City
Independent RIAs in Toledo, Ohio
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Toledo, Ohio reported $2.4 billion in regulatory assets under management; the largest by assets was KMG Fiduciary Partners, LLC, with $1.7 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $2.4 billion
- Average per firm
- $204.1 million
- SEC-registered, of those listed
- 4 of 12 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | KMG Fiduciary Partners, LLC | SEC | $1.7 billion | 3,934 |
| 2 | Croak Capital | SEC | $363.9 million | 2,079 |
| 3 | Structured Wealth Management, Inc. | SEC | $226.9 million | 527 |
| 4 | Alan B. Lancz & Associates, Inc. | SEC | $175.4 million | 110 |
| 5 | The Bottom Line Wealth Management Ltd. | State | $6.3 million | 250 |
| 6 | Reinhart Asset Management LLC | State | $2.9 million | 23 |
| 7 | Gant Investment Advisors, Inc. | State | $1.8 million | 40 |
| 8 | Candela Financial | State | $20,900 | 4 |
| 9 | Gould Ruma Financial Advisors | State | $0 | 0 |
| 10 | Ruiz Financial Group, LLC | State | $0 | 0 |
| 11 | Shoreglass Financial Studio | State | $0 | 0 |
| 12 | Tayyib Investments 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.