Adviser Record

Investment advisers in OH

400 SEC-registered firms · $1.09 trillion in regulatory assets · 50 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
2 Knights Wealth Management, LLCPepper Pike$127.3 million0
365 Wealth Management GroupMason$186.6 million0
Accent Capital Management, LLCCenterville$382.7 million0
Accolade Asset/liability Advisory ServicesColumbus$1.60 billion0
Adaptive Financial Consulting, LLCBeachwood$547.1 million0
Advanced Asset Management Advisors, Inc.Dublin$651.3 million0
Affinity Wealth LLCCanton$217.5 million0
Ai Stock Prophet, LLCAkron$00
Alan B. Lancz & Associates, Inc.Toledo$175.4 million0
Alcyon Wealth PartnersYoungstown$356.5 million0
Align Capital Partners, LPShaker Heights$2.41 billion0
Alpha Asset ManagementAkron$129.1 million0
Alpha Planning and Financial Services, Inc.Solon$112.8 million1
American Money Management Corporation ("Ammc")Cincinnati$21.32 billion0
Ancora Advisors LLCMayfield Heights$4.61 billion2
Ancora Alternatives LLCCleveland$1.13 billion2
Ancora Private Wealth Advisors, LLCCleveland$3.90 billion2
Ancora Retirement Plan Advisors, LLCCleveland$1.53 billion2
Anderson Financial Strategies, LLCDayton$402.1 million0
Antolino Wealth AdvisorsColumbus$1.42 billion0
Appalachian Capital ManagementSt. Clairsville$175.3 million0
Ardent Capital Management, Inc.Cincinnati$327.0 million0
Arg Private Wealth, LLCCincinnati$280.0 million0
Argentarii, LLCCincinnati$431.9 million0
Artifex Financial Group, LLCOakwood$328.7 million0
Atlantis Wealth Advisors LLCMaumee$150.2 million0
Axim Planning & WealthSpringboro$127.2 million0
B.A. Schrock Wealth ManagementWadsworth$281.6 million0
Bahl & Gaynor LLCCincinnati$20.99 billion0
Balance WealthWorthington$386.7 million0
Balanced Wealth Group LLCWestlake$494.1 million0
Barnes Dennig Private Wealth Management, LLCCincinnati$188.2 million0
Bartlett & Co. Wealth Management LLCCincinnati$10.25 billion0
Beacon Associates Wealth Management, LLCMaumee$101.1 million0
Beacon Capital Management, Inc.Dayton$4.26 billion0
Beacon Financial Advisory LLCCleveland$900.7 million0
Beese Fulmer Private Wealth ManagementCanton$2.06 billion0
Bell City Wealth, Inc.Hillsboro$163.3 million0
Benchmark Wealth ManagementCincinnati$179.0 million0
Birchcreek Wealth Management, LLCMiami Township$300.1 million0
Bison Wealth Management, LLCLyndhurst$131.0 million0
Blake Schutter Theil Wealth Advisors, LLCDayton$459.5 million0
Blue Jay Financial Group, LLCDefiance$113.5 million0
Blue Point Capital Partners LLCCleveland$1.44 billion0
Bluestone Private Wealth, LLCCleveland$190.4 million0
Bond Tech IncBellbrook$221.6 million0
Boyd Watterson Asset Management, LLCCleveland$18.81 billion0
Bps Wealth Advisors, Inc.Canfield$1.08 billion0
Bright Path Sports Partners, LLCCleveland$194.8 million0
Brilliant Advice, LLCCincinnati$569.5 million1
Brixey & Meyer Capital LLCCincinnati$201.8 million0
Broadleaf Partners, LLCHudson$551.3 million0
Brown Financial Advisors, LLCMilford$323.3 million0
Bullseye Investment Management, LLCCincinnciati$226.0 million1
Cambridge Financial Group, Inc.Columbus$331.3 million0
Camelot Event-driven Advisors, LLCMaumee$107.8 million0
Camelot Portfolios, LLCMaumee$272.2 million0
Canopy PartnersCincinnati$869.0 million0
Capital Advisors, Ltd., LLCShaker Heights$1.37 billion0
Capital Asset Management, Inc.Columbus$199.5 million0
Capstone Wealth PartnersDublin$114.9 million0
Carnegie Investment CounselPepper Pike$7.51 billion1
