Top 10 financial advisors in Ohio
We've curated a list of the best financial advisors in Ohio, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $70,711,246,753 Number of advisors 151 advisors | |||
| 2 | Assets under management $24,763,108,831 Number of advisors 129 advisors | |||
| 3 | Assets under management $16,430,780,511 Number of advisors 118 advisors | |||
| 4 | Assets under management $14,219,025,931 Number of advisors 331 advisors | |||
| 5 | Assets under management $12,147,000,000 Number of advisors 401 advisors | |||
| 6 | Assets under management $9,631,570,074 Number of advisors 525 advisors | |||
| 7 | Assets under management $9,116,055,704 Number of advisors 130 advisors | |||
| 8 | Assets under management $8,592,744,527 Number of advisors 21 advisors | |||
| 9 | Assets under management $6,911,173,579 Number of advisors 71 advisors | |||
| 10 | Assets under management $6,789,154,187 Number of advisors 126 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Ohio, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Fort Washington Investment Advisors Inc
Fort Washington Investment Advisors Inc is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $70,711,246,753 of assets under management and employs about 151 people. Fort Washington Investment Advisors Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$70,711,246,753 under management
151 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Sub-advisory
Diamond Hill Capital Management Inc
Diamond Hill Capital Management, Inc. is an investment adviser registered with the SEC since 1988, operating as a wholly owned subsidiary of Diamond Hill Investment Group, Inc. The firm offers a range of investment management services to individual and institutional investors through various vehicles, including mutual funds, separately managed accounts, and model delivery programs. Diamond Hill provides nine equity and six fixed income investment strategies, focusing on securities selling below intrinsic value. The firm's fee structure varies by investment strategy and is generally based on a percentage of assets under management (AUM), with minimum account sizes ranging from $10 million to $200 million. Clients have the option to participate in wrap fee programs, where a single fee is paid based on AUM, or model delivery programs where Diamond Hill provides strategy model portfolios to sponsors. The firm exercises investment discretion for client accounts, reviews accounts regularly, and votes proxies in the best interest of clients. Diamond Hill's investment team members have significant personal investments in the strategies they manage, demonstrating alignment of interests with clients. The firm's adherence to a Code of Ethics, proxy voting policy, and trade error correction policy further emphasize its commitment to transparency and client interests. Diamond Hill's financial information is publicly available, and employees collectively hold substantial personal investments in the firm's strategies.
$24,763,108,831 under management
129 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Boyd Watterson Asset Management, LLC
Boyd Watterson Asset Management, LLC is an institutional-oriented investment management firm with continuous business operations since 1928. The firm specializes in managing client portfolios across fixed income and equity strategies, including real estate investments. Clients can receive tailored portfolio management based on individual needs, with a focus on institutional and individual clients introduced by financial institutions. The firm offers various fee schedules based on assets under management, with negotiated asset-based advisory fees. Investment discretion is granted to clients, allowing them to set restrictions within the firm's strategies. Boyd Watterson employs fundamental economic analysis, technical interest rate analysis, and credit research for fixed income strategies, while equity strategies are based on fundamental analysis at macro and company-specific levels. The firm emphasizes risk management, including interest rate, credit, inflation, and market risks. Clients receive quarterly account and performance reports, with periodic reviews conducted to ensure alignment with model accounts. The firm's Code of Ethics prioritizes clients' interests, and employees are subject to trading policies to prevent conflicts of interest. Boyd Watterson does not receive compensation from third parties and maintains client assets at non-affiliated custodians. Proxy voting is conducted in clients' best interests, with the firm utilizing independent third-party services for voting recommendations. Boyd Watterson affirms financial stability to meet contractual commitments to clients.
$16,430,780,511 under management
118 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Mai Capital Management, LLC
Mai Capital Management, LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $14,219,025,931 of assets under management and employs about 331 people. Mai Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and percentage of non-investment income.
$14,219,025,931 under management
331 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
PERCENTAGE OF NON-INVESTMENT INCOME
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Due Diligence/research
Nationwide Investment Advisors, LLC
Nationwide Investment Advisors, LLC, based in Columbus, Ohio, was established in May 2006 as a limited liability company. The firm specializes in providing investment advisory services to retirement plan sponsors and participants, focusing on ERISA private sector retirement plans and governmental retirement plans. Nationwide Investment Advisors offers four distinct services: ProAccount, My Investment Planner (MIP), Smart Alliance, and the Advice Program. ProAccount is a discretionary managed account service providing professional asset management to participants in retirement plans. The firm acts as an investment manager for certain retirement plans subject to ERISA, serving as a fiduciary under ERISA Section 3(38) and Section 4975(e)(3) of the Code. Nationwide Investment Advisors employs an Independent Financial Expert (IFE) to develop and maintain investment portfolios for ProAccount clients, ensuring objective and unbiased advice. The firm does not accept performance-based fees and does not participate in principal transactions or agency cross transactions for client accounts. Nationwide Investment Advisors does not select or recommend brokers or dealers for client transactions and does not receive soft dollar benefits. The firm has a Code of Ethics in place to ensure high standards of business conduct and fiduciary duty to clients. NIA does not have custody of client assets, except for certain advisory programs where related entities act as custodians. The firm does not vote proxies on behalf of clients. As a federally registered investment adviser, NIA is not required to be state-registered.
