{
  "path": "/advisors/oh",
  "url": "https://advisorcensus.com/advisors/oh/page/2",
  "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": 2,
  "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": 285407,
      "name": "Arcadia Financial Partners, LLC",
      "name_as_filed": "ARCADIA FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/arcadia-financial-partners-llc-pickerington-oh-285407",
      "city": "Pickerington",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318653,
      "name": "ARD Advisory Services, LLC",
      "name_as_filed": "ARD ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/ard-advisory-services-llc-dublin-oh-318653",
      "city": "Dublin",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108264,
      "name": "Ardent Capital Management, Inc.",
      "name_as_filed": "ARDENT CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/ardent-capital-management-inc-cincinnati-oh-108264",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 32,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333346,
      "name": "Ardlussa Capital, LLC",
      "name_as_filed": "ARDLUSSA CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/ardlussa-capital-llc-cincinnati-oh-333346",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 336183,
      "name": "ARG Private Wealth, LLC",
      "name_as_filed": "ARG PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/arg-private-wealth-llc-cincinnati-oh-336183",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332112,
      "name": "Argentarii, LLC",
      "name_as_filed": "ARGENTARII, LLC",
      "url": "https://advisorcensus.com/firm/argentarii-llc-cincinnati-oh-332112",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312121,
      "name": "Argo Wealth Management",
      "name_as_filed": "ARGO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/argo-wealth-management-312121",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326865,
      "name": "Arseneau Financial",
      "name_as_filed": "ARSENEAU FINANCIAL",
      "url": "https://advisorcensus.com/firm/arseneau-financial-westerville-oh-326865",
      "city": "Westerville",
      "state": "OH",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140643,
      "name": "Artifex Financial Group, LLC",
      "name_as_filed": "ARTIFEX FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/artifex-financial-group-llc-oakwood-oh-140643",
      "city": "Oakwood",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340167,
      "name": "Arven Wealth Management LLC",
      "name_as_filed": "ARVEN WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/arven-wealth-management-llc-hillsboro-oh-340167",
      "city": "Hillsboro",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165774,
      "name": "Ascend Wealth Advisors, LLC",
      "name_as_filed": "ASCEND WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ascend-wealth-advisors-llc-broadview-heights-oh-165774",
      "city": "Broadview Heights",
      "state": "OH",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335269,
      "name": "Ascend Wealth Management",
      "name_as_filed": "ASCEND WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ascend-wealth-management-brunswick-oh-335269",
      "city": "Brunswick",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305999,
      "name": "Asendo Wealth Advisory",
      "name_as_filed": "ASENDO WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/asendo-wealth-advisory-columbus-oh-305999",
      "city": "Columbus",
      "state": "OH",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338517,
      "name": "Aspire Capital Management, LLC",
      "name_as_filed": "ASPIRE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aspire-capital-management-llc-338517",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309353,
      "name": "Athens Impact Socially Responsible Investments",
      "name_as_filed": "ATHENS IMPACT SOCIALLY RESPONSIBLE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/athens-impact-socially-responsible-investments-athens-oh-309353",
      "city": "Athens",
      "state": "OH",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284993,
      "name": "Athletes Financial Advisers, LLC",
      "name_as_filed": "ATHLETES FINANCIAL ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/athletes-financial-advisers-llc-westlake-oh-284993",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169956,
      "name": "Atlantis Wealth Advisors LLC",
      "name_as_filed": "ATLANTIS WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/atlantis-wealth-advisors-llc-maumee-oh-169956",
      "city": "Maumee",
      "state": "OH",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331239,
      "name": "Atlas Wealth Management",
      "name_as_filed": "ATLAS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/atlas-wealth-management-331239",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319597,
      "name": "Austin Wealth Solutions",
      "name_as_filed": "AUSTIN WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/austin-wealth-solutions-shreve-oh-319597",
      "city": "Shreve",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319618,
      "name": "Axim Planning & Wealth",
      "name_as_filed": "AXIM PLANNING & WEALTH",
      "url": "https://advisorcensus.com/firm/axim-planning-and-wealth-springboro-oh-319618",
      "city": "Springboro",
      "state": "OH",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304694,
      "name": "B.A. Schrock Wealth Management",
      "name_as_filed": "B.A. SCHROCK WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/b-a-schrock-wealth-management-wadsworth-oh-304694",
      "city": "Wadsworth",
      "state": "OH",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106139,
      "name": "Bahl & Gaynor LLC",
      "name_as_filed": "BAHL & GAYNOR LLC",
      "url": "https://advisorcensus.com/firm/bahl-and-gaynor-llc-cincinnati-oh-106139",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 36,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329589,
      "name": "Balance Wealth",
      "name_as_filed": "BALANCE WEALTH",
      "url": "https://advisorcensus.com/firm/balance-wealth-worthington-oh-329589",
      "city": "Worthington",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328007,
      "name": "Balanced Wealth Group LLC",
      "name_as_filed": "BALANCED WEALTH GROUP LLC",
      "url": "https://advisorcensus.com/firm/balanced-wealth-group-llc-westlake-oh-328007",
      "city": "Westlake",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135788,
      "name": "Balser Wealth Management, LLC",
      "name_as_filed": "BALSER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/balser-wealth-management-llc-135788",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328496,
      "name": "Barnes Dennig Private Wealth Management, LLC",
