Best Financial Advisor Firms Ohio 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Ohio.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Ohio are as followed:

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 $38.4 million 55 1 $698,794
401 Advisor 5/5 Stars $61.8 million 407 2 $151,731
Advance Capital Management 5/5 Stars $4.1 billion 6,638 29 $613,066
Advanced Asset Management Advisors 5/5 Stars $799.3 million 353 3 $2.3 million
Agdeavor Investments 5/5 Stars $28.0 million 69 3 $406,368
Alexander Financial Planning 5/5 Stars $76.0 million 158 2 $481,214
Andco Consulting 5/5 Stars $526.2 million 15 4 $35.1 million
Appalachian Capital Management 5/5 Stars $95.0 million 252 1 $377,112
Asset Advisory Group 5/5 Stars $399.2 million 270 4 $1.5 million
Bahl & Gaynor 5/5 Stars $16.4 billion 817 33 $20.1 million
Bohmer Kilcoyne Wealth Management 5/5 Stars $665.5 million 1,108 4 $600,666
Bollin Wealth Management 5/5 Stars $48.3 million 116 1 $416,120
Bowling Portfolio Management 5/5 Stars $554.8 million 334 2 $1.7 million
Broadleaf Partners 5/5 Stars $397.3 million 180 2 $2.2 million
Bullington Capital Management 5/5 Stars $79.9 million 192 3 $415,945
Cambridge Financial AND TAX Advisors 5/5 Stars $0.0 50 1 $0.0
Capital Advisors 5/5 Stars $1.1 billion 872 10 $1.2 million
Capstone Wealth Partners 5/5 Stars $61.7 million 109 2 $566,375
Carnegie Investment Counsel 5/5 Stars $4.0 billion 2,424 34 $1.6 million
Cincinnati Asset Management 5/5 Stars $2.9 billion 7,222 8 $408,253
Clearstead; Hartland & Co 5/5 Stars $11.2 billion 1,095 9 $10.3 million
CM Wealth Advisors 5/5 Stars $3.5 billion 179 4 $19.7 million
CMP Financial Planning 5/5 Stars $3.9 million 15 1 $261,831
Confluence Investment Management 5/5 Stars $7.8 billion 17,031 23 $455,770
Cookson Peirce Wealth Management 5/5 Stars $2.3 billion 813 13 $2.8 million
Cornerstone Asset Management Services 5/5 Stars $30.1 million 250 7 $120,484
Cornerstone Family Office 5/5 Stars $0.0 29 3 $0.0
Cornerstone Wealth Management 5/5 Stars $352.9 million 372 4 $948,622
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
Daymark Wealth Partners 5/5 Stars $649.4 million 908 6 $715,147
Deeter Advisory Group 5/5 Stars $91.2 million 115 1 $793,091
Demming Financial Services Corp 5/5 Stars $462.8 million 718 4 $644,600
Dover Partners 5/5 Stars $463.5 million 41 3 $11.3 million
Eagle Eye Advisory 5/5 Stars $49.5 million 94 2 $526,782
Evans Wealth Management 5/5 Stars $150.0 million 600 3 $250,000
First Mason Financial 5/5 Stars $134.7 million 220 1 $612,116
Foster & Motley 5/5 Stars $2.1 billion 795 20 $2.6 million
Foundry Partners 5/5 Stars $2.9 billion 67 10 $43.1 million
Frazier Financial Advisors 5/5 Stars $594.6 million 468 6 $1.3 million
Greenport Financial Advisers 5/5 Stars $63.9 million 147 4 $434,677
Hawk100 5/5 Stars $10.9 million 31 1 $353,064
HCM Wealth Advisors 5/5 Stars $894.6 million 709 7 $1.3 million
Hendley & Co 5/5 Stars $430.8 million 302 2 $1.4 million
Heximer Investment Management 5/5 Stars $104.7 million 111 2 $943,652
Highland Consulting Associates 5/5 Stars $17.4 billion 145 17 $119.8 million
Indicator Advisory Corporation 5/5 Stars $5.0 million 28 1 $178,571
Jentner Wealth Management 5/5 Stars $529.6 million 305 4 $1.7 million
Julius Arthur Seibert & Company 5/5 Stars $50.7 million 82 1 $618,834
Kapstone Financial Advisors 5/5 Stars $170.6 million 420 3 $406,091
Klopp Investment Management 5/5 Stars $89.7 million 119 2 $753,831
