Top 10 fastest-growing RIAs in Ohio (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Golden Reserve Retirement, LLC DUBLIN	$201.1M → $544.3M	2.71× 2.0× typical	6 → 22	+2	Organic or recruited	Schwab	96.9
2	Mai Capital Management, LLC CLEVELAND	$19.71B → $52.1B	2.64× 2.0× typical	137 → 230	+31	Organic	Fidelity	96.8
3	United Advisor Group CINCINNATI	$578.8M → $1.43B	2.46× 1.8× typical	28 → 51	+6	Organic	SEI	96.2
4	Signature Equity Partners, LLC COLUMBUS	$250.9M → $688.1M	2.74× 2.0× typical	21 → 32	+6	Organic	Fidelity	95.8
5	Oneseven BEACHWOOD	$3.68B → $7.72B	2.1× 1.6× typical	48 → 95	+7	Organic or recruited	Schwab	95.3
6	Gatepass Capital, LLC INDEPENDENCE	$103.2M → $299.1M	2.9× 2.2× typical	3 → 5	+1	Organic or recruited	Fidelity	92.5
7	Daymark Wealth Partners, LLC CINCINNATI	$2.5B → $5.04B	2.01× 1.5× typical	16 → 21	+9	Organic or recruited	Fidelity	90.8
8	Shepherd Wealth Management CINCINNATI	$101.6M → $162.1M	1.6× 1.2× typical	2 → 4	+2	Organic or recruited	Schwab	87.9
9	Key Investment Services LLC BROOKLYN	$4.19B → $8.88B	2.12× 1.6× typical	350 → 360	+12	Organic or recruited	Pershing	87.0
10	Sequoia Financial Group, L.l.c. AKRON	$19.96B → $32.24B	1.62× 1.2× typical	144 → 195	+9	Organic or recruited	Schwab	86.7

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Ohio.

How we ranked