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Top 22 Ohio-Based Wealth Management Firms

3
min read
Top 22 wealth management companies in Ohio Main

Top 22 Ohio-Based Wealth Management Firms

3
min read
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Top 22 wealth management companies in Ohio Main
Top firms trust Inven to find niche companies

The wealth management industry in Ohio comprises a diverse set of companies offering a broad spectrum of services. These companies cater to the financial needs of individuals, families, entrepreneurs, professionals, and multi-generational families, providing tailored financial and investment solutions. They offer comprehensive services including financial planning, investment management, retirement planning, risk management, estate planning, and tax planning. These wealth management companies in Ohio focus on asset allocation strategies, offering independent market research to give balanced advice for wealth accumulation and management. With the digitalization of financial services, many also provide online banking platforms and insights to keep their clients informed about their financial goals.


Top 22 wealth management companies in Ohio

1. KeyBank

  • Website: key.com
  • Headquarters: Cleveland, Ohio, United States
  • Founded: 1849
  • Headcount: 10001+
  • Latest funding type: Post Ipo Equity
  • LinkedIn

Key.com is a private bank and wealth management company offering comprehensive financial planning and investment services. With a focus on retirement planning, risk management, and estate planning, they help clients grow, manage, and protect their wealth. Expertise in Florida and various specialty groups cater to specific customer needs. Key.com provides personalized banking solutions and customized credit options to preserve wealth. Their online banking platform and insights keep clients informed and on track with their financial goals.


2. Stratos Wealth Partners

Stratos Wealth Partners is an independent registered investment advisor that offers professional financial guidance and impartial strategies for wealth accumulation and management. They provide access to independent research on the economy and markets, ensuring personalized advice. Their services include investment management, retirement planning, estate planning, tax planning, and risk management.


3. MAI Capital Management, LLC

  • Website: mai.capital
  • Headquarters: Independence, Ohio, United States
  • Founded: 1973
  • Headcount: 201-500
  • Latest funding type: Acquired
  • LinkedIn

MAI Capital Management is an investment management firm based in Cleveland, Ohio. They offer comprehensive wealth management solutions to professionals, entrepreneurs, individuals, families, and multi-generational families. With a flexible investment framework and a focus on asset allocation, they provide personalized investment management services to help clients achieve their financial goals.


4. Ancora Holdings Group

  • Website: ancora.net
  • Headquarters: Cleveland, Ohio, United States
  • Founded: 2001
  • Headcount: 51-200
  • LinkedIn

Ancora is a leading family wealth and investment management firm that offers holistic wealth management solutions for individuals, families, professionals, trusts, executives, entrepreneurs and family offices.


5. Bartlett Wealth Management

Bartlett & Co. is a wealth management firm based in Chicago, IL and Cincinnati, OH. They offer investment advisory services to their clients, helping them navigate life's transitions and plan for a secure financial future. With a team of experienced professionals, Bartlett provides personalized and team-based guidance, focusing on the goals and needs of their clients.


6. Sequoia Financial Group

Sequoia Financial Advisors provides investment advisory services to clients seeking wealth planning, asset management, generational wealth transfer, estate or tax planning. They offer a custom-tailored financial plan to help clients achieve their financial goals.


7. Arthur Middleton Capital Holdings

  • Website: amch.com
  • Headquarters: Canton, Ohio, United States
  • Founded: 2001
  • Headcount: 51-200
  • LinkedIn

Arthur Middleton Capital Holdings is a company that offers financial services and investment solutions to clients. They provide expertise in areas such as wealth management, asset allocation, and financial planning. Their focus is on delivering tailored investment strategies to help clients achieve their financial goals.


8. Truepoint Wealth Counsel

Truepoint Wealth Counsel is a fee-only fiduciary investment advisory firm that offers personal financial advisory services. They focus on creating the best client experience by providing evidence-based investment strategies, tax planning and preparation, estate planning, and personalized guidance rooted in personal values and goals.


