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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN Meta deal shields Zuckerberg from California wealth tax billRB 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 Anthropic
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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. 10451
    CW Industrial Partners, LLCCleveland, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $284M
  2. 10496
    B.A. Schrock Wealth ManagementWadsworth, OH · 706 clientsWealth managerWrap sponsor
    Schwab 100%
    $282M
  3. 10527
    ARG Private Wealth, LLCCincinnati, OH · 65 clientsWealth manager
    No custodian reported
    $280M
  4. 10593
    The Retirement Guys FormulaMaumee, OH · 1,155 clientsWealth managerHybridPeak Brokerage Services, LLC, clears through Wells Fargo Clearing Services
    Schwab 100%
    $277M
  5. 10657
    Retirement Strategies, LTD.Dublin, OH · 419 clientsWealth managerHybrid
    Fidelity 100%
    $273M
  6. 10663
    Camelot Portfolios, LLCMaumee, OH · 791 clientsWealth managerHybrid
    Fidelity 51%Interactive Brokers 27%
    $272M
  7. 10673
    Invest Capital PartnersSpringboro, OH · 661 clientsWealth manager
    Raymond James 61%Schwab 39%
    $272M
  8. 10716
    Hardy & Hardy Co LLCLima, OH · 272 clientsWealth managerHybrid
    LPL Financial 73%Aegon USA Securities 27%
    $269M
  9. 10727
    Schear Investment Advisers, LLCCincinnati, OH · 92 clientsWealth manager
    Schwab 100%
    $269M
  10. 10819
    Redwood Financial NetworkSolon, OH · 1,019 clientsWealth managerHybrid
    LPL Financial 100%
    $263M
  11. 10840
    Kiplinger Wealth AdvisorsSpringboro, OH · 434 clientsWealth managerWrap sponsorHybrid
    Altruist 95%
    $262M
  12. 10882
    Ridgeline Wealth Planning LLCCenterville, OH · 443 clientsWealth manager
    Schwab 100%
    $260M
  13. 10902
    Shaker InvestmentsBeachwood, OH · 130 clientsWealth manager
    Schwab 100%
    $259M
  14. 10935
    W&s Brokerage Services, Inc.Cincinnati, OH · 772 clientsBroker-dealer firmHybridTouchstone Securities, LLC
    No custodian reported
    $257M
  15. 10953
    Tudor Financial, Inc.Dayton, OH · 435 clientsWealth managerHybrid
    Fidelity 100%
    $256M
  16. 10987
    Game Plan Financial Advisors, LLCWestlake, OH, OH · 205 clientsWealth manager
    Schwab 100%
    $255M
  17. 11000
    Integrated Wealth Management, Inc.Uniontown, OH · 530 clientsWealth manager
    Fidelity 100%
    $254M
  18. 11031
    Endeavor Wealth Advisors, LLCPepper Pike, OH · 177 clientsWealth manager
    Schwab 100%
    $253M
  19. 11128
    Michael Brady & Co., LLCWestlake, OH · 218 clientsWealth manager
    Fidelity 100%
    $249M
  20. 11154
    Fillmore Capital Partners, LLCPowell, OH · 1 clientsPrivate fund adviser
    No custodian reported
    $247M
  21. 11192
    Saas Capital, LLCCincinnati, OH · 9 clientsPrivate fund adviser
    No custodian reported
    $245M
  22. 11238
    Munn Wealth Management, LLCMaumee, OH · 745 clientsWealth manager
    TradePMR / Robinhood 68%
    $242M
  23. 11358
    Lighthouse Wealth Management, Inc.Ashland, OH · 384 clientsWealth manager
    Schwab 100%
    $238M
  24. 11380
    Nvest Wealth Strategies, Inc.Powell, OH · 187 clientsWealth manager
    Schwab 100%
    $237M
  25. 11401
    Crew Capital Management, LTD.Cincinnati, OH · 203 clientsWealth managerHybrid
    Schwab 100%
    $235M
  26. 11438
    Fountain Square Asset ManagementCincinnati, OH · 398 clientsWealth managerHybrid
    Pershing 100%
    $234M
  27. 11444
    Clutterbuck Capital Management LLCCleveland, OH · 49 clientsPrivate fund adviser
    No custodian reported
    $233M
  28. 11458
    Summit Financial Advisors, Inc.Middletown, OH · 139 clientsWealth manager
    Schwab 100%
    $233M
  29. 11539
    Rightwealth Advisors, LLCMiamisburg, OH · 249 clientsWealth managerHybrid
    Raymond James 100%
    $229M
  30. 11606
    Structured Wealth Management, Inc.Toledo, OH · 527 clientsWealth manager
    No custodian reported
    $227M
  31. 11622
    Polaris Financial Partners, LLCWesterville, OH · 145 clientsWealth managerWrap sponsor
    Schwab 100%
    $226M
  32. 11623
    Bullseye Investment Management, LLCCincinnciati, OH · 1,120 clientsWealth manager
    Axos 100%
    $226M
  33. 11649
    Edgewater Pro Sports FinancialAvon, OH · 741 clientsWealth managerHybrid
    Raymond James 100%
    $225M
  34. 11655
    Retirement Plans, Inc.Westerville, OH · 278 clientsAsset manager
    Transamerica Trust 53%Reliance Trust 26%
    $225M
  35. 11725
    Bond Tech IncBellbrook, OH · 139 clientsAsset manager
    Raymond James 100%
    $222M
  36. 11768
    Jericho FinancialWesterville, OH · 396 clientsWealth manager
    Schwab 100%
    $220M
  37. 11803
    Miami Valley Portfolio Management IncBrookville, OH · 738 clientsWealth managerHybrid
    SEI 74%Stonex Financial 26%
    $219M
  38. 11831
    Affinity Wealth LLCCanton, OH · 317 clientsWealth manager
    SEI 89%
    $218M
  39. 11868
    Cleveland Capital Management, L.L.C.Rocky River, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $216M
  40. 11893
    Quest Wealth Solutions, Inc.Mansfield, OH · 361 clientsWealth manager
    Raymond James 100%
    $215M

RIAs by state