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Best Financial Advisor Firms Ohio 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Ohio.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Ohio, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 18, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Ohio are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Ohio.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



View other state winners

Firm Rating Year Registered Minimum Office Locations
21st Century Equity Advisors Corporation 1999 View Locations
401 Advisor 2003 View Locations
Accolade Asset/liability Advisory Services 2008 View Locations
Advance Capital Management 1986 View Locations
Advanced Asset Management Advisors 2003 View Locations
AdviceOne Advisory Services 2003 View Locations
Affinity Financial Advisors 2004 View Locations
Agdeavor Investments 2008 View Locations
Andco Consulting 2001 View Locations
Apex Wealth Management 2000 View Locations
Appalachian Capital Management 2012 View Locations
Asset Advisory Group 1997 View Locations
Beese Fulmer Private Wealth Management 1980 View Locations
Berno Financial Management 1993 View Locations
Bohmer Kilcoyne Wealth Management 2013 View Locations
Bollin Wealth Management 2009 View Locations
Bowling Portfolio Management 2004 View Locations
Broadleaf Partners 2010 View Locations
Budros, Ruhlin & Roe 1988 View Locations
Bullington Capital Management 2012 View Locations
CM Wealth Advisors 2003 View Locations
CMP Financial Planning 2002 View Locations
Capital Advisors 2010 View Locations
Capstone Wealth Partners 2010 View Locations
Carnegie Investment Counsel 2009 View Locations
Chapman & Chapman Advisors 2012 View Locations
Cincinnati Asset Management 1989 View Locations
Clearstead; Hartland & Co 1988 View Locations
Compass Financial Group 2004 View Locations
Cookson Peirce Wealth Management 1984 View Locations
Cornerstone Wealth Management 1996 View Locations
Csenge Advisory Group 2011 View Locations
Deeter Advisory Group 2010 View Locations
Demming Financial Services Corp 2008 View Locations
Diamond Hill Capital Management 1988 View Locations
Dover Partners 1989 View Locations
Dupont Wealth Solutions 2010 View Locations
Eagle EYE Advisory 2006 View Locations
Exencial Wealth Advisors 2004 View Locations
Financial Freedom 2005 View Locations
First Fiduciary Investment Counsel 1976 View Locations
First Mason Financial 2011 View Locations
Foster & Motley 1996 View Locations
Foundry Partners 2012 View Locations
Frazier Financial Advisors 1995 View Locations
Greenport Financial Advisers 2012 View Locations
HCM Wealth Advisors 1990 View Locations
Harvest Financial Advisors 2007 View Locations
Hawk100 2009 View Locations
Headwaters Investment Counsel 2008 View Locations
Hendley & Co 1977 View Locations
Heximer Investment Management 2012 View Locations
Highland Consulting Associates 1994 View Locations
ITS Asset Management 1971 View Locations
Jentner Wealth Management 1985 View Locations
Klopp Investment Management 2012 View Locations
Kurfees Capital Management 2000 View Locations
Labrador Investments 1999 View Locations
Lesjak Planning 1980 View Locations
Lynch Financial Group 2012 View Locations
M.K. Brown Wealth Advisory 2012 View Locations
Madison Wealth Management 2001 View Locations
Matson Money 1991 View Locations
Mediate Financial Investment Advisory Services 2011 View Locations
Michael Brady & Co. 2004 $250,000 View Locations
NEW Legacy Financial Group 2009 View Locations
Nottinghill Investment Advisers 2012 View Locations
Nvest Wealth Strategies 2012 View Locations
ODA AND Company 1999 View Locations
Opus Capital Management 1996 View Locations
PDS Planning 1988 View Locations
Parallel Advisors 2007 View Locations
Pathways Wealth Management 2012 View Locations
Personal Financial Advisors 2004 View Locations
Pinnacle Wealth Planning Services 1996 View Locations
Pomeroy Financial Planning 2000 View Locations
Practical Financial Planning 1999 View Locations
R Karras Asset Management & Planning 2009 View Locations
Randolph Co. 1986 View Locations
Rebel Financial 2013 View Locations
Ritter Daniher Financial Advisory 2002 View Locations
Ruggaard & Associates 1993 View Locations
Schock & Poores CPA'S 1999 View Locations
Scott Snow (financial Advisors) 2005 View Locations
Sigma Investment Counselors 1973 View Locations
St. Clair Advisors 2010 View Locations
Steele Investment Counsel 2012 View Locations
Summit Financial Strategies 1995 View Locations
TCM Wealth Advisors 2012 View Locations
THE Sherrington Group 2003 View Locations
The Joseph Group Capital Management 2012 View Locations
Truepoint 1985 View Locations
Waller Financial Planning Group 2012 View Locations
Wealth Dimensions Group 1990 View Locations
Wealth Management Group 2004 View Locations
Wellspring Financial Advisors 2007 View Locations
Welsh Hills Financial Services 1999 View Locations
Wilson & Browning 1999 View Locations
Winslow Asset Management 1992 View Locations
Zimmerman Capital Management 2000 View Locations


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