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:
- 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 21st Century Equity Advisors Corporation |
|
$38.4 million | 55 | 1 | $698,794 |
| 401 Advisor |
|
$61.8 million | 407 | 2 | $151,731 |
| Advance Capital Management |
|
$4.1 billion | 6,638 | 29 | $613,066 |
| Advanced Asset Management Advisors |
|
$799.3 million | 353 | 3 | $2.3 million |
| Agdeavor Investments |
|
$28.0 million | 69 | 3 | $406,368 |
| Alexander Financial Planning |
|
$76.0 million | 158 | 2 | $481,214 |
| Andco Consulting |
|
$526.2 million | 15 | 4 | $35.1 million |
| Appalachian Capital Management |
|
$95.0 million | 252 | 1 | $377,112 |
| Asset Advisory Group |
|
$399.2 million | 270 | 4 | $1.5 million |
| Bahl & Gaynor |
|
$16.4 billion | 817 | 33 | $20.1 million |
| Bohmer Kilcoyne Wealth Management |
|
$665.5 million | 1,108 | 4 | $600,666 |
| Bollin Wealth Management |
|
$48.3 million | 116 | 1 | $416,120 |
| Bowling Portfolio Management |
|
$554.8 million | 334 | 2 | $1.7 million |
| Broadleaf Partners |
|
$397.3 million | 180 | 2 | $2.2 million |
| Bullington Capital Management |
|
$79.9 million | 192 | 3 | $415,945 |
| Cambridge Financial AND TAX Advisors |
|
$0.0 | 50 | 1 | $0.0 |
| Capital Advisors |
|
$1.1 billion | 872 | 10 | $1.2 million |
| Capstone Wealth Partners |
|
$61.7 million | 109 | 2 | $566,375 |
| Carnegie Investment Counsel |
|
$4.0 billion | 2,424 | 34 | $1.6 million |
| Cincinnati Asset Management |
|
$2.9 billion | 7,222 | 8 | $408,253 |
| Clearstead; Hartland & Co |
|
$11.2 billion | 1,095 | 9 | $10.3 million |
| CM Wealth Advisors |
|
$3.5 billion | 179 | 4 | $19.7 million |
| CMP Financial Planning |
|
$3.9 million | 15 | 1 | $261,831 |
| Confluence Investment Management |
|
$7.8 billion | 17,031 | 23 | $455,770 |
| Cookson Peirce Wealth Management |
|
$2.3 billion | 813 | 13 | $2.8 million |
| Cornerstone Asset Management Services |
|
$30.1 million | 250 | 7 | $120,484 |
| Cornerstone Family Office |
|
$0.0 | 29 | 3 | $0.0 |
| Cornerstone Wealth Management |
|
$352.9 million | 372 | 4 | $948,622 |
| Csenge Advisory Group |
|
$2.4 billion | 3,904 | 52 | $602,438 |
| Daymark Wealth Partners |
|
$649.4 million | 908 | 6 | $715,147 |
| Deeter Advisory Group |
|
$91.2 million | 115 | 1 | $793,091 |
| Demming Financial Services Corp |
|
$462.8 million | 718 | 4 | $644,600 |
| Dover Partners |
|
$463.5 million | 41 | 3 | $11.3 million |
| Eagle Eye Advisory |
|
$49.5 million | 94 | 2 | $526,782 |
| Evans Wealth Management |
|
$150.0 million | 600 | 3 | $250,000 |
| First Mason Financial |
|
$134.7 million | 220 | 1 | $612,116 |
| Foster & Motley |
|
$2.1 billion | 795 | 20 | $2.6 million |
| Foundry Partners |
|
$2.9 billion | 67 | 10 | $43.1 million |
| Frazier Financial Advisors |
|
$594.6 million | 468 | 6 | $1.3 million |
| Greenport Financial Advisers |
|
$63.9 million | 147 | 4 | $434,677 |
| Hawk100 |
|
$10.9 million | 31 | 1 | $353,064 |
| HCM Wealth Advisors |
|
$894.6 million | 709 | 7 | $1.3 million |
| Hendley & Co |
|
$430.8 million | 302 | 2 | $1.4 million |
| Heximer Investment Management |
|
$104.7 million | 111 | 2 | $943,652 |
| Highland Consulting Associates |
|
$17.4 billion | 145 | 17 | $119.8 million |
| Indicator Advisory Corporation |
|
$5.0 million | 28 | 1 | $178,571 |
| Jentner Wealth Management |
|
$529.6 million | 305 | 4 | $1.7 million |
| Julius Arthur Seibert & Company |
|
$50.7 million | 82 | 1 | $618,834 |
| Kapstone Financial Advisors |
|
$170.6 million | 420 | 3 | $406,091 |
| Klopp Investment Management |
|
$89.7 million | 119 | 2 | $753,831 |
