City
Wealth management firms in Maumee, Ohio
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Maumee, Ohio reported $6.7 billion in regulatory assets under management; the largest by assets was Tfo Wealth Partners, with $5.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $6.7 billion
- Average per firm
- $838.7 million
- SEC-registered, of those listed
- 6 of 8 (75.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tfo Wealth Partners | SEC | $5.7 billion | 5,341 |
| 2 | The Retirement Guys Formula Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $276.9 million | 1,861 |
| 3 | Camelot Portfolios, LLC | SEC | $272.2 million | 2,076 |
| 4 | Munn Wealth Management, LLC | SEC | $242.3 million | 1,527 |
| 5 | Atlantis Wealth Advisors LLC | SEC | $150.2 million | 775 |
| 6 | Beacon Associates Wealth Management, LLC | SEC | $101.1 million | 838 |
| 7 | Glass City Capital Management, LLC | State | $5.9 million | 20 |
| 8 | Patriot Wealth Planners 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.