Best Financial Advisors in Ohio
384 SEC-registered advisory firms across 88 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Ohio
CINCINNATI, OH
COLUMBUS, OH
CLEVELAND, OH
DUBLIN, OH
AKRON, OH
BEACHWOOD, OH
INDEPENDENCE, OH
WESTLAKE, OH
WESTERVILLE, OH
DAYTON, OH
MAUMEE, OH
PEPPER PIKE, OH
TOLEDO, OH
HUDSON, OH
SPRINGBORO, OH
NEW ALBANY, OH
BEAVERCREEK, OH
MANSFIELD, OH
MIAMISBURG, OH
CANTON, OH
MASON, OH
ASHLAND, OH
MEDINA, OH
POWELL, OH
LIMA, OH
WORTHINGTON, OH
CENTERVILLE, OH
HOLLAND, OH
FAIRLAWN, OH
SYLVANIA, OH
FAIRVIEW PARK, OH
AURORA, OH
OAKWOOD, OH
CHAGRIN FALLS, OH
FINDLAY, OH
MAYFIELD HEIGHTS, OH
WEST CHESTER, OH
SOLON, OH
AVON, OH
MILFORD, OH
SHAKER HEIGHTS, OH
MIDDLEBURG HEIGHTS, OH
UPPER ARLINGTON, OH
CUYAHOGA FALLS, OH
Top-Ranked Firms in Ohio
ANCORA RETIREMENT PLAN ADVISORS, LLC
CLEVELAND, OH · Since 2007
KEYSTONE FINANCIAL PLANNING, INC
WESTLAKE, OH · Since 1987
MPM WEALTH ADVISORS
HOLLAND, OH · Since 1995
CINCINNATI ASSET MANAGEMENT INC
CINCINNATI, OH · Since 1989
DOVER PARTNERS INC
DAYTON, OH · Since 1989
SCHULHOFF & CO INC
CINCINNATI, OH · Since 1976
VAN CLEEF ASSET MANAGEMENT INC
BEACHWOOD, OH · Since 1988
MEEDER ASSET MANAGEMENT, INC.
DUBLIN, OH · Since 1974
VANTAGE FINANCIAL GROUP, INC.
CLEVELAND, OH · Since 1988
BOND TECH INC
BELLBROOK, OH · Since 1993
BAHL & GAYNOR INC
CINCINNATI, OH · Since 1990
OPUS CAPITAL MANAGEMENT
CINCINNATI, OH · Since 1996
MENCH FINANCIAL INC
CINCINNATI, OH · Since 1995
DEMERS FINANCIAL PLANNING
COLUMBUS, OH · Since 2026
MEEDER ADVISORY SERVICES, INC.
DUBLIN, OH · Since 1991
MEEDER PUBLIC FUNDS, INC.
DUBLIN, OH · Since 1990
PDS PLANNING INC
DUBLIN, OH · Since 1988
MEYER CAPITAL MANAGEMENT LLC.
CINCINNATI, OH · Since 2018
TOUCHSTONE ADVISORS INC
CINCINNATI, OH · Since 1994
LINDAHL & MANSAGER INC
FAIRLAWN, OH · Since 2018
SKA FINANCIAL SERVICES,INC.
FAIRVIEW PARK, OH · Since 2022
CONSTELLATION INVESTMENTS, INC.
MONTGOMERY, OH · Since 1996
ARDENT CAPITAL MANAGEMENT, INC.
CINCINNATI, OH · Since 1994
OAK ASSOCIATES LTD
AKRON, OH · Since 1985
REA WEALTH MANAGEMENT
NEW PHILADELPHIA, OH · Since 1997
HIGHLAND CONSULTING ASSOCIATES INC.
CLEVELAND, OH · Since 1994
LESJAK PLANNING, LLC
WESTLAKE, OH · Since 1980
FINANCIAL ROUNDS
CINCINNATI, OH · Since 2021
MATSON MONEY, INC.
MASON, OH · Since 1991
FIRST FIDUCIARY INVESTMENT COUNSEL INC
CLEVELAND, OH · Since 1976
NORTH POINT PORTFOLIO MANAGERS CORPORATION
ORANGE VILLAGE, OH · Since 1999
REED FINANCIAL SERVICES, INC.
CLEVELAND, OH · Since 1989
CAMBRIDGE FINANCIAL GROUP, INC.
