City
Independent RIAs in Medina, Ohio
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Medina, Ohio reported $558.2 million in regulatory assets under management; the largest by assets was First Mason Financial, LLC, with $185.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $558.2 million
- Average per firm
- $79.7 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | First Mason Financial, LLC | SEC | $185.7 million | 1,068 |
| 2 | Oda and Company, Inc. | SEC | $125.6 million | 286 |
| 3 | S.C. Thomas & Associates, CPA, LLC | SEC | $104.6 million | 265 |
| 4 | River Wealth Management LLC | State | $86.4 million | 467 |
| 5 | Fractal Financial Design, LLC | State | $37.1 million | 123 |
| 6 | Victory Financial Services LLC | State | $13.7 million | 78 |
| 7 | GJW Investment Adviser LLC | State | $5.3 million | 19 |
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.