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