City
Wealth management firms in Youngstown, Ohio
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Youngstown, Ohio reported $437.2 million in regulatory assets under management; the largest by assets was Alcyon Wealth Partners, with $356.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $437.2 million
- Average per firm
- $87.4 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Alcyon Wealth Partners | SEC | $356.5 million | 1,096 |
| 2 | G. Earl Mowrey & Co., L.L.C | State | $41.3 million | 123 |
| 3 | Samuels Financial Services, Inc. | State | $33.8 million | 43 |
| 4 | Masdevallia LLC | State | $3.3 million | 17 |
| 5 | Orend Investment Management, Inc. | State | $2.4 million | 7 |
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.