This week, we're highlighting top performers in Ohio
RIA Pulse Local Standouts: Ohio
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in Ohio:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. MONETARY SOLUTIONS, LTD. (DAYTON, OH) Standout metrics: Accounts Per Employee (99th percentile), AUM Per Employee (98th percentile), AUM Per Advisor (91th percentile)
2. BRILLIANT ADVICE, LLC (CINCINNATI, OH) Standout metrics: Accounts Per Client (100th percentile), Average AUM Per Client (98th percentile), AUM Per Employee (92th percentile)
3. ENDEAVOR WEALTH ADVISORS, LLC (PEPPER PIKE, OH) Standout metrics: Accounts Per Client (89th percentile), AUM Per Employee (85th percentile), AUM Per Advisor (83th percentile)
4. NVEST WEALTH STRATEGIES, INC. (POWELL, OH) Standout metrics: Accounts Per Client (93th percentile), AUM Per Employee (83th percentile), Accounts Per Employee (82th percentile)
5. TURNSTONE FINANCIAL (TROY, OH) Standout metrics: AUM Per Advisor (94th percentile), AUM Per Account (89th percentile), Average AUM Per Client (88th percentile)
6. RICHWOOD INVESTMENT ADVISORS, LLC (CINCINNATI, OH) Standout metrics: AUM Per Employee (96th percentile), Client To Advisor Ratio (94th percentile), AUM Per Advisor (89th percentile)
7. ALPHA ASSET MANAGEMENT (AKRON, OH) Standout metrics: AUM Per Employee (95th percentile), AUM Per Account (95th percentile), Client To Advisor Ratio (95th percentile)
8. KINETIC WEALTH INVESTMENT ADVISORS, LLC (WESTLAKE, OH) Standout metrics: AUM Per Employee (91th percentile), Accounts Per Employee (91th percentile), AUM Per Advisor (77th percentile)
9. BOND TECH INC (BELLBROOK, OH) Standout metrics: AUM Per Employee (90th percentile), Average AUM Per Client (85th percentile), AUM Per Account (78th percentile)
10. MICHAEL BRADY & CO., LLC (WESTLAKE, OH) Standout metrics: AUM Per Employee (94th percentile), AUM Per Advisor (85th percentile), Client To Advisor Ratio (76th percentile)
$250M to $500M AUM
1. KEYSTONE FINANCIAL PLANNING, INC (WESTLAKE, OH) Standout metrics: AUM Per Employee (99th percentile), Average AUM Per Client (93th percentile), AUM Per Advisor (92th percentile)
2. KEIDAN FINANCIAL CONSULTANTS LLC (COLUMBUS, OH) Standout metrics: AUM Per Advisor (99th percentile), AUM Per Employee (97th percentile), Average AUM Per Client (89th percentile)
3. TRUEBLOOD WEALTH MANAGEMENT, LLC (LIMA, OH) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (96th percentile), Client To Advisor Ratio (93th percentile)
4. FINANCIAL FREEDOM (CINCINNATI, OH) Standout metrics: Accounts Per Employee (100th percentile), Average AUM Per Client (94th percentile), AUM Per Advisor (94th percentile)
5. HENDLEY & CO. INC. (ZANESVILLE, OH) Standout metrics: AUM Per Advisor (97th percentile), Client To Advisor Ratio (92th percentile), AUM Per Employee (86th percentile)
6. YARGER WEALTH STRATEGIES, LLC (WESTERVILLE, OH) Standout metrics: AUM Per Employee (91th percentile), Average AUM Per Client (83th percentile), Accounts Per Client (79th percentile)
7. KIRTLAND HILLS CAPITAL MANAGEMENT, LLC (BRATENAHL, OH) Standout metrics: Client To Advisor Ratio (100th percentile), AUM Per Employee (96th percentile), AUM Per Advisor (89th percentile)
8. LECLAIR WEALTH PARTNERS (DUBLIN, OH) Standout metrics: Accounts Per Client (88th percentile), AUM Per Employee (85th percentile), Average AUM Per Client (84th percentile)
9. ELIOS FINANCIAL GROUP, INC. (WESTLAKE, OH) Standout metrics: Client To Advisor Ratio (90th percentile), AUM Per Advisor (85th percentile), Accounts Per Employee (84th percentile)
10. FUTURE FINANCES INC (COLUMBUS, OH) Standout metrics: AUM Per Advisor (84th percentile), Client To Advisor Ratio (82th percentile)
$500M to $1B AUM
1. KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. (AKRON, OH) Standout metrics: AUM Per Advisor (96th percentile), Client To Advisor Ratio (86th percentile), AUM Per Employee (86th percentile)
2. WEALTHBRIDGE CAPITAL MANAGEMENT, LLC (WESTERVILLE, OH) Standout metrics: Accounts Per Employee (96th percentile), Accounts Per Client (96th percentile), AUM Per Advisor (76th percentile)