COLUMBUS, OH · Since 1986
ALPHA ASSET MANAGEMENT
AKRON, OH · Since 2025
RETURN ON LIFE WEALTH PARTNERS
CLEVELAND, OH · Since 2017
NEWPORT INVESTMENT ADVISORS INC
BEACHWOOD, OH · Since 2024
KIPLINGER WEALTH ADVISORS
SPRINGBORO, OH · Since 2024
FINANCIAL FREEDOM
CINCINNATI, OH · Since 2005
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
DUBLIN, OH · Since 2003
ODA AND COMPANY, INC.
MEDINA, OH · Since 2026
FINANCIAL COUNSELING, INC.
SPRINGBORO, OH · Since 2019
DEMMING FINANCIAL SERVICES CORP.
AURORA, OH · Since 2008
CAPITAL ASSET MANAGEMENT, INC.
COLUMBUS, OH · Since 2021
EGI FINANCIAL, INC.
AKRON, OH · Since 2018
FINANCIAL MANAGEMENT STRATEGIES, INC.
BROADVIEW HTS., OH · Since 2006
MONETARY SOLUTIONS, LTD.
DAYTON, OH · Since 2021
TUDOR FINANCIAL, INC.
DAYTON, OH · Since 2020
FEG
CINCINNATI, OH · Since 2002
S.C. THOMAS & ASSOCIATES, CPA, LLC
MEDINA, OH · Since 2026
THE WEALTH ADVANTAGE GROUP, INC.
COLUMBUS, OH · Since 2024
CHAPMAN & CHAPMAN ADVISORS LLC
CHAGRIN FALLS, OH · Since 2021
SYMPHONY FINANCIAL SERVICES, INC.
AKRON, OH · Since 2004
T.T.G. FINANCIAL, INC.
CANTON, OH · Since 2020
COMPASS FINANCIAL GROUP, INC.
DUBLIN, OH · Since 2024
PURTILL FINANCIAL LLC
HIGHLAND HEIGHTS, OH · Since 2017
FILLMORE CAPITAL PARTNERS, LLC
POWELL, OH · Since 2012
STRATEGIC PLANNING, INC.
COLUMBUS, OH · Since 2017
NVEST WEALTH STRATEGIES, INC.
POWELL, OH · Since 2022
ARTIFEX FINANCIAL GROUP, LLC
OAKWOOD, OH · Since 2018
NATIONWIDE INVESTMENT ADVISORS, LLC
COLUMBUS, OH · Since 1996
NATIONWIDE ASSET MANAGEMENT, LLC
COLUMBUS, OH · Since 2007
SUMMIT FINANCIAL ADVISORS, INC.
MIDDLETOWN, OH · Since 2015
FIRST MASON FINANCIAL, LLC
MEDINA, OH · Since 2011
HARDY & HARDY CO LLC
LIMA, OH · Since 2024
BULLSEYE INVESTMENT MANAGEMENT, LLC
CINCINNCIATI, OH · Since 2021
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
COLUMBUS, OH · Since 2008
SCHEAR INVESTMENT ADVISERS, LLC
CINCINNATI, OH · Since 2022
STRUCTURED WEALTH MANAGEMENT, INC.
TOLEDO, OH · Since 2025
BROWN FINANCIAL ADVISORS, LLC
MILFORD, OH · Since 2020
STRATEGIC WEALTH PARTNERS, LTD.
INDEPENDENCE, OH · Since 2014
PARADIGM WEALTH MANAGEMENT, LLC
WESTLAKE, OH · Since 2008
SHAFFER CAPITAL
WESTERVILLE, OH · Since 2020
TRINITY WEALTH MANAGEMENT LLC
CINCINNATI, OH · Since 2014
RICHWOOD INVESTMENT ADVISORS, LLC
CINCINNATI, OH · Since 2021
HERITAGE FINANCIAL ADVISORS, LLC
WATERVILLE, OH · Since 2017
OBJECTIVE CAPITAL MANAGEMENT, LLC
FAIRLAWN, OH · Since 2018
EUKLES ASSET MANAGEMENT, LLC
CINCINNATI, OH · Since 2015
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
COLUMBUS, OH · Since 2025
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
UPPER ARLINGTON, OH · Since 2012
CW INDUSTRIAL PARTNERS, LLC
CLEVELAND, OH · Since 2017
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
CINCINNATI, OH · Since 2012
RETIREMENT STRATEGIES, LTD.
