{ "path": "/advisors/oh", "url": "https://advisorcensus.com/advisors/oh/page/14", "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": 14, "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": 147112, "name": "Princeton Center Planning and Investments, LLC", "name_as_filed": "PRINCETON CENTER PLANNING AND INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/princeton-center-planning-and-investments-llc-brunswick-oh-147112", "city": "Brunswick", "state": "OH", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332692, "name": "Priority Investment Management LLC", "name_as_filed": "PRIORITY INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/priority-investment-management-llc-332692", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317881, "name": "Prism Wealth Management", "name_as_filed": "PRISM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/prism-wealth-management-wooster-oh-317881", "city": "Wooster", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156480, "name": "Prosperity Capital Advisors", "name_as_filed": "PROSPERITY CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/prosperity-capital-advisors-westlake-oh-156480", "city": "Westlake", "state": "OH", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135093, "name": "Providence Financial Services, LLC", "name_as_filed": "PROVIDENCE FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/providence-financial-services-llc-rocky-river-oh-135093", "city": "Rocky River", "state": "OH", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339089, "name": "PURPOSE1ST Financial", "name_as_filed": "PURPOSE1ST FINANCIAL", "url": "https://advisorcensus.com/firm/purpose1st-financial-339089", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133764, "name": "Purtill Financial LLC", "name_as_filed": "PURTILL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/purtill-financial-llc-highland-heights-oh-133764", "city": "Highland Heights", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299114, "name": "Qcfo, LLC", "name_as_filed": "QCFO, LLC", "url": "https://advisorcensus.com/firm/qcfo-llc-299114", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335649, "name": "Qovex Inc", "name_as_filed": "QOVEX INC", "url": "https://advisorcensus.com/firm/qovex-inc-cleveland-oh-335649", "city": "Cleveland", "state": "OH", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162785, "name": "Queen City Capital Management, LLC", "name_as_filed": "QUEEN CITY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/queen-city-capital-management-llc-cincinnati-oh-162785", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340532, "name": "Queen City Wealth", "name_as_filed": "QUEEN CITY WEALTH", "url": "https://advisorcensus.com/firm/queen-city-wealth-340532", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341599, "name": "Quest Wealth Solutions, Inc.", "name_as_filed": "QUEST WEALTH SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/quest-wealth-solutions-inc-mansfield-oh-341599", "city": "Mansfield", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312940, "name": "Quiet Wealth Management", "name_as_filed": "QUIET WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/quiet-wealth-management-312940", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121091, "name": "R & M Consultants, Ltd.", "name_as_filed": "R & M CONSULTANTS, LTD.", "url": "https://advisorcensus.com/firm/r-and-m-consultants-ltd-mansfield-oh-121091", "city": "Mansfield", "state": "OH", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119842, "name": "R&B Financial Consultants", "name_as_filed": "R&B FINANCIAL CONSULTANTS", "url": "https://advisorcensus.com/firm/r-and-b-financial-consultants-wadsworth-oh-119842", "city": "Wadsworth", "state": "OH", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 343615, "name": "R1 Capital, Inc.", "name_as_filed": "R1 CAPITAL, INC.", "url": "https://advisorcensus.com/firm/r1-capital-inc-columbus-oh-343615", "city": "Columbus", "state": "OH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316029, "name": "Rabe Investment Consulting Group", "name_as_filed": "RABE INVESTMENT CONSULTING GROUP", "url": "https://advisorcensus.com/firm/rabe-investment-consulting-group-richfield-oh-316029", "city": "Richfield", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340401, "name": "RAM and Oak Investment Partners, LLC", "name_as_filed": "RAM AND OAK INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ram-and-oak-investment-partners-llc-beavercreek-oh-340401", "city": "Beavercreek", "state": "OH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104868, "name": "Randolph Co Inc", "name_as_filed": "RANDOLPH CO INC", "url": "https://advisorcensus.com/firm/randolph-co-inc-cincinnati-oh-104868", "city": "Cincinnati", "state": "OH", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122988, "name": "Randy