City
Independent RIAs in Powell, Ohio
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Powell, Ohio reported $613.5 million in regulatory assets under management; the largest by assets was Nvest Wealth Strategies, Inc., with $236.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $613.5 million
- Average per firm
- $76.7 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Nvest Wealth Strategies, Inc. | SEC | $236.7 million | 640 |
| 2 | Shuttleworth & Company | SEC | $173.0 million | 483 |
| 3 | Freewood Private Wealth Management, LLC | State | $61.8 million | 106 |
| 4 | Schuler Wealth Planning LLC | State | $56.0 million | 351 |
| 5 | Concordia Wealth Planning, LLC | State | $45.4 million | 140 |
| 6 | Tenacity Private Wealth | State | $40.6 million | 244 |
| 7 | Fauchard Investments | State | $0 | 0 |
| 8 | Price Planning, LLC | State | $0 | 0 |
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.