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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. 276
    Fort Washington Investment Advisors IncCincinnati, OH · 755 clientsAsset managerHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    BNY 100%
    $93B
  2. 301
    Nationwide Fund AdvisorsColumbus, OH · 129 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    No custodian reported
    $83B
  3. 346
    Meeder Public Funds, Inc.Dublin, OH · 582 clientsAsset managerHybridMeeder Distribution Services, Inc.
    U.S. Bank 61%Principal Financial Group 39%
    $70B
  4. 416
    MAI Capital Management, LLCCleveland, OH · 16,261 clientsWealth managerHybrid
    Fidelity 52%Schwab 48%
    $52B
  5. 599
    Clearstead; Clearstead Advisory SolutionsCleveland, OH · 4,819 clientsWealth manager
    Fidelity 50%Schwab 50%
    $34B
  6. 619
    Sequoia Financial Group, L.L.C.Akron, OH · 11,218 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $32B
  7. 628
    Constellation Investments, Inc.Montgomery, OH · 14 clientsAsset managerHybridAugustar Distributors, Inc., The O.N. Equity Sales Company, clears through Pershing
    U.S. Bank 100%
    $31B
  8. 632
    Touchstone Advisors IncCincinnati, OH · 40 clientsAsset managerHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $31B
  9. 665
    Diamond Hill Capital Management, LLCColumbus, OH · 3,192 clientsAsset managerHybrid
    Goldman Sachs 32%State Street 23%J.P. Morgan 23%
    $29B
  10. 763
    Matson Money, Inc.Mason, OH · 29,985 clientsAsset manager
    Axos 62%Schwab 38%
    $24B
  11. 779
    FEGCincinnati, OH · 214 clientsAsset manager
    Schwab 68%Northern Trust 32%
    $24B
  12. 800
    Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsWealth managerHybrid
    Schwab 80%
    $23B
  13. 823
    Highland Consulting Associates Inc.Cleveland, OH · 167 clientsAsset manager
    Fidelity 78%Vanguard 22%
    $22B
  14. 835
    American Money Management Corporation ("ammc")Cincinnati, OH · 45 clientsAsset manager
    BNY 100%
    $21B
  15. 847
    Bahl & Gaynor LLCCincinnati, OH · 889 clientsAsset managerHybrid
    UBS 34%Schwab 33%
    $21B
  16. 880
    Townsend Holdings LLCCleveland, OH · 67 clientsAsset managerHybrid
    Northern Trust 35%BNY 25%J.P. Morgan 22%
    $20B
  17. 908
    Boyd Watterson Asset Management, LLCCleveland, OH · 1,102 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    PNC Bank 100%
    $19B
  18. 911
    Stratos Wealth Partners, LTDBeachwood, OH · 25,391 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    LPL Financial 76%Fidelity 24%
    $19B
  19. 977
    Nationwide Investment Advisors, LLCColumbus, OH · 251,223 clientsWealth managerBank-affiliatedHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    Nationwide Trust Company, FSB 72%Nationwide Life Insurance 28%
    $17B
  20. 1039
    Nationwide Asset Management, LLCColumbus, OH · 3 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    BNY 87%
    $15B
  21. 1169
    Cbiz Investment Advisory Services, LLCCleveland, OH · 2,850 clientsAsset managerHybridCbiz Financial Solutions, Inc.
    Fidelity 27%
    $13B
  22. 1239
    Gateway Investment Advisers, LLCCincinnati, OH · 318 clientsAsset managerAffiliated broker-dealerNatixis Distribution, LLC
    Schwab 41%Northern Trust 40%
    $12B
  23. 1293
    Fifth Third Securities, Inc.Cincinnati, OH · 47,014 clientsBroker-dealer firmHybridComerica Securities,inc.
    Fidelity 100%
    $11B
  24. 1339
    Bartlett & Co. Wealth Management LLCCincinnati, OH · 2,263 clientsWealth managerAffiliated broker-dealer
    Schwab 86%
    $10B
  25. 1349
    IDR Investment Management, LLCIndependence, OH · 9 clientsPrivate fund adviserHybrid
    Fifth Third Bank 65%BNY 35%
    $10B
  26. 1354
    Valmark Advisers, Inc.Akron, OH · 14,890 clientsWealth managerWrap sponsorHybridValmark Securities, Inc., clears through Pershing
    Schwab 89%
    $10B
  27. 1400
    Redtree Investment GroupCincinnati, OH · 373 clientsAsset manager
    U.S. Bancorp Investments 87%
    $9.7B
  28. 1485
    Key Investment Services LLCBrooklyn, OH · 34,920 clientsBroker-dealer firmHybridKeybanc Capital Markets Inc.
    Pershing 100%
    $8.9B
  29. 1582
    PCM Management Advisor, LLCChagrin Falls, OH · 24 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $7.9B
  30. 1583
    Huntington Financial AdvisorsColumbus, OH · 42,398 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $7.9B
  31. 1596
    Fifth Third Wealth Advisors LLCCincinnati, OH · 1,498 clientsAsset managerAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
    Fidelity 53%Fifth Third Bank 47%
    $7.8B
  32. 1605
    OnesevenBeachwood, OH · 16,335 clientsWealth managerHybridMGO Securities Corp.
    Raymond James 47%Schwab 39%
    $7.7B
  33. 1625
    Carnegie Investment CounselPepper Pike, OH · 3,281 clientsWealth manager
    Schwab 80%
    $7.5B
  34. 1790
    Truepoint, Inc.Cincinnati, OH · 1,934 clientsWealth manager
    Fidelity 100%
    $6.4B
  35. 1791
    ORG Portfolio Management LLCBeachwood, OH · 10 clientsAsset manager
    Northern Trust 89%
    $6.4B
  36. 1932
    TFO Wealth PartnersMaumee, OH · 1,986 clientsWealth manager
    Schwab 100%
    $5.7B
  37. 1946
    Stratos Wealth Advisors LLCBeachwood, OH · 5,023 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    Fidelity 61%Schwab 39%
    $5.6B
  38. 1991
    Constellation Wealth AdvisorsCincinnati, OH · 417 clientsWealth manager
    Schwab 100%
    $5.4B
  39. 2027
    Venture Visionary Partners LLCSylvania, OH · 2,810 clientsWealth managerHybrid
    Schwab 100%
    $5.2B
  40. 2086
    Wellspring Family OfficeCleveland, OH · 148 clientsWealth manager
    Fidelity 100%
    $5.1B

RIAs by state