DUBLIN, OH · Since 2018
CINTRIFUSE CAPITAL
CINCINNATI, OH · Since 2022
FORMIDABLE ASSET MANAGEMENT, LLC
CINCINNATI, OH · Since 2013
REBEL FINANCIAL, LLC
GROVEPORT, OH · Since 2020
SIMS INVESTMENT MANAGEMENT LLC
CINCINNATI, OH · Since 2022
VISION FINANCIAL MANAGEMENT, LLC
CUYAHOGA FALLS, OH · Since 2025
DBK FINANCIAL COUNSEL, LLC
CUYAHOGA FALLS, OH · Since 2022
TURNSTONE FINANCIAL
TROY, OH · Since 2021
REDTREE INVESTMENT GROUP
CINCINNATI, OH · Since 2014
NORTH STAR ADVISORY GROUP, LLC
BEACHWOOD, OH · Since 2022
LINEWEAVER WEALTH ADVISORS
VALLEY VIEW, OH · Since 2014
BEACON FINANCIAL ADVISORY LLC
CLEVELAND, OH · Since 2016
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
BRATENAHL, OH · Since 2024
MUNN WEALTH MANAGEMENT, LLC
MAUMEE, OH · Since 2015
NATIONAL WEALTH MANAGEMENT GROUP, LLC
CINCINNATI, OH · Since 2015
SEVEN HILLS CAPITAL ADVISORS
CINCINNATI, OH · Since 2025
MPE PARTNERS
CLEVELAND, OH · Since 2017
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CLEVELAND, OH · Since 2016
YFP WEALTH
NEW ALBANY, OH · Since 2020
STRATOS INVESTMENT MANAGEMENT, LLC
BEACHWOOD, OH · Since 2016
ALIGN CAPITAL PARTNERS, LP
SHAKER HEIGHTS, OH · Since 2016
SAFE HARBOR WEALTH ADVISORS, LLC
DUBLIN, OH · Since 2024
KENNON-GREEN & CO.
NEW ALBANY, OH · Since 2022
AFFINITY WEALTH LLC
CANTON, OH · Since 2024
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CLEVELAND, OH · Since 2017
WHITAKER-MYERS WEALTH MANAGERS, LTD.
MANSFIELD, OH · Since 2020
RETIREMENT PLANS, INC.
WESTERVILLE, OH · Since 2022
FC WEALTH SOLUTIONS LLC
WESTERVILLE, OH · Since 2024
TIMBER BAY PARTNERS, LLC
CINCINNATI, OH · Since 2020
KELLETT WEALTH ADVISORS, LLC
CINCINNATI, OH · Since 2021
INVEST CAPITAL PARTNERS
SPRINGBORO, OH · Since 2017
ADAPTIVE FINANCIAL CONSULTING, LLC
BEACHWOOD, OH · Since 2019
VANWEELDEN WEALTH MANAGEMENT, LLC
WEST CHESTER TOWNSHIP, OH · Since 2024
ANDERSON FINANCIAL STRATEGIES, LLC
DAYTON, OH · Since 2021
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
CLEVELAND, OH · Since 2018
CAMELOT EVENT-DRIVEN ADVISORS, LLC
MAUMEE, OH · Since 2018
SOUDERS FINANCIAL ADVISORS, LLC
CINCINNATI, OH · Since 2018
ROCKPORT WEALTH ADVISORS
FAIRVIEW PARK, OH · Since 2022
ELLSWORTH ADVISORS, LLC
HUDSON, OH · Since 2018
PRESPER FINANCIAL ARCHITECTS, LLC
AKRON, OH · Since 2018
CROAK CAPITAL
TOLEDO, OH · Since 2022
SAAS CAPITAL, LLC
CINCINNATI, OH · Since 2022
POLARIS FINANCIAL PARTNERS, LLC
WESTERVILLE, OH · Since 2025
FIDUCIARY WEALTH GROUP, LLC
CENTERVILLE, OH · Since 2024
B.A. SCHROCK WEALTH MANAGEMENT
WADSWORTH, OH · Since 2023
ENDEAVOR WEALTH ADVISORS, LLC
PEPPER PIKE, OH · Since 2021
PEERLESS WEALTH
COLUMBUS, OH · Since 2024
OELSCHLAGER INVESTMENTS
AKRON, OH · Since 2019
INDEPENDENCE WEALTH ADVISORS, LLC
INDEPENDENCE, OH · Since 2024
2 KNIGHTS WEALTH MANAGEMENT, LLC
PEPPER PIKE, OH · Since 2022
RIDGELINE WEALTH PLANNING LLC
CENTERVILLE, OH · Since 2024
VIRTERA PARTNERS LLC
PEPPER PIKE, OH · Since 2022
KINETIC WEALTH INVESTMENT ADVISORS, LLC
WESTLAKE, OH · Since 2023
SHEPHERD WEALTH MANAGEMENT
CINCINNATI, OH · Since 2024
365 WEALTH MANAGEMENT GROUP
MASON, OH · Since 2022
RABE INVESTMENT CONSULTING GROUP
RICHFIELD, OH · Since 2021
FOUNTAIN SQUARE ASSET MANAGEMENT
CINCINNATI, OH · Since 2021
PEAK RETIREMENT PLANNING, INC.
