AdvisorRanked

Best Financial Advisors in Ohio

384 SEC-registered advisory firms across 88 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

384
Registered Firms
88
Cities
0.95%
Median Fee
of assets/year
384
In Database
firms listed

Trust Score Distribution — Ohio Advisors

Cities in Ohio

44 cities
Page 1 of 4

Top-Ranked Advisors in Ohio

Page 1 of 16 · 384 firms

#1
95

NATIONWIDE INVESTMENT ADVISORS, LLC

COLUMBUS, OH · Since 1996

$16.7B AUM316 clientsFee: 0%
FiduciaryFee-Only
#2
94

MEEDER ADVISORY SERVICES, INC.

DUBLIN, OH · Since 1991

$2.9B AUM54 clientsFee: 0%
FiduciaryFee-Only
#3
93

MEEDER PUBLIC FUNDS, INC.

DUBLIN, OH · Since 1990

$64.1B AUM52 clientsFee: 0%
FiduciaryFee-Only
#4
93

PDS PLANNING INC

DUBLIN, OH · Since 1988

$2.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#5
93

MATSON MONEY, INC.

MASON, OH · Since 1991

$24.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#6
93

FEG

CINCINNATI, OH · Since 2002

$23.9B AUM74 clientsFee: 0%
FiduciaryFee-Only
#7
93

NATIONWIDE ASSET MANAGEMENT, LLC

COLUMBUS, OH · Since 2007

$15.2B AUM107 clientsFee: 0%
FiduciaryFee-Only
#8
93

AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")

CINCINNATI, OH · Since 2012

$21.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#9
93

NATIONWIDE FUND ADVISORS

COLUMBUS, OH · Since 1999

$83.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#10
92

ANCORA RETIREMENT PLAN ADVISORS, LLC

CLEVELAND, OH · Since 2007

$1.5B AUM22 clientsFee: 0%
FiduciaryFee-Only
#11
92

CINCINNATI ASSET MANAGEMENT INC

CINCINNATI, OH · Since 1989

$2.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#12
92

MEEDER ASSET MANAGEMENT, INC.

DUBLIN, OH · Since 1974

$3.3B AUM33 clientsFee: 0%
FiduciaryFee-Only
#13
92

BAHL & GAYNOR INC

CINCINNATI, OH · Since 1990

$21.0B AUM47 clientsFee: 0%
FiduciaryFee-Only
#14
92

TOUCHSTONE ADVISORS INC

CINCINNATI, OH · Since 1994

$31.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#15
92

CONSTELLATION INVESTMENTS, INC.

MONTGOMERY, OH · Since 1996

$31.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
92

OAK ASSOCIATES LTD

AKRON, OH · Since 1985

$1.8B AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
92

REDTREE INVESTMENT GROUP

CINCINNATI, OH · Since 2014

$9.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
92

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CLEVELAND, OH · Since 2017

$12.8B AUM87 clientsFee: 0%
FiduciaryFee-Only
#19
91

MPM WEALTH ADVISORS

HOLLAND, OH · Since 1995

$1.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#20
91

OPUS CAPITAL MANAGEMENT

CINCINNATI, OH · Since 1996

$1.5B AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
91

HIGHLAND CONSULTING ASSOCIATES INC.

CLEVELAND, OH · Since 1994

$21.9B AUM17 clientsFee: 0%
FiduciaryFee-Only
#22
91

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

COLUMBUS, OH · Since 2008

$1.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
90

VAN CLEEF ASSET MANAGEMENT INC

BEACHWOOD, OH · Since 1988

$1.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
90

NORTH POINT PORTFOLIO MANAGERS CORPORATION

ORANGE VILLAGE, OH · Since 1999

$773M AUM6 clientsFee: 0%
FiduciaryFee-Only
#25
90

STRATEGIC WEALTH PARTNERS, LTD.

INDEPENDENCE, OH · Since 2014

$1.6B AUM20 clientsFee: 0%
FiduciaryFee-Only

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 Trust 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.