{ "path": "/advisors/oh", "url": "https://advisorcensus.com/advisors/oh/page/10", "page_type": "state", "title": "Financial advisors in Ohio", "filters": {}, "scope_total": 961, "faq": [ { "q": "How many financial advisory firms are there in Ohio?", "a": "AdvisorCensus lists 961 investment advisory firms with a principal office in Ohio, from Form ADV filings as of October 2026: 405 SEC-registered, 519 state-registered, and 37 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Ohio?", "a": "350 of the 961 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Ohio offer financial planning?", "a": "666 of the 924 firms in Ohio that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Ohio fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 350 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 961 investment advisory firms with a principal office in Ohio, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Ohio: 961 firms from Form ADV filings as of October 2026.", "total_firms": 961, "page": 10, "total_pages": 20, "sort": "name", "registration_types": { "sec": 405, "state": 519, "exempt": 37 }, "fee_model_mix": [ { "code": "fee-only", "count": 350 }, { "code": "percentage_of_aum", "count": 846 }, { "code": "hourly", "count": 412 }, { "code": "subscription", "count": 12 }, { "code": "fixed", "count": 577 }, { "code": "commissions", "count": 30 }, { "code": "performance_based", "count": 76 }, { "code": "other", "count": 130 }, { "code": "not_reported", "count": 37 } ], "years_registered_distribution": [ { "code": "under_5", "count": 324 }, { "code": "5_to_9", "count": 220 }, { "code": "10_to_19", "count": 230 }, { "code": "20_plus", "count": 186 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 260 }, { "code": "25m_100m", "count": 158 }, { "code": "100m_500m", "count": 239 }, { "code": "500m_1b", "count": 58 }, { "code": "1b_5b", "count": 68 }, { "code": "over_5b", "count": 42 }, { "code": "not_reported", "count": 136 } ], "firms": [ { "crd_number": 289293, "name": "Kedzior Wealth Management LLC", "name_as_filed": "KEDZIOR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kedzior-wealth-management-llc-independence-oh-289293", "city": "Independence", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154370, "name": "KEE Huchok Wealth Management LLC", "name_as_filed": "KEE HUCHOK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kee-huchok-wealth-management-llc-154370", "city": null, "state": null, "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173079, "name": "Keeler & Nadler Family Wealth", "name_as_filed": "KEELER & NADLER FAMILY WEALTH", "url": "https://advisorcensus.com/firm/keeler-and-nadler-family-wealth-dublin-oh-173079", "city": "Dublin", "state": "OH", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 108093, "name": "Keidan Financial Consultants LLC", "name_as_filed": "KEIDAN FINANCIAL CONSULTANTS LLC", "url": "https://advisorcensus.com/firm/keidan-financial-consultants-llc-columbus-oh-108093", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 287571, "name": "Kellett Wealth Advisors, LLC", "name_as_filed": "KELLETT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kellett-wealth-advisors-llc-cincinnati-oh-287571", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287569, "name": "Kelly Financial Planning, LLC", "name_as_filed": "KELLY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/kelly-financial-planning-llc-cincinnati-oh-287569", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 342194, "name": "Kelos Wealth Planning, LLC", "name_as_filed": "KELOS WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/kelos-wealth-planning-llc-cincinnati-oh-342194", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120184, "name": "Kenneth A. Dery & Associates", "name_as_filed": "KENNETH A. DERY & ASSOCIATES", "url": "https://advisorcensus.com/firm/kenneth-a-dery-and-associates-willoughby-oh-120184", "city": "Willoughby", "state": "OH", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284713, "name": "Kennon-Green & Co.", "name_as_filed": "KENNON-GREEN & CO.", "url": "https://advisorcensus.com/firm/kennon-green-and-co-new-albany-oh-284713", "city": "New Albany", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 136300, "name": "Key Investment Services LLC", "name_as_filed": "KEY INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/key-investment-services-llc-brooklyn-oh-136300", "city": "Brooklyn", "state": "OH", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326557, "name": "Keybanc Capital Markets Research, LLC", "name_as_filed": "KEYBANC CAPITAL MARKETS RESEARCH, LLC", "url": "https://advisorcensus.com/firm/keybanc-capital-markets-research-llc-cleveland-oh-326557", "city": "Cleveland", "state": "OH", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 104640, "name": "Keystone Financial Planning, Inc", "name_as_filed": "KEYSTONE FINANCIAL PLANNING, INC", "url": "https://advisorcensus.com/firm/keystone-financial-planning-inc-westlake-oh-104640", "city": "Westlake", "state": "OH", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311536, "name": "Kinetic Wealth Investment Advisors, LLC", "name_as_filed": "KINETIC WEALTH INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kinetic-wealth-investment-advisors-llc-westlake-oh-311536", "city": "Westlake", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328478, "name": "Kintra Investments, LLC", "name_as_filed": "KINTRA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/kintra-investments-llc-marysville-oh-328478", "city": "Marysville", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 333112, "name": "Kipi Financial Planning LLC", "name_as_filed": "KIPI FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/kipi-financial-planning-llc-columbus-oh-333112", "city": "Columbus", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116726, "name": "Kiplinger Wealth Advisors", "name_as_filed": "KIPLINGER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/kiplinger-wealth-advisors-springboro-oh-116726", "city": "Springboro", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 121242, "name": "Kirkey & Co. Financial Advisors, Inc.", "name_as_filed": "KIRKEY & CO. FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/kirkey-and-co-financial-advisors-inc-hilliard-oh-121242", "city": "Hilliard", "state": "OH", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159774, "name": "Kirtland Capital Partners", "name_as_filed": "KIRTLAND CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/kirtland-capital-partners-orange-village-oh-159774", "city": "Orange Village", "state": "OH", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174335, "name": "Kirtland