COLUMBUS, OH · Since 2024
KAPSTONE FINANCIAL ADVISORS LLC
LEBANON, OH · Since 2022
ACCENT CAPITAL MANAGEMENT, LLC
CENTERVILLE, OH · Since 2022
FEG CURIO INVESTMENT PARTNERS, LLC
CINCINNATI, OH · Since 2022
UNITED ADVISOR GROUP
CINCINNATI, OH · Since 2023
CANOPY PARTNERS
CINCINNATI, OH · Since 2023
BELL CITY WEALTH, INC.
HILLSBORO, OH · Since 2023
BRIGHT PATH SPORTS PARTNERS, LLC
CLEVELAND, OH · Since 2025
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
MARYSVILLE, OH · Since 2024
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
CINCINNATI, OH · Since 2024
BALANCE WEALTH
WORTHINGTON, OH · Since 2025
THE O.H.I.O. FUND
CLEVELAND, OH · Since 2026
SWP INVESTMENT MANAGEMENT LLC
INDEPENDENCE, OH · Since 2024
WURZ FINANCIAL SERVICES, LLC
HOLLAND, OH · Since 2026
SENIORS HOUSING FUND MANAGER LLC
TOLEDO, OH · Since 2025
W&S ADVISORY SERVICES, LLC
CINCINNATI, OH · Since 2025
MATSON CAPITAL LLC
MASON, OH · Since 2025
M3 WEALTH MANAGEMENT
NORTH ROYALTON, OH · Since 2025
TEMPO WEALTH
INDEPENDENCE, OH · Since 2025
EMVISION CAPITAL ADVISORS, LLC
AURORA, OH · Since 2025
GUDORF FINANCIAL GROUP, LLC
DAYTON, OH · Since 2026
AI STOCK PROPHET, LLC
AKRON, OH · Since 2026
UNION STRATEGIC ADVISORS
BLUE ASH, OH · Since 2026
WOODLAND WEALTH PARTNERS
PEPPER PIKE, OH · Since 2026
QUEST WEALTH SOLUTIONS, INC.
MANSFIELD, OH · Since 2026
CLEVELAND CAPITAL MANAGEMENT, L.L.C.
ROCKY RIVER, OH · Since 2026
EVANS WEALTH MANAGEMENT
GALLIPOLIS, OH · Since 2023
NATIONWIDE FUND ADVISORS
COLUMBUS, OH · Since 1999
MESSMER CAPITAL ADVISORS LLC
MILFORD, OH · Since 2026
FUTURE FINANCES INC
COLUMBUS, OH · Since 1982
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
BROOKVILLE, OH · Since 2021
GARLIKOV ADVISORS INC
COLUMBUS, OH · Since 1983
ELIOS FINANCIAL GROUP, INC.
WESTLAKE, OH · Since 2018
PEAK WEALTH SOLUTIONS
PEPPER PIKE, OH · Since 2010
CAMELOT PORTFOLIOS, LLC
MAUMEE, OH · Since 2010
PROSPERITY CAPITAL ADVISORS
WESTLAKE, OH · Since 2011
ATLANTIS WEALTH ADVISORS LLC
MAUMEE, OH · Since 2014
RIGHTWEALTH ADVISORS, LLC
MIAMISBURG, OH · Since 2019
W&S BROKERAGE SERVICES, INC.
CINCINNATI, OH · Since 2018
COLUMBUS INVESTMENT ADVISORY INC.
NEW ALBANY, OH · Since 1996
DEAN INVESTMENTS
BEAVERCREEK, OH · Since 1975
RANDOLPH CO INC
CINCINNATI, OH · Since 1986
COORDINATED FINANCIAL PLANNING CORP
CINCINNATI, OH · Since 1983
ALAN B. LANCZ & ASSOCIATES, INC.
TOLEDO, OH · Since 1985
TRUEPOINT, INC.
CINCINNATI, OH · Since 1985
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, OH · Since 1988
THOR WEALTH MANAGEMENT INC
CINCINNATI, OH · Since 1992
BPS WEALTH ADVISORS, INC.