Cbiz Investment Advisory Services, LLCCleveland$12.76 billion0
Cbiz Retirement Plan Advisory ServicesCleveland$8.9 million2
Chapman & Chapman Advisors LLCChagrin Falls$145.6 million0
Cincinnati Asset Management IncCincinnati$2.53 billion0
Cintrifuse CapitalCincinnati$180.1 million0
Citymark Capital Management Company LLCCleveland$582.8 million0
Claymore Capital PartnersCincinnati$183.9 million0
Clearstead; Clearstead Advisory SolutionsCleveland$33.88 billion0
Cleveland Capital Management, L.L.C.Rocky River$215.8 million0
Cleveland Wealth, LLCCleveland$506.6 million0
Clutterbuck Capital Management LLCCleveland$233.4 million0
Cm Wealth Advisors LLCBeachwood$3.60 billion0
Colburn Wealth Management, LLCGrove City$116.2 million0
Columbus Investment Advisory Inc.New Albany$453.7 million0
Compass Financial Group, Inc.Dublin$148.8 million0
Consolidated FinancialDublin$588.7 million4
Constellation Investments, Inc.Montgomery$31.48 billion0
Constellation Wealth AdvisorsCincinnati$5.40 billion0
Coordinated Financial Planning CorpCincinnati$343.2 million0
Cornerstone Wealth ManagementWestlake$628.7 million0
Cox & Cook Wealth AdvisorsDublin$119.5 million0
Crew Capital Management, Ltd.Cincinnati$235.4 million1
Croak CapitalToledo$363.9 million0
Cw Industrial Partners, LLCCleveland$283.9 million0
Cyprium PartnersCleveland$760.2 million0
Daymark Wealth Partners, LLCCincinnati$5.04 billion0
Dbk Financial Counsel, LLCCuyahoga Falls$199.5 million0
Dean Financial ServicesBeavercreek$382.0 million0
Dean InvestmentsBeavercreek$909.3 million0
Demers Financial PlanningColumbus$125.3 million0
Demming Financial Services Corp.Aurora$675.7 million0
Diamond Hill Capital Management, LLCColumbus$29.38 billion0
Dover Partners IncDayton$508.6 million0
Drive Capital LLCColumbus$4.38 billion0
Eagle Realty Capital Partners, LLCCincinnati$00
Edgewater Capital PartnersIndependence$466.8 million0
Edgewater Pro Sports FinancialAvon$225.0 million0
Egi Financial, Inc.Akron$348.7 million0
Egsi Investment ManagementDublin$144.7 million0
Eichner Investment Planning, LLCCincinnati$692.1 million0
Elios Financial Group, Inc.Westlake$331.5 million0
Elizabeth Park Capital Management, LtdPepper Pike$393.9 million0
Ellsworth Advisors, LLCHudson$1.41 billion0
Empeiria Capital Management, LLCCincinnati$339.4 million0
Emvision Capital Advisors, LLCAurora$176.4 million0
Endeavor Wealth Advisors, LLCPepper Pike$252.8 million0
Enza Financial, LLCIndependence$191.2 million0
Eubel Brady & SuttmanMiamisburg$2.07 billion0
Eukles Asset Management, LLCCincinnati$341.1 million0
Evans Wealth ManagementGallipolis$122.0 million0
Everhart AdvisorsDublin$2.46 billion3
Fairway Wealth Management LLCIndependence$2.98 billion0
Family Wealth Advisory Group, LLCCincinnati$396.2 million0
Fc Wealth Solutions LLCWesterville$101.0 million0
FegCincinnati$23.86 billion0
Feg Curio Investment Partners, LLCCincinnati$195.3 million0
Feg Investment Services, LLCCincinnati$2.23 billion0
Feg Private Investors, LLCCincinnati$1.47 billion0
Fidato Wealth LLCMiddleburg Heights$510.8 million0
Fiduciary Wealth Group, LLCCenterville$178.0 million0
Fifth Third Securities, Inc.Cincinnati$10.92 billion5
Fifth Third Wealth Advisors LLCCincinnati$7.80 billion4
Fillmore Capital Partners, LLCPowell$247.1 million0
Financial Counseling, Inc.Springboro$100.1 million0
Financial FreedomCincinnati$443.2 million0
Financial Management Strategies, Inc.Broadview Hts.$714.2 million3
Financial RoundsCincinnati$211.3 million0
