Best Financial Advisor Firms Ohio 2023

investor.com

Written by investor.com

April 04, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Ohio.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Ohio, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 04, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Ohio are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • 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!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
21st Century Equity Advisors Corporation 5/5 Stars $36.3 million 52 1 $698,913
401 Advisor 5/5 Stars $55.2 million 250 2 $220,608
Advanced Asset Management Advisors 5/5 Stars $684.7 million 359 3 $1.9 million
AdviceOne Advisory Services 5/5 Stars $1.1 billion 1,253 15 $915,864
Agdeavor Investments 5/5 Stars $23.7 million 68 3 $348,014
Alexander Financial Planning 5/5 Stars $60.7 million 146 3 $415,567
Appalachian Capital Management 5/5 Stars $105.3 million 248 1 $424,468
Bahl & Gaynor 5/5 Stars $17.5 billion 828 33 $21.1 million
Bollin Wealth Management 5/5 Stars $48.3 million 116 1 $416,120
Broadleaf Partners 5/5 Stars $309.7 million 184 3 $1.7 million
Bullington Capital Management 5/5 Stars $77.4 million 179 3 $432,325
Cambridge Financial AND TAX Advisors 5/5 Stars $0.0 50 1 $0.0
Capital Advisors 5/5 Stars $956.8 million 944 10 $1.0 million
Capstone Wealth Partners 5/5 Stars $61.6 million 118 2 $522,436
Carnegie Investment Counsel 5/5 Stars $3.5 billion 2,624 34 $1.3 million
Cincinnati Asset Management 5/5 Stars $2.3 billion 6,437 8 $361,202
Clearstead; Hartland & Co 5/5 Stars $10.2 billion 1,144 11 $8.9 million
CM Wealth Advisors 5/5 Stars $3.0 billion 197 4 $15.1 million
CMP Financial Planning 5/5 Stars $3.9 million 15 1 $261,831
Confluence Investment Management 5/5 Stars $6.9 billion 17,616 15 $393,329
Conservativemoney 5/5 Stars $8.3 million 35 1 $237,928
Cookson Peirce Wealth Management 5/5 Stars $1.8 billion 2,207 16 $821,873
Coordinated Financial Planning Corp 5/5 Stars $248.8 million 375 3 $663,377
Cornerstone Asset Management Services 5/5 Stars $30.1 million 250 7 $120,214
Cornerstone Family Office 5/5 Stars $0.0 30 3 $0.0
Cornerstone Wealth Management 5/5 Stars $329.9 million 382 4 $863,668
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Deeter Advisory Group 5/5 Stars $87.8 million 103 1 $852,514
Demming Financial Services Corp 5/5 Stars $462.8 million 718 4 $644,600
Dover Partners 5/5 Stars $394.9 million 38 3 $10.4 million
Eagle Eye Advisory 5/5 Stars $55.2 million 96 2 $574,980
FCI Advisors 5/5 Stars $12.8 billion 4,923 41 $2.6 million
First Mason Financial 5/5 Stars $148.1 million 260 1 $569,712
Foster & Motley 5/5 Stars $2.0 billion 835 21 $2.3 million
Foundry Partners 5/5 Stars $1.9 billion 65 11 $29.1 million
Frazier Financial Advisors 5/5 Stars $623.8 million 527 8 $1.2 million
Greenport Financial Advisers 5/5 Stars $57.5 million 137 4 $419,731
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Harvest Financial Advisors 5/5 Stars $406.3 million 403 5 $1.0 million
HCM Wealth Advisors 5/5 Stars $800.3 million 727 8 $1.1 million
Hendley & Co 5/5 Stars $430.8 million 302 2 $1.4 million
Heximer Investment Management 5/5 Stars $94.3 million 110 2 $857,257
Highland Consulting Associates 5/5 Stars $15.7 billion 146 18 $107.5 million
Infresh 5/5 Stars $38.7 million 111 1 $348,441
Jentner Wealth Management 5/5 Stars $481.1 million 310 4 $1.6 million
Julius Arthur Seibert & Company 5/5 Stars $47.6 million 82 1 $580,255
Kinkelaar & Associates 5/5 Stars $0.0 97 1 $0.0
Klopp Investment Management 5/5 Stars $80.6 million 130 2 $620,271
Kovalcik & Geraghty Wealth Partners 5/5 Stars $208.3 million 244 2 $853,633
Kyleshill Financial Planning 5/5 Stars $96.7 million 47 1 $2.1 million
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
Lesjak Planning 5/5 Stars $313.7 million 382 5 $821,204
LVZ Advisors 5/5 Stars $808.4 million 2,522 14 $320,550
Lynch Financial Group 5/5 Stars $92.1 million 45 2 $2.0 million
Madison Wealth Management 5/5 Stars $1.1 billion 576 12 $2.0 million
Matson Money 5/5 Stars $17.7 billion 30,322 10 $583,191
Mediate Financial Investment Advisory Services 5/5 Stars $43.4 million 320 3 $135,702
Mench Financial 5/5 Stars $136.0 million 298 3 $456,217
NEW Legacy Financial Group 5/5 Stars $40.8 million 126 1 $324,119
Nottinghill Investment Advisers 5/5 Stars $54.6 million 54 2 $1.0 million
Nowacki Asset Management 5/5 Stars $135.3 million 124 2 $1.1 million
Nvest Wealth Strategies 5/5 Stars $140.1 million 158 2 $886,635
ODA AND Company 5/5 Stars $90.2 million 268 1 $336,471
Paradigm Wealth Management 5/5 Stars $261.1 million 166 3 $1.6 million
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Pathways Wealth Management 5/5 Stars $95.1 million 548 2 $173,585
PDS Planning 5/5 Stars $1.0 billion 590 7 $1.8 million
Peck & Associates 5/5 Stars $27.6 million 53 1 $519,958
Pegasus Partners 5/5 Stars $2.5 billion 556 11 $4.4 million
Pomeroy Financial Planning 5/5 Stars $75.5 million 53 1 $1.4 million
PPC Enterprises 5/5 Stars $1.8 billion 2 23 $897.3 million
Practical Financial Planning 5/5 Stars $27.9 million 38 1 $733,736
R Karras Asset Management & Planning 5/5 Stars $98.4 million 206 2 $477,457
Randolph Co. 5/5 Stars $742.5 million 67 4 $11.1 million
Redhawk Wealth Advisors 5/5 Stars $1.2 billion 2,168 35 $557,881
Riverview Research 5/5 Stars $793.6 million 28 1 $28.3 million
Ruggaard & Associates 5/5 Stars $210.5 million 181 6 $1.2 million
S.C. Thomas & Associates, CPA 5/5 Stars $70.8 million 101 1 $701,417
Sigma Investment Counselors 5/5 Stars $1.5 billion 759 8 $2.0 million
Spillane Financial Planning 5/5 Stars $36.7 million 38 1 $964,803
Spinnaker Financial Group 5/5 Stars $33.9 million 86 1 $394,441
St. Clair Advisors 5/5 Stars $744.1 million 120 4 $6.2 million
Summit Financial Strategies 5/5 Stars $1.6 billion 924 16 $1.7 million
TCM Wealth Advisors 5/5 Stars $26.7 million 64 1 $417,187
The Joseph Group Capital Management 5/5 Stars $684.4 million 736 10 $929,900
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
THE Sherrington Group 5/5 Stars $91.8 million 141 2 $651,005
THE Wealth Advantage Group 5/5 Stars $102.0 million 140 2 $728,724
Total Wealth Planning 5/5 Stars $866.1 million 570 11 $1.5 million
Trinity Financial Advisors 5/5 Stars $399.1 million 182 4 $2.2 million
Truepoint 5/5 Stars $4.2 billion 1,750 34 $2.4 million
Waller Financial Planning Group 5/5 Stars $507.2 million 537 6 $944,426
Wealth Dimensions Group 5/5 Stars $707.9 million 635 11 $1.1 million
Wealth Management Group 5/5 Stars $30.4 million 131 2 $232,324
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
Wealthquest Corporation 5/5 Stars $1.5 billion 1,491 12 $1.0 million
Wellspring Financial Advisors 5/5 Stars $2.3 billion 114 5 $20.6 million
Welsh Hills Financial Services 5/5 Stars $36.9 million 56 1 $658,932
Wilson & Browning 5/5 Stars $14.0 million 49 1 $285,836
Zimmerman Capital Management 5/5 Stars $68.7 million 68 1 $1.0 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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