L. Copus and Associates,llc", "name_as_filed": "RANDY L. COPUS AND ASSOCIATES,LLC", "url": "https://advisorcensus.com/firm/randy-l-copus-and-associates-llc-lakeview-oh-122988", "city": "Lakeview", "state": "OH", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 162297, "name": "RC Capital", "name_as_filed": "RC CAPITAL", "url": "https://advisorcensus.com/firm/rc-capital-cincinnati-oh-162297", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108913, "name": "REA Wealth Management", "name_as_filed": "REA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rea-wealth-management-new-philadelphia-oh-108913", "city": "New Philadelphia", "state": "OH", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324781, "name": "Reaching Upward Financial Solutions LLC", "name_as_filed": "REACHING UPWARD FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/reaching-upward-financial-solutions-llc-324781", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168263, "name": "Rebel Financial, LLC", "name_as_filed": "REBEL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263", "city": "Groveport", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 341266, "name": "Red River Capital", "name_as_filed": "RED RIVER CAPITAL", "url": "https://advisorcensus.com/firm/red-river-capital-parma-oh-341266", "city": "Parma", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171615, "name": "Redtree Investment Group", "name_as_filed": "REDTREE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/redtree-investment-group-cincinnati-oh-171615", "city": "Cincinnati", "state": "OH", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157834, "name": "Redwood Financial Network", "name_as_filed": "REDWOOD FINANCIAL NETWORK", "url": "https://advisorcensus.com/firm/redwood-financial-network-solon-oh-157834", "city": "Solon", "state": "OH", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 112179, "name": "Reed Financial Services, Inc.", "name_as_filed": "REED FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/reed-financial-services-inc-cleveland-oh-112179", "city": "Cleveland", "state": "OH", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 330622, "name": "Refinery Ventures Management, LLC", "name_as_filed": "REFINERY VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/refinery-ventures-management-llc-cincinnati-oh-330622", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 128008, "name": "Regency Financial, LLC", "name_as_filed": "REGENCY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/regency-financial-llc-dayton-oh-128008", "city": "Dayton", "state": "OH", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340798, "name": "Regents Wealth Management, LLC", "name_as_filed": "REGENTS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/regents-wealth-management-llc-340798", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133632, "name": "Reinhart Asset Management LLC", "name_as_filed": "REINHART ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/reinhart-asset-management-llc-toledo-oh-133632", "city": "Toledo", "state": "OH", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293131, "name": "Reservoir Wealth Management", "name_as_filed": "RESERVOIR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/reservoir-wealth-management-lima-oh-293131", "city": "Lima", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 157006, "name": "Resilience Management", "name_as_filed": "RESILIENCE MANAGEMENT", "url": "https://advisorcensus.com/firm/resilience-management-cleveland-oh-157006", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290349, "name": "Resolute Wealth Advisor, Inc.", "name_as_filed": "RESOLUTE WEALTH ADVISOR, INC.", "url": "https://advisorcensus.com/firm/resolute-wealth-advisor-inc-findlay-oh-290349", "city": "Findlay", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109881, "name": "Resource Strategies Inc", "name_as_filed": "RESOURCE STRATEGIES INC", "url": "https://advisorcensus.com/firm/resource-strategies-inc-pepper-pike-oh-109881", "city": "Pepper Pike", "state": "OH", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324285, "name": "Retire Right Wealth Management", "name_as_filed": "RETIRE RIGHT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/retire-right-wealth-management-mason-oh-324285", "city": "Mason", "state": "OH", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158882, "name": "Retirement Plan Advisors Ltd", "name_as_filed": "RETIREMENT PLAN ADVISORS LTD", "url": "https://advisorcensus.com/firm/retirement-plan-advisors-ltd-cincinnati-oh-158882", "city": "Cincinnati", "state": "OH", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337562, "name": "Retirement Planning Group, LLC", "name_as_filed": "RETIREMENT PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/retirement-planning-group-llc-mason-oh-337562", "city": "Mason", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286214, "name": "Retirement Plans, Inc.", "name_as_filed": "RETIREMENT PLANS, INC.", "url": "https://advisorcensus.com/firm/retirement-plans-inc-westerville-oh-286214", "city": "Westerville", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163701, "name": "Retirement Strategies, Ltd.", "name_as_filed": "RETIREMENT STRATEGIES, LTD.", "url": "https://advisorcensus.com/firm/retirement-strategies-ltd-dublin-oh-163701", "city": "Dublin", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112879, "name": "Return on Life Wealth Partners", "name_as_filed": "RETURN ON LIFE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/return-on-life-wealth-partners-cleveland-oh-112879", "city": "Cleveland", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 169814, "name": "Revisor Wealth Management LLC", "name_as_filed": "REVISOR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/revisor-wealth-management-llc-akron-oh-169814", "city": "Akron", "state": "OH", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 159553, "name": "Richard Miller Financial Services, LLC", "name_as_filed": "RICHARD MILLER FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/richard-miller-financial-services-llc-zanesville-oh-159553", "city": "Zanesville", "state": "OH", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153550, "name": "Richwood Investment Advisors, LLC", "name_as_filed": "RICHWOOD INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/richwood-investment-advisors-llc-cincinnati-oh-153550", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337907, "name": "Ridge and Republic Financial", "name_as_filed": "RIDGE AND REPUBLIC FINANCIAL", "url": "https://advisorcensus.com/firm/ridge-and-republic-financial-337907", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307702, "name": "Ridgeline Wealth Planning LLC", "name_as_filed": "RIDGELINE WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/ridgeline-wealth-planning-llc-centerville-oh-307702", "city": "Centerville", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282193, "name": "Right Investment Team LLC", "name_as_filed": "RIGHT INVESTMENT TEAM LLC", "url": "https://advisorcensus.com/firm/right-investment-team-llc-282193", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300656, "name": "Rightwealth Advisors, LLC", "name_as_filed": "RIGHTWEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rightwealth-advisors-llc-miamisburg-oh-300656", "city": "Miamisburg", "state": "OH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165484, "name": "RIK Saylor Financial, Inc.", "name_as_filed": "RIK SAYLOR FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/rik-saylor-financial-inc-fairfield-oh-165484", "city": "Fairfield", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/oh/cleveland", "name": "Cleveland", "msa_name": "Cleveland, OH", "state_code": "OH", "firm_count": 200 }, { "path": "/advisors/oh/cincinnati", "name": "Cincinnati", "msa_name": "Cincinnati, OH-KY-IN", "state_code": "OH", "firm_count": 188 }, { "path": "/advisors/oh/columbus", "name": "Columbus", "msa_name": "Columbus, OH", "state_code": "OH", "firm_count": 184 }, { "path": "/advisors/oh/akron", "name": "Akron", "msa_name": "Akron, OH", "state_code": "OH", "firm_count": 52 }, { "path": "/advisors/oh/dayton", "name": "Dayton", "msa_name": "Dayton-Kettering-Beavercreek, OH", "state_code": "OH", "firm_count": 46 }, { "path": "/advisors/oh/toledo", "name": "Toledo", "msa_name": "Toledo, OH", "state_code": "OH", "firm_count": 35 }, { "path": "/advisors/oh/canton", "name": "Canton", "msa_name": "Canton-Massillon, OH", "state_code": "OH", "firm_count": 24 }, { "path": "/advisors/oh/youngstown", "name": "Youngstown", "msa_name": "Youngstown-Warren, OH", "state_code": "OH", "firm_count": 14 }, { "path": "/advisors/oh/mansfield", "name": "Mansfield", "msa_name": "Mansfield, OH", "state_code": "OH", "firm_count": 7 }, { "path": "/advisors/oh/sandusky", "name": "Sandusky", "msa_name": "Sandusky, OH", "state_code": "OH", "firm_count": 7 }, { "path": "/advisors/oh/lima", "name": "Lima", "msa_name": "Lima, OH", "state_code": "OH", "firm_count": 3 }, { "path": "/advisors/oh/springfield", "name": "Springfield", "msa_name": "Springfield, OH", "state_code": "OH", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/oh", "label": "Financial advisors in Ohio" }, "fee_pages": [ { "path": "/advisors/oh/fee-only", "label": "Fee-only financial advisors in Ohio", "firm_count": 350 }, { "path": "/advisors/oh/flat-fee", "label": "Flat-fee financial advisors in Ohio", "firm_count": 577 }, { "path": "/advisors/oh/hourly", "label": "Hourly financial advisors in Ohio", "firm_count": 412 } ] }, "csv": "https://advisorcensus.com/advisors/oh.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }