Wealth manager, independent · Akron, OH
Revisor Wealth Management LLC
SEC-registered investment adviser · CRD 169814 · SEC 801-120505
At a glance
Revisor Wealth Management LLC is an SEC-registered investment adviser based in Akron, Ohio, with $2.5B in regulatory assets under management as of its Form ADV filed May 14, 2026. It reports 3,070 individual clients, 537 of them high-net-worth, holding an average of about $0.8 million each, and 11 employees. That ranks it 443rd among the nation’s 5,657 independent wealth management RIAs and 22nd of 226 in Ohio. It reports 4 custodians for its clients’ separately managed accounts: Charles Schwab, Fidelity, Interactive Brokers and Altruist.
Main office 440-248-3355revisorwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.5B
- Rank among independent wealth managers
- #443 of 5,657
- Rank among all SEC RIAs
- #3,149 of 17,210
- Rank in Ohio
- #22 of 226
- Individual clients
- 3,070
- High-net-worth clients
- 537
- Accounts
- 7,480
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 7
- Offices
- 3
Owners and executives on its Form ADV
- Landon R. JonesPresident, CEO and CCO
- Ethan N. DunbarChief Operations Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Revisor Wealth Management LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Independence Capital Co. and Independence Capital as the broker-dealer its advisers are registered with.
Broker-Dealer Affiliation Certain Advisory Persons are also registered representatives of Independence Capital Co., Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 537 | $1.7B | 69% |
| Individuals | 2,533 | $660M | 26% |
| Charitable organizations | 27 | $81M | 3% |
| Corporations or other businesses | 33 | $47M | 2% |
| Pension and profit sharing plans | 2 | $5M | <1% |
Disciplinary disclosures
Revisor Wealth Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗revisorwealth.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,597 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| SJS Investment ServicesSylvania | $2.9B | 880 |
| Foster & Motley IncCincinnati | $2.9B | 919 |
| Windsor Advisory Group, LLCColumbus | $2.9B | 442 |
| Everhart AdvisorsDublin | $2.5B | 2,268 |
| Summit Financial Strategies IncColumbus | $2.3B | 1,013 |
| Wealthquest CorporationCincinnati | $2.2B | 1,583 |
Background
Questions
How much does Revisor Wealth Management LLC manage?
Revisor Wealth Management LLC reports $2.5B in regulatory assets under management across 7,480 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 14, 2026.
How many clients does Revisor Wealth Management LLC have?
It reports 3,070 individual clients: 537 high-net-worth individuals and 2,533 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Revisor Wealth Management LLC headquartered?
Its main office is in Akron, Ohio. It reports 3 offices in total and 11 employees, 7 of whom perform investment advisory functions.
How does Revisor Wealth Management LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Revisor Wealth Management LLC use?
It reports 4 custodians for its clients’ separately managed accounts: Charles Schwab, Fidelity, Interactive Brokers and Altruist. On Schedule D of its Form ADV filed May 14, 2026, it reports these amounts held: Charles Schwab ($1.6B); Fidelity ($895M); Interactive Brokers ($11M); Altruist ($0M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Revisor Wealth Management LLC a hybrid RIA with a broker-dealer?
Revisor Wealth Management LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Revisor Wealth Management LLC a fiduciary?
As an SEC-registered investment adviser, Revisor Wealth Management LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Revisor Wealth Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →