Top 3 financial advisor firms in Mansfield

3 SEC-registered financial advisor firms are headquartered in Mansfield, OH, with $3.2B in combined regulatory assets under management. The largest by assets are Pinnacle Wealth Planning Services ($2.14B), Whitaker-Myers Wealth Managers ($851M) and Quest Wealth Solutions ($215M).

3
Financial advisor firms: $3.2B
Their combined AUM: $851M
Median firm AUM: 4,907
Clients of the top 3

The 3 largest by assets

1
Pinnacle Wealth Planning Services
RIA
$2.14B
0.40% to 1.40% a year
2
Whitaker-Myers Wealth Managers
RIA
$851M
0.50% to 1.00% a year
3
Quest Wealth Solutions
RIA
$215M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Pinnacle Wealth Planning Services

Pinnacle Wealth Planning Services is an investment adviser based in Mansfield, OH, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.14 billion, as filed on 27 July 2026.

Pinnacle Wealth Planning Services charges 0.40%–1.40% a year for its Wealth Management Program fees.

Regulatory AUM: $2.14B
Clients: 1,088
Advisory staff: 19
Founded: 1998
Fee schedule: 0.40% to 1.40% a year
Custodians: Charles Schwab
Headquarters: 6 West 3rd St., Ste 100, Mansfield, OH 44902
Phone: 419-526-5226
Website: pinnacleadvisors.com

No. 2 · RIA

Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers is an investment adviser based in Mansfield, 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 $851 million, as filed on 2 June 2026.

Whitaker-Myers Wealth Managers charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $851M
Clients: 3,458
Advisory staff: 10
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1485 Lexington Ave., Mansfield, OH 44907
Phone: 330-345-5000
Website: whitakerwealth.com

No. 3 · RIA

Quest Wealth Solutions

Quest Wealth Solutions is an investment adviser based in Mansfield, 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 $215 million, as filed on 24 August 2026.

Regulatory AUM: $215M
Clients: 361
Advisory staff: 2
Custodians: Raymond James
Headquarters: 720 Lexington Avenue, Mansfield, OH 44907
Phone: 419-525-2525
Website: questwealthsolutions.com

Questions about financial advisors in Mansfield

How many financial advisor firms are headquartered in Mansfield?

3 SEC-registered financial advisor firms report their principal office in Mansfield, OH, managing $3.2B 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 Mansfield?

Pinnacle Wealth Planning Services, with $2.14B in regulatory assets under management on its latest Form ADV. The next largest are Whitaker-Myers Wealth Managers ($851M) and Quest Wealth Solutions ($215M).

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

How large is a typical financial advisor firm in Mansfield?

The median firm manages $851M in regulatory assets. That is the midpoint of the 3 firms headquartered in Mansfield.

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

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

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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