City
Wealth management firms in Milford, Ohio
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Milford, Ohio reported $836.5 million in regulatory assets under management; the largest by assets was Brown Financial Advisors, LLC, with $323.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $836.5 million
- Average per firm
- $139.4 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Brown Financial Advisors, LLC | SEC | $323.3 million | 1,573 |
| 2 | Center for Wealth Management Advisory | SEC | $227.8 million | 1,356 |
| 3 | Messmer Capital Advisors LLC | SEC | $130.4 million | 593 |
| 4 | Equitta Advisors LLC | State | $89.8 million | 640 |
| 5 | Northpoint Financial Planning LLC | State | $55.0 million | 268 |
| 6 | Jacobs Wealth Management, LLC | State | $10.1 million | 127 |
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.