Firms by state
RIA firms in Ohio
Search the full directory by firm name, city, state, CRD number or custodian.
Explore by city
Find firms headquartered in Ohio. Choose a city to get started.
Select a dot to see the city and its firms.
Cities in Ohio
A–Z · Number of firmsCity locations are approximate. Counts reflect filed headquarters.
Map source: U.S. CensusAll 26 firms
Ordered by regulatory assets under management, as reported on Form ADV.
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Cbiz Investment Advisory Services | Cleveland, OH | $12.76B |
| Gateway Investment Advisers | Cincinnati, OH | $11.59B |
| Fifth Third Securities | Cincinnati, OH | $10.92B |
| Bartlett & Co. Wealth Management | Cincinnati, OH | $10.25B |
| Idr Investment Management | Independence, OH | $10.19B |
| Valmark Advisers | Akron, OH | $10.17B |
- Headquarters
- Cleveland, OH
- Regulatory AUM
- $12.76B
- Headquarters
- Cincinnati, OH
- Regulatory AUM
- $11.59B
- Headquarters
- Cincinnati, OH
- Regulatory AUM
- $10.92B
- Headquarters
- Cincinnati, OH
- Regulatory AUM
- $10.25B
- Headquarters
- Independence, OH
- Regulatory AUM
- $10.19B
- Headquarters
- Akron, OH
- Regulatory AUM
- $10.17B
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when its Form ADV Part 1A lists its headquarters in Ohio. This page covers firms published in this directory. Branch offices and state registration jurisdictions do not determine inclusion; firms may serve clients in other states.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.