Finish Well Ria LLCColumbus$109.0 million0
First Fiduciary Investment Counsel IncCleveland$565.5 million0
First Mason Financial, LLCMedina$185.7 million0
Formidable Asset Management, LLCCincinnati$903.0 million0
Fort Washington Investment Advisors IncCincinnati$93.47 billion0
Foster & Motley IncCincinnati$2.94 billion0
Fountain Square Asset ManagementCincinnati$233.7 million0
Fourth Dimension Wealth, LLCMiddleburg Heights$356.4 million0
Frazier Financial Advisors, LLCColumbus$1.16 billion0
Future Finances IncColumbus$304.6 million0
Future Financial Wealth Management Group, LLCCincinnati$193.4 million0
G2 Capital Management, LLCColumbus$756.5 million0
Game Plan Financial Advisors, LLCWestlake, Oh$254.7 million1
Garlikov Advisors IncColumbus$207.6 million0
Gatepass Capital, LLCIndependence$299.1 million0
Gateway Investment Advisers, LLCCincinnati$11.59 billion3
Gearhart & AssociatesCincinnati$872.6 million2
Generations Wealth, LLCCincinnati$307.8 million0
Gerber, LLCColumbus$592.1 million0
Ggm Financial LLCColumbus$513.0 million0
Glasfunds, LLCCleveland$3.28 billion0
Golden Reserve Retirement, LLCDublin$544.3 million0
Graver Capital Management, LLCColumbus$153.5 million0
Gryphon Financial PartnersColumbus$2.44 billion0
Gudorf Financial Group, LLCDayton$121.1 million0
Hackman Financial GroupCincinnati$426.7 million0
Hamilton CapitalColumbus$4.94 billion0
Harding Financial GroupWesterville$160.2 million0
Hardy & Hardy Co LLCLima$269.4 million0
Harvest Financial Advisors, LLCWest Chester$671.0 million0
Hauser Retirement Solutions 2 LLCCincinnati$1.21 billion2
Hcm Wealth AdvisorsCincinnati$1.23 billion0
Hda Wealth Management, LLCPoland$159.1 million0
Hendley & Co. Inc.Zanesville$438.2 million0
Heritage Financial Advisors, LLCWaterville$188.0 million0
Heritage Wealth AdvisorsCincinnati$604.7 million0
Hicks Capital Management, LLCColumbus$344.7 million0
Highland Consulting Associates Inc.Cleveland$21.93 billion0
Highland Consulting Associates International, Inc.Cleveland$76.6 million0
Hixon Zuercher Capital ManagementFindlay$487.7 million0
Horan Wealth, LLCCincinnati$1.47 billion0
Horter Investment Management, LLCCincinnati$314.5 million5
Hpe Capital Management Ii, LLCCincinnati$840.5 million2
Huntington Financial AdvisorsColumbus$7.89 billion6
Idr Investment Management, LLCIndependence$10.19 billion0
Independence Capital Co., Inc.Parma$118.7 million7
Independence Wealth Advisors, LLCIndependence$210.3 million0
Infinity Wealth Counsel, LLCLoveland$151.9 million0
Integrated Wealth Management, Inc.Uniontown$254.1 million0
Invest Capital PartnersSpringboro$271.9 million0
James Investment Research IncXenia$1.21 billion0
Jericho FinancialWesterville$220.0 million0
Jessup Wealth ManagementDayton$360.2 million0
John E. Sestina and CompanyColumbus$744.0 million0
Johnson Investment Counsel, Inc.Cincinnati$22.98 billion0
Journey Wealth ManagementCleveland$1.39 billion0
Jps Financial, LLCWestlake$377.0 million0
Jrp Capital CorpDublin$108.5 million1
Kapstone Financial Advisors LLCLebanon$322.3 million0
Keeler & Nadler Family WealthDublin$609.9 million0
Keidan Financial Consultants LLCColumbus$574.9 million0
Kellett Wealth Advisors, LLCCincinnati$344.0 million0
Kennon-green & Co.New Albany$171.4 million0
Key Investment Services LLCBrooklyn$8.88 billion7
Keybanc Capital Markets Research, LLCCleveland$07
Keystone Financial Planning, IncWestlake$406.9 million0
Kinetic Wealth Investment Advisors, LLCWestlake$214.5 million0
