| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $22.98B | 5,251 | 76 | Schwab | 2012 or earlier | |
| 2 | $10.92B | 46,299 | 848 | Fidelity | 2012 or earlier | |
| 3 | $10.25B | 2,133 | 34 | Schwab | 2018 | |
| 4 | $6.39B | 1,867 | 37 | Fidelity | 2012 or earlier | |
| 5 | $5.4B | 403 | 20 | Schwab | 2012 or earlier | |
| 6 | $5.04B | 2,060 | 21 | Fidelity | 2022 | |
| 7 | $3.15B | 9,317 | 196 | – | 2012 or earlier | |
| 8 | $2.94B | 919 | 22 | Schwab | 2012 or earlier | |
| 9 | $2.53B | 5,613 | 8 | Schwab | 2012 or earlier | |
| 10 | $2.22B | 1,583 | 16 | Schwab | 2012 or earlier | |
| 11 | $2.15B | 3,672 | 31 | Schwab | 2020 | |
| 12 | $1.51B | 415 | 3 | Schwab | 2012 or earlier | |
| 13 | $1.47B | 1,408 | 20 | – | 2026 | |
| 14 | $1.43B | 6,395 | 51 | SEI | 2022 | |
| 15 | $1.41B | 1,275 | 14 | Schwab | 2018 | |
| 16 | $1.24B | 704 | 12 | Fidelity | 2012 or earlier | |
| 17 | $1.23B | 850 | 9 | Schwab | 2012 or earlier | |
| 18 | $903M | 877 | 14 | Raymond James | 2013 | |
| 19 | $872.6M | 2,884 | 4 | Raymond James | 2022 | |
| 20 | $869M | 8 | 3 | Schwab | 2023 | |
| 21 | $716.3M | 13 | 10 | Fidelity | 2015 | |
| 22 | $692.1M | 25 | 1 | Schwab | 2018 | |
| 23 | $678.7M | 479 | 7 | Schwab | 2012 or earlier | |
| 24 | $604.7M | 201 | 3 | Raymond James | 2021 | |
| 25 | $569.5M | 142 | 2 | Schwab | 2022 |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Ohio.