CANFIELD, OH · Since 1991
WINSLOW ASSET MANAGEMENT INC
BEACHWOOD, OH · Since 1992
FRAZIER FINANCIAL ADVISORS, LLC
COLUMBUS, OH · Since 1995
PINNACLE ADVISORS
MANSFIELD, OH · Since 1996
FOSTER & MOTLEY INC
CINCINNATI, OH · Since 1996
CORNERSTONE WEALTH MANAGEMENT
WESTLAKE, OH · Since 1996
FORT WASHINGTON INVESTMENT ADVISORS INC
CINCINNATI, OH · Since 1990
SJS INVESTMENT SERVICES
SYLVANIA, OH · Since 1995
EUBEL BRADY & SUTTMAN
MIAMISBURG, OH · Since 1993
RUGGAARD & ASSOCIATES
HUDSON, OH · Since 1993
WEALTH DIMENSIONS GROUP, LTD.
CINCINNATI, OH · Since 1990
HCM WEALTH ADVISORS
CINCINNATI, OH · Since 1990
BOYD WATTERSON ASSET MANAGEMENT, LLC
CLEVELAND, OH · Since 2000
VALMARK ADVISERS, INC.
AKRON, OH · Since 1998
JOHN E. SESTINA AND COMPANY
COLUMBUS, OH · Since 1993
VAWTER FINANCIAL LTD
COLUMBUS, OH · Since 2018
HAMILTON CAPITAL
COLUMBUS, OH · Since 1997
MAI CAPITAL MANAGEMENT, LLC
CLEVELAND, OH · Since 2000
BEESE FULMER PRIVATE WEALTH MANAGEMENT
CANTON, OH · Since 1980
SUMMIT FINANCIAL STRATEGIES INC
COLUMBUS, OH · Since 1995
JAMES INVESTMENT RESEARCH INC
XENIA, OH · Since 1976
HENDLEY & CO. INC.
ZANESVILLE, OH · Since 1977
DIAMOND HILL CAPITAL MANAGEMENT INC
COLUMBUS, OH · Since 1988
JOHNSON INVESTMENT COUNSEL, INC.
CINCINNATI, OH · Since 2001
LIVELSBERGER FINANCIAL ADVISORY
ASHLAND, OH · Since 2020
SEQUOIA FINANCIAL GROUP, L.L.C.
AKRON, OH · Since 2002
SHAKER INVESTMENTS
BEACHWOOD, OH · Since 2002
CM WEALTH ADVISORS LLC
BEACHWOOD, OH · Since 2003
ANTOLINO WEALTH ADVISORS
COLUMBUS, OH · Since 2022
SPRENG CAPITAL MANAGEMENT, INC.
BUCYRUS, OH · Since 2017
APPALACHIAN CAPITAL MANAGEMENT
ST. CLAIRSVILLE, OH · Since 2024
GERBER, LLC
COLUMBUS, OH · Since 2008
BEACON CAPITAL MANAGEMENT, INC.
DAYTON, OH · Since 2002
WHITCOMB & HESS, INC.
ASHLAND, OH · Since 2013
M.K. BROWN WEALTH ADVISORY
OAKWOOD, OH · Since 2021
SHUTTLEWORTH & COMPANY
POWELL, OH · Since 2021
SWISHER FINANCIAL CONCEPTS, INC.
WESTERVILLE, OH · Since 2019
WINDSOR ADVISORY GROUP, LLC
COLUMBUS, OH · Since 2002
HIXON ZUERCHER CAPITAL MANAGEMENT
FINDLAY, OH · Since 2017
PCA INVESTMENT ADVISORY SERVICES, INC.
CINCINNATI, OH · Since 2006
TFO WEALTH PARTNERS
MAUMEE, OH · Since 2003
ANCORA ADVISORS LLC
MAYFIELD HEIGHTS, OH · Since 2003
ANCORA PRIVATE WEALTH ADVISORS, LLC
CLEVELAND, OH · Since 2003
MEYER GATES FINANCIAL ADVISORS, INC
WEST CHESTER, OH · Since 2024
WARTHER PRIVATE WEALTH
AKRON, OH · Since 2022
CREW CAPITAL MANAGEMENT, LTD.
CINCINNATI, OH · Since 2020
EICHNER INVESTMENT PLANNING, LLC
CINCINNATI, OH · Since 2018
THE PRIVATE INVESTMENT GROUP, INC.
KETTERING, OH · Since 2003
DEAN FINANCIAL SERVICES
BEAVERCREEK, OH · Since 2004
MICHAEL BRADY & CO., LLC
WESTLAKE, OH · Since 2018
ORG PORTFOLIO MANAGEMENT LLC
BEACHWOOD, OH · Since 2004
FAMILY WEALTH ADVISORY GROUP, LLC
CINCINNATI, OH · Since 2004
ALPHA PLANNING AND FINANCIAL SERVICES, INC.