Kintra Investments, LLCMarysville$112.8 million0
Kiplinger Wealth AdvisorsSpringboro$261.7 million0
Kirtland Hills Capital Management, LLCBratenahl$382.0 million0
Kleinfelder Capital, Inc.Cincinnati$376.6 million0
Kmg Fiduciary Partners, LLCToledo$1.67 billion0
Kohmann Bosshard Financial Services, LLC.Akron$1.12 billion0
Kovalcik & Geraghty Wealth Partners LLPUpper Arlington$299.1 million0
Lakeridge Wealth Management LLCMentor$805.4 million0
Landing Point Financial GroupAvon$381.3 million0
Leclair Wealth PartnersDublin$363.0 million0
Lesjak Planning, LLCWestlake$396.0 million0
Libertas Wealth Management Group, Inc.Columbus$163.1 million2
Lighthouse Wealth Management, Inc.Ashland$237.6 million0
Lincoln Douglas Investments, LLCMount Vernon$130.5 million1
Lindahl & Mansager IncFairlawn$213.7 million0
Lineweaver Wealth AdvisorsValley View$1.08 billion0
Livelsberger Financial AdvisoryAshland$176.4 million0
M.K. Brown Wealth AdvisoryOakwood$165.5 million0
M3 Wealth ManagementNorth Royalton$160.2 million0
Mai Capital Management, LLCCleveland$52.10 billion0
Matson Capital LLCMason$00
Matson Money, Inc.Mason$24.33 billion0
Mbia Capital AdvisorsCincinnati$290.2 million0
Mccarley & Cook Financial PlannersCincinnati$169.1 million0
Mccarthy Wealth & Tax AdvisorsSpringboro$202.0 million0
Mcdonald Partners LLCCleveland$1.28 billion5
Mediate Financial Investment Advisory Services, LLCCanfield$106.4 million0
Meeder Advisory Services, Inc.Dublin$2.86 billion0
Meeder Asset Management, Inc.Dublin$3.33 billion0
Meeder Public Funds, Inc.Dublin$70.16 billion0
Mench Financial IncCincinnati$130.6 million0
Messmer Capital Advisors LLCMilford$130.4 million0
Meyer Capital Management LLC.Cincinnati$190.8 million0
Meyer Gates Financial Advisors, IncWest Chester$168.7 million0
Meyers Wealth Management, LLCColumbus$1.93 billion2
Miami Valley Portfolio Management IncBrookville$218.6 million0
Michael Brady & Co., LLCWestlake$248.6 million0
Monetary Solutions, Ltd.Dayton$139.7 million0
Mpe PartnersCleveland$1.44 billion0
Mpm Wealth AdvisorsHolland$1.04 billion4
Munn Wealth Management, LLCMaumee$242.3 million0
National Wealth Management Group, LLCCincinnati$534.9 million0
Nationwide Asset Management, LLCColumbus$15.19 billion3
Nationwide Fund AdvisorsColumbus$83.14 billion0
Nationwide Investment Advisors, LLCColumbus$16.73 billion4
Nationwide Securities, LLCColumbus$06
Navian Investment ManagementCincinnati$00
Newport Investment Advisors IncBeachwood$198.0 million0
North Point Portfolio Managers CorporationOrange Village$773.3 million0
North Star Advisory Group, LLCBeachwood$289.1 million0
Northavenue LLCColumbus$204.8 million0
Nvest Wealth Strategies, Inc.Powell$236.7 million0
Nye Wealth Management LLCHudson$107.7 million0
Oak Associates LtdAkron$1.78 billion0
Objective Capital Management, LLCFairlawn$214.2 million0
Octavia Wealth Advisors LLCCincinnati$2.15 billion0
Oda and Company, Inc.Medina$125.6 million0
Oelschlager InvestmentsAkron$93.3 million0
On Investment Management CoCincinnati$3.15 billion5
OnesevenBeachwood$7.72 billion0
Opus Capital ManagementCincinnati$1.51 billion0
Org Portfolio Management LLCBeachwood$6.38 billion0
Paradigm Wealth Management, LLCWestlake$563.4 million0
Park Edge Advisors, LLCCleveland$522.5 million0
Pca Investment Advisory Services, Inc.Cincinnati$4.31 billion0
Pcm Management Advisor, LLCChagrin Falls$7.89 billion0
Pds Planning IncDublin$2.17 billion0
Peak Retirement Planning, Inc.Columbus$631.0 million0
