RIA firms in Ohio
3,508 RIA firms are registered or notice filed in Ohio: 773 state registered and 2,735 federally registered. 722 are headquartered here.
Another 172 state registered advisers with no address on file are registered only in Ohio. 7 exempt reporting advisers also file in Ohio and are not counted as RIA firms. #9 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Ohio, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Fifth Third Securities, Inc.also a Broker Dealer | 1,008 | $10.9B | Federally registered | Cincinnati |
| Key Investment Services LLCalso a Broker Dealer | 640 | $8.9B | Federally registered | Brooklyn |
| The Huntington Investment Companyalso a Broker Dealer | 427 | $7.9B | Federally registered | Columbus |
| Nationwide Investment Advisors, LLC | 396 | $16.7B | Federally registered | Columbus |
| Stratos Wealth Partners, Ltd | 373 | $18.6B | Federally registered | Beachwood |
| MAI Capital Management, LLC | 306 | $52.1B | Federally registered | Cleveland |
| Valmark Advisers, Inc. | 281 | $10.2B | Federally registered | Akron |
| Sequoia Financial Group, L.L.C. | 240 | $32.2B | Federally registered | Akron |
| On Investment Management Co | 201 | $3.2B | Federally registered | Montgomery |
| Oneseven | 119 | $7.7B | Federally registered | Beachwood |
Most advisers based in Ohio
Advisers registered and working in Ohio, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Ohio that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $1T
- Firms reporting
- 625
- Median, federally registered
- $382M
- Median, state registered
- $33.1M
How they charge
Share of the 718 firms headquartered here that report their fees.
Who they serve
Share of the 632 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Ohio RIA firms, answered.
How many RIA firms are registered in Ohio?
3,508 RIA firms are registered or notice filed in Ohio: 773 state registered and 2,735 federally registered. 722 are headquartered there.
Which RIA firms in Ohio have the most advisers?
Fifth Third Securities, Inc. (1,008 advisers), Key Investment Services LLC (640 advisers) and The Huntington Investment Company (427 advisers).
How much do RIA firms in Ohio manage?
The 625 RIA firms headquartered in Ohio that report assets report $1T in total. The median is $382M for federally registered firms and $33.1M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Ohio counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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