Top RIAs in Ohio
Every SEC-registered RIA with a main office in Ohio, by regulatory AUM, from Form ADV
400 RIAs registered with the SEC are headquartered in Ohio, the 9th most of any state, managing $1.09T in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Fort Washington Investment Advisors Inc in Cincinnati at $93.5B. 110 firms report $1 billion or more.
400
SEC-registered RIAs
$1.09T
Regulatory AUM
110
Firms at $1B and above
$376.8M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Ohio, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 400 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Fort Washington Investment Advisors IncCRD 107126 | Cincinnati | $93.5B | 72 | 1,650 | 586 | 1% | Jun 2026 |
| 2 | Nationwide Fund AdvisorsCRD 109391 | Columbus | $83.1B | 22 | 129 | 0 | 0% | Feb 2026 |
| 3 | Meeder Public Funds, Inc.CRD 106816 | Dublin | $70.2B | 58 | 954 | n.d. | 0% | Aug 2026 |
| 4 | MAI Capital Management, LLCCRD 109807 | Cleveland | $52.1B | 230 | 48,547 | 15,740 | 66% | Jul 2026 |
| 5 | Clearstead; Clearstead Advisory SolutionsCRD 105674 | Cleveland | $33.9B | 104 | 14,707 | 4,311 | 63% | Jul 2026 |
| 6 | Sequoia Financial Group, L.L.C.CRD 117756 | Akron | $32.2B | 195 | 39,636 | 11,064 | 93% | Aug 2026 |
| 7 | Constellation Investments, Inc.CRD 107528 | Montgomery | $31.5B | 8 | 15 | n.d. | 0% | Mar 2026 |
| 8 | Touchstone Advisors IncCRD 107028 | Cincinnati | $31.1B | 14 | 40 | n.d. | 0% | Mar 2026 |
| 9 | Diamond Hill Capital Management, LLCCRD 110638 | Columbus | $29.4B | 42 | 3,192 | 16 | 0% | Aug 2026 |
| 10 | Matson Money, Inc.CRD 110425 | Mason | $24.3B | 9 | 29,979 | 29,179 | 48% | May 2026 |
| 11 | FEGCRD 121658 | Cincinnati | $23.9B | 74 | 218 | 45 | 1% | Mar 2026 |
| 12 | Johnson Investment Counsel, Inc.CRD 117054 | Cincinnati | $23.0B | 76 | 18,154 | 5,251 | 67% | May 2026 |
| 13 | Highland Consulting Associates Inc.CRD 109834 | Cleveland | $21.9B | 17 | 468 | 44 | 1% | Mar 2026 |
| 14 | American Money Management Corporation ("ammc")CRD 161853 | Cincinnati | $21.3B | 22 | 45 | n.d. | 0% | Mar 2026 |
| 15 | Bahl & Gaynor LLCCRD 106139 | Cincinnati | $21.0B | 47 | 3,251 | 779 | 33% | Jul 2026 |
| 16 | Townsend Holdings LLCCRD 160006 | Cleveland | $19.6B | 73 | 67 | 0 | 0% | Mar 2026 |
| 17 | Boyd Watterson Asset Management, LLCCRD 107808 | Cleveland | $18.8B | 51 | 1,102 | 670 | 3% | Mar 2026 |
| 18 | Stratos Wealth Partners, LtdCRD 153184 | Beachwood | $18.6B | 352 | 47,696 | 24,844 | 94% | Aug 2026 |
| 19 | Nationwide Investment Advisors, LLCCRD 142373 | Columbus | $16.7B | 316 | 251,223 | 251,200 | 100% | May 2026 |
| 20 | Nationwide Asset Management, LLCCRD 143668 | Columbus | $15.2B | 107 | 13 | n.d. | 0% | Mar 2026 |
| 21 | Cbiz Investment Advisory Services, LLCCRD 286002 | Cleveland | $12.8B | 87 | 2,850 | 1,765 | 6% | Mar 2026 |
| 22 | Gateway Investment Advisers, LLCCRD 146681 | Cincinnati | $11.6B | 10 | 318 | 296 | 14% | Jul 2026 |
| 23 | Fifth Third Securities, Inc.CRD 628 | Cincinnati | $10.9B | 848 | 47,014 | 46,299 | 98% | Jul 2026 |
| 24 | Bartlett & Co. Wealth Management LLCCRD 292246 | Cincinnati | $10.3B | 34 | 6,188 | 2,133 | 85% | Mar 2026 |
| 25 | IDR Investment Management, LLCCRD 286208 | Independence | $10.2B | 13 | 9 | n.d. | 0% | Mar 2026 |
| 26 | Valmark Advisers, Inc.CRD 108050 | Akron | $10.2B | 280 | 20,881 | 14,624 | 80% | Jun 2026 |
| 27 | Redtree Investment GroupCRD 171615 | Cincinnati | $9.7B | 5 | 538 | 0 | 0% | Feb 2026 |
| 28 | Key Investment Services LLCCRD 136300 | Brooklyn | $8.9B | 360 | 34,920 | 34,509 | 99% | Jun 2026 |