Peak Wealth SolutionsPepper Pike$911.6 million0
Peb Capital Management LLCColumbus$171.0 million0
Peerless WealthColumbus$148.7 million0
Pinnacle AdvisorsMansfield$2.14 billion0
Polaris Financial Partners, LLCWesterville$226.0 million0
Prasad Wealth PartnersIndependence$572.1 million0
Presper Financial Architects, LLCAkron$362.6 million0
Prosperity Capital AdvisorsWestlake$4.39 billion0
Purtill Financial LLCHighland Heights$207.1 million0
Queen City Capital Management, LLCCincinnati$114.4 million0
Quest Wealth Solutions, Inc.Mansfield$214.6 million0
Rabe Investment Consulting GroupRichfield$147.3 million0
Randolph Co IncCincinnati$1.08 billion0
Rc CapitalCincinnati$682.1 million1
Rea Wealth ManagementNew Philadelphia$892.3 million3
Rebel Financial, LLCGroveport$370.5 million0
Redtree Investment GroupCincinnati$9.68 billion0
Redwood Financial NetworkSolon$262.8 million0
Reed Financial Services, Inc.Cleveland$388.6 million0
Reservoir Wealth ManagementLima$208.8 million0
Resilience ManagementCleveland$546.3 million4
Resolute Wealth Advisor, Inc.Findlay$293.8 million0
Retirement Plans, Inc.Westerville$224.9 million0
Retirement Strategies, Ltd.Dublin$272.7 million2
Return on Life Wealth PartnersCleveland$472.5 million0
Revisor Wealth Management LLCAkron$2.53 billion0
Richwood Investment Advisors, LLCCincinnati$155.1 million0
Ridgeline Wealth Planning LLCCenterville$259.6 million0
Rightwealth Advisors, LLCMiamisburg$229.3 million0
Rik Saylor Financial, Inc.Fairfield$199.2 million1
Riverview Research, LLCIndependence$990.8 million0
Rockbridge Capital, LLCColumbus$5.01 billion0
Rockport Wealth AdvisorsFairview Park$676.4 million0
Ross Wealth Advisors, LLCColumbus$139.7 million0
Royal Oak Financial GroupWorthington$415.8 million0
Ruggaard & AssociatesHudson$368.6 million0
S.C. Thomas & Associates, Cpa, LLCMedina$104.6 million0
Saas Capital, LLCCincinnati$244.9 million0
Sabre Asset Management LLCPepper Pike$127.3 million0
Safe Harbor Wealth Advisors, LLCDublin$167.2 million0
Schear Investment Advisers, LLCCincinnati$268.8 million0
Scheeler Financial GroupWest Chester$00
Schmitt Wealth Advisers, LLCCincinnati$135.0 million0
Schulhoff & Co IncCincinnati$286.3 million0
Scofield & Company, LLCFairlawn$113.6 million0
Seniors Housing Fund Manager LLCToledo$3.79 billion0
Sequoia Financial Group, L.L.C.Akron$32.24 billion0
Seven Hills Capital AdvisorsCincinnati$130.0 million1
Shaffer CapitalWesterville$211.1 million0
Shaker InvestmentsBeachwood$258.8 million0
Shepherd Wealth ManagementCincinnati$162.1 million0
Shuttleworth & CompanyPowell$173.0 million0
Signal Tree Financial Partners LLCCopley$213.4 million0
Signature Equity Partners, LLCColumbus$330.6 million0
Sims Investment Management LLCCincinnati$304.6 million1
Sjs Investment ServicesSylvania$2.94 billion0
Ska Financial Services,inc.Fairview Park$159.1 million0
Souders Financial Advisors, LLCCincinnati$1.41 billion0
Spreng Capital Management, Inc.Bucyrus$300.2 million0
St. Clair Advisors, LLCMayfield Heights$1.07 billion0
Strategic Planning, Inc.Columbus$376.6 million0
Strategic Value Bank Partners LLCCleveland$774.1 million0
Strategic Wealth Partners, Ltd.Independence$1.64 billion0
Stratos Investment Management, LLCBeachwood$3.31 billion0
Stratos Wealth Advisors LLCBeachwood$5.57 billion0
Stratos Wealth Partners, LtdBeachwood$18.65 billion0
Strong Investment Management, LLCCanton$111.9 million0
Structured Wealth Management, Inc.Toledo$226.9 million0
Summit Financial Advisors, Inc.Middletown$232.8 million2
