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Est. 2026The front page of wealth managementNew York

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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 you
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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. 4243
    Opus Capital ManagementCincinnati, OH · 430 clientsWealth manager
    Schwab 100%
    $1.5B
  2. 4321
    Horan Wealth, LLCCincinnati, OH · 1,436 clientsWealth managerHybrid
    Fidelity 56%Schwab 44%
    $1.5B
  3. 4324
    FEG Private Investors, LLCCincinnati, OH · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  4. 4363
    Blue Point Capital Partners LLCCleveland, OH · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  5. 4376
    MPE PartnersCleveland, OH · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  6. 4394
    United Advisor GroupCincinnati, OH · 6,600 clientsWealth managerHybrid
    SEI 43%Schwab 41%
    $1.4B
  7. 4414
    Antolino Wealth AdvisorsColumbus, OH · 968 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  8. 4430
    Souders Financial Advisors, LLCCincinnati, OH · 1,351 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  9. 4437
    Ellsworth Advisors, LLCHudson, OH · 860 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.4B
  10. 4475
    Journey Wealth ManagementCleveland, OH · 879 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.4B
  11. 4520
    Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsWealth managerHybrid
    Pershing 59%Schwab 41%
    $1.4B
  12. 4532
    Westminster Financial Advisory CorpBeavercreek, OH · 2,029 clientsBroker-dealer firmHybridWestminster Financial Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $1.4B
  13. 4685
    McDonald Partners LLCCleveland, OH · 1,170 clientsBroker-dealer firmHybridMcDonald Partners LLC
    RBC 100%
    $1.3B
  14. 4775
    Wealth Dimensions Group, LTD.Cincinnati, OH · 769 clientsWealth manager
    Fidelity 100%
    $1.2B
  15. 4791
    HCM Wealth AdvisorsCincinnati, OH · 850 clientsWealth manager
    Schwab 100%
    $1.2B
  16. 4828
    Hauser Retirement Solutions 2 LLCCincinnati, OH · 76 clientsAsset manager
    No custodian reported
    $1.2B
  17. 4836
    James Investment Research IncXenia, OH · 431 clientsAsset managerHybrid
    Schwab 47%Morgan Stanley 39%
    $1.2B
  18. 4843
    Van Cleef Asset Management IncBeachwood, OH · 226 clientsWealth manager
    Schwab 85%
    $1.2B
  19. 4888
    TCP Asset Management, LLCUpper Arlington, OH · 2,221 clientsWealth managerHybrid
    Schwab 86%
    $1.2B
  20. 4926
    W.A. Smith Financial GroupSandusky, OH · 1,669 clientsWealth manager
    Fidelity 100%
    $1.2B
  21. 4945
    Frazier Financial Advisors, LLCColumbus, OH · 733 clientsWealth managerHybrid
    Schwab 59%Fidelity 41%
    $1.2B
  22. 5010
    Ancora Alternatives LLCCleveland, OH · 10 clientsPrivate fund adviserHybridInverness Securities, LLC
    No custodian reported
    $1.1B
  23. 5026
    Kohmann Bosshard Financial Services, LLC.Akron, OH · 510 clientsWealth manager
    Schwab 100%
    $1.1B
  24. 5107
    The Joseph Group Capital ManagementColumbus, OH · 832 clientsWealth manager
    Schwab 100%
    $1.1B
  25. 5122
    Lineweaver Wealth AdvisorsValley View, OH · 2,134 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  26. 5130
    BPS Wealth Advisors, Inc.Canfield, OH · 745 clientsAsset managerHybrid
    Capital Client Group 40%SEI 39%
    $1.1B
  27. 5132
    Randolph Co IncCincinnati, OH · 59 clientsAsset manager
    Schwab 100%
    $1.1B
  28. 5174
    St. Clair Advisors, LLCMayfield Heights, OH · 133 clientsWealth manager
    Schwab 100%
    $1.1B
  29. 5227
    Timber Bay Partners, LLCCincinnati, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  30. 5267
    MPM Wealth AdvisorsHolland, OH · 1,118 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  31. 5410
    Riverview Research, LLCIndependence, OH · 34 clientsAsset manager
    Raymond James 59%Schwab 41%
    $991M
  32. 5659
    Peak Wealth SolutionsPepper Pike, OH · 718 clientsWealth managerHybrid
    Fidelity 100%
    $912M
  33. 5675
    Dean InvestmentsBeavercreek, OH · 308 clientsAsset manager
    Fidelity 88%
    $909M
  34. 5694
    Formidable Asset Management, LLCCincinnati, OH · 900 clientsWealth manager
    Raymond James 52%LPL Financial 26%
    $903M
  35. 5705
    Beacon Financial Advisory LLCCleveland, OH · 1,556 clientsWealth managerHybrid
    Schwab 97%
    $901M
  36. 5737
    REA Wealth ManagementNew Philadelphia, OH · 938 clientsWealth managerHybrid
    Fidelity 100%
    $892M
  37. 5806
    Gearhart & AssociatesCincinnati, OH · 2,903 clientsWealth manager
    Raymond James 100%
    $873M
  38. 5817
    Canopy PartnersCincinnati, OH · 8 clientsWealth manager
    Schwab 100%
    $869M
  39. 5826
    Vantage Financial Group, Inc.Cleveland, OH · 2,521 clientsWealth managerHybrid
    Pershing 100%
    $867M
  40. 5829
    Asendo Wealth AdvisoryColumbus, OH · 1,157 clientsWealth manager
    Fidelity 100%
    $867M

RIAs by state