City
Wealth management firms in West Chester, Ohio
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in West Chester, Ohio reported $944.7 million in regulatory assets under management; the largest by assets was Harvest Financial Advisors, LLC, with $671.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $944.7 million
- Average per firm
- $157.4 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Harvest Financial Advisors, LLC | SEC | $671.0 million | 1,398 |
| 2 | Meyer Gates Financial Advisors, Inc | SEC | $168.7 million | 448 |
| 3 | Capital Advisory Services, LLC | State | $90.3 million | 1,194 |
| 4 | Ironkoor Retirement, LLC | State | $14.6 million | 80 |
| 5 | Jacobsma Financial | State | $91,689 | 3 |
| 6 | Scheeler Financial Group | SEC | $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.