$12,147,000,000 under management
401 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Stratos Wealth Partners, Ltd
Stratos Wealth Partners, Ltd is a financial advisory firm based in Beachwood, Ohio. It currently has approximately $9,631,570,074 of assets under management and employs about 525 people. Stratos Wealth Partners, Ltd uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of assets under management with third party managers.
$9,631,570,074 under management
525 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Feg
Fund Evaluation Group, LLC (FEG) is a registered investment adviser established in 1988, specializing in providing discretionary and non-discretionary investment advisory services primarily to institutional clients. FEG aims to enhance investment returns through globally diverse portfolios. As of December 31, 2022, FEG manages approximately $17 billion in assets under advisement. The firm offers services such as investment consulting, asset allocation studies, manager searches, and performance reports. FEG's investment philosophy focuses on independence, ardency, prudence, and alignment. The firm conducts thorough manager selection processes based on conviction, consistency, pragmatism, culture, risk control, and active return. FEG's investment strategies are designed to achieve consistent returns and manage risk effectively. The firm's review process includes performance measurement, risk assessment, and peer group comparisons. FEG's fee structure varies based on the service type, with fees generally ranging from 12 to 1.5 basis points for consulting services and 30 basis points for managed portfolios. FEG discloses potential conflicts of interest, such as affiliations with related entities and compensation for client referrals. The firm does not participate in soft dollar arrangements and has no disciplinary events to report. FEG's custody practices involve direct debiting of fees and limited instances of holding client funds. Clients have the option to grant FEG voting authority for mutual funds and ETFs. FEG's proxy voting policy prioritizes the best interests of clients. The firm does not have financial commitments impairing its ability to meet client obligations. For more detailed financial information, clients can request additional documentation from FEG's Chief Compliance Officer.
$9,116,055,704 under management
130 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Research Services
Gateway Investment Advisers, LLC
Gateway Investment Advisers, LLC is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $8,592,744,527 of assets under management and employs about 21 people. Gateway Investment Advisers, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$8,592,744,527 under management
21 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC, established in 1898, is a subsidiary of Focus Financial Partners, LLC, offering wealth management services primarily on a discretionary basis. The firm provides customized portfolio strategies across various investment vehicles, including mutual funds and individual securities. Bartlett also offers financial planning and consulting services, tailored to clients' financial goals. The firm manages assets for high-net-worth individuals, families, foundations, endowments, and institutional clients, with a minimum relationship size of $2 million for wealth management accounts. Bartlett is a fiduciary, acting in clients' best interests, and charges fees based on assets under management. The firm does not accept performance-based fees and discloses potential conflicts of interest related to insurance solutions and financial services provided by affiliates. Bartlett's investment philosophy focuses on diversification and risk management, with active portfolio management to maximize returns while considering market risks. Clients have the option to direct trades to specific brokers or dealers, with Schwab being a recommended custodian. Bartlett's investment oversight committee reviews client relationships regularly to ensure alignment with client objectives and firm standards. The firm also discloses its code of ethics, brokerage practices, custody arrangements, and proxy voting policies to maintain transparency and compliance with regulatory requirements.
$6,911,173,579 under management
71 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Credit And Cash Management Solutions; Insurance Solutions
Clearstead; Hartland & Co., LLC
Clearstead Advisors, LLC is an independent investment adviser founded in 1989 and registered with the SEC. The firm specializes in providing investment management, financial consulting, tax planning, and family office administration services to private clients, including families, individuals, and estates. Clearstead's ownership structure includes Hartland Management Investors, LLC and Flexpoint Ford, LLC. The firm operates under a Conflicts of Interest Policy and Standards of Conduct to prioritize client interests. Clearstead's investment philosophy focuses on risk assessment, asset allocation, and superior returns aligned with client objectives. The firm offers discretionary and non-discretionary asset management services, with account supervision tailored to client goals and tax considerations. Clearstead's investment strategies include option writing, strategic asset allocation, and rebalancing based on market dynamics and client circumstances. The firm conducts thorough due diligence on investment managers and utilizes a diversified portfolio approach primarily with mutual funds and ETFs. Clearstead reviews client accounts regularly, providing detailed reports and ongoing monitoring. The firm does not charge performance-based fees and discloses its brokerage practices, including relationships with custodians Fidelity and Schwab. Clearstead's Code of Ethics ensures ethical conduct, and the firm does not engage in soft-dollar arrangements. Clients receive transparent fee structures based on assets under management, financial planning, tax planning, and family office services. Clearstead has no disciplinary events to report and maintains financial stability to meet client commitments.
$6,789,154,187 under management
126 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Investment Consulting For 401(k), Foundation & Healthcare Clients; Investment Research And Due Diligence; Trust Administration
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Ohio, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Ohio
AkronAshlandBeachwoodBeavercreekBlue AshBroadview HeightsBroadview Hts.CantonChardonCincinnatiCincinnciatiClevelandColumbusConcordCuyahoga FallsDaytonDublinFairlawnFairview ParkFindlayIndependenceKetteringLimaLovelandMansfieldMasonMaumeeMayfield HeightsMiddleburg HeightsMiddletownNew AlbanyOakwoodOrange VillagePepper PikeRichfieldRocky RiverShaker HeightsSolonSpringboroSylvaniaTerrace ParkToledoTroyUniontownWestervilleWestlakeWestlake, OhWilloughby HillsWorthingtonYoungstownIt's quick and easy to find the right financial advisor for you
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