City
Wealth management firms in Pepper Pike, Ohio
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Pepper Pike, Ohio reported $9.6 billion in regulatory assets under management; the largest by assets was Carnegie Investment Counsel, with $7.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $9.6 billion
- Average per firm
- $1.4 billion
- SEC-registered, of those listed
- 6 of 7 (85.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Carnegie Investment Counsel | SEC | $7.5 billion | 8,541 |
| 2 | Peak Wealth Solutions | SEC | $911.6 million | 2,192 |
| 3 | Woodland Wealth Partners | SEC | $711.9 million | 568 |
| 4 | Endeavor Wealth Advisors, LLC | SEC | $252.8 million | 577 |
| 5 | 2 Knights Wealth Management, LLC | SEC | $127.3 million | 62 |
| 6 | Sabre Asset Management LLC | SEC | $127.3 million | 376 |
| 7 | Resource Strategies Inc | 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.