9. Savage and Associates

Savage and Associates is a financial services company that offers investment plans, insurance plans, and group benefit plans to protect and manage long-term wealth. They have a team of advisors who understand finances and create personalized wealth management plans for clients. They take pride in their expertise and believe in separating themselves from competitors through their dedication and personalized approach.


10. Cornerstone Broker Insurance Services Agency, Inc.

  • Website: crnstone.com
  • Headquarters: Cincinnati, Ohio, United States
  • Founded: 1985
  • Headcount: 51-200
  • LinkedIn

CRN Stone is a company that provides professional services in the finance industry. They offer a wide range of financial solutions to clients, including investment banking, wealth management, and asset management.


11. CM Wealth Advisors

CM Wealth Advisors is a wealth management firm that provides comprehensive financial planning and investment management services. With over $1.7 billion in assets under management, they offer personalized solutions to high-net-worth individuals and their families. Their services include portfolio management, estate planning, philanthropy, and private equity investment.


12. TCP Asset Management

  • Website: tcpasset.com
  • Headquarters: Columbus, Ohio, United States
  • Founded: 2017
  • Headcount: 11-50
  • LinkedIn

TCP Asset Management is a boutique wealth management firm dedicated to providing comprehensive financial planning and investment advisory services. We offer personalized solutions to individuals, families, and business owners, leveraging our team's expertise and collaborating closely with our clients to achieve their financial goals.


13. Luma Wealth Advisors

Luma Wealth is a financial services company that focuses on providing wealth planning and investment management services. They create personalized wealth plans to help individuals secure their future and realize their dreams.


14. OM Group

  • Website: omgi.com
  • Headquarters: Cleveland, Ohio, United States
  • Founded: 1993
  • Headcount: 5001-10000
  • Latest funding type: Acquired
  • LinkedIn

OMGI.com is a company that offers financial services and solutions to individuals and businesses. With a focus on investment banking, they provide assistance in various areas such as mergers and acquisitions, capital raising, and financial advisory.


15. Columbus Life Insurance Company

Columbus Life Insurance Company is a financial organization based in Cincinnati, Ohio. They provide insurance and investment products to their customers, helping them secure their financial future.


16. Hamilton Capital

Hamilton Capital is a financial advisory firm that aims to build, protect, and compound wealth with a focus on the client's vision of the future. They provide innovative planning, dynamic investment management, and high-quality investment returns to help their clients achieve their financial goals.


17. Boyd Watterson Asset Management

Boyd Watterson is an investment management company that emphasizes honesty, integrity, and dependability. With decades of experience, they navigate portfolios through diverse market cycles, generating above-average investment returns within various asset classes and strategies. They prioritize client relationships, maintaining a moderate risk profile.


18. TDC Investment Advisory

TDC Investment Advisory is an SEC registered investment adviser that provides objective investment advice to individual and institutional investors. Their disciplined approach to investing aims to create enduring wealth for generations to come.


19. McDonald Partners

McDonald Partners is a family and employee-owned investment boutique providing financial planning, investment management, and retirement services. With a proven investment process and a client-focused approach, we help our clients attain their goals and preserve their future.


20. St. Clair Advisors LLC

St. Clair Advisors is a financial advisory firm that provides objective guidance and fee transparency for clients. They offer investment advisory services and specialize in family office solutions.


21. C.H. Dean, LLC

  • Website: chdean.com
  • Headquarters: Beavercreek, Ohio, United States
  • Founded: 1965
  • Headcount: 11-50
  • LinkedIn

C.H. Dean is a boutique wealth management firm that delivers personalized and integrated wealth planning, investment advisory, and business solutions. They aim to make the complex simple for their clients.


22. Fairway Wealth Management LLC

Fairway Wealth Management is an independent SEC-registered investment advisory firm founded in 2002. They serve the complex needs of wealthy families, providing expert advice and advisory team leadership to help clients fully enjoy their wealth in lifestyle, legacy, and peace of mind.


Want to find more wealth management companies?


If you want to find more companies that offer services ranging from financial planning to investment management you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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