{ "path": "/advisors/oh", "url": "https://advisorcensus.com/advisors/oh/page/18", "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": 18, "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": 287489, "name": "Total Financial Management, LLC", "name_as_filed": "TOTAL FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/total-financial-management-llc-poland-oh-287489", "city": "Poland", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107028, "name": "Touchstone Advisors Inc", "name_as_filed": "TOUCHSTONE ADVISORS INC", "url": "https://advisorcensus.com/firm/touchstone-advisors-inc-cincinnati-oh-107028", "city": "Cincinnati", "state": "OH", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160006, "name": "Townsend Holdings LLC", "name_as_filed": "TOWNSEND HOLDINGS LLC", "url": "https://advisorcensus.com/firm/townsend-holdings-llc-cleveland-oh-160006", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 121137, "name": "Trade Investment Analysis Group", "name_as_filed": "TRADE INVESTMENT ANALYSIS GROUP", "url": "https://advisorcensus.com/firm/trade-investment-analysis-group-121137", "city": null, "state": null, "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321904, "name": "Trajectory Financial Planning", "name_as_filed": "TRAJECTORY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/trajectory-financial-planning-cleveland-oh-321904", "city": "Cleveland", "state": "OH", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322455, "name": "Tranquil Path Financial Planning", "name_as_filed": "TRANQUIL PATH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/tranquil-path-financial-planning-322455", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 292210, "name": "Transcend Wealth", "name_as_filed": "TRANSCEND WEALTH", "url": "https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210", "city": "Woodmere", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288325, "name": "Trendcalc Dynamics", "name_as_filed": "TRENDCALC DYNAMICS", "url": "https://advisorcensus.com/firm/trendcalc-dynamics-columbus-oh-288325", "city": "Columbus", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 323119, "name": "Triangulated Capital Management, LLC", "name_as_filed": "TRIANGULATED CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/triangulated-capital-management-llc-323119", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 119921, "name": "Tricord Wealth Advisors", "name_as_filed": "TRICORD WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/tricord-wealth-advisors-columbus-oh-119921", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133191, "name": "Trinity Financial Advisors LLC", "name_as_filed": "TRINITY FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/trinity-financial-advisors-llc-columbus-oh-133191", "city": "Columbus", "state": "OH", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152355, "name": "Trinity Wealth Management LLC", "name_as_filed": "TRINITY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/trinity-wealth-management-llc-cincinnati-oh-152355", "city": "Cincinnati", "state": "OH", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287463, "name": "True North Financial Advisors, LLC", "name_as_filed": "TRUE NORTH FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/true-north-financial-advisors-llc-hilliard-oh-287463", "city": "Hilliard", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143194, "name": "True Wealth Design, LLC", "name_as_filed": "TRUE WEALTH DESIGN, LLC", "url": "https://advisorcensus.com/firm/true-wealth-design-llc-akron-oh-143194", "city": "Akron", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321659, "name": "Trueblood Wealth Management, LLC", "name_as_filed": "TRUEBLOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trueblood-wealth-management-llc-lima-oh-321659", "city": "Lima", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105664, "name": "Truepoint, Inc.", "name_as_filed": "TRUEPOINT, INC.", "url": "https://advisorcensus.com/firm/truepoint-inc-cincinnati-oh-105664", "city": "Cincinnati", "state": "OH", "years_registered": 40, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310549, "name": "Truly Prosper Financial Planning LLC", "name_as_filed": "TRULY PROSPER FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/truly-prosper-financial-planning-llc-dublin-oh-310549", "city": "Dublin", "state": "OH", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121495, "name": "Tudor Financial, Inc.", "name_as_filed": "TUDOR FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/tudor-financial-inc-dayton-oh-121495", "city": "Dayton", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312488, "name": "Turncap Management LLC", "name_as_filed": "TURNCAP MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/turncap-management-llc-beachwood-oh-312488", "city": "Beachwood", "state": "OH", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291633, "name": "Turning Point Advisors, LLC", "name_as_filed": "TURNING POINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/turning-point-advisors-llc-novelty-oh-291633", "city": "Novelty", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170738, "name": "Turnstone Financial", "name_as_filed": "TURNSTONE FINANCIAL", "url": "https://advisorcensus.com/firm/turnstone-financial-troy-oh-170738", "city": "Troy", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 293588, "name": "TVM Advisors", "name_as_filed": "TVM ADVISORS", "url": "https://advisorcensus.com/firm/tvm-advisors-293588", "city": null, "state": null, "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 310224, "name": "UIS Investment Management LLC", "name_as_filed": "UIS INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/uis-investment-management-llc-310224", "city": null, "state": null, "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 301668, "name": "Ultra Advisors LLC", "name_as_filed": "ULTRA ADVISORS LLC", "url": "https://advisorcensus.com/firm/ultra-advisors-llc-lyndhurst-oh-301668", "city": "Lyndhurst", "state": "OH", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340640, "name": "Union Strategic Advisors", "name_as_filed": "UNION STRATEGIC ADVISORS", "url": "https://advisorcensus.com/firm/union-strategic-advisors-blue-ash-oh-340640", "city": "Blue Ash", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324205, "name": "United