City
Wealth management firms in Powell, Ohio
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Powell, Ohio reported $693.4 million in regulatory assets under management; the largest by assets was Nvest Wealth Strategies, Inc., with $236.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $693.4 million
- Average per firm
- $77.0 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
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 | Capital City Asset Management Group, LLC 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. | State | $79.9 million | 278 |
| 4 | Freewood Private Wealth Management, LLC | State | $61.8 million | 106 |
| 5 | Schuler Wealth Planning LLC | State | $56.0 million | 351 |
| 6 | Concordia Wealth Planning, LLC | State | $45.4 million | 140 |
| 7 | Tenacity Private Wealth | State | $40.6 million | 244 |
| 8 | Fauchard Investments | State | $0 | 0 |
| 9 | Price Planning, 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.