Best Financial Advisor Firms Ohio 2023

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Written by investor.com

November 02, 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 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 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
Andrews Wealth Management 5/5 Stars $11.0 million 80 1 $137,609
Appalachian Capital Management 5/5 Stars $105.3 million 248 1 $424,468
Beechwood Capital Management 5/5 Stars $7.7 million 33 1 $234,248
Bollin Wealth Management 5/5 Stars $53.0 million 137 1 $386,642
Buckingham Capital Management 5/5 Stars $741.9 million 1,233 16 $601,711
Bullington Capital Management 5/5 Stars $77.4 million 179 3 $432,325
Cambridge Financial Group 5/5 Stars $176.6 million 221 3 $799,068
Capital Advisors 5/5 Stars $956.8 million 944 10 $1.0 million
Capstone Wealth Partners 5/5 Stars $61.6 million 118 3 $522,436
CCM Investment Counsel 5/5 Stars $40.3 million 53 1 $759,994
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
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 Wealth Management 5/5 Stars $329.9 million 382 4 $863,668
Demers Financial Planning 5/5 Stars $96.2 million 40 1 $2.4 million
Demming Financial Services Corp 5/5 Stars $503.7 million 736 5 $684,433
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
Epic Financial 5/5 Stars $26.6 million 60 1 $443,535
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
Frazier Financial Advisors 5/5 Stars $623.8 million 527 8 $1.2 million
Gerber 5/5 Stars $396.4 million 206 5 $1.9 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
Hawk100 5/5 Stars $10.8 million 24 1 $447,958
HCM Wealth Advisors 5/5 Stars $800.3 million 727 8 $1.1 million
Hendley & Co 5/5 Stars $400.6 million 309 2 $1.3 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
Hughes Financial Group 5/5 Stars $5.0 million 41 1 $120,812
Infresh 5/5 Stars $38.7 million 111 1 $348,441
JRP Capital Corp 5/5 Stars $108.5 million 165 3 $657,575
Julius Arthur Seibert & Company 5/5 Stars $47.6 million 82 1 $580,255
Keystone Financial Planning 5/5 Stars $342.9 million 120 1 $2.9 million
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
Kurfees Capital Management 5/5 Stars $6.6 million 6 1 $1.1 million
Kyleshill Financial Planning 5/5 Stars $92.7 million 45 1 $2.1 million
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
Level Partners Management 5/5 Stars $8.2 million 27 1 $305,070
LVZ 5/5 Stars $808.4 million 2,522 15 $320,550
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
Mccarthy Wealth & TAX Advisors 5/5 Stars $91.6 million 618 2 $148,219
Mench Financial 5/5 Stars $136.0 million 298 3 $456,217
MFH Investments 5/5 Stars $26.6 million 15 1 $1.8 million
NEW Legacy Financial Group 5/5 Stars $40.8 million 126 1 $324,119
Night SKY Capital Management 5/5 Stars $1.6 million 9 3 $177,777
Nottinghill Investment Advisers 5/5 Stars $54.6 million 54 2 $1.0 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
Oncenter Financial Advisors 5/5 Stars $31.3 million 23 1 $1.4 million
Opus Capital Management 5/5 Stars $894.4 million 373 4 $2.4 million
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 logoPDS Planning 5/5 Stars $1.0 billion 590 7 $1.8 million
Peck & Associates 5/5 Stars $27.6 million 53 1 $519,958
Pomeroy Financial Planning 5/5 Stars $75.5 million 53 1 $1.4 million
Precedent Financial Strategies 5/5 Stars $73.6 million 72 1 $1.0 million
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
RAY|theil Wealth Management 5/5 Stars $214.3 million 99 2 $2.2 million
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
Saga Partners 5/5 Stars $9.7 million 62 1 $157,150
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
Steele Investment Counsel 5/5 Stars $70.2 million 58 1 $1.2 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
TFO Wealth Partners 5/5 Stars $3.2 billion 1,566 35 $2.1 million
The Joseph Group Capital Management 5/5 Stars $684.4 million 736 10 $929,900
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
Truepoint 5/5 Stars $4.2 billion 1,750 34 $2.4 million
Van Winkle Wealth Management Group 5/5 Stars $59.2 million 416 1 $142,242
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
ZAK Advisory 5/5 Stars $5.8 million 33 1 $176,716
Zimmerman Capital Management 5/5 Stars $68.7 million 68 1 $1.0 million

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