Summit Financial Strategies IncColumbus$2.31 billion0
Summit Wealth Management LLCAkron$120.1 million0
Swisher Financial Concepts, Inc.Westerville$317.0 million0
Swp Investment Management LLCIndependence$138.4 million0
Sws Partners, LLCColumbus$442.6 million0
Symphony Financial Services, Inc.Akron$428.7 million0
T.T.G. Financial, Inc.Canton$194.0 million0
Tactical Fund Advisors, LLCCincinnati$169.8 million5
Tcp Asset Management, LLCUpper Arlington$1.18 billion0
Tempo WealthIndependence$804.3 million0
Tfo Wealth PartnersMaumee$5.66 billion0
The Connor Group Fund Manager, LLCMiamisburg$494.3 million0
The Joseph Group Capital ManagementColumbus$1.09 billion0
The O.H.I.O. FundCleveland$474.6 million0
The Pension GroupDublin$182.4 million0
The Private Investment Group, Inc.Kettering$179.3 million0
The Retirement Guys FormulaMaumee$276.9 million3
The Wealth Advantage Group, Inc.Columbus$146.4 million0
Thor Wealth Management IncCincinnati$678.7 million0
Timber Bay Partners, LLCCincinnati$1.05 billion0
Touchstone Advisors IncCincinnati$31.09 billion0
Townsend Holdings LLCCleveland$19.64 billion0
Trinity Financial Advisors LLCColumbus$670.0 million0
Trinity Wealth Management LLCCincinnati$425.2 million0
True Wealth Design, LLCAkron$494.0 million0
Trueblood Wealth Management, LLCLima$474.1 million0
Truepoint, Inc.Cincinnati$6.39 billion0
Tsg Advice Partners, LLCColumbus$866.5 million0
Tudor Financial, Inc.Dayton$256.3 million0
Turnstone FinancialTroy$169.8 million0
Union Strategic AdvisorsBlue Ash$371.6 million0
United Advisor GroupCincinnati$1.43 billion3
Valmark Advisers, Inc.Akron$10.17 billion3
Van Cleef Asset Management IncBeachwood$1.21 billion0
Van Winkle Wealth Management Group LLCNewark$120.8 million0
Vantage Financial Group, Inc.Cleveland$866.9 million0
Vanweelden Wealth Management, LLCWest Chester$136.5 million0
Vawter Financial LtdColumbus$394.4 million0
Vela Investment Management, LLCNew Albany$562.9 million0
Venture Visionary Partners LLCSylvania$5.24 billion1
Viking Partners AdvisorsCincinnati$375.0 million0
Virtera Partners LLCPepper Pike$451.8 million0
Vision Financial Management, LLCCuyahoga Falls$165.7 million0
W&s Advisory Services, LLCCincinnati$5.3 million0
W&s Brokerage Services, Inc.Cincinnati$257.2 million0
W.A. Smith Financial GroupSandusky$1.16 billion0
Waller Financial Planning Group, Inc.Columbus$747.8 million0
Warther Private WealthAkron$371.3 million0
Wealth Dimensions Family Office, IncCincinnati$625.9 million0
Wealth Dimensions Group, Ltd.Cincinnati$1.24 billion0
Wealthbridge Capital Management, LLCWesterville$709.7 million0
Wealthquest CorporationCincinnati$2.22 billion0
Wellspring Family OfficeCleveland$5.06 billion0
Wesbanco Securities, Inc.St. Clairsville$285.9 million1
Western Reserve Capital Management, LLCHudson$120.2 million0
Westminster Financial Advisory CorpBeavercreek$1.36 billion1
Westpoint Wealth Management, LLCBerea$106.0 million0
Whitaker-myers Wealth Managers, Ltd.Mansfield$850.6 million0
Whitcomb & Hess, Inc.Ashland$490.7 million0
White Oak Partners Investment Advisor, LLCWesterville$1.83 billion0
Windsor Advisory Group, LLCColumbus$2.92 billion0
Winslow Asset Management IncBeachwood$626.7 million0
Woodland Wealth PartnersPepper Pike$711.9 million0
Worthington Wealth ManagementWorthington$153.7 million0
Wurz Financial Services, LLCHolland$117.0 million0
Yarger Wealth Strategies, LLCWesterville$529.7 million0
Yfp WealthNew Albany$53.2 million0