Ohio · 691 firms
Wealth Managers in Ohio
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 691 advisers in Ohio matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management firms in Ohio
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
777 total advisers in Ohio. Browse all Ohio advisors