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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

403 firms manage $1.1 trillionOhio

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 2090
    Daymark Wealth Partners, LLCCincinnati, OH · 2,107 clientsWealth manager
    Fidelity 57%Schwab 43%
    $5.0B
  2. 2102
    Rockbridge Capital, LLCColumbus, OH · 23 clientsPrivate fund adviserHybrid
    No custodian reported
    $5.0B
  3. 2124
    Hamilton CapitalColumbus, OH · 2,963 clientsWealth manager
    Schwab 100%
    $4.9B
  4. 2215
    Ancora Advisors LLCMayfield Heights, OH · 307 clientsAsset managerHybridInverness Securities, LLC
    Fifth Third Bank 60%Fidelity 26%
    $4.6B
  5. 2290
    Prosperity Capital AdvisorsWestlake, OH · 7,548 clientsWealth managerHybrid
    Schwab 59%
    $4.4B
  6. 2292
    Drive Capital LLCColumbus, OH · 21 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  7. 2308
    PCA Investment Advisory Services, Inc.Cincinnati, OH · 1,175 clientsAsset manager
    Fidelity 51%Schwab 37%
    $4.3B
  8. 2330
    Beacon Capital Management, Inc.Dayton, OH · 10,456 clientsAsset managerHybridSammons Financial Network, LLC
    Schwab 100%
    $4.3B
  9. 2447
    Ancora Private Wealth Advisors, LLCCleveland, OH · 4,509 clientsWealth managerHybridInverness Securities, LLC
    Fidelity 58%Schwab 42%
    $3.9B
  10. 2491
    Seniors Housing Fund Manager LLCToledo, OH · 8 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  11. 2552
    CM Wealth Advisors LLCBeachwood, OH · 244 clientsWealth manager
    BNY 94%
    $3.6B
  12. 2661
    Meeder Asset Management, Inc.Dublin, OH · 233 clientsAsset managerHybridMeeder Distribution Services, Inc.
    Huntington National Bank 100%
    $3.3B
  13. 2666
    Stratos Investment Management, LLCBeachwood, OH · 3 clientsAsset managerHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    Fidelity 76%Schwab 24%
    $3.3B
  14. 2689
    Glasfunds, LLCCleveland, OH · 2 clientsPrivate fund adviserHybridGlasfunds Securities, LLC
    No custodian reported
    $3.3B
  15. 2749
    ON Investment Management CoCincinnati, OH · 9,568 clientsBroker-dealer firmHybridAugustar Distributors, Inc., The O.N. Equity Sales Company, clears through Pershing
    No custodian reported
    $3.2B
  16. 2844
    Fairway Wealth Management LLCIndependence, OH · 322 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $3.0B
  17. 2864
    SJS Investment ServicesSylvania, OH · 1,055 clientsWealth manager
    Schwab 100%
    $2.9B
  18. 2865
    Foster & Motley IncCincinnati, OH · 926 clientsWealth manager
    Schwab 100%
    $2.9B
  19. 2871
    Windsor Advisory Group, LLCColumbus, OH · 543 clientsWealth manager
    Schwab 100%
    $2.9B
  20. 2911
    Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWealth managerWrap sponsorHybridMeeder Distribution Services, Inc.
    Pershing 45%Schwab 43%
    $2.9B
  21. 3148
    Cincinnati Asset Management IncCincinnati, OH · 6,033 clientsWealth managerWrap sponsor
    Morgan Stanley 55%Schwab 45%
    $2.5B
  22. 3149
    Revisor Wealth Management LLCAkron, OH · 3,132 clientsWealth managerHybrid
    Schwab 64%Fidelity 35%
    $2.5B
  23. 3205
    Everhart AdvisorsDublin, OH · 2,912 clientsWealth manager
    SEI 75%Schwab 25%
    $2.5B
  24. 3228
    Gryphon Financial PartnersColumbus, OH · 661 clientsWealth managerPublic-company ownedHybrid
    Fidelity 86%
    $2.4B
  25. 3256
    Align Capital Partners, LPShaker Heights, OH · 8 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  26. 3338
    Summit Financial Strategies IncColumbus, OH · 1,026 clientsWealth manager
    Schwab 83%
    $2.3B
  27. 3410
    FEG Investment Services, LLCCincinnati, OH · 1 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  28. 3419
    Wealthquest CorporationCincinnati, OH · 1,593 clientsWealth manager
    Schwab 100%
    $2.2B
  29. 3471
    PDS Planning IncDublin, OH · 614 clientsWealth manager
    Schwab 100%
    $2.2B
  30. 3476
    Octavia Wealth Advisors LLCCincinnati, OH · 3,803 clientsWealth managerHybrid
    Schwab 100%
    $2.2B
  31. 3496
    Pinnacle AdvisorsMansfield, OH · 1,088 clientsWealth manager
    Schwab 100%
    $2.1B
  32. 3548
    Eubel Brady & SuttmanMiamisburg, OH · 816 clientsWealth manager
    Schwab 100%
    $2.1B
  33. 3564
    Beese Fulmer Private Wealth ManagementCanton, OH · 843 clientsWealth manager
    Schwab 88%
    $2.1B
  34. 3717
    Meyers Wealth Management, LLCColumbus, OH · 860 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.9B
  35. 3832
    White Oak Partners Investment Advisor, LLCWesterville, OH · 9 clientsPrivate fund adviserHybridWobd, LLC
    No custodian reported
    $1.8B
  36. 3886
    Oak Associates LTDAkron, OH · 42 clientsAsset manager
    UBS 34%PNC Bank National Association 27%BNY 26%
    $1.8B
  37. 4011
    KMG Fiduciary Partners, LLCToledo, OH · 1,310 clientsWealth manager
    Fidelity 100%
    $1.7B
  38. 4055
    Strategic Wealth Partners, LTD.Independence, OH · 3,674 clientsWealth managerHybrid
    Schwab 85%
    $1.6B
  39. 4118
    Accolade Asset/liability Advisory ServicesColumbus, OH · 39 clientsAsset manager
    BNY 82%
    $1.6B
  40. 4211
    Ancora Retirement Plan Advisors, LLCCleveland, OH · 157 clientsAsset managerHybridInverness Securities, LLC
    No custodian reported
    $1.5B

RIAs by state