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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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. 7486
    Golden Reserve Retirement, LLCDublin, OH · 2,008 clientsWealth manager
    Schwab 100%
    $544M
  2. 7556
    National Wealth Management Group, LLCCincinnati, OH · 1,314 clientsWealth managerHybrid
    Schwab 63%
    $535M
  3. 7603
    Yarger Wealth Strategies, LLCWesterville, OH · 216 clientsWealth manager
    Fidelity 100%
    $530M
  4. 7651
    Park Edge Advisors, LLCCleveland, OH · 330 clientsWealth manager
    Schwab 100%
    $523M
  5. 7724
    GGM Financial LLCColumbus, OH · 423 clientsWealth managerWrap sponsor
    Fidelity 100%
    $513M
  6. 7738
    Fidato Wealth LLCMiddleburg Heights, OH · 303 clientsWealth manager
    Schwab 100%
    $511M
  7. 7753
    Dover Partners IncDayton, OH · 33 clientsAsset manager
    No custodian reported
    $509M
  8. 7778
    Cleveland Wealth, LLCCleveland, OH · 396 clientsWealth manager
    Schwab 100%
    $507M
  9. 7875
    The Connor Group Fund Manager, LLCMiamisburg, OH · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $494M
  10. 7876
    Balanced Wealth Group LLCWestlake, OH · 498 clientsWealth managerWrap sponsor
    Fidelity 100%
    $494M
  11. 7877
    True Wealth Design, LLCAkron, OH · 366 clientsWealth manager
    Schwab 72%Fidelity 28%
    $494M
  12. 7904
    Whitcomb & Hess, Inc.Ashland, OH · 1,368 clientsWealth manager
    Schwab 100%
    $491M
  13. 7933
    Hixon Zuercher Capital ManagementFindlay, OH · 390 clientsWealth manager
    Fidelity 100%
    $488M
  14. 8040
    The O.H.I.O. FundCleveland, OH · 6 clientsPrivate fund adviser
    No custodian reported
    $475M
  15. 8042
    Trueblood Wealth Management, LLCLima, OH · 346 clientsWealth manager
    Raymond James 100%
    $474M
  16. 8060
    Return ON Life Wealth PartnersCleveland, OH · 284 clientsWealth managerHybrid
    No custodian reported
    $473M
  17. 8106
    Edgewater Capital PartnersIndependence, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $467M
  18. 8174
    Blake Schutter Theil Wealth Advisors, LLCDayton, OH · 192 clientsWealth manager
    Fidelity 54%Schwab 46%
    $459M
  19. 8228
    Columbus Investment Advisory Inc.New Albany, OH · 113 clientsWealth manager
    Schwab 87%
    $454M
  20. 8248
    Virtera Partners LLCPepper Pike, OH · 22 clientsAsset manager
    Schwab 78%Keybank National Association 22%
    $452M
  21. 8334
    Financial FreedomCincinnati, OH · 114 clientsWealth manager
    Fidelity 100%
    $443M
  22. 8345
    SWS Partners, LLCColumbus, OH · 157 clientsWealth manager
    Schwab 100%
    $443M
  23. 8397
    Hendley & Co. Inc.Zanesville, OH · 302 clientsWealth manager
    Pershing 100%
    $438M
  24. 8452
    Argentarii, LLCCincinnati, OH · 125 clientsWealth manager
    Goldman Sachs 100%
    $432M
  25. 8479
    Symphony Financial Services, Inc.Akron, OH · 641 clientsWealth managerHybrid
    LPL Financial 87%
    $429M
  26. 8498
    Hackman Financial GroupCincinnati, OH · 675 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $427M
  27. 8520
    Trinity Wealth Management LLCCincinnati, OH · 94 clientsWealth manager
    No custodian reported
    $425M
  28. 8617
    Royal Oak Financial GroupWorthington, OH · 412 clientsWealth manager
    Interactive Brokers 87%
    $416M
  29. 8709
    Keystone Financial Planning, IncWestlake, OH · 117 clientsWealth manager
    Schwab 87%
    $407M
  30. 8770
    Anderson Financial Strategies, LLCDayton, OH · 230 clientsAsset manager
    Schwab 59%
    $402M
  31. 8835
    Family Wealth Advisory Group, LLCCincinnati, OH · 219 clientsWealth manager
    Fidelity 100%
    $396M
  32. 8840
    Lesjak Planning, LLCWestlake, OH · 376 clientsWealth manager
    Schwab 100%
    $396M
  33. 8868
    Vawter Financial LTDColumbus, OH · 247 clientsWealth manager
    Schwab 100%
    $394M
  34. 8872
    Elizabeth Park Capital Management, LTDPepper Pike, OH · 7 clientsPrivate fund adviser
    No custodian reported
    $394M
  35. 8938
    Reed Financial Services, Inc.Cleveland, OH · 351 clientsWealth managerHybrid
    Pershing 100%
    $389M
  36. 8960
    Balance WealthWorthington, OH · 553 clientsWealth manager
    Schwab 65%Altruist 35%
    $387M
  37. 9008
    Accent Capital Management, LLCCenterville, OH · 92 clientsWealth manager
    Schwab 79%
    $383M
  38. 9018
    Dean Financial ServicesBeavercreek, OH · 277 clientsWealth manager
    Fidelity 66%Matrix Trust 34%
    $382M
  39. 9019
    Kirtland Hills Capital Management, LLCBratenahl, OH · 263 clientsWealth manager
    Schwab 100%
    $382M
  40. 9027
    Landing Point Financial GroupAvon, OH · 743 clientsWealth manager
    Fidelity 100%
    $381M

RIAs by state