City
Wealth management firms in Loveland, Ohio
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Loveland, Ohio reported $501.1 million in regulatory assets under management; the largest by assets was Infinity Wealth Counsel, LLC, with $151.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $501.1 million
- Average per firm
- $45.6 million
- SEC-registered, of those listed
- 2 of 11 (18.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Infinity Wealth Counsel, LLC | SEC | $151.9 million | 422 |
| 2 | Integrity Wealth Management, LLC | SEC | $111.1 million | 356 |
| 3 | Faith Financial Advisors, Inc. | State | $97.2 million | 637 |
| 4 | Jarvis Global Investments LLC | State | $63.2 million | 551 |
| 5 | Well Spent Wealth Planning | State | $40.5 million | 241 |
| 6 | 212 Wealth Management Group, LLC | State | $24.3 million | 209 |
| 7 | Smith Capital Management, LLC | State | $9.5 million | 50 |
| 8 | Bellwether Investment Services LLC | State | $2.7 million | 29 |
| 9 | Tetelestai Capital | State | $704,059 | 12 |
| 10 | TMT Investment Adviser | State | $0 | 0 |
| 11 | The Investment Engineer | 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.