City
Wealth management firms in Mason, Ohio
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Mason, Ohio reported $283.8 million in regulatory assets under management; the largest by assets was 365 Wealth Management Group, with $186.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $283.8 million
- Average per firm
- $40.5 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 365 Wealth Management Group | SEC | $186.6 million | 1,285 |
| 2 | Retire Right Wealth Management | State | $60.0 million | 529 |
| 3 | Gartner Financial Advisors | State | $19.3 million | 39 |
| 4 | Sound Asset Management, Inc. | State | $15.4 million | 93 |
| 5 | Retirement Planning Group, LLC | State | $2.4 million | 2 |
| 6 | Matson Capital LLC | SEC | $0 | 0 |
| 7 | Uis Investment Management LLC | 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.