SOLON, OH · Since 2026
TRINITY FINANCIAL ADVISORS LLC
COLUMBUS, OH · Since 2015
HARDING FINANCIAL GROUP
WESTERVILLE, OH · Since 2025
MCCARTHY WEALTH & TAX ADVISORS
SPRINGBORO, OH · Since 2024
BROADLEAF PARTNERS, LLC
HUDSON, OH · Since 2010
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
AKRON, OH · Since 2014
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CLEVELAND, OH · Since 2006
INTEGRATED WEALTH MANAGEMENT, INC.
UNIONTOWN, OH · Since 2023
WEALTHQUEST CORPORATION
CINCINNATI, OH · Since 2006
WELLSPRING FINANCIAL ADVISORS, LLC
CLEVELAND, OH · Since 2007
TRUE WEALTH DESIGN, LLC
AKRON, OH · Since 2018
HARVEST FINANCIAL ADVISORS, LLC
WEST CHESTER, OH · Since 2007
W.A. SMITH FINANCIAL GROUP
SANDUSKY, OH · Since 2017
CONSTELLATION WEALTH ADVISORS
CINCINNATI, OH · Since 2008
GAME PLAN FINANCIAL ADVISORS, LLC
WESTLAKE, OH, OH · Since 2018
CARNEGIE INVESTMENT COUNSEL
PEPPER PIKE, OH · Since 2009
GLASFUNDS, LLC
CLEVELAND, OH · Since 2020
CAPSTONE WEALTH PARTNERS
DUBLIN, OH · Since 2026
STRATOS WEALTH PARTNERS, LTD
BEACHWOOD, OH · Since 2010
CAPITAL ADVISORS, LTD., LLC
SHAKER HEIGHTS, OH · Since 2010
MBIA CAPITAL ADVISORS
CINCINNATI, OH · Since 2024
ST. CLAIR ADVISORS, LLC
MAYFIELD HEIGHTS, OH · Since 2010
FEG PRIVATE INVESTORS, LLC
CINCINNATI, OH · Since 2011
BLUE POINT CAPITAL PARTNERS LLC
CLEVELAND, OH · Since 2012
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
WESTERVILLE, OH · Since 2011
REDWOOD FINANCIAL NETWORK
SOLON, OH · Since 2014
LIGHTHOUSE WEALTH MANAGEMENT, INC.
ASHLAND, OH · Since 2019
FIDATO WEALTH LLC
MIDDLEBURG HEIGHTS, OH · Since 2016
ELIZABETH PARK CAPITAL MANAGEMENT, LTD
PEPPER PIKE, OH · Since 2014
WALLER FINANCIAL PLANNING GROUP, INC.
COLUMBUS, OH · Since 2012
CYPRIUM PARTNERS
CLEVELAND, OH · Since 2012
ROCKBRIDGE CAPITAL, LLC
COLUMBUS, OH · Since 2012
RC CAPITAL
CINCINNATI, OH · Since 2021
RIVERVIEW RESEARCH, LLC
INDEPENDENCE, OH · Since 2013
EDGEWATER CAPITAL PARTNERS
INDEPENDENCE, OH · Since 2020
QUEEN CITY CAPITAL MANAGEMENT, LLC
CINCINNATI, OH · Since 2012
THE JOSEPH GROUP CAPITAL MANAGEMENT
COLUMBUS, OH · Since 2012
RIK SAYLOR FINANCIAL, INC.