| Kovalcik & Geraghty Wealth Partners |
|
$220.8 million | 239 | 2 | $923,646 |
| Kurfees Capital Management |
|
$6.3 million | 8 | 1 | $791,745 |
| Kyleshill Financial Planning |
|
$96.7 million | 47 | 1 | $2.1 million |
| Labrador Investments |
|
$23.6 million | 83 | 2 | $283,794 |
| Latitude Advisors |
|
$275.0 million | 1,023 | 75 | $268,817 |
| LVZ Advisors |
|
$917.5 million | 2,463 | 12 | $372,513 |
| Madison Wealth Management |
|
$1.3 billion | 537 | 12 | $2.4 million |
| Matson Money |
|
$19.2 billion | 30,059 | 7 | $639,503 |
| Mediate Financial Investment Advisory Services |
|
$34.1 million | 267 | 3 | $127,783 |
| Mench Financial |
|
$187.2 million | 319 | 2 | $586,682 |
| NEW Legacy Financial Group |
|
$42.3 million | 124 | 1 | $340,988 |
| Nottinghill Investment Advisers |
|
$60.5 million | 52 | 2 | $1.2 million |
| Nowacki Asset Management |
|
$190.1 million | 132 | 2 | $1.4 million |
| Nvest Wealth Strategies |
|
$152.9 million | 175 | 2 | $873,512 |
| ODA AND Company |
|
$93.0 million | 200 | 1 | $464,805 |
| Paradigm Wealth Management |
|
$287.5 million | 157 | 3 | $1.8 million |
| Parallel Advisors |
|
$5.4 billion | 2,763 | 37 | $2.0 million |
| Pathways Wealth Management |
|
$109.7 million | 512 | 2 | $214,332 |
 PDS Planning
|
|
$1.1 billion | 592 | 7 | $1.9 million |
| Peck & Associates |
|
$31.9 million | 53 | 1 | $601,574 |
| Pomeroy Financial Planning |
|
$81.2 million | 54 | 1 | $1.5 million |
| PPC Enterprises |
|
$1.5 billion | 2 | 25 | $763.1 million |
| R Karras Asset Management & Planning |
|
$109.9 million | 239 | 2 | $459,800 |
| Rabe Investment Consulting Group |
|
$122.8 million | 136 | 2 | $902,984 |
| Randolph Co. |
|
$879.9 million | 61 | 3 | $14.4 million |
| Riverview Research |
|
$786.3 million | 25 | 1 | $31.5 million |
| RSM US Wealth Management |
|
$9.6 billion | 3,641 | 79 | $2.6 million |
| Ruggaard & Associates |
|
$238.6 million | 160 | 3 | $1.5 million |
| S.C. Thomas & Associates, CPA |
|
$80.7 million | 153 | 2 | $527,487 |
| Scott Snow (financial Advisors) |
|
$620.8 million | 90 | 1 | $6.9 million |
| Sigma Investment Counselors |
|
$1.7 billion | 723 | 8 | $2.3 million |
| Spinnaker Financial Group |
|
$34.7 million | 85 | 1 | $408,158 |
| St. Clair Advisors |
|
$847.8 million | 120 | 4 | $7.1 million |
| Steele Investment Counsel |
|
$88.3 million | 52 | 1 | $1.7 million |
| Summit Financial Strategies |
|
$1.7 billion | 878 | 14 | $2.0 million |
| TCM Wealth Advisors |
|
$29.7 million | 68 | 1 | $436,764 |
| The Joseph Group Capital Management |
|
$763.8 million | 678 | 9 | $1.1 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| THE Sherrington Group |
|
$106.0 million | 128 | 2 | $828,030 |
| THE Wealth Advantage Group |
|
$118.2 million | 174 | 2 | $679,486 |
| Truepoint |
|
$4.6 billion | 1,601 | 30 | $2.9 million |
| Waller Financial Planning Group |
|
$593.2 million | 533 | 6 | $1.1 million |
| Wealth Dimensions Group |
|
$703.1 million | 589 | 11 | $1.2 million |
| Wealth Management Group |
|
$33.2 million | 127 | 2 | $261,774 |
| Wealthcare Capital Management |
|
$2.9 billion | 4,585 | 35 | $636,199 |
| Wealthquest Corporation |
|
$1.7 billion | 1,440 | 12 | $1.2 million |
| Wellspring Financial Advisors |
|
$2.4 billion | 103 | 5 | $23.5 million |
| Welsh Hills Financial Services |
|
$43.4 million | 51 | 1 | $851,321 |
| Wilson & Browning |
|
$15.9 million | 50 | 1 | $318,700 |
| Zimmerman Capital Management |
|
$77.8 million | 70 | 1 | $1.1 million |
More Top Firms by State
About the Editorial Team
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.