City
Independent RIAs in Upper Arlington, Ohio
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Upper Arlington, Ohio reported $1.6 billion in regulatory assets under management; the largest by assets was TCP Asset Management, LLC, with $1.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $267.5 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | TCP Asset Management, LLC | SEC | $1.2 billion | 5,021 |
| 2 | Kovalcik & Geraghty Wealth Partners LLP | SEC | $299.1 million | 687 |
| 3 | Fiducia Wealth Management | State | $53.0 million | 197 |
| 4 | Welspire LLC | State | $26.5 million | 64 |
| 5 | Wealthought LLC | State | $25.2 million | 109 |
| 6 | Blue Advisors | State | $18.4 million | 47 |
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.