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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. 11894
    Kinetic Wealth Investment Advisors, LLCWestlake, OH · 179 clientsWealth managerHybrid
    LPL Financial 100%
    $215M
  2. 11906
    Objective Capital Management, LLCFairlawn, OH · 115 clientsWealth manager
    Fidelity 100%
    $214M
  3. 11918
    Lindahl & Mansager IncFairlawn, OH · 281 clientsWealth manager
    Schwab 100%
    $214M
  4. 11927
    Signal Tree Financial Partners LLCCopley, OH · 123 clientsWealth manager
    Schwab 100%
    $213M
  5. 11973
    Financial RoundsCincinnati, OH · 188 clientsWealth manager
    Schwab 100%
    $211M
  6. 11978
    Shaffer CapitalWesterville, OH · 201 clientsWealth manager
    No custodian reported
    $211M
  7. 11998
    Independence Wealth Advisors, LLCIndependence, OH · 379 clientsWealth manager
    Schwab 100%
    $210M
  8. 12036
    Reservoir Wealth ManagementLima, OH · 460 clientsWealth manager
    Schwab 77%Capital Client Group 23%
    $209M
  9. 12063
    Garlikov Advisors IncColumbus, OH · 182 clientsWealth managerHybrid
    No custodian reported
    $208M
  10. 12073
    Purtill Financial LLCHighland Heights, OH · 163 clientsWealth manager
    Schwab 100%
    $207M
  11. 12118
    Northavenue LLCColumbus, OH · 138 clientsWealth manager
    Schwab 100%
    $205M
  12. 12181
    McCarthy Wealth & Tax AdvisorsSpringboro, OH · 272 clientsWealth manager
    Fidelity 100%
    $202M
  13. 12187
    Brixey & Meyer Capital LLCCincinnati, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $202M
  14. 12244
    Capital Asset Management, Inc.Columbus, OH · 124 clientsWealth manager
    Fidelity Distributors Company 99%
    $200M
  15. 12246
    DBK Financial Counsel, LLCCuyahoga Falls, OH · 77 clientsWealth manager
    No custodian reported
    $199M
  16. 12259
    RIK Saylor Financial, Inc.Fairfield, OH · 377 clientsWealth manager
    Fidelity 100%
    $199M
  17. 12283
    Newport Investment Advisors IncBeachwood, OH · 89 clientsAsset manager
    Fidelity 100%
    $198M
  18. 12356
    FEG Curio Investment Partners, LLCCincinnati, OH · 15 clientsPrivate fund adviser
    Schwab 66%Fidelity 34%
    $195M
  19. 12362
    Bright Path Sports Partners, LLCCleveland, OH · 2 clientsPrivate fund adviser
    No custodian reported
    $195M
  20. 12378
    T.T.G. Financial, Inc.Canton, OH · 207 clientsWealth manager
    Schwab 100%
    $194M
  21. 12391
    Future Financial Wealth Management Group, LLCCincinnati, OH · 218 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $193M
  22. 12470
    Enza Financial, LLCIndependence, OH · 198 clientsWealth managerHybrid
    Schwab 100%
    $191M
  23. 12479
    Meyer Capital Management LLC.Cincinnati, OH · 116 clientsWealth manager
    No custodian reported
    $191M
  24. 12484
    Bluestone Private Wealth, LLCCleveland, OH · 18 clientsWealth manager
    Schwab 100%
    $190M
  25. 12548
    Barnes Dennig Private Wealth Management, LLCCincinnati, OH · 198 clientsWealth manager
    Schwab 100%
    $188M
  26. 12552
    Heritage Financial Advisors, LLCWaterville, OH · 220 clientsWealth manager
    Schwab 100%
    $188M
  27. 12591
    365 Wealth Management GroupMason, OH · 560 clientsWealth managerWrap sponsor
    Schwab 100%
    $187M
  28. 12624
    First Mason Financial, LLCMedina, OH · 383 clientsWealth manager
    Fidelity Distributors Company 99%
    $186M
  29. 12675
    Claymore Capital PartnersCincinnati, OH · 6 clientsPrivate fund adviser
    No custodian reported
    $184M
  30. 12708
    The Pension GroupDublin, OH · 599 clientsWealth manager
    Fidelity 84%
    $182M
  31. 12770
    Cintrifuse CapitalCincinnati, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $180M
  32. 12796
    The Private Investment Group, Inc.Kettering, OH · 184 clientsWealth manager
    Schwab 100%
    $179M
  33. 12804
    Benchmark Wealth ManagementCincinnati, OH · 76 clientsWealth manager
    Schwab 84%
    $179M
  34. 12832
    Fiduciary Wealth Group, LLCCenterville, OH · 222 clientsWealth manager
    Fidelity 100%
    $178M
  35. 12867
    Emvision Capital Advisors, LLCAurora, OH · 429 clientsWealth managerHybrid
    Assetmark Trust 100%
    $176M
  36. 12870
    Livelsberger Financial AdvisoryAshland, OH · 380 clientsWealth manager
    Schwab 100%
    $176M
  37. 12903
    Alan B. Lancz & Associates, Inc.Toledo, OH · 101 clientsWealth managerHybrid
    Schwab 81%
    $175M
  38. 12904
    Appalachian Capital ManagementSt. Clairsville, OH · 358 clientsWealth manager
    Schwab 100%
    $175M
  39. 12987
    Shuttleworth & CompanyPowell, OH · 204 clientsWealth manager
    Schwab 100%
    $173M
  40. 13039
    Kennon-Green & Co.New Albany, OH · 90 clientsWealth manager
    Schwab 100%
    $171M

RIAs by state