Ohio · 777 advisers
Financial Advisors in Ohio
Falists is the most comprehensive public directory of financial advisors in Ohio — 777 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
777
With website
666
Largest AUM
$93.47B
Financial planning
526
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Ohio
Ranked by AUM and profile completeness · Data from SEC IAPD
FORT WASHINGTON INVESTMENT ADVISORS INC
Cincinnati, OH
AUM
$93.47B
Team
72 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
513-361-7600
NATIONWIDE FUND ADVISORS
Columbus, OH
AUM
$83.14B
Team
22 advisors
Clients
—
Fees
Percentage of AUM
614-435-6274
MEEDER PUBLIC FUNDS, INC.
Dublin, OH
AUM
$64.13B
Team
52 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-633-3371
MAI CAPITAL MANAGEMENT, LLC
Cleveland, OH
AUM
$52.10B
Team
230 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(216) 920-4800
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Cleveland, OH
AUM
$33.88B
Team
104 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
216-621-1090
SEQUOIA FINANCIAL GROUP, L.L.C.
Akron, OH
AUM
$32.24B
Team
195 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
330-375-9480
CONSTELLATION INVESTMENTS, INC.
Montgomery, OH
AUM
$31.48B
Team
8 advisors
Clients
—
Fees
Percentage of AUM; REIMBURSED EXPENSES AND PAID ACTUAL COSTS
513-794-6100
TOUCHSTONE ADVISORS INC
Cincinnati, OH
AUM
$31.09B
Team
14 advisors
Clients
0
Fees
Percentage of AUM
513-362-8000
DIAMOND HILL CAPITAL MANAGEMENT INC
Columbus, OH
AUM
$29.38B
Team
42 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
614-255-3333
MATSON MONEY, INC.
Mason, OH
AUM
$24.33B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; SEE DESCRIPTION IN MISC. SECTION
513-204-8000
FEG
Cincinnati, OH
AUM
$23.86B
Team
74 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
513-977-4400
JOHNSON INVESTMENT COUNSEL, INC.
Cincinnati, OH
AUM
$22.98B
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
513-661-3100
HIGHLAND CONSULTING ASSOCIATES INC.
Cleveland, OH
AUM
$21.93B
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
440-808-1500
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
Cincinnati, OH
AUM
$21.32B
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(513) 579-2121
BAHL & GAYNOR INC
Cincinnati, OH
AUM
$20.99B
Team
47 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
513-287-6100
TOWNSEND HOLDINGS LLC
Cleveland, OH
AUM
$19.64B
Team
73 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
216-781-9090
BOYD WATTERSON ASSET MANAGEMENT, LLC
Cleveland, OH
AUM
$18.81B
Team
51 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
216-771-3450
STRATOS WEALTH PARTNERS, LTD
Beachwood, OH
AUM
$18.65B
Team
352 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
440-519-2500
GATEWAY INVESTMENT ADVISERS, LLC
Cincinnati, OH
AUM
$11.59B
Team
10 advisors
Clients
—
Fees
Percentage of AUM
513-719-1100
FIFTH THIRD SECURITIES, INC.
Cincinnati, OH
AUM
$10.92B
Team
848 advisors
Clients
26-50
Fees
Percentage of AUM
888-889-1025
BARTLETT & CO. WEALTH MANAGEMENT LLC
Cincinnati, OH
AUM
$10.25B
Team
34 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
513-621-4612
IDR INVESTMENT MANAGEMENT, LLC
Independence, OH
AUM
$10.19B
Team
13 advisors
Clients
—
Fees
Percentage of AUM
(216) 264-8185
VALMARK ADVISERS, INC.
Akron, OH
AUM
$10.17B
Team
280 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-765-5201
REDTREE INVESTMENT GROUP
Cincinnati, OH
AUM
$9.68B
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-596-2293
Cities in Ohio
Browse financial advisors by city across Ohio
The Ohio advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.