rank: 9, crd: 148586, firm: Strategic Wealth Partners, Ltd., city: Independence, value: 0.325877644497894; rank: 10, crd: 286037, firm: TCP Asset Management, LLC, city: Upper Arlington, value: 0.301579407838888, biggest-asset-gains: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 22470752255; rank: 2, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 9585844656; rank: 3, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, value: 9209960949; rank: 4, crd: 283087, firm: Oneseven, city: Beachwood, value: 2869449253; rank: 5, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, value: 2112830969; rank: 6, crd: 320878, firm: Daymark Wealth Partners, LLC, city: Cincinnati, value: 1102209394; rank: 7, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, value: 1001265924; rank: 8, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, value: 993056420; rank: 9, crd: 304237, firm: Venture Visionary Partners LLC, city: Sylvania, value: 878839138; rank: 10, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, value: 861816232, most-clients: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 16393; rank: 2, crd: 283087, firm: Oneseven, city: Beachwood, value: 16347; rank: 3, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, value: 11318; rank: 4, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, value: 7847; rank: 5, crd: 324205, firm: United Advisor Group, city: Cincinnati, value: 6600; rank: 6, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, value: 5474; rank: 7, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 4831; rank: 8, crd: 124845, firm: Ancora Private Wealth Advisors, LLC, city: Cleveland, value: 4509; rank: 9, crd: 306909, firm: Octavia Wealth Advisors LLC, city: Cincinnati, value: 3805; rank: 10, crd: 148586, firm: Strategic Wealth Partners, Ltd., city: Independence, value: 3674, client-growth: rank: 1, crd: 312695, firm: Shepherd Wealth Management, city: Cincinnati, value: 2.87387387387387; rank: 2, crd: 283087, firm: Oneseven, city: Beachwood, value: 1.98957571324067; rank: 3, crd: 312951, firm: Worthington Wealth Management, city: Worthington, value: 1.21472392638037; rank: 4, crd: 290349, firm: Resolute Wealth Advisor, Inc., city: Findlay, value: 1.18181818181818; rank: 5, crd: 148586, firm: Strategic Wealth Partners, Ltd., city: Independence, value: 1.06636670416198; rank: 6, crd: 327455, firm: Signature Equity Partners, LLC, city: Columbus, value: 1.04773269689737; rank: 7, crd: 108634, firm: John E. Sestina and Company, city: Columbus, value: 1.02904564315353; rank: 8, crd: 317592, firm: Peak Retirement Planning, Inc., city: Columbus, value: 0.876288659793814; rank: 9, crd: 157769, firm: Libertas Wealth Management Group, Inc., city: Columbus, value: 0.843076923076923; rank: 10, crd: 321832, firm: Gearhart & Associates, city: Cincinnati, value: 0.713695395513577, most-accounts: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 48547; rank: 2, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, value: 39636; rank: 3, crd: 283087, firm: Oneseven, city: Beachwood, value: 26700; rank: 4, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, value: 18154; rank: 5, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, value: 16541; rank: 6, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 14707; rank: 7, crd: 108634, firm: John E. Sestina and Company, city: Columbus, value: 12193; rank: 8, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, value: 9643; rank: 9, crd: 109116, firm: Hamilton Capital, city: Columbus, value: 9562; rank: 10, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, value: 8541, most-advisory-staff: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 230; rank: 2, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, value: 195; rank: 3, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 104; rank: 4, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, value: 98; rank: 5, crd: 283087, firm: Oneseven, city: Beachwood, value: 95; rank: 6, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, value: 76; rank: 7, crd: 124407, firm: Tfo Wealth Partners, city: Maumee, value: 55; rank: 8, crd: 324205, firm: United Advisor Group, city: Cincinnati, value: 51; rank: 9, crd: 109116, firm: Hamilton Capital, city: Columbus, value: 45; rank: 10, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, value: 39, most-hnw-clients: rank: 1, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 4902; rank: 2, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, value: 4556; rank: 3, crd: 124845, firm: Ancora Private Wealth Advisors, LLC, city: Cleveland, value: 4414; rank: 4, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, value: 2995; rank: 5, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 2175; rank: 6, crd: 283087, firm: Oneseven, city: Beachwood, value: 1908; rank: 7, crd: 324205, firm: United Advisor Group, city: Cincinnati, value: 1382; rank: 8, crd: 292246, firm: Bartlett & Co. Wealth Management LLC, city: Cincinnati, value: 1351; rank: 9, crd: 109116, firm: Hamilton Capital, city: Columbus, value: 1341; rank: 10, crd: 150488, firm: Carnegie Investment Counsel, city: Pepper Pike, value: 1186, most-cfp-professionals: rank: 1, crd: 117756, firm: Sequoia Financial Group, L.L.C., city: Akron, value: 132; rank: 2, crd: 109807, firm: Mai Capital Management, LLC, city: Cleveland, value: 121; rank: 3, crd: 109116, firm: Hamilton Capital, city: Columbus, value: 39; rank: 4, crd: 117054, firm: Johnson Investment Counsel, Inc., city: Cincinnati, value: 35; rank: 5, crd: 105664, firm: Truepoint, Inc., city: Cincinnati, value: 31; rank: 6, crd: 156480, firm: Prosperity Capital Advisors, city: Westlake, value: 26; rank: 6, crd: 283087, firm: Oneseven, city: Beachwood, value: 26; rank: 8, crd: 105674, firm: Clearstead; Clearstead Advisory Solutions, city: Cleveland, value: 19; rank: 8, crd: 110112, firm: Summit Financial Strategies Inc, city: Columbus, value: 19; rank: 10, crd: 306909, firm: Octavia Wealth Advisors LLC, city: Cincinnati, value: 15, newest: rank: 1, crd: 340877, firm: Woodland Wealth Partners, city: Pepper Pike, value: 711911936; rank: 2, crd: 340640, firm: Union Strategic Advisors, city: Blue Ash, value: 371608066; rank: 3, crd: 316673, firm: Neu Wealth Group, city: New Albany, value: 291796694; rank: 4, crd: 336183, firm: Arg Private Wealth, LLC, city: Cincinnati, value: 279970726; rank: 5, crd: 341599, firm: Quest Wealth Solutions, Inc., city: Mansfield, value: 214553000; rank: 6, crd: 171488, firm: Egsi Investment Management, city: Dublin, value: 144660922; rank: 7, crd: 301788, firm: Columbus Street Wealth Management, LLC, city: Dublin, value: 144549263; rank: 8, crd: 340724, firm: Bison Wealth Management, LLC, city: Lyndhurst, value: 131028624; rank: 9, crd: 305387, firm: Messmer Capital Advisors LLC, city: Milford, value: 130379569; rank: 10, crd: 288889, firm: Sabre Asset Management LLC, city: Pepper Pike, value: 127339006
- cities: name: Cleveland, independent_rias: 24, raum: 100719505829, url: https://advisoriq.com/ria/states/ohio/cleveland/; name: Cincinnati, independent_rias: 116, raum: 81436614775, url: https://advisoriq.com/ria/states/ohio/cincinnati/; name: Akron, independent_rias: 23, raum: 37972683946, url: https://advisoriq.com/ria/states/ohio/akron/; name: Columbus, independent_rias: 72, raum: 29663677727, url: https://advisoriq.com/ria/states/ohio/columbus/; name: Beachwood, independent_rias: 14, raum: 14814718506, url: https://advisoriq.com/ria/states/ohio/beachwood/; name: Pepper Pike, independent_rias: 7, raum: 9644157617, url: https://advisoriq.com/ria/states/ohio/pepper-pike/; name: Dublin, independent_rias: 38, raum: 8491227244, url: https://advisoriq.com/ria/states/ohio/dublin/; name: Westlake, independent_rias: 18, raum: 8425358308, url: https://advisoriq.com/ria/states/ohio/westlake/; name: Independence, independent_rias: 13, raum: 7020482243, url: https://advisoriq.com/ria/states/ohio/independence/; name: Maumee, independent_rias: 7, raum: 6432657326, url: https://advisoriq.com/ria/states/ohio/maumee/; name: Canton, independent_rias: 20, raum: 3209894081, url: https://advisoriq.com/ria/states/ohio/canton/; name: Mansfield, independent_rias: 7, raum: 3201639247, url: https://advisoriq.com/ria/states/ohio/mansfield/; name: Westerville, independent_rias: 19, raum: 2902640238, url: https://advisoriq.com/ria/states/ohio/westerville/; name: Hudson, independent_rias: 8, raum: 2788331048, url: https://advisoriq.com/ria/states/ohio/hudson/; name: Toledo, independent_rias: 12, raum: 2449731882, url: https://advisoriq.com/ria/states/ohio/toledo/; name: Dayton, independent_rias: 20, raum: 1659794847, url: https://advisoriq.com/ria/states/ohio/dayton/; name: Upper Arlington, independent_rias: 6, raum: 1604943377, url: https://advisoriq.com/ria/states/ohio/upper-arlington/; name: Lebanon, independent_rias: 5, raum: 1357456486, url: https://advisoriq.com/ria/states/ohio/lebanon/; name: Centerville, independent_rias: 8, raum: 1059434595, url: https://advisoriq.com/ria/states/ohio/centerville/; name: Worthington, independent_rias: 9, raum: 1055546889, url: https://advisoriq.com/ria/states/ohio/worthington/; name: New Albany, independent_rias: 7, raum: 1006569094, url: https://advisoriq.com/ria/states/ohio/new-albany/; name: Ashland, independent_rias: 6, raum: 986064885, url: https://advisoriq.com/ria/states/ohio/ashland/; name: Springboro, independent_rias: 5, raum: 962950272, url: https://advisoriq.com/ria/states/ohio/springboro/; name: West Chester, independent_rias: 6, raum: 944689344, url: https://advisoriq.com/ria/states/ohio/west-chester/; name: Middleburg Heights, independent_rias: 5, raum: 942367331, url: https://advisoriq.com/ria/states/ohio/middleburg-heights/; name: Mentor, independent_rias: 6, raum: 869223427, url: https://advisoriq.com/ria/states/ohio/mentor/; name: Milford, independent_rias: 6, raum: 836478431, url: https://advisoriq.com/ria/states/ohio/milford/; name: Avon, independent_rias: 7, raum: 652565264, url: https://advisoriq.com/ria/states/ohio/avon/; name: Powell, independent_rias: 8, raum: 613490740, url: https://advisoriq.com/ria/states/ohio/powell/; name: Fairlawn, independent_rias: 5, raum: 570389169, url: https://advisoriq.com/ria/states/ohio/fairlawn/; name: Medina, independent_rias: 7, raum: 558218741, url: https://advisoriq.com/ria/states/ohio/medina/; name: Loveland, independent_rias: 11, raum: 501121106, url: https://advisoriq.com/ria/states/ohio/loveland/; name: Youngstown, independent_rias: 5, raum: 437194296, url: https://advisoriq.com/ria/states/ohio/youngstown/; name: Solon, independent_rias: 5, raum: 387393793, url: https://advisoriq.com/ria/states/ohio/solon/; name: Uniontown, independent_rias: 5, raum: 380955634, url: https://advisoriq.com/ria/states/ohio/uniontown/; name: Canfield, independent_rias: 5, raum: 366600395, url: https://advisoriq.com/ria/states/ohio/canfield/; name: Mason, independent_rias: 7, raum: 283813353, url: https://advisoriq.com/ria/states/ohio/mason/; name: Wooster, independent_rias: 6, raum: 227969661, url: https://advisoriq.com/ria/states/ohio/wooster/; name: Chagrin Falls, independent_rias: 7, raum: 179162147, url: https://advisoriq.com/ria/states/ohio/chagrin-falls/; name: Perrysburg, independent_rias: 5, raum: 175529797, url: https://advisoriq.com/ria/states/ohio/perrysburg/; name: North Canton, independent_rias: 5, raum: 99522822, url: https://advisoriq.com/ria/states/ohio/north-canton/; name: Rocky River, independent_rias: 5, raum: 64289670, url: https://advisoriq.com/ria/states/ohio/rocky-river/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Ohio](https://advisoriq.com/ria/rankings/largest/ohio/)
- [Fastest-growing independent RIAs over one year in Ohio](https://advisoriq.com/ria/rankings/fastest-growing/ohio/)
- [Fastest-growing independent RIAs over three years in Ohio](https://advisoriq.com/ria/rankings/fastest-growing-3-year/ohio/)
- [Fastest-growing independent RIAs over five years in Ohio](https://advisoriq.com/ria/rankings/fastest-growing-5-year/ohio/)
- [IAR CE in Ohio](https://advisoriq.com/ce/iar/ohio/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/ohio/

License: https://advisoriq.com/license/