search

Top Financial Advisor Firms in Ohio




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 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 June 01, 2020, 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



Are you a top firm in Ohio? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office 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
Adviseme National Advisors 2006 View Locations
Alpha Investment Management 2005 View Locations
Andco Consulting 2001 View Locations
Ardent Capital Management 1994 View Locations
Asset Advisory Group 1997 View Locations
Atalanta Sosnoff Management 1984 View Locations
Aurum Wealth Management Group 2007 View Locations
BCJ Capital Management 2000 View Locations
BKD Wealth Advisors 1999 View Locations
Bahl & Gaynor 1990 View Locations
Beese Fulmer Private Wealth Management 1980 View Locations
Berno Financial Management 1993 View Locations
Bohmer Kilcoyne Wealth Management 2013 View Locations
Bowling Portfolio Management 2004 View Locations
Boyd Watterson Asset Management 2000 View Locations
Budros, Ruhlin & Roe 1988 View Locations
CM Wealth Advisors 2003 View Locations
Cambridge Financial Group 1986 View Locations
Carnegie Investment Counsel 2009 View Locations
Cerity Partners 2009 View Locations
Cincinnati Asset Management 1989 View Locations
Clearstead; Hartland & Co 1988 View Locations
Confluence Investment Management 2008 View Locations
Constellation Wealth Advisors 2008 View Locations
Cookson Peirce Wealth Management 1984 View Locations
Cornerstone Wealth Management 1996 View Locations
Csenge Advisory Group 2011 View Locations
Dean Financial Services 2004 View Locations
Dean Investments 1975 View Locations
Demming Financial Services Corp 2008 View Locations
Diamond Hill Capital Management 1988 View Locations
Dover Partners 1989 View Locations
FEG 2002 View Locations
Fairway Wealth Management 2002 View Locations
Family Wealth Advisory Group 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
HCM Wealth Advisors 1990 View Locations
Hamilton Capital 1997 View Locations
Harvest Financial Advisors 2007 View Locations
Hendley & Co 1977 View Locations
Highland Consulting Associates 1994 View Locations
Hightower Advisors 2008 View Locations
ITS Asset Management 1971 View Locations
Jentner Wealth Management 1985 View Locations
John E. Sestina and Company 1993 View Locations
Journey Advisory Group 2014 View Locations
Keystone Financial Planning 1987 View Locations
Lenox Wealth Management 2004 View Locations
Lesjak Planning 1980 View Locations
Madison Wealth Management 2001 View Locations
Matson Money 1991 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
North Point Portfolio Managers Corporation 1999 View Locations
PDS Planning 1988 View Locations
Paradigm Wealth Management 2008 View Locations
Parallel Advisors 2007 View Locations
Pinnacle Wealth Planning Services 1996 View Locations
Queen City Capital Management 2012 View Locations
RAY|theil Wealth Management 2011 View Locations
Randolph Co. 1986 View Locations
Redhawk Wealth Advisors 2008 View Locations
Retirement Wealth Advisors 2007 View Locations
Ridge Creek Global 1990 View Locations
Ritter Daniher Financial Advisory 2002 View Locations
Riverview Research 2013 View Locations
SJS Investment Services 1995 View Locations
Scott Snow (financial Advisors) 2005 View Locations
Segal Marco Advisors 2002 View Locations
Sigma Investment Counselors 1973 View Locations
Stancorp Investment Advisers 2000 View Locations
Straightline 2004 View Locations
Summit Financial Strategies 1995 View Locations
Symphony Financial Services 2004 View Locations
The Joseph Group Capital Management 2012 View Locations
The Mather Group 2011 View Locations
The Proper Analysis Corporation 1992 View Locations
Thor Wealth Management 1992 View Locations
Torch Wealth Management 2013 View Locations
Truepoint 1985 View Locations
Van Cleef Asset Management 1988 View Locations
Waller Financial Planning Group 2012 View Locations
Wasmer Schroeder 1988 View Locations
Wealth Dimensions Group 1990 View Locations
Wealth Planning Corp 1983 View Locations
Wealthcare Capital Management 2001 View Locations
Wealthquest Corporation 2006 View Locations
Wellspring Financial Advisors 2007 View Locations
Willingdon Wealth Management 2020 View Locations
Windsor Advisory Group 2002 View Locations
Winfield Associates 1997 View Locations
Winslow Asset Management 1992 View Locations


View other state winners


contact_supportSupport