Top 3 financial advisor firms in Centerville

3 SEC-registered financial advisor firms are headquartered in Centerville, OH, with $820M in combined regulatory assets under management. The largest by assets are Accent Capital Management ($383M), Ridgeline Wealth Planning ($260M) and Fiduciary Wealth Group ($178M).

3
Financial advisor firms: $820M
Their combined AUM: $260M
Median firm AUM: 757
Clients of the top 3

The 3 largest by assets

1
Accent Capital Management
RIA
$383M
0.65% to 0.65% a year
2
Ridgeline Wealth Planning
RIA
$260M
0.65% to 1.00% a year
3
Fiduciary Wealth Group
RIA
$178M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Accent Capital Management

Accent Capital Management is an investment adviser based in Centerville, OH, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $383 million, as filed on 2 March 2026.

Accent Capital Management charges 0.65% a year for its Portfolio Management Services.

Regulatory AUM: $383M
Clients: 92
Advisory staff: 4
Founded: 2022
Fee schedule: 0.65% to 0.65% a year
Minimum account: $100,000
Custodians: Fidelity, Charles Schwab
Headquarters: 170 E. Spring Valley Pike, Suite B, Centerville, OH 45458
Phone: 937-231-0528
Website: accent-cm.com

No. 2 · RIA

Ridgeline Wealth Planning

Ridgeline Wealth Planning is an investment adviser based in Centerville, OH, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $260 million, as filed on 1 October 2026.

Ridgeline Wealth Planning charges 0.65%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $260M
Clients: 443
Advisory staff: 5
Fee schedule: 0.65% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1700 Lyons Road, Suite B, Centerville, OH 45458
Phone: 937-739-3744
Website: ridgelinewealthplanning.com

No. 3 · RIA

Fiduciary Wealth Group

Fiduciary Wealth Group is an investment adviser based in Centerville, OH, registered with the SEC since 2024. 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 $178 million, as filed on 3 March 2026.

Regulatory AUM: $178M
Clients: 222
Advisory staff: 3
Custodians: Fidelity
Headquarters: 6784 Loop Road Suite# 208, Centerville, OH 45459
Phone: 855-560-7171
Website: fiduciarywealthgroup.com

Questions about financial advisors in Centerville

How many financial advisor firms are headquartered in Centerville?

3 SEC-registered financial advisor firms report their principal office in Centerville, OH, managing $820M 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 Centerville?

Accent Capital Management, with $383M in regulatory assets under management on its latest Form ADV. The next largest are Ridgeline Wealth Planning ($260M) and Fiduciary Wealth Group ($178M).

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

How large is a typical financial advisor firm in Centerville?

The median firm manages $260M in regulatory assets. That is the midpoint of the 3 firms headquartered in Centerville.

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

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

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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