Top 5 financial advisor firms in Hudson

5 SEC-registered financial advisor firms are headquartered in Hudson, OH, with $2.55B in combined regulatory assets under management. The largest by assets are Ellsworth Advisors ($1.41B), Broadleaf Partners ($551M) and Ruggaard & Associates ($369M).

5
Financial advisor firms: $2.55B
Their combined AUM: $369M
Median firm AUM: 1,744
Clients of the top 5

The 5 largest by assets

1
Ellsworth Advisors
RIA
$1.41B
Up to 1.00% a year
2
Broadleaf Partners
RIA
$551M
0.65% to 1.00% a year
3
Ruggaard & Associates
RIA
$369M
0.80% to 1.00% a year
4
Western Reserve Capital Management
RIA
$120M
0.40% to 1.50% a year
5
Nye Wealth Management
RIA
$108M
0.30% to 1.00% a year

Profiles of the top 5

No. 1 · RIA

Ellsworth Advisors

Ellsworth Advisors is an investment adviser based in Hudson, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $1.41 billion, as filed on 23 February 2026.

Ellsworth Advisors charges up to 1.00% a year for its Individual Wealth Management Services.

Regulatory AUM: $1.41B
Clients: 860
Advisory staff: 11
Founded: 2018
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1764 Georgetown Road, Hudson, OH 44236
Phone: 234-200-0703
Website: ellsworthadvisors.com

No. 2 · RIA

Broadleaf Partners

Broadleaf Partners is an investment adviser based in Hudson, OH, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $551 million, as filed on 8 June 2026.

Broadleaf Partners charges 0.65%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM: $551M
Clients: 244
Advisory staff: 4
Fee schedule: 0.65% to 1.00% a year
Minimum account: $100,000
Custodians: Charles Schwab
Headquarters: 9 Aurora Street, Suite #5, Hudson, OH 44236
Phone: 330-650-0921
Website: broadleafpartners.com

No. 3 · RIA

Ruggaard & Associates

Ruggaard & Associates is an investment adviser based in Hudson, OH, registered with the SEC since 1993. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $369 million, as filed on 30 March 2026.

Ruggaard & Associates charges 0.80%–1.00% a year for its Individual portfolio management (ISS).

Regulatory AUM: $369M
Clients: 314
Advisory staff: 6
Founded: 1993
Fee schedule: 0.80% to 1.00% a year
Minimum account: $100,000
Custodians: Fidelity, Charles Schwab
Headquarters: 110 W Streetsboro St., Suite 1a, Hudson, OH 44236
Phone: 330-487-5888
Website: ruggaard.net

No. 4 · RIA

Western Reserve Capital Management

Western Reserve Capital Management is an investment adviser based in Hudson, OH, registered with the SEC since 2026. 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 $120 million, as filed on 9 January 2026.

Western Reserve Capital Management charges 0.40%–1.50% a year for its Investment Management Services.

Regulatory AUM: $120M
Clients: 101
Advisory staff: 2
Fee schedule: 0.40% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 102 First St, #208, Hudson, OH 44236
Phone: 330-655-1543
Website: wrcmfp.com

No. 5 · RIA

Nye Wealth Management

Nye Wealth Management is an investment adviser based in Hudson, OH, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $108 million, as filed on 24 February 2026.

Nye Wealth Management charges 0.30%–1.00% a year for its Wealth management advisory fee.

Regulatory AUM: $108M
Clients: 225
Advisory staff: 1
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 85 South Main Street, Hudson, OH 44236
Phone: 330-656-0007
Website: nyewealth.com

Questions about financial advisors in Hudson

How many financial advisor firms are headquartered in Hudson?

5 SEC-registered financial advisor firms report their principal office in Hudson, OH, managing $2.55B 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 Hudson?

Ellsworth Advisors, with $1.41B in regulatory assets under management on its latest Form ADV. The next largest are Broadleaf Partners ($551M) and Ruggaard & Associates ($369M).

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

How large is a typical financial advisor firm in Hudson?

The median firm manages $369M in regulatory assets. That is the midpoint of the 5 firms headquartered in Hudson.

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

How much do financial advisors in Hudson charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Hudson?

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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