City
Independent RIAs in Worthington, Ohio
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Worthington, Ohio reported $1.1 billion in regulatory assets under management; the largest by assets was Royal Oak Financial Group, with $415.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $117.3 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Royal Oak Financial Group | SEC | $415.8 million | 412 |
| 2 | Balance Wealth | SEC | $386.7 million | 2,236 |
| 3 | Worthington Wealth Management | SEC | $153.7 million | 336 |
| 4 | 21st Century Equity Advisors Corporation | State | $50.2 million | 53 |
| 5 | Dynasty Financial Planners | State | $19.4 million | 197 |
| 6 | Pay It Forward Financial Planning, LLC | State | $15.8 million | 20 |
| 7 | Vaughan Investment Advisors, LLC | State | $14.0 million | 28 |
| 8 | Gianola Financial Planning, LLC | State | $0 | 0 |
| 9 | Sterling Financial Group 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.