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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. 5895
    Whitaker-Myers Wealth Managers, LTD.Mansfield, OH · 3,458 clientsWealth managerHybrid
    Schwab 85%
    $851M
  2. 5932
    HPE Capital Management II, LLCCincinnati, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $840M
  3. 6065
    Lakeridge Wealth Management LLCMentor, OH · 1,139 clientsWealth managerHybrid
    Fidelity 90%
    $805M
  4. 6073
    Tempo WealthIndependence, OH · 853 clientsWealth manager
    Schwab 96%
    $804M
  5. 6213
    Strategic Value Bank Partners LLCCleveland, OH · 6 clientsPrivate fund adviser
    No custodian reported
    $774M
  6. 6223
    North Point Portfolio Managers CorporationOrange Village, OH · 276 clientsWealth manager
    Schwab 100%
    $773M
  7. 6253
    Demming Financial Services Corp.Aurora, OH · 796 clientsWealth manager
    Schwab 100%
    $766M
  8. 6271
    Cyprium PartnersCleveland, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $760M
  9. 6292
    G2 Capital Management, LLCColumbus, OH · 107 clientsWealth manager
    Schwab 100%
    $757M
  10. 6327
    Waller Financial Planning Group, Inc.Columbus, OH · 570 clientsWealth manager
    Schwab 100%
    $748M
  11. 6351
    John E. Sestina and CompanyColumbus, OH · 808 clientsWealth manager
    Schwab 100%
    $744M
  12. 6472
    Wealth Dimensions Family Office, IncCincinnati, OH · 18 clientsWealth manager
    Fidelity 100%
    $716M
  13. 6481
    Financial Management Strategies, Inc.Broadview HTS., OH · 1,895 clientsWealth managerHybrid
    Pershing 100%
    $714M
  14. 6492
    Woodland Wealth PartnersPepper Pike, OH · 218 clientsWealth manager
    Schwab 100%
    $712M
  15. 6500
    Wealthbridge Capital Management, LLCWesterville, OH · 457 clientsWealth manager
    Schwab 100%
    $710M
  16. 6586
    Eichner Investment Planning, LLCCincinnati, OH · 26 clientsWealth manager
    Schwab 100%
    $692M
  17. 6606
    Signature Equity Partners, LLCColumbus, OH · 1,716 clientsWealth managerWrap sponsorHybrid
    Fidelity 90%
    $688M
  18. 6631
    RC CapitalCincinnati, OH · 11 clientsPrivate fund adviser
    No custodian reported
    $682M
  19. 6655
    Thor Wealth Management IncCincinnati, OH · 493 clientsWealth manager
    Schwab 100%
    $679M
  20. 6669
    Rockport Wealth AdvisorsFairview Park, OH · 1,623 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $676M
  21. 6699
    Harvest Financial Advisors, LLCWest Chester, OH · 442 clientsWealth manager
    No custodian reported
    $671M
  22. 6706
    Trinity Financial Advisors LLCColumbus, OH · 210 clientsWealth manager
    Schwab 100%
    $670M
  23. 6800
    Advanced Asset Management Advisors, Inc.Dublin, OH · 309 clientsAsset manager
    U.S. Bank 75%Fidelity 25%
    $651M
  24. 6914
    Peak Retirement Planning, Inc.Columbus, OH · 910 clientsWealth manager
    Altruist 100%
    $631M
  25. 6928
    Cornerstone Wealth ManagementWestlake, OH · 463 clientsWealth manager
    Schwab 100%
    $629M
  26. 6941
    Winslow Asset Management IncBeachwood, OH · 130 clientsWealth manager
    Fidelity 68%PNC Bank 32%
    $627M
  27. 7049
    Keeler & Nadler Family WealthDublin, OH · 506 clientsWealth manager
    Schwab 100%
    $610M
  28. 7081
    Heritage Wealth AdvisorsCincinnati, OH · 201 clientsWealth manager
    Raymond James 100%
    $605M
  29. 7144
    Gerber, LLCColumbus, OH · 220 clientsWealth managerHybrid
    Fidelity 100%
    $592M
  30. 7168
    Consolidated FinancialDublin, OH · 760 clientsAsset manager
    Schwab 100%
    $589M
  31. 7209
    Citymark Capital Management Company LLCCleveland, OH · 2 clientsPrivate fund adviser
    No custodian reported
    $583M
  32. 7263
    Keidan Financial Consultants LLCColumbus, OH · 184 clientsWealth managerHybrid
    Pershing 100%
    $575M
  33. 7275
    Prasad Wealth PartnersIndependence, OH · 729 clientsWealth managerHybrid
    Fidelity 100%
    $572M
  34. 7296
    Brilliant Advice, LLCCincinnati, OH · 144 clientsWealth manager
    Schwab 100%
    $570M
  35. 7331
    First Fiduciary Investment Counsel IncCleveland, OH · 276 clientsWealth manager
    Schwab 68%
    $566M
  36. 7346
    Paradigm Wealth Management, LLCWestlake, OH · 416 clientsWealth manager
    Fidelity 80%
    $563M
  37. 7350
    Vela Investment Management, LLCNew Albany, OH · 179 clientsAsset manager
    Schwab 100%
    $563M
  38. 7443
    Broadleaf Partners, LLCHudson, OH · 244 clientsWealth manager
    Schwab 100%
    $551M
  39. 7466
    Adaptive Financial Consulting, LLCBeachwood, OH · 261 clientsWealth manager
    Fidelity 79%
    $547M
  40. 7471
    Resilience ManagementCleveland, OH · 15 clientsPrivate fund adviser
    No custodian reported
    $546M

RIAs by state