Kovalcik & Geraghty Wealth Partners 5/5 Stars $220.8 million 239 2 $923,646
Kurfees Capital Management 5/5 Stars $6.3 million 8 1 $791,745
Kyleshill Financial Planning 5/5 Stars $96.7 million 47 1 $2.1 million
Labrador Investments 5/5 Stars $23.6 million 83 2 $283,794
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
LVZ Advisors 5/5 Stars $917.5 million 2,463 12 $372,513
Madison Wealth Management 5/5 Stars $1.3 billion 537 12 $2.4 million
Matson Money 5/5 Stars $19.2 billion 30,059 7 $639,503
Mediate Financial Investment Advisory Services 5/5 Stars $34.1 million 267 3 $127,783
Mench Financial 5/5 Stars $187.2 million 319 2 $586,682
NEW Legacy Financial Group 5/5 Stars $42.3 million 124 1 $340,988
Nottinghill Investment Advisers 5/5 Stars $60.5 million 52 2 $1.2 million
Nowacki Asset Management 5/5 Stars $190.1 million 132 2 $1.4 million
Nvest Wealth Strategies 5/5 Stars $152.9 million 175 2 $873,512
ODA AND Company 5/5 Stars $93.0 million 200 1 $464,805
Paradigm Wealth Management 5/5 Stars $287.5 million 157 3 $1.8 million
Parallel Advisors 5/5 Stars $5.4 billion 2,763 37 $2.0 million
Pathways Wealth Management 5/5 Stars $109.7 million 512 2 $214,332
PDS Planning logoPDS Planning 5/5 Stars $1.1 billion 592 7 $1.9 million
Peck & Associates 5/5 Stars $31.9 million 53 1 $601,574
Pomeroy Financial Planning 5/5 Stars $81.2 million 54 1 $1.5 million
PPC Enterprises 5/5 Stars $1.5 billion 2 25 $763.1 million
R Karras Asset Management & Planning 5/5 Stars $109.9 million 239 2 $459,800
Rabe Investment Consulting Group 5/5 Stars $122.8 million 136 2 $902,984
Randolph Co. 5/5 Stars $879.9 million 61 3 $14.4 million
Riverview Research 5/5 Stars $786.3 million 25 1 $31.5 million
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
Ruggaard & Associates 5/5 Stars $238.6 million 160 3 $1.5 million
S.C. Thomas & Associates, CPA 5/5 Stars $80.7 million 153 2 $527,487
Scott Snow (financial Advisors) 5/5 Stars $620.8 million 90 1 $6.9 million
Sigma Investment Counselors 5/5 Stars $1.7 billion 723 8 $2.3 million
Spinnaker Financial Group 5/5 Stars $34.7 million 85 1 $408,158
St. Clair Advisors 5/5 Stars $847.8 million 120 4 $7.1 million
Steele Investment Counsel 5/5 Stars $88.3 million 52 1 $1.7 million
Summit Financial Strategies 5/5 Stars $1.7 billion 878 14 $2.0 million
TCM Wealth Advisors 5/5 Stars $29.7 million 68 1 $436,764
The Joseph Group Capital Management 5/5 Stars $763.8 million 678 9 $1.1 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
THE Sherrington Group 5/5 Stars $106.0 million 128 2 $828,030
THE Wealth Advantage Group 5/5 Stars $118.2 million 174 2 $679,486
Truepoint 5/5 Stars $4.6 billion 1,601 30 $2.9 million
Waller Financial Planning Group 5/5 Stars $593.2 million 533 6 $1.1 million
Wealth Dimensions Group 5/5 Stars $703.1 million 589 11 $1.2 million
Wealth Management Group 5/5 Stars $33.2 million 127 2 $261,774
Wealthcare Capital Management 5/5 Stars $2.9 billion 4,585 35 $636,199
Wealthquest Corporation 5/5 Stars $1.7 billion 1,440 12 $1.2 million
Wellspring Financial Advisors 5/5 Stars $2.4 billion 103 5 $23.5 million
Welsh Hills Financial Services 5/5 Stars $43.4 million 51 1 $851,321
Wilson & Browning 5/5 Stars $15.9 million 50 1 $318,700
Zimmerman Capital Management 5/5 Stars $77.8 million 70 1 $1.1 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, retirement planning, and more.


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