City
Independent RIAs in Lebanon, Ohio
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Lebanon, Ohio reported $1.4 billion in regulatory assets under management; the largest by assets was Altiora Financial Group, LLC, with $981.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $271.5 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Altiora Financial Group, LLC | SEC | $981.7 million | 599 |
| 2 | Kapstone Financial Advisors LLC | SEC | $322.3 million | 1,086 |
| 3 | Spillane Financial Planning, Inc. | State | $44.9 million | 72 |
| 4 | KLD Wealth Management | State | $8.6 million | 77 |
| 5 | Rovia Tree Financial LLC | State | $0 | 0 |
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.