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Start your Watchlist727 investment advisory firms are registered with a main office in Ohio, together advising $1.10T for 768,725 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Cincinnati · SEC-registered
|
$93.5B | 755 | 157 | Clean |
| 2 |
Columbus · SEC-registered
|
$83.1B | 129 | 129 | Clean |
| 3 |
Dublin · SEC-registered
|
$70.2B | 582 | 77 | Clean |
| 4 |
Cleveland · SEC-registered
|
$52.1B | 16,261 | 562 | Clean |
| 5 |
Cleveland · SEC-registered
|
$33.9B | 4,819 | 280 | Clean |
| 6 |
Akron · SEC-registered
|
$32.2B | 11,218 | 424 | Clean |
| 7 |
Montgomery · SEC-registered
|
$31.5B | 14 | 45 | Clean |
| 8 |
Cincinnati · SEC-registered
|
$31.1B | 40 | 86 | Clean |
| 9 |
Columbus · SEC-registered
|
$29.4B | 3,192 | 120 | Clean |
| 10 |
Mason · SEC-registered
|
$24.3B | 29,985 | 69 | Clean |
| 11 |
Cincinnati · SEC-registered
|
$23.9B | 214 | 136 | Clean |
| 12 |
Cincinnati · SEC-registered
|
$23.0B | 5,470 | 164 | Clean |
| 13 |
Cleveland · SEC-registered
|
$21.9B | 167 | 28 | Clean |
| 14 |
Cincinnati · SEC-registered
|
$21.3B | 45 | 25 | Clean |
| 15 |
Cincinnati · SEC-registered
|
$21.0B | 889 | 79 | Clean |
| 16 |
Cleveland · SEC-registered
|
$19.6B | 67 | 110 | Clean |
| 17 |
Cleveland · SEC-registered
|
$18.8B | 1,102 | 140 | Clean |
| 18 |
Beachwood · SEC-registered
|
$18.6B | 25,391 | 618 | Clean |
| 19 |
Columbus · SEC-registered
|
$16.7B | 251,223 | 401 | Flagged |
| 20 |
Columbus · SEC-registered
|
$15.2B | 3 | 212 | Flagged |
| 21 |
Cleveland · SEC-registered
|
$12.8B | 2,850 | 93 | Clean |
| 22 |
Cincinnati · SEC-registered
|
$11.6B | 318 | 28 | Flagged |
| 23 |
Cincinnati · SEC-registered
|
$10.9B | 47,014 | 13,533 | Flagged |
| 24 |
Cincinnati · SEC-registered
|
$10.3B | 2,263 | 84 | Clean |
| 25 |
Independence · SEC-registered
|
$10.2B | 9 | 15 | Clean |
| 26 |
Akron · SEC-registered
|
$10.2B | 14,890 | 280 | Flagged |
| 27 |
Cincinnati · SEC-registered
|
$9.7B | 373 | 9 | Clean |
| 28 |
Brooklyn · SEC-registered
|
$8.9B | 34,920 | 1,325 | Flagged |
| 29 |
Chagrin Falls · SEC-registered
|
$7.9B | 24 | 495 | Clean |
| 30 |
Columbus · SEC-registered
|
$7.9B | 42,398 | 520 | Flagged |
| 31 |
Cincinnati · SEC-registered
|
$7.8B | 1,498 | 83 | Flagged |
| 32 |
Beachwood · SEC-registered
|
$7.7B | 16,335 | 264 | Clean |
| 33 |
Pepper Pike · SEC-registered
|
$7.5B | 3,281 | 69 | Flagged |
| 34 |
Cincinnati · SEC-registered
|
$6.4B | 1,934 | 103 | Clean |
| 35 |
Beachwood · SEC-registered
|
$6.4B | 10 | 22 | Clean |
| 36 |
Maumee · SEC-registered
|
$5.7B | 1,986 | 67 | Clean |
| 37 |
Beachwood · SEC-registered
|
$5.6B | 5,023 | 170 | Clean |
| 38 |
Cincinnati · SEC-registered
|
$5.4B | 417 | 26 | Clean |
| 39 |
Sylvania · SEC-registered
|
$5.2B | 2,810 | 46 | Flagged |
| 40 |
Cleveland · SEC-registered
|
$5.1B | 148 | 31 | Clean |
| 41 |
Cincinnati · SEC-registered
|
$5.0B | 2,107 | 40 | Clean |
| 42 |
Columbus · SEC-registered
|
$5.0B | 23 | 125 | Clean |
| 43 |
Columbus · SEC-registered
|
$4.9B | 2,963 | 90 | Clean |
| 44 |
Mayfield Heights · SEC-registered
|
$4.6B | 307 | 46 | Flagged |
| 45 |
Westlake · SEC-registered
|
$4.4B | 7,548 | 244 | Clean |
| 46 |
Columbus · SEC-registered
|
$4.4B | 21 | 30 | Clean |
| 47 |
Cincinnati · SEC-registered
|
$4.3B | 1,175 | 15 | Clean |
| 48 |
Dayton · SEC-registered
|
$4.3B | 10,456 | 44 | Clean |
| 49 |
