Skip to content

Fastest Growing RIAs
in Ohio

Featured Articles

RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Kyleshill Financial Planning
Columbus, 
OH
3 Year Grow Rate:
598%
AUM (MM):
$98

#

T.I.P.S. 4 Reps
Avon, 
OH
3 Year Grow Rate:
369%
AUM (MM):
$75

#

Brilliant Advice, LLC
Cincinnati, 
OH
3 Year Grow Rate:
314%
AUM (MM):
$97

#

Kirtland Hills Capital Management, LLC
Cleveland, 
OH
3 Year Grow Rate:
300%
AUM (MM):
$80

#

Eichner Investment Planning, LLC
Cincinnati, 
OH
3 Year Grow Rate:
168%
AUM (MM):
$376

#

Constellation Wealth Advisors
Cincinnati, 
OH
3 Year Grow Rate:
153%
AUM (MM):
$1,476

#

Paragon Advisors, Inc.
Beachwood, 
OH
3 Year Grow Rate:
127%
AUM (MM):
$945

#

Madison Wealth Management
Cincinnati, 
OH
3 Year Grow Rate:
93%
AUM (MM):
$898

#

Objective Capital Management, LLC
Beachwood, 
OH
3 Year Grow Rate:
87%
AUM (MM):
$159

#

Fidato Wealth LLC
Cleveland, 
OH
3 Year Grow Rate:
86%
AUM (MM):
$212

#

MAI Capital Management, LLC
Cleveland, 
OH
3 Year Grow Rate:
83%
AUM (MM):
$7,166

#

Clearstead, Hartland & Co,. LLC
Cleveland, 
OH
3 Year Grow Rate:
79%
AUM (MM):
$5,777

#

Trinity Financial Advisors LLC
Columbus, 
OH
3 Year Grow Rate:
59%
AUM (MM):
$264

#

Moy Investment Management, LLC
Cincinnati, 
OH
3 Year Grow Rate:
57%
AUM (MM):
$54

#

Van Cleef Asset Management Inc
Beachwood, 
OH
3 Year Grow Rate:
56%
AUM (MM):
$645

#

Bolan Capital Management, LLC
Cincinnati, 
OH
3 Year Grow Rate:
48%
AUM (MM):
$135

#

New Albany Investment Management LLC
New Albany, 
OH
3 Year Grow Rate:
48%
AUM (MM):
$40

#

Wealth Dimensions Family Office, Inc
Cincinnati, 
OH
3 Year Grow Rate:
45%
AUM (MM):
$449

#

Pomeroy Financial Planning, LLC.
Cincinnati, 
OH
3 Year Grow Rate:
42%
AUM (MM):
$72

#

Truepoint, Inc.
Cincinnati, 
OH
3 Year Grow Rate:
40%
AUM (MM):
$3,377

#

Keystone Financial Planning, Inc
Cleveland, 
OH
3 Year Grow Rate:
39%
AUM (MM):
$262

#

Windsor Advisory Group, LLC
Columbus, 
OH
3 Year Grow Rate:
38%
AUM (MM):
$1,296

#

Compass Financial Group, Inc.
Dublin, 
OH
3 Year Grow Rate:
38%
AUM (MM):
$69

#

Wellspring Financial Advisors, LLC
Cleveland, 
OH
3 Year Grow Rate:
37%
AUM (MM):
$1,752

#

Scott Snow (Financial Advisors) LLC
Westlake, 
OH
3 Year Grow Rate:
37%
AUM (MM):
$493

#

St. Clair Advisors, LLC
Cleveland, 
OH
3 Year Grow Rate:
30%
AUM (MM):
$682

#

Walden Wealth Partners LLC
Solon, 
OH
3 Year Grow Rate:
26%
AUM (MM):
$197

#

Demers Financial Planning
Columbus, 
OH
3 Year Grow Rate:
19%
AUM (MM):
$135

#

North Point Portfolio Managers Corporation
Beachwood, 
OH
3 Year Grow Rate:
11%
AUM (MM):
$779
sponsor-trans-wht2
data-disc-wht3

RIA Edge Inquiry

To learn more about accessing RIA Edge rankings, research, events and connecting with our RIA Edge community, please provide your contact information below.