FAIRFIELD, OH · Since 2021
ROYAL OAK FINANCIAL GROUP
WORTHINGTON, OH · Since 2021
JPS FINANCIAL, LLC
WESTLAKE, OH · Since 2014
NYE WEALTH MANAGEMENT LLC
HUDSON, OH · Since 2025
INFINITY WEALTH COUNSEL, LLC
LOVELAND, OH · Since 2022
KEELER & NADLER FAMILY WEALTH
DUBLIN, OH · Since 2014
GENERATIONS WEALTH, LLC
CINCINNATI, OH · Since 2014
COX & COOK WEALTH ADVISORS
DUBLIN, OH · Since 2026
SCHMITT WEALTH ADVISERS, LLC
CINCINNATI, OH · Since 2025
SUMMIT WEALTH MANAGEMENT LLC
AKRON, OH · Since 2025
WEALTH DIMENSIONS FAMILY OFFICE, INC
CINCINNATI, OH · Since 2015
FEG INVESTMENT SERVICES, LLC
CINCINNATI, OH · Since 2016
SWS PARTNERS, LLC
COLUMBUS, OH · Since 2016
HACKMAN FINANCIAL GROUP
CINCINNATI, OH · Since 2017
CLEVELAND WEALTH, LLC
CLEVELAND, OH · Since 2019
STRATEGIC VALUE BANK PARTNERS LLC
CLEVELAND, OH · Since 2018
BRILLIANT ADVICE, LLC
CINCINNATI, OH · Since 2024
EAGLE REALTY CAPITAL PARTNERS, LLC
CINCINNATI, OH · Since 2016
ONESEVEN
BEACHWOOD, OH · Since 2016
GOLDEN RESERVE RETIREMENT, LLC
DUBLIN, OH · Since 2021
STRATOS WEALTH ADVISORS LLC
BEACHWOOD, OH · Since 2016
EMPEIRIA CAPITAL MANAGEMENT, LLC
CINCINNATI, OH · Since 2017
TCP ASSET MANAGEMENT, LLC
UPPER ARLINGTON, OH · Since 2017
IDR INVESTMENT MANAGEMENT, LLC
INDEPENDENCE, OH · Since 2017
G2 CAPITAL MANAGEMENT, LLC
COLUMBUS, OH · Since 2018
GRYPHON FINANCIAL PARTNERS
COLUMBUS, OH · Since 2017
JERICHO FINANCIAL
WESTERVILLE, OH · Since 2021
KLEINFELDER CAPITAL, INC.
CINCINNATI, OH · Since 2017
RESOLUTE WEALTH ADVISOR, INC.
FINDLAY, OH · Since 2017
BARTLETT & CO. WEALTH MANAGEMENT LLC
CINCINNATI, OH · Since 2018
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
DAYTON, OH · Since 2019
RESERVOIR WEALTH MANAGEMENT
LIMA, OH · Since 2021
THE PENSION GROUP
DUBLIN, OH · Since 2025
BLUE JAY FINANCIAL GROUP, LLC
DEFIANCE, OH · Since 2025
NORTHAVENUE LLC
COLUMBUS, OH · Since 2022
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
WESTERVILLE, OH · Since 2018
KMG FIDUCIARY PARTNERS, LLC
TOLEDO, OH · Since 2018
BENCHMARK WEALTH MANAGEMENT
CINCINNATI, OH · Since 2024
JOURNEY WEALTH MANAGEMENT
CLEVELAND, OH · Since 2018
BRIXEY & MEYER CAPITAL LLC
CINCINNATI, OH · Since 2025
BIRCHCREEK WEALTH MANAGEMENT, LLC
MIAMI TOWNSHIP, OH · Since 2019
VENTURE VISIONARY PARTNERS LLC
SYLVANIA, OH · Since 2019
TSG ADVICE PARTNERS, LLC
COLUMBUS, OH · Since 2019
VELA INVESTMENT MANAGEMENT, LLC
NEW ALBANY, OH · Since 2020
FOURTH DIMENSION WEALTH, LLC
MIDDLEBURG HEIGHTS, OH · Since 2023
OCTAVIA WEALTH ADVISORS LLC
CINCINNATI, OH · Since 2020
MCCARLEY & COOK FINANCIAL PLANNERS
CINCINNATI, OH · Since 2022
YARGER WEALTH STRATEGIES, LLC
WESTERVILLE, OH · Since 2020
FAIRWAY WEALTH MANAGEMENT LLC
INDEPENDENCE, OH · Since 2020
SIGNAL TREE FINANCIAL PARTNERS LLC
COPLEY, OH · Since 2024
ANCORA ALTERNATIVES LLC
CLEVELAND, OH · Since 2021
GRAVER CAPITAL MANAGEMENT, LLC
COLUMBUS, OH · Since 2025
HERITAGE WEALTH ADVISORS
CINCINNATI, OH · Since 2021
WORTHINGTON WEALTH MANAGEMENT
WORTHINGTON, OH · Since 2021
LANDING POINT FINANCIAL GROUP
AVON, OH · Since 2021
FIFTH THIRD WEALTH ADVISORS LLC
CINCINNATI, OH · Since 2021
LAKERIDGE WEALTH MANAGEMENT LLC
MENTOR, OH · Since 2021
PEB CAPITAL MANAGEMENT LLC
COLUMBUS, OH · Since 2021
