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402 firms
ActiveState: OH×clear all
ScoreFirmStateAUMAdvisorsCustodian
C47HORTER INVESTMENT MANAGEMENT, LLC
CRD 119880
OH$314.5M29Charles Schwab→
C47CAPITAL ADVISORS, LTD., LLC
CRD 153600
OH$1.37B11Charles Schwab→
C47JAMES INVESTMENT RESEARCH INC
CRD 110433
OH$1.21B8Charles Schwab→
C47BALANCED WEALTH GROUP LLC
CRD 328007
OH$494.1M5Fidelity→
C47PERSONAL CHOICE FINANCIAL ADVISORS, LLC
CRD 110384
OH$211.3M5Charles Schwab→
C46WEALTH ADVISORS, LLC
CRD 135875
OH$202.0M3E*Trade→
C46STRUCTURED WEALTH MANAGEMENT, INC.
CRD 146611
OH$226.9M6E*Trade→
C46BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD 145158
OH$226.0M4E*Trade→
C46THE RETIREMENT GUYS FORMULA LLC
CRD 168561
OH$276.9M7Charles Schwab→
C46KELLETT WEALTH ADVISORS, LLC
CRD 287571
OH$344.0M3Charles Schwab→
C46CAPSTONE WEALTH PARTNERS, LTD.
CRD 152524
OH$114.9M3—→
C46RESILIENCE MANAGEMENT, LLC
CRD 157006
OH$546.3M—JPMorgan→
C46ELIZABETH PARK CAPITAL ADVISORS, LTD
CRD 158416
OH$393.9M—Morgan Stanley→
C46CAPITALWORKS, LLC
CRD 160408
OH$283.9M—Folio Institutional→
C46RIVERVIEW RESEARCH, LLC
CRD 162318
OH$990.8M1Charles Schwab→
C46MCCARLEY & COOK LLC
CRD 310087
OH$169.1M2Charles Schwab→
C46BLUESTONE PRIVATE WEALTH, LLC
CRD 326055
OH$190.4M2Charles Schwab→
C45KEYSTONE FINANCIAL PLANNING, INC
CRD 104640
OH$406.9M1Charles Schwab→
C45RETIREMENT STRATEGIES, LTD.
CRD 163701
OH$272.7M5Fidelity→
C45MATSON MONEY, INC.
CRD 110425
OH$24.33B11Charles Schwab→
C45CINCINNATI ASSET MANAGEMENT INC
CRD 104946
OH$2.53B1Charles Schwab→
C45GERBER, LLC
CRD 120039
OH$592.1M4Fidelity→
C45OT FINANCIAL, LLC
CRD 170738
OH$169.8M1E*Trade→
C45PEERLESS WEALTH LLC
CRD 305807
OH$148.7M3Charles Schwab→
C45CLEVELAND CAPITAL MANAGEMENT, L.L.C.
CRD 341686
OH$0—E*Trade→
C44FILLMORE CAPITAL PARTNERS, LLC
CRD 139256
OH$247.1M—E*Trade→
C44ENDEAVOR WEALTH ADVISORS, LLC
CRD 305348
OH$252.8M2Charles Schwab→
C44THE JOSEPH GROUP LLC
CRD 165311
OH$1.09B10Charles Schwab→
C44SCHULHOFF & CO INC
CRD 105264
OH$286.3M3E*Trade→
C44ATLAS WEALTH LLC
CRD 321832
OH$872.6M4Raymond James→
C44BALANCE WEALTH PARTNERS LLC
CRD 329589
OH$386.7M9Charles Schwab→
C44LINCOLN DOUGLAS INVESTMENTS, LLC
CRD 155578
OH$130.5M26—→
C44FEG CURIO INVESTMENT PARTNERS, LLC
CRD 323497
OH$195.3M—Charles Schwab→
C44HERITAGE FINANCIAL ADVISORS, LLC
CRD 154955
OH$188.0M2Charles Schwab→
C44OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD 156013
OH$214.2M4Fidelity→
C43CLEVELAND WEALTH, LLC
CRD 282196
OH$506.6M3Charles Schwab→
C43BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
CRD 328496
OH$188.2M3Charles Schwab→
C43COLUMBUS INVESTMENT ADVISORY INC.
CRD 104595
OH$453.7M5Charles Schwab→
C43SJS INVESTMENT CONSULTING INC
CRD 107219
OH$2.94B18Charles Schwab→
C43WEALTH DIMENSIONS GROUP, LTD.
CRD 107618
OH$1.24B9Fidelity→
C43EGI FINANCIAL, INC.
CRD 120607
OH$348.7M9Charles Schwab→
C43COX FINANCIAL GROUP INC
CRD 173691
OH$119.5M2—→
C43WESTERN RESERVE CAPITAL MANAGEMENT, LLC
CRD 329811
OH$120.2M2—→
C43ADVANCED ASSET MANAGEMENT ADVISORS, INC.
CRD 119859
OH$651.3M5E*Trade→
C43SAAS CAPITAL, LLC
CRD 298213
OH$244.9M—E*Trade→
C43AXECAP INVESTMENTS, LLC
CRD 314674
OH$186.6M—Charles Schwab→
C42FIDUCIARY WEALTH GROUP, LLC
CRD 299711
OH$178.0M4Fidelity→
C42PLANNED FINANCIAL SERVICES, LLC
CRD 112879
OH$472.5M4LPL Financial→
C42SHAKER INVESTMENTS, L.L.C.
CRD 119135
OH$258.8M5Charles Schwab→
C42PRESPER FINANCIAL ARCHITECTS, LLC
CRD 297538
OH$362.6M3Charles Schwab→