Cleveland · SEC-registered
|
$3.9B | 4,509 | 53 | Flagged |
| 50 |
Toledo · SEC-registered
|
$3.8B | 8 | 40 | Clean |
| 51 |
Beachwood · SEC-registered
|
$3.6B | 244 | 24 | Clean |
| 52 |
Dublin · SEC-registered
|
$3.3B | 233 | 52 | Clean |
| 53 |
Beachwood · SEC-registered
|
$3.3B | 3 | 89 | Clean |
| 54 |
Cleveland · SEC-registered
|
$3.3B | 2 | 36 | Clean |
| 55 |
Cincinnati · SEC-registered
|
$3.2B | 9,568 | 196 | Flagged |
| 56 |
Independence · SEC-registered
|
$3.0B | 322 | 23 | Clean |
| 57 |
Sylvania · SEC-registered
|
$2.9B | 1,055 | 25 | Clean |
| 58 |
Cincinnati · SEC-registered
|
$2.9B | 926 | 51 | Clean |
| 59 |
Columbus · SEC-registered
|
$2.9B | 543 | 22 | Clean |
| 60 |
Dublin · SEC-registered
|
$2.9B | 3,636 | 73 | Clean |
| 61 |
Cincinnati · SEC-registered
|
$2.5B | 6,033 | 15 | Clean |
| 62 |
Akron · SEC-registered
|
$2.5B | 3,132 | 11 | Clean |
| 63 |
Dublin · SEC-registered
|
$2.5B | 2,912 | 59 | Flagged |
| 64 |
Columbus · SEC-registered
|
$2.4B | 661 | 31 | Clean |
| 65 |
Shaker Heights · SEC-registered
|
$2.4B | 8 | 35 | Clean |
| 66 |
Columbus · SEC-registered
|
$2.3B | 1,026 | 35 | Clean |
| 67 |
Cincinnati · SEC-registered
|
$2.2B | 1 | 13 | Clean |
| 68 |
Cincinnati · SEC-registered
|
$2.2B | 1,593 | 42 | Clean |
| 69 |
Dublin · SEC-registered
|
$2.2B | 614 | 19 | Clean |
| 70 |
Cincinnati · SEC-registered
|
$2.2B | 3,803 | 45 | Clean |
| 71 |
Mansfield · SEC-registered
|
$2.1B | 1,088 | 35 | Clean |
| 72 |
Miamisburg · SEC-registered
|
$2.1B | 816 | 34 | Clean |
| 73 |
Canton · SEC-registered
|
$2.1B | 843 | 14 | Clean |
| 74 |
Columbus · SEC-registered
|
$1.9B | 860 | 10 | Flagged |
| 75 |
Westerville · SEC-registered
|
$1.8B | 9 | 8 | Clean |
| 76 |
Akron · SEC-registered
|
$1.8B | 42 | 8 | Clean |
| 77 |
Toledo · SEC-registered
|
$1.7B | 1,310 | 16 | Clean |
| 78 |
Independence · SEC-registered
|
$1.6B | 3,674 | 24 | Clean |
| 79 |
Columbus · SEC-registered
|
$1.6B | 39 | 6 | Clean |
| 80 |
Cleveland · SEC-registered
|
$1.5B | 157 | 41 | Flagged |
| 81 |
Cincinnati · SEC-registered
|
$1.5B | 430 | 7 | Clean |
| 82 |
Cincinnati · SEC-registered
|
$1.5B | 1,436 | 32 | Clean |
| 83 |
Cincinnati · SEC-registered
|
$1.5B | 7 | 24 | Clean |
| 84 |
Cleveland · SEC-registered
|
$1.4B | 13 | 30 | Clean |
| 85 |
Cleveland · SEC-registered
|
$1.4B | 11 | 26 | Clean |
| 86 |
Cincinnati · SEC-registered
|
$1.4B | 6,600 | 69 | Flagged |
| 87 |
Columbus · SEC-registered
|
$1.4B | 968 | 30 | Clean |
| 88 |
Cincinnati · SEC-registered
|
$1.4B | 1,351 | 21 | Clean |
| 89 |
Hudson · SEC-registered
|
$1.4B | 860 | 16 | Clean |
| 90 |
Cleveland · SEC-registered
|
$1.4B | 879 | 27 | Clean |
| 91 |
Shaker Heights · SEC-registered
|
$1.4B | 1,106 | 14 | Clean |
| 92 |
Beavercreek · SEC-registered
|
$1.4B | 2,029 | 43 | Flagged |
| 93 |
Cleveland · SEC-registered
|
$1.3B | 1,170 | 29 | Flagged |
| 94 |
Cincinnati · SEC-registered
|
$1.2B | 769 | 21 | Clean |
| 95 |
Cincinnati · SEC-registered
|
$1.2B | 850 | 11 | Clean |
| 96 |
Cincinnati · SEC-registered
|
$1.2B | 76 | 5 | Flagged |
| 97 |
Xenia · SEC-registered
|
$1.2B | 431 | 15 | Clean |
| 98 |
Beachwood · SEC-registered
|
$1.2B | 226 | 6 | Clean |
| 99 |
Upper Arlington · SEC-registered
|
$1.2B | 2,221 | 43 | Clean |
| 100 |
Sandusky · SEC-registered
|
$1.2B | 1,669 | 27 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Ohio by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.