Financial advisors in Ohio

103 SEC-registered advisory firms based in Ohio, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Ohio

Cincinnati (30)Columbus (16)Cleveland (12)Beachwood (5)Dublin (5)Akron (4)Pepper Pike (2)Sylvania (2)Mansfield (2)Independence (2)Brooklyn (1)Mason (1)Westlake (1)Maumee (1)Dayton (1)Beavercreek (1)

Ohio advisory firms by assets

Mai Capital Management, LLC

Cleveland, OH · CRD #109807

$52B AUM·54k accounts·Fee-based

Nationwide Investment Advisors, LLC

Columbus, OH · CRD #142373

$17B AUM·251k accounts·Fee-only

Sequoia Financial Group, L.L.C.

Akron, OH · CRD #117756

$32B AUM·40k accounts·Fee-based

Stratos Wealth Partners, Ltd logo
Stratos Wealth Partners, Ltd

Beachwood, OH · CRD #153184

$19B AUM·50k accounts·Fee-based

Key Investment Services LLC logo
Key Investment Services LLC

Brooklyn, OH · CRD #136300

$8.9B AUM·70k accounts·Fee-only

Fifth Third Securities, INC.

Cincinnati, OH · CRD #628

$11B AUM·47k accounts·Fee-only

Huntington Financial Advisors logo
Huntington Financial Advisors

Columbus, OH · CRD #16986

$7.9B AUM·42k accounts·Fee-only

Valmark Advisers, INC.

Akron, OH · CRD #108050

$10B AUM·21k accounts·Fee-based

On Investment Management Co logo
On Investment Management Co

Cincinnati, OH · CRD #105662

$3.2B AUM·26k accounts·Fee-based

Clearstead; Clearstead Advisory Solutions logo
Clearstead; Clearstead Advisory Solutions

Cleveland, OH · CRD #105674

$34B AUM·17k accounts·Fee-based

Johnson Investment Counsel, INC. logo
Johnson Investment Counsel, INC.

Cincinnati, OH · CRD #117054

$23B AUM·18k accounts·Fee-based

Fort Washington Investment Advisors INC logo
Fort Washington Investment Advisors INC

Cincinnati, OH · CRD #107126

$93B AUM·1.7k accounts·Fee-based

Oneseven

Beachwood, OH · CRD #283087

$7.7B AUM·27k accounts·Fee-based

Meeder Public Funds, INC.

Dublin, OH · CRD #106816

$70B AUM·1.2k accounts·Fee-based

Matson Money, INC.

Mason, OH · CRD #110425

$24B AUM·30k accounts·Fee-only

Prosperity Capital Advisors

Westlake, OH · CRD #156480

$4.4B AUM·17k accounts·Fee-based

Diamond Hill Capital Management INC logo
Diamond Hill Capital Management INC

Columbus, OH · CRD #110638

$29B AUM·3.2k accounts·Fee-only

Cbiz Investment Advisory Services, LLC

Cleveland, OH · CRD #286002

$13B AUM·2.9k accounts·Fee-based

Bahl & Gaynor INC

Cincinnati, OH · CRD #106139

$21B AUM·3.3k accounts·Fee-based

Stratos Wealth Advisors LLC logo
Stratos Wealth Advisors LLC

Beachwood, OH · CRD #283816

$5.6B AUM·13k accounts·Fee-based

Truepoint, INC. logo
Truepoint, INC.

Cincinnati, OH · CRD #105664

$6.4B AUM·10k accounts·Fee-based

Boyd Watterson Asset Management, LLC logo
Boyd Watterson Asset Management, LLC

Cleveland, OH · CRD #107808

$19B AUM·1.1k accounts·Fee-based

Feg

Cincinnati, OH · CRD #121658

$24B AUM·286 accounts·Fee-based

Carnegie Investment Counsel

Pepper Pike, OH · CRD #150488

$7.5B AUM·8.8k accounts·Fee-based

Bartlett & Co. Wealth Management LLC

Cincinnati, OH · CRD #292246

$10B AUM·6.2k accounts·Fee-based

Hamilton Capital

Columbus, OH · CRD #109116

$4.9B AUM·9.7k accounts·Fee-based

Tfo Wealth Partners

Maumee, OH · CRD #124407

$5.7B AUM·5.4k accounts·Fee-based

Fifth Third Wealth Advisors LLC

Cincinnati, OH · CRD #313015

$7.8B AUM·2.1k accounts·Fee-based

Nationwide Fund Advisors logo
Nationwide Fund Advisors

Columbus, OH · CRD #109391

$83B AUM·129 accounts·Fee-only

Highland Consulting Associates INC. logo
Highland Consulting Associates INC.

Cleveland, OH · CRD #109834

$22B AUM·880 accounts·Fee-based

Venture Visionary Partners LLC

Sylvania, OH · CRD #304237

$5.2B AUM·6.8k accounts·Fee-based

Daymark Wealth Partners, LLC logo
Daymark Wealth Partners, LLC

Cincinnati, OH · CRD #320878

$5.0B AUM·7.4k accounts·Fee-based

Townsend Holdings LLC logo
Townsend Holdings LLC

Cleveland, OH · CRD #160006

$20B AUM·76 accounts·Fee-based

Meeder Advisory Services, INC. logo
Meeder Advisory Services, INC.

Dublin, OH · CRD #106814

$2.9B AUM·3.6k accounts·Fee-based

Beacon Capital Management, INC. logo
Beacon Capital Management, INC.

Dayton, OH · CRD #120641

$4.3B AUM·11k accounts·Fee-only

Ancora Private Wealth Advisors, LLC logo
Ancora Private Wealth Advisors, LLC

Cleveland, OH · CRD #124845

$3.9B AUM·4.6k accounts·Fee-based

Nationwide Asset Management, LLC

Columbus, OH · CRD #143668

$15B AUM·14 accounts·Fee-only

Octavia Wealth Advisors LLC

Cincinnati, OH · CRD #306909

$2.2B AUM·7.4k accounts·Fee-based

United Advisor Group logo
United Advisor Group

Cincinnati, OH · CRD #324205

$1.4B AUM·6.8k accounts·Fee-based

Everhart Advisors logo
Everhart Advisors

Dublin, OH · CRD #107091

$2.5B AUM·6.2k accounts·Fee-based

Showing the 40 largest of 103 firms in Ohio. Get matched to see the ones that fit you.

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Ohio

How many financial advisors are in Ohio?

AdvisoryReviews lists 103 SEC-registered advisory firms based in Ohio, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Ohio?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Ohio?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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