ENZA FINANCIAL, LLC
INDEPENDENCE, OH · Since 2022
HDA WEALTH MANAGEMENT, LLC
POLAND, OH · Since 2024
PARK EDGE ADVISORS, LLC
CLEVELAND, OH · Since 2022
BEACON ASSOCIATES WEALTH MANAGEMENT, LLC
MAUMEE, OH · Since 2026
AXIM PLANNING & WEALTH
SPRINGBORO, OH · Since 2022
DAYMARK WEALTH PARTNERS, LLC
CINCINNATI, OH · Since 2022
TRUEBLOOD WEALTH MANAGEMENT, LLC
LIMA, OH · Since 2022
RITTER DANIHER FINANCIAL ADVISORY LLC
CINCINNATI, OH · Since 2022
VIKING PARTNERS ADVISORS
CINCINNATI, OH · Since 2022
JESSUP WEALTH MANAGEMENT
DAYTON, OH · Since 2022
PCM MANAGEMENT ADVISOR, LLC
CHAGRIN FALLS, OH · Since 2025
BLUESTONE PRIVATE WEALTH, LLC
CLEVELAND, OH · Since 2025
GGM FINANCIAL LLC
COLUMBUS, OH · Since 2023
SIGNATURE EQUITY PARTNERS, LLC
COLUMBUS, OH · Since 2023
BALANCED WEALTH GROUP LLC
WESTLAKE, OH · Since 2023
GATEPASS CAPITAL, LLC
INDEPENDENCE, OH · Since 2024
WESTERN RESERVE CAPITAL MANAGEMENT, LLC
HUDSON, OH · Since 2026
ARGENTARII, LLC
CINCINNATI, OH · Since 2024
PRASAD WEALTH PARTNERS
INDEPENDENCE, OH · Since 2024
LECLAIR WEALTH PARTNERS
DUBLIN, OH · Since 2024
ALCYON WEALTH PARTNERS
YOUNGSTOWN, OH · Since 2025
TOWNSEND HOLDINGS LLC
CLEVELAND, OH · Since 2012
KEIDAN FINANCIAL CONSULTANTS LLC
COLUMBUS, OH · Since 1999
EDGEWATER PRO SPORTS FINANCIAL
AVON, OH · Since 2021
HICKS CAPITAL MANAGEMENT, LLC
COLUMBUS, OH · Since 2018
REVISOR WEALTH MANAGEMENT LLC
AKRON, OH · Since 2021
MEYERS WEALTH MANAGEMENT, LLC
COLUMBUS, OH · Since 2017
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CINCINNATI, OH · Since 2018
KEYBANC CAPITAL MARKETS RESEARCH, LLC
CLEVELAND, OH · Since 2023
HORAN WEALTH, LLC
CINCINNATI, OH · Since 2025
THE CONNOR GROUP FUND MANAGER, LLC
MIAMISBURG, OH · Since 2026
GATEWAY INVESTMENT ADVISERS, LLC
CINCINNATI, OH · Since 2008
TACTICAL FUND ADVISORS, LLC
CINCINNATI, OH · Since 2018
JRP CAPITAL CORP
DUBLIN, OH · Since 2022
CBIZ RETIREMENT PLAN ADVISORY SERVICES
CLEVELAND, OH · Since 1999
WESBANCO SECURITIES, INC.
ST CLAIRSVILLE, OH · Since 2020
WESTMINSTER FINANCIAL ADVISORY CORP
BEAVERCREEK, OH · Since 1987
LINCOLN DOUGLAS INVESTMENTS, LLC
MOUNT VERNON, OH · Since 2026
GEARHART & ASSOCIATES
CINCINNATI, OH · Since 2022
EVERHART ADVISORS
DUBLIN, OH · Since 1995
HORTER INVESTMENT MANAGEMENT, LLC
CINCINNATI, OH · Since 2007
RESILIENCE MANAGEMENT
CLEVELAND, OH · Since 2012
THE RETIREMENT GUYS FORMULA
MAUMEE, OH · Since 2020
ON INVESTMENT MANAGEMENT CO
CINCINNATI, OH · Since 1971
CONSOLIDATED FINANCIAL
DUBLIN, OH · Since 2018
HPE CAPITAL MANAGEMENT II, LLC
CINCINNATI, OH · Since 2019
HAUSER RETIREMENT SOLUTIONS 2 LLC
CINCINNATI, OH · Since 2019
KEY INVESTMENT SERVICES LLC
BROOKLYN, OH · Since 2006
FIFTH THIRD SECURITIES, INC.
CINCINNATI, OH · Since 2004
MCDONALD PARTNERS LLC
CLEVELAND, OH · Since 2005
NATIONWIDE SECURITIES, LLC
COLUMBUS, OH · Since 2008
HUNTINGTON FINANCIAL ADVISORS
COLUMBUS, OH · Since 2000
About Financial Advisors in Ohio
How many financial advisors are registered in Ohio?
There are 384 SEC-registered investment advisory firms in Ohio, spread across 88 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Ohio?
The median advisory fee in Ohio is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.