Hills Capital Management, LLC", "name_as_filed": "KIRTLAND HILLS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kirtland-hills-capital-management-llc-bratenahl-oh-174335", "city": "Bratenahl", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341864, "name": "Kith & Kin Wealth", "name_as_filed": "KITH & KIN WEALTH", "url": "https://advisorcensus.com/firm/kith-and-kin-wealth-341864", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330287, "name": "KLD Wealth Management", "name_as_filed": "KLD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/kld-wealth-management-lebanon-oh-330287", "city": "Lebanon", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289345, "name": "Kleinfelder Capital, Inc.", "name_as_filed": "KLEINFELDER CAPITAL, INC.", "url": "https://advisorcensus.com/firm/kleinfelder-capital-inc-cincinnati-oh-289345", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106145, "name": "Klopp Investment Management LLC", "name_as_filed": "KLOPP INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/klopp-investment-management-llc-cleveland-oh-106145", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121103, "name": "KM&M Pinnacle, Ltd.", "name_as_filed": "KM&M PINNACLE, LTD.", "url": "https://advisorcensus.com/firm/km-and-m-pinnacle-ltd-mansfield-oh-121103", "city": "Mansfield", "state": "OH", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298331, "name": "KMG Fiduciary Partners, LLC", "name_as_filed": "KMG FIDUCIARY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/kmg-fiduciary-partners-llc-toledo-oh-298331", "city": "Toledo", "state": "OH", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330814, "name": "KNA Capital", "name_as_filed": "KNA CAPITAL", "url": "https://advisorcensus.com/firm/kna-capital-cincinnati-oh-330814", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 138851, "name": "Kohmann Bosshard Financial Services, LLC.", "name_as_filed": "KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.", "url": "https://advisorcensus.com/firm/kohmann-bosshard-financial-services-llc-akron-oh-138851", "city": "Akron", "state": "OH", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298138, "name": "Kosmin Wealth Management", "name_as_filed": "KOSMIN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/kosmin-wealth-management-beachwood-oh-298138", "city": "Beachwood", "state": "OH", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 159811, "name": "Kovalcik & Geraghty Wealth Partners LLP", "name_as_filed": "KOVALCIK & GERAGHTY WEALTH PARTNERS LLP", "url": "https://advisorcensus.com/firm/kovalcik-and-geraghty-wealth-partners-llp-upper-arlington-oh-159811", "city": "Upper Arlington", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120971, "name": "Kurfees Capital Management, LLC", "name_as_filed": "KURFEES CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kurfees-capital-management-llc-columbus-oh-120971", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143604, "name": "Kyleshill Financial Planning", "name_as_filed": "KYLESHILL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/kyleshill-financial-planning-columbus-oh-143604", "city": "Columbus", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119733, "name": "Labrador Investments, LLC", "name_as_filed": "LABRADOR INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/labrador-investments-llc-119733", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334912, "name": "Lachance Wealth Partners", "name_as_filed": "LACHANCE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/lachance-wealth-partners-334912", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314071, "name": "Lakeridge Wealth Management LLC", "name_as_filed": "LAKERIDGE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lakeridge-wealth-management-llc-mentor-oh-314071", "city": "Mentor", "state": "OH", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120613, "name": "Landfall Financial Advisors, Inc.", "name_as_filed": "LANDFALL FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/landfall-financial-advisors-inc-columbus-oh-120613", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312978, "name": "Landing Point Financial Group", "name_as_filed": "LANDING POINT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/landing-point-financial-group-avon-oh-312978", "city": "Avon", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332827, "name": "Leclair Wealth Partners", "name_as_filed": "LECLAIR WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/leclair-wealth-partners-dublin-oh-332827", "city": "Dublin", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175474, "name": "Lee Hyder and Associates Wealth Management, LLC", "name_as_filed": "LEE HYDER AND ASSOCIATES WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lee-hyder-and-associates-wealth-management-llc-akron-oh-175474", "city": "Akron", "state": "OH", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 313266, "name": "Legacy Advisory Network, LLC", "name_as_filed": "LEGACY ADVISORY NETWORK, LLC", "url": "https://advisorcensus.com/firm/legacy-advisory-network-llc-dublin-oh-313266", "city": "Dublin", "state": "OH", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 339526, "name": "Legacy Finance Group LLC", "name_as_filed": "LEGACY FINANCE GROUP LLC", "url": "https://advisorcensus.com/firm/legacy-finance-group-llc-339526", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130350, "name": "Legacy Financial Advisors, LLC", "name_as_filed": "LEGACY FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-financial-advisors-llc-solon-oh-130350", "city": "Solon", "state": "OH", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120606, "name": "Leither's Financial Planning, Inc.", "name_as_filed": "LEITHER'S FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/leither-s-financial-planning-inc-120606", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110090, "name": "Lesjak Planning, LLC", "name_as_filed": "LESJAK PLANNING, LLC", "url": "https://advisorcensus.com/firm/lesjak-planning-llc-westlake-oh-110090", "city": "Westlake", "state": "OH", "years_registered": 45, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157769, "name": "Libertas Wealth Management Group, Inc.", "name_as_filed": "LIBERTAS WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/libertas-wealth-management-group-inc-columbus-oh-157769", "city": "Columbus", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173073, "name": "Life, Inc. Retirement Services", "name_as_filed": "LIFE, INC. 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