City
Independent RIAs in Springboro, Ohio
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Springboro, Ohio reported $963.0 million in regulatory assets under management; the largest by assets was Invest Capital Partners, with $271.9 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $963.0 million
- Average per firm
- $192.6 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Invest Capital Partners | SEC | $271.9 million | 1,283 |
| 2 | Kiplinger Wealth Advisors | SEC | $261.7 million | 1,103 |
| 3 | McCarthy Wealth & Tax Advisors | SEC | $202.0 million | 848 |
| 4 | Axim Planning & Wealth | SEC | $127.2 million | 678 |
| 5 | Financial Counseling, Inc. | SEC | $100.1 million | 708 |
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.