      "name_as_filed": "BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/barnes-dennig-private-wealth-management-llc-cincinnati-oh-328496",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292246,
      "name": "Bartlett & Co. Wealth Management LLC",
      "name_as_filed": "BARTLETT & CO. WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bartlett-and-co-wealth-management-llc-cincinnati-oh-292246",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318651,
      "name": "Beacon Associates Wealth Management, LLC",
      "name_as_filed": "BEACON ASSOCIATES WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/beacon-associates-wealth-management-llc-maumee-oh-318651",
      "city": "Maumee",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120641,
      "name": "Beacon Capital Management, Inc.",
      "name_as_filed": "BEACON CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/beacon-capital-management-inc-dayton-oh-120641",
      "city": "Dayton",
      "state": "OH",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174334,
      "name": "Beacon Financial Advisory LLC",
      "name_as_filed": "BEACON FINANCIAL ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/beacon-financial-advisory-llc-cleveland-oh-174334",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148463,
      "name": "Beacon Hill Investment Advisory, LLC",
      "name_as_filed": "BEACON HILL INVESTMENT ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/beacon-hill-investment-advisory-llc-dublin-oh-148463",
      "city": "Dublin",
      "state": "OH",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343699,
      "name": "Bear & Eagle Investments LLC",
      "name_as_filed": "BEAR & EAGLE INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/bear-and-eagle-investments-llc-343699",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120037,
      "name": "Beechwood Capital Management, Inc.",
      "name_as_filed": "BEECHWOOD CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/beechwood-capital-management-inc-cincinnati-oh-120037",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109882,
      "name": "Beese Fulmer Private Wealth Management",
      "name_as_filed": "BEESE FULMER PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/beese-fulmer-private-wealth-management-canton-oh-109882",
      "city": "Canton",
      "state": "OH",
      "years_registered": 46,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287562,
      "name": "Belden Financial, LLC",
      "name_as_filed": "BELDEN FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/belden-financial-llc-canton-oh-287562",
      "city": "Canton",
      "state": "OH",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326354,
      "name": "Bell City Wealth, Inc.",
      "name_as_filed": "BELL CITY WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/bell-city-wealth-inc-hillsboro-oh-326354",
      "city": "Hillsboro",
      "state": "OH",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 344280,
      "name": "Belleau Wood Advisors",
      "name_as_filed": "BELLEAU WOOD ADVISORS",
      "url": "https://advisorcensus.com/firm/belleau-wood-advisors-344280",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306126,
      "name": "Bellwether Investment Services LLC",
      "name_as_filed": "BELLWETHER INVESTMENT SERVICES LLC",
      "url": "https://advisorcensus.com/firm/bellwether-investment-services-llc-306126",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125653,
      "name": "Belser Pinnacle Financial Advisors, LLC",
      "name_as_filed": "BELSER PINNACLE FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/belser-pinnacle-financial-advisors-llc-bellefontaine-oh-125653",
      "city": "Bellefontaine",
      "state": "OH",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298885,
      "name": "Benchmark Wealth Management",
      "name_as_filed": "BENCHMARK WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/benchmark-wealth-management-cincinnati-oh-298885",
      "city": "Cincinnati",
      "state": "OH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342526,
      "name": "Bespoke Family Advisors",
      "name_as_filed": "BESPOKE FAMILY ADVISORS",
      "url": "https://advisorcensus.com/firm/bespoke-family-advisors-mansfield-oh-342526",
      "city": "Mansfield",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130267,
      "name": "Bigby Financial Planning, LLC",
      "name_as_filed": "BIGBY FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/bigby-financial-planning-llc-130267",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304207,
      "name": "Birchcreek Wealth Management, LLC",
      "name_as_filed": "BIRCHCREEK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/birchcreek-wealth-management-llc-miami-township-oh-304207",
      "city": "Miami Township",
      "state": "OH",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340724,
      "name": "Bison Wealth Management, LLC",
      "name_as_filed": "BISON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bison-wealth-management-llc-lyndhurst-oh-340724",
      "city": "Lyndhurst",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292661,
      "name": "Blake Schutter Theil Wealth Advisors, LLC",
      "name_as_filed": "BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/blake-schutter-theil-wealth-advisors-llc-dayton-oh-292661",
      "city": "Dayton",
      "state": "OH",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119917,
      "name": "Blue Chip Financial Advisors, Inc.",
      "name_as_filed": "BLUE CHIP FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/blue-chip-financial-advisors-inc-119917",
      "city": null,
      "state": null,
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296467,
      "name": "Blue JAY Financial Group, LLC",
      "name_as_filed": "BLUE JAY FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/blue-jay-financial-group-llc-defiance-oh-296467",
      "city": "Defiance",
      "state": "OH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157031,
      "name": "Blue Point Capital Partners LLC",
      "name_as_filed": "BLUE POINT CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/blue-point-capital-partners-llc-cleveland-oh-157031",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326055,
      "name": "Bluestone Private Wealth, LLC",
      "name_as_filed": "BLUESTONE PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/bluestone-private-wealth-llc-cleveland-oh-326055",
      "city": "Cleveland",
      "state": "OH",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150396,
      "name": "Bollin Wealth Management, LLC",
      "name_as_filed": "BOLLIN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bollin-wealth-management-llc-perrysburg-oh-150396",
      "city": "Perrysburg",
      "state": "OH",
      "years_registered": 17,
      "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"
  }
}