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Top 3 financial advisor firms in Ashland

3 SEC-registered financial advisor firms are headquartered in Ashland, OH, with $905M in combined regulatory assets under management. The largest by assets are Whitcomb & Hess ($491M), Lighthouse Wealth Management ($238M) and Livelsberger, Lynn Louis ($176M).

3
Financial advisor firms
$905M
Their combined AUM
$238M
Median firm AUM
2,132
Clients of the top 3

The 3 largest by assets

  1. 1
    Whitcomb & Hess

    RIA

    $491M

  2. 2
    Lighthouse Wealth Management

    RIA

    $238M

  3. 3
    Livelsberger, Lynn Louis

    RIA

    $176M

Profiles of the top 3

No. 1 · RIA

Whitcomb & Hess

Whitcomb & Hess is an investment adviser based in Ashland, OH, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $491 million, as filed on 25 February 2026.

Whitcomb & Hess charges 0.20%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM
$491M
Clients
1,368
Advisory staff
8
Fee schedule
0.20% to 1.00% a year
Custodians
Charles Schwab
Headquarters
1020 Cleveland Avenue, Ashland, OH 44805
Phone
419-289-7007
Website
whitcomb.com

No. 2 · RIA

Lighthouse Wealth Management

Lighthouse Wealth Management is an investment adviser based in Ashland, OH, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $238 million, as filed on 26 January 2026.

Lighthouse Wealth Management charges 0.30%–1.00% a year for its Portfolio Management for Individuals and Corporations.

Regulatory AUM
$238M
Clients
384
Advisory staff
5
Fee schedule
0.30% to 1.00% a year
Custodians
Charles Schwab
Headquarters
1078 Commerce Parkway, Ashland, OH 44805
Phone
419-496-0016
Website
lightwealth.com

No. 3 · RIA

Livelsberger, Lynn Louis

Livelsberger, Lynn Louis is an investment adviser based in Ashland, OH, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $176 million, as filed on 18 March 2026.

Livelsberger, Lynn Louis charges 1.00%–2.00% a year for its Asset-based management fee.

Regulatory AUM
$176M
Clients
380
Advisory staff
1
Fee schedule
1.00% to 2.00% a year
Custodians
Charles Schwab
Headquarters
122 West Washington Street, Suite D, Ashland, OH 44805
Phone
419-289-7165
Website
livelsbergerfinancial.com

Questions about financial advisors in Ashland

How many financial advisor firms are headquartered in Ashland?

3 SEC-registered financial advisor firms report their principal office in Ashland, OH, managing $905M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Ashland?

Whitcomb & Hess, with $491M in regulatory assets under management on its latest Form ADV. The next largest are Lighthouse Wealth Management ($238M) and Livelsberger, Lynn Louis ($176M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Ashland?

The median firm manages $238M in regulatory assets. That is the midpoint of the 3 firms headquartered in Ashland.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Ashland charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Ashland?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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