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Top 3 financial advisor firms in Medina

3 SEC-registered financial advisor firms are headquartered in Medina, OH, with $416M in combined regulatory assets under management. The largest by assets are First Mason Financial ($186M), Oda and Company ($126M) and S.C. Thomas & Associates, CPA ($105M).

3
Financial advisor firms
$416M
Their combined AUM
$126M
Median firm AUM
688
Clients of the top 3

The 3 largest by assets

  1. 1
    First Mason Financial

    RIA

    $186M

  2. 2
    Oda and Company

    RIA

    $126M

  3. 3
    S.C. Thomas & Associates, CPA

    RIA

    $105M

Profiles of the top 3

No. 1 · RIA

First Mason Financial

First Mason Financial is an investment adviser based in Medina, OH, registered with the SEC since 2011. 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 $186 million, as filed on 31 March 2026.

Regulatory AUM
$186M
Clients
383
Advisory staff
1
Custodians
Fidelity, Charles Schwab
Headquarters
33 Public Square, Medina, OH 44256
Phone
330-722-5777
Website
fmf365.com

No. 2 · RIA

Oda and Company

Oda and Company is an investment adviser based in Medina, OH, registered with the SEC since 2026. 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 $126 million, as filed on 16 July 2026.

Regulatory AUM
$126M
Clients
197
Advisory staff
1
Custodians
LPL Financial
Headquarters
416 West Liberty Street, Medina, OH 44256-2222
Phone
330-725-8911
Website
odaandcompany.com

No. 3 · RIA

S.C. Thomas & Associates, CPA

S.C. Thomas & Associates, CPA is an investment adviser based in Medina, OH, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $105 million, as filed on 19 March 2026.

S.C. Thomas & Associates, CPA charges 1.00% a year for its Investment Management Services.

Regulatory AUM
$105M
Clients
108
Advisory staff
1
Fee schedule
1.00% to 1.00% a year
Custodians
Charles Schwab
Headquarters
3599 Reserve Commons DR, Medina, OH 44256
Phone
330-725-3162
Website
scthomascpa.com

Questions about financial advisors in Medina

How many financial advisor firms are headquartered in Medina?

3 SEC-registered financial advisor firms report their principal office in Medina, OH, managing $416M 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 Medina?

First Mason Financial, with $186M in regulatory assets under management on its latest Form ADV. The next largest are Oda and Company ($126M) and S.C. Thomas & Associates, CPA ($105M).

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

How large is a typical financial advisor firm in Medina?

The median firm manages $126M in regulatory assets. That is the midpoint of the 3 firms headquartered in Medina.

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

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

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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