NewRiaPulse: records in Ohio
37 newRiaPulse: records in Ohio are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-12-11 to 2026-09-16; the most frequent is Strategence Capital LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
37 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-12-11 to 2026-09-16. Most frequent: Strategence Capital LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Strategence Capital LLC (1)
- Drive Capital LLC (1)
- Woodland Wealth Partners (1)
- Mediate Financial Investment Advisory Services, LLC (1)
- Independence Capital Co., INC. (1)
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What are the top newRiaPulse: records in Ohio right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Strategence Capital LLC | Van Wert | ||
| Drive Capital LLC | $4,383,104,078 | 21 | Columbus |
| Woodland Wealth Partners | $711,911,936 | 568 | Pepper Pike |
| Mediate Financial Investment Advisory Services, LLC | $106,407,368 | 733 | Canfield |
| Independence Capital Co., INC. | $118,696,378 | 300 | Parma |
| Sabre Asset Management LLC | $127,339,006 | 376 | Pepper Pike |
| Claymore Capital Partners | $183,940,042 | 6 | Cincinnati |
| Colburn Wealth Management, LLC | $116,170,000 | 463 | Grove City |
| Egsi Investment Management | $144,660,922 | 798 | Dublin |
| Bison Wealth Management, LLC | $131,028,624 | 468 | Lyndhurst |
| Westpoint Wealth Management, LLC | $106,000,000 | 810 | Berea |
| Ross Wealth Advisors, LLC | $139,697,583 | 594 | Columbus |
| Arg Private Wealth, LLC | $279,970,726 | 530 | Cincinnati |
| Finish Well RIA LLC | $109,000,000 | 785 | Columbus |
| Van Winkle Wealth Management Group LLC | $120,793,535 | 792 | Newark |
| Columbus Street Wealth Management, LLC | 🔒 Unlock all 37 records → | ||
| The O.H.I.O. Fund | 🔒 Unlock all 37 records → | ||
| Cleveland Capital Management, L.L.C. | 🔒 Unlock all 37 records → | ||
Browse 22 more matching record reports
- Columbus Street Wealth Management, LLC
- The O.H.I.O. Fund
- Cleveland Capital Management, L.L.C.
- Quest Wealth Solutions, INC.
- Cox & Cook Wealth Advisors
- Lincoln Douglas Investments, LLC
- S.C. Thomas & Associates, Cpa, LLC
- Oda And Company, INC.
- Capstone Wealth Partners
- Messmer Capital Advisors LLC
- Western Reserve Capital Management, LLC
- Gudorf Financial Group, LLC
- Beacon Associates Wealth Management, LLC
- Wurz Financial Services, LLC
- Alpha Planning And Financial Services, INC.
- Blue Jay Financial Group, LLC
- Scofield & Company, LLC
- Strong Investment Management, LLC
- Scheeler Financial Group
- The Connor Group Fund Manager, LLC
- Navian Investment Management
- Ai Stock Prophet, LLC
Browse all NewRiaPulse record reports
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Browse by registration status
Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in Ohio are listed?
37 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-16.
Can I get alerts for Ohio?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records