| 29 | PCM Management Advisor, LLCCRD 323946 | Chagrin Falls | $7.9B | 38 | 24 | n.d. | 0% | Apr 2026 |
| 30 | Huntington Financial AdvisorsCRD 16986 | Columbus | $7.9B | 415 | 42,399 | 42,153 | 99% | Aug 2026 |
| 31 | Fifth Third Wealth Advisors LLCCRD 313015 | Cincinnati | $7.8B | 58 | 2,121 | 1,426 | 43% | Jul 2026 |
| 32 | OnesevenCRD 283087 | Beachwood | $7.7B | 95 | 26,700 | 15,787 | 94% | Apr 2026 |
| 33 | Carnegie Investment CounselCRD 150488 | Pepper Pike | $7.5B | 39 | 8,541 | 3,056 | 82% | Jul 2026 |
| 34 | Truepoint, Inc.CRD 105664 | Cincinnati | $6.4B | 37 | 9,643 | 1,867 | 93% | Aug 2026 |
| 35 | ORG Portfolio Management LLCCRD 130198 | Beachwood | $6.4B | 15 | 22 | n.d. | 6% | Mar 2026 |
| 36 | TFO Wealth PartnersCRD 124407 | Maumee | $5.7B | 55 | 5,341 | 1,815 | 87% | Apr 2026 |
| 37 | Stratos Wealth Advisors LLCCRD 283816 | Beachwood | $5.6B | 67 | 12,896 | 4,928 | 97% | Aug 2026 |
| 38 | Constellation Wealth AdvisorsCRD 147253 | Cincinnati | $5.4B | 20 | 2,095 | 403 | 77% | Jul 2026 |
| 39 | Venture Visionary Partners LLCCRD 304237 | Sylvania | $5.2B | 18 | 6,711 | 2,660 | 81% | Mar 2026 |
| 40 | Wellspring Family OfficeCRD 143112 | Cleveland | $5.1B | 11 | 2,051 | 139 | 99% | Jun 2026 |
| 41 | Daymark Wealth Partners, LLCCRD 320878 | Cincinnati | $5.0B | 21 | 7,405 | 2,060 | 95% | Jul 2026 |
| 42 | Rockbridge Capital, LLCCRD 161078 | Columbus | $5.0B | 21 | 23 | 0 | 0% | Jul 2026 |
| 43 | Hamilton CapitalCRD 109116 | Columbus | $4.9B | 45 | 9,562 | 2,744 | 80% | Apr 2026 |
| 44 | Ancora Advisors LLCCRD 124674 | Mayfield Heights | $4.6B | 27 | 307 | 148 | 9% | Mar 2026 |
| 45 | Prosperity Capital AdvisorsCRD 156480 | Westlake | $4.4B | 98 | 16,541 | 7,469 | 86% | Mar 2026 |
| 46 | Drive Capital LLCCRD 169002 | Columbus | $4.4B | 13 | 21 | n.d. | 0% | Jun 2026 |
| 47 | PCA Investment Advisory Services, Inc.CRD 123475 | Cincinnati | $4.3B | 10 | 2,187 | 872 | 22% | Jul 2026 |
| 48 | Beacon Capital Management, Inc.CRD 120641 | Dayton | $4.3B | 5 | 10,456 | 10,219 | 47% | Mar 2026 |
| 49 | Ancora Private Wealth Advisors, LLCCRD 124845 | Cleveland | $3.9B | 29 | 4,509 | 4,414 | 95% | Apr 2026 |
| 50 | Seniors Housing Fund Manager LLCCRD 334006 | Toledo | $3.8B | 18 | 8 | n.d. | 0% | Mar 2026 |
02 · By city
Where in Ohio the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Cincinnati85 · $331.8B
- Columbus44 · $191.9B
- Cleveland34 · $187.9B
- Dublin18 · $85.0B
- Akron14 · $50.2B
- Beachwood12 · $48.4B
- Independence11 · $18.5B
- Westerville10 · $4.5B
- Westlake10 · $8.0B
- Dayton8 · $6.5B
- Pepper Pike8 · $10.5B
- Maumee7 · $6.8B
- Hudson5 · $2.6B
- Springboro5 · $963.0M
- Toledo5 · $6.2B
- Canton4 · $2.6B
- New Albany4 · $1.2B
- Ashland3 · $904.6M
- Beavercreek3 · $2.7B
- Centerville3 · $820.3M
- Fairlawn3 · $541.4M
- Lima3 · $952.3M
- Mansfield3 · $3.2B
- Mason3 · $24.5B
- Medina3 · $415.8M
03 · Questions
Questions people ask about RIAs in Ohio
- How many RIAs are in Ohio?
- 400 RIAs registered with the SEC list a main office in Ohio in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Ohio?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Ohio is Fort Washington Investment Advisors Inc in Cincinnati, at $93.5B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Ohio RIAs manage more than $1 billion?
- 110 of the 400 SEC-registered RIAs headquartered in Ohio report regulatory assets under management of $1 billion or more. The median firm in the state reports $376.8M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.