City
Independent RIAs in Mansfield, Ohio
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Mansfield, Ohio reported $3.2 billion in regulatory assets under management; the largest by assets was Pinnacle Advisors, with $2.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $3.2 billion
- Average per firm
- $457.4 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pinnacle Advisors | SEC | $2.1 billion | 3,994 |
| 2 | Whitaker-Myers Wealth Managers, Ltd. | SEC | $850.6 million | 8,347 |
| 3 | Quest Wealth Solutions, Inc. | SEC | $214.6 million | 929 |
| 4 | Bespoke Family Advisors | State | $0 | 0 |
| 5 | HD Pinnacle Advisors, Ltd. | State | $0 | 0 |
| 6 | KM&M Pinnacle, Ltd. | State | $0 | 0 |
| 7 | R & M Consultants, Ltd. | 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.