Written by investor.com
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 November 01, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Ohio are as follows:
- Must be rated at least 4.5 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 |
| Andrews Wealth Management |
|
$11.0 million | 80 | 1 | $137,609 |
| Appalachian Capital Management |
|
$105.3 million | 248 | 1 | $424,468 |
| Beechwood Capital Management |
|
$7.7 million | 33 | 1 | $234,248 |
| Bollin Wealth Management |
|
$53.0 million | 137 | 1 | $386,642 |
| Buckingham Capital Management |
|
$741.9 million | 1,233 | 16 | $601,711 |
| Bullington Capital Management |
|
$77.4 million | 179 | 3 | $432,325 |
| Cambridge Financial Group |
|
$176.6 million | 221 | 3 | $799,068 |
| Capital Advisors |
|
$956.8 million | 944 | 10 | $1.0 million |
| Capstone Wealth Partners |
|
$61.6 million | 118 | 3 | $522,436 |
| CCM Investment Counsel |
|
$40.3 million | 53 | 1 | $759,994 |
| Clearstead; Hartland & Co |
|
$10.2 billion | 1,144 | 11 | $8.9 million |
| CM Wealth Advisors |
|
$3.0 billion | 197 | 4 | $15.1 million |
| 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 Wealth Management |
|
$329.9 million | 382 | 4 | $863,668 |
| Demers Financial Planning |
|
$96.2 million | 40 | 1 | $2.4 million |
| Demming Financial Services Corp |
|
$503.7 million | 736 | 5 | $684,433 |
| Dover Partners |
|
$394.9 million | 38 | 3 | $10.4 million |
| Eagle Eye Advisory |
|
$55.2 million | 96 | 2 | $574,980 |
| Epic Financial |
|
$26.6 million | 60 | 1 | $443,535 |
| First Mason Financial |
|
$148.1 million | 260 | 1 | $569,712 |
| Foster & Motley |
|
$2.0 billion | 835 | 21 | $2.3 million |
| Frazier Financial Advisors |
|
$623.8 million | 527 | 8 | $1.2 million |
| Gerber |
|
$396.4 million | 206 | 5 | $1.9 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 |
| Hawk100 |
|
$10.8 million | 24 | 1 | $447,958 |
| HCM Wealth Advisors |
|
$800.3 million | 727 | 8 | $1.1 million |
| Hendley & Co |
|
$400.6 million | 309 | 2 | $1.3 million |
| Heximer Investment Management |
|
$94.3 million | 110 | 2 | $857,257 |
| Highland Consulting Associates |
|
$15.7 billion | 146 | 18 | $107.5 million |
| Hughes Financial Group |
|
$5.0 million | 41 | 1 | $120,812 |
| Infresh |
|
$38.7 million | 111 | 1 | $348,441 |
| JRP Capital Corp |
|
$108.5 million | 165 | 3 | $657,575 |
| Julius Arthur Seibert & Company |
|
$47.6 million | 82 | 1 | $580,255 |
| Keystone Financial Planning |
|
$342.9 million | 120 | 1 | $2.9 million |
| Klopp Investment Management |
|
$80.6 million | 130 | 2 | $620,271 |
| Kovalcik & Geraghty Wealth Partners |
|
$208.3 million | 244 | 2 | $853,633 |
| Kurfees Capital Management |
|
$6.6 million | 6 | 1 | $1.1 million |
| Kyleshill Financial Planning |
|
$92.7 million | 45 | 1 | $2.1 million |
| Latitude Advisors |
|
$348.6 million | 1,335 | 75 | $261,105 |
| Level Partners Management |
|
$8.2 million | 27 | 1 | $305,070 |
| LVZ |
|
$808.4 million | 2,522 | 15 | $320,550 |
| Madison Wealth Management |
|
$1.1 billion | 576 | 12 | $2.0 million |
| Matson Money |
|
$17.7 billion | 30,322 | 10 | $583,191 |
| Mccarthy Wealth & TAX Advisors |
|
$91.6 million | 618 | 2 | $148,219 |
| Mench Financial |
|
$136.0 million | 298 | 3 | $456,217 |
| MFH Investments |
|
$26.6 million | 15 | 1 | $1.8 million |
| NEW Legacy Financial Group |
|
$40.8 million | 126 | 1 | $324,119 |
| Night SKY Capital Management |
|
$1.6 million | 9 | 3 | $177,777 |
| Nottinghill Investment Advisers |
|
$54.6 million | 54 | 2 | $1.0 million |
| Nvest Wealth Strategies |
|
$140.1 million | 158 | 2 | $886,635 |
| ODA AND Company |
|
$90.2 million | 268 | 1 | $336,471 |
| Oncenter Financial Advisors |
|
$31.3 million | 23 | 1 | $1.4 million |
| Opus Capital Management |
|
$894.4 million | 373 | 4 | $2.4 million |
| 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 |
| Pomeroy Financial Planning |
|
$75.5 million | 53 | 1 | $1.4 million |
| Precedent Financial Strategies |
|
$73.6 million | 72 | 1 | $1.0 million |
| R Karras Asset Management & Planning |
|
$98.4 million | 206 | 2 | $477,457 |
| Randolph Co. |
|
$742.5 million | 67 | 4 | $11.1 million |
| RAY|theil Wealth Management |
|
$214.3 million | 99 | 2 | $2.2 million |
| 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 |
| Saga Partners |
|
$9.7 million | 62 | 1 | $157,150 |
| 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 |
| Steele Investment Counsel |
|
$70.2 million | 58 | 1 | $1.2 million |
| Summit Financial Strategies |
|
$1.6 billion | 924 | 16 | $1.7 million |
| TCM Wealth Advisors |
|
$26.7 million | 64 | 1 | $417,187 |
| TFO Wealth Partners |
|
$3.2 billion | 1,566 | 35 | $2.1 million |
| The Joseph Group Capital Management |
|
$684.4 million | 736 | 10 | $929,900 |
| THE Sherrington Group |
|
$91.8 million | 141 | 2 | $651,005 |
| THE Wealth Advantage Group |
|
$102.0 million | 140 | 2 | $728,724 |
| Truepoint |
|
$4.2 billion | 1,750 | 34 | $2.4 million |
| Van Winkle Wealth Management Group |
|
$59.2 million | 416 | 1 | $142,242 |
| 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 |
| ZAK Advisory |
|
$5.8 million | 33 | 1 | $176,716 |
| Zimmerman Capital Management |
|
$68.7 million | 68 | 1 | $1.0 million |
More Top Firms by State
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About the Editorial Team
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