Advisor Group", "name_as_filed": "UNITED ADVISOR GROUP", "url": "https://advisorcensus.com/firm/united-advisor-group-cincinnati-oh-324205", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325112, "name": "Unrivaled Wealth Management", "name_as_filed": "UNRIVALED WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/unrivaled-wealth-management-325112", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337708, "name": "Uprety Capital", "name_as_filed": "UPRETY CAPITAL", "url": "https://advisorcensus.com/firm/uprety-capital-west-chester-oh-337708", "city": "West Chester", "state": "OH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170689, "name": "Valiance Group", "name_as_filed": "VALIANCE GROUP", "url": "https://advisorcensus.com/firm/valiance-group-170689", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108050, "name": "Valmark Advisers, Inc.", "name_as_filed": "VALMARK ADVISERS, INC.", "url": "https://advisorcensus.com/firm/valmark-advisers-inc-akron-oh-108050", "city": "Akron", "state": "OH", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105768, "name": "Van Cleef Asset Management Inc", "name_as_filed": "VAN CLEEF ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/van-cleef-asset-management-inc-beachwood-oh-105768", "city": "Beachwood", "state": "OH", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134813, "name": "Van Winkle Wealth Management Group LLC", "name_as_filed": "VAN WINKLE WEALTH MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/van-winkle-wealth-management-group-llc-newark-oh-134813", "city": "Newark", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105950, "name": "Vantage Financial Group, Inc.", "name_as_filed": "VANTAGE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/vantage-financial-group-inc-cleveland-oh-105950", "city": "Cleveland", "state": "OH", "years_registered": 37, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 290308, "name": "Vanweelden Wealth Management, LLC", "name_as_filed": "VANWEELDEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vanweelden-wealth-management-llc-west-chester-township-oh-290308", "city": "West Chester Township", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152772, "name": "Vaughan Investment Advisors, LLC", "name_as_filed": "VAUGHAN INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/vaughan-investment-advisors-llc-worthington-oh-152772", "city": "Worthington", "state": "OH", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288118, "name": "Vaultis Private Wealth Ltd", "name_as_filed": "VAULTIS PRIVATE WEALTH LTD", "url": "https://advisorcensus.com/firm/vaultis-private-wealth-ltd-288118", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108830, "name": "Vawter Financial Ltd", "name_as_filed": "VAWTER FINANCIAL LTD", "url": "https://advisorcensus.com/firm/vawter-financial-ltd-columbus-oh-108830", "city": "Columbus", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306678, "name": "Vela Investment Management, LLC", "name_as_filed": "VELA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vela-investment-management-llc-new-albany-oh-306678", "city": "New Albany", "state": "OH", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 304237, "name": "Venture Visionary Partners LLC", "name_as_filed": "VENTURE VISIONARY PARTNERS LLC", "url": "https://advisorcensus.com/firm/venture-visionary-partners-llc-sylvania-oh-304237", "city": "Sylvania", "state": "OH", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171889, "name": "Vertice Capital Partners, LLC", "name_as_filed": "VERTICE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/vertice-capital-partners-llc-171889", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291184, "name": "Victory Financial Services LLC", "name_as_filed": "VICTORY FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/victory-financial-services-llc-medina-oh-291184", "city": "Medina", "state": "OH", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321989, "name": "Viking Partners Advisors", "name_as_filed": "VIKING PARTNERS ADVISORS", "url": "https://advisorcensus.com/firm/viking-partners-advisors-cincinnati-oh-321989", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334882, "name": "Ville Wealth Management", "name_as_filed": "VILLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ville-wealth-management-334882", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304882, "name": "Virgil Wealth Advisory", "name_as_filed": "VIRGIL WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/virgil-wealth-advisory-cincinnati-oh-304882", "city": "Cincinnati", "state": "OH", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308187, "name": "Virtera Partners LLC", "name_as_filed": "VIRTERA PARTNERS LLC", "url": "https://advisorcensus.com/firm/virtera-partners-llc-pepper-pike-oh-308187", "city": "Pepper Pike", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170003, "name": "Vision Financial Management, LLC", "name_as_filed": "VISION FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vision-financial-management-llc-cuyahoga-falls-oh-170003", "city": "Cuyahoga Falls", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 304366, "name": "Volition Financial Network, LLC", "name_as_filed": "VOLITION FINANCIAL NETWORK, LLC", "url": "https://advisorcensus.com/firm/volition-financial-network-llc-cleveland-oh-304366", "city": "Cleveland", "state": "OH", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 330461, "name": "VWR Financial Advisory Services", "name_as_filed": "VWR FINANCIAL ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/vwr-financial-advisory-services-alpha-oh-330461", "city": "Alpha", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 334683, "name": "W&S Advisory Services, LLC", "name_as_filed": "W&S ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/w-and-s-advisory-services-llc-cincinnati-oh-334683", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 8099, "name": "W&S Brokerage Services, Inc.", "name_as_filed": "W&S BROKERAGE SERVICES, INC.", "url": "https://advisorcensus.com/firm/w-and-s-brokerage-services-inc-cincinnati-oh-8099", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], 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"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" } }