3. HERITAGE WEALTH ADVISORS (CINCINNATI, OH) Standout metrics: AUM Per Advisor (86th percentile), Accounts Per Client (83th percentile), AUM Per Employee (80th percentile)
4. WELLS TRECASO FINANCIAL GROUP, LLC (AKRON, OH) Standout metrics: Accounts Per Employee (88th percentile), Accounts Per Client (85th percentile), AUM Per Employee (78th percentile)
5. BEARD INVESTMENT SERVICES, INC. (CANFIELD, OH) Standout metrics: AUM Per Employee (100th percentile), Client To Advisor Ratio (94th percentile), AUM Per Advisor (80th percentile)
6. G2 CAPITAL MANAGEMENT, LLC (COLUMBUS, OH) Standout metrics: AUM Per Employee (96th percentile), Average AUM Per Client (89th percentile), Accounts Per Client (88th percentile)
7. BEACON FINANCIAL GROUP, INC. (AURORA, OH) Standout metrics: AUM Per Employee (90th percentile), Accounts Per Client (79th percentile), Accounts Per Employee (78th percentile)
8. GERBER, LLC (COLUMBUS, OH) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Client (94th percentile), Client To Advisor Ratio (80th percentile)
9. DEAN INVESTMENTS (BEAVERCREEK, OH) Standout metrics: AUM Per Advisor (94th percentile), AUM Per Account (87th percentile), Average AUM Per Client (85th percentile)
10. ST. CLAIR ADVISORS, LLC (MAYFIELD HEIGHTS, OH) Standout metrics: AUM Per Advisor (98th percentile), Average AUM Per Client (92th percentile), AUM Per Account (89th percentile)
$1B to $5B AUM
1. VAN CLEEF ASSET MANAGEMENT INC (BEACHWOOD, OH) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (98th percentile), Average AUM Per Client (90th percentile)
2. DAYMARK WEALTH PARTNERS, LLC (CINCINNATI, OH) Standout metrics: Accounts Per Employee (98th percentile), Accounts Per Client (96th percentile), AUM Per Employee (83th percentile)
3. BEESE FULMER PRIVATE WEALTH MANAGEMENT (CANTON, OH) Standout metrics: AUM Per Advisor (93th percentile), Average AUM Per Client (85th percentile), AUM Per Employee (85th percentile)
4. PCA INVESTMENT ADVISORY SERVICES, INC. (CINCINNATI, OH) Standout metrics: AUM Per Advisor (98th percentile), Client To Advisor Ratio (87th percentile), Accounts Per Employee (86th percentile)
5. VENTURE VISIONARY PARTNERS LLC (SYLVANIA, OH) Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (89th percentile), AUM Per Advisor (83th percentile)
6. CONSTELLATION WEALTH ADVISORS (CINCINNATI, OH) Standout metrics: Accounts Per Client (100th percentile), Average AUM Per Client (96th percentile), AUM Per Employee (87th percentile)
7. SJS INVESTMENT SERVICES (SYLVANIA, OH) Standout metrics: Accounts Per Employee (82th percentile), Accounts Per Client (76th percentile), AUM Per Employee (76th percentile)
8. KMG FIDUCIARY PARTNERS, LLC (TOLEDO, OH) Standout metrics: Accounts Per Employee (100th percentile), Client To Advisor Ratio (91th percentile)
9. WINDSOR ADVISORY GROUP, LLC (COLUMBUS, OH) Standout metrics: Average AUM Per Client (92th percentile), Accounts Per Client (80th percentile), AUM Per Employee (80th percentile)
10. OPUS CAPITAL MANAGEMENT (CINCINNATI, OH) Standout metrics: Client To Advisor Ratio (98th percentile), AUM Per Account (96th percentile), AUM Per Employee (96th percentile)
Over $5B AUM
1. JOHNSON INVESTMENT COUNSEL, INC. (CINCINNATI, OH) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (100th percentile), Accounts Per Client (92th percentile)
2. BARTLETT & CO. WEALTH MANAGEMENT LLC (CINCINNATI, OH) Standout metrics: AUM Per Employee (92th percentile), AUM Per Advisor (83th percentile), Average AUM Per Client (79th percentile)
3. CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS (CLEVELAND, OH) Standout metrics: Average AUM Per Client (93th percentile), AUM Per Advisor (92th percentile), AUM Per Account (86th percentile)
4. CARNEGIE INVESTMENT COUNSEL (PEPPER PIKE, OH) Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (100th percentile), AUM Per Advisor (75th percentile)
5. SEQUOIA FINANCIAL GROUP, L.L.C. (AKRON, OH) Standout metrics: Accounts Per Client (85th percentile), Accounts Per Employee (77th percentile)
6. BAHL & GAYNOR INC (CINCINNATI, OH) Standout metrics: Accounts Per Client (100th percentile), Average AUM Per Client (100th percentile), AUM Per Account (100th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
