- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Ohio # NewRiaPulse: records in Ohio **39 newRiaPulse: records in Ohio are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-12-11 to 2026-10-20; the most frequent is Bollin Wealth Management, LLC with 1. Data last updated 2026-11-04; each record links to its official source and a full report.** Data as of 2026-11-04 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 39 newRiaPulse: records in Ohio (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=OH) 39 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-12-11 to 2026-10-20. Most frequent: Bollin Wealth Management, LLC (1). Each record links to a full report and the official source. Last updated 2026-11-04. Source: SEC monthly roster of registered investment advisers (Form ADV data). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=OH&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=OH) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 39 Most frequent - Bollin Wealth Management, LLC (1) - Aan Wealth Advisors LLC (1) - Strategence Capital LLC (1) - Drive Capital LLC (1) - Woodland Wealth Partners (1) ## How do I get new newRiaPulse: records in Ohio by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=OH) [Watch this exact filter](/v/newriapulse?state=OH#more-ways) [See alert plans](/v/newriapulse#pricing) ## What are the top newRiaPulse: records in Ohio right now? | Record | AUM | Accounts | City | |---|---|---|---| | Bollin Wealth Management, LLC | $152,691,899 | 553 | Perrysburg | | Aan Wealth Advisors LLC | $130,000,000 | 525 | Canton | | 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 | Included in the full CSV with every column 🔒 Unlock all 39 records → | | Van Winkle Wealth Management Group LLC | Included in the full CSV with every column 🔒 Unlock all 39 records → | | Columbus Street Wealth Management, LLC | Included in the full CSV with every column 🔒 Unlock all 39 records → | Browse 24 more matching record reports - [Finish Well RIA LLC](/report/newriapulse/finish-well-ria-llc-columbus-oh--ria-321957) - [Van Winkle Wealth Management Group LLC](/report/newriapulse/van-winkle-wealth-management-group-llc-newark-oh--ria-134813) - [Columbus Street Wealth Management, LLC](/report/newriapulse/columbus-street-wealth-management-llc-dublin-oh--ria-301788) - [The O.H.I.O. Fund](/report/newriapulse/the-o-h-i-o-fund-cleveland-oh--ria-330178) - [Cleveland Capital Management, L.L.C.](/report/newriapulse/cleveland-capital-management-l-l-c-rocky-river-oh--ria-341686) - [Quest Wealth Solutions, INC.](/report/newriapulse/quest-wealth-solutions-inc-mansfield-oh--ria-341599) - [Cox & Cook Wealth Advisors](/report/newriapulse/cox-and-cook-wealth-advisors-dublin-oh--ria-173691) - [Lincoln Douglas Investments, LLC](/report/newriapulse/lincoln-douglas-investments-llc-mount-vernon-oh--ria-155578) - [S.C. Thomas & Associates, Cpa, LLC](/report/newriapulse/s-c-thomas-and-associates-cpa-llc-medina-oh--ria-121666) - [Oda And Company, INC.](/report/newriapulse/oda-and-company-inc-medina-oh--ria-119952) - [Capstone Wealth Partners](/report/newriapulse/capstone-wealth-partners-dublin-oh--ria-152524) - [Messmer Capital Advisors LLC](/report/newriapulse/messmer-capital-advisors-llc-milford-oh--ria-305387) - [Western Reserve Capital Management, LLC](/report/newriapulse/western-reserve-capital-management-llc-hudson-oh--ria-329811) - [Gudorf Financial Group, LLC](/report/newriapulse/gudorf-financial-group-llc-dayton-oh--ria-339836) - [Beacon Associates Wealth Management, LLC](/report/newriapulse/beacon-associates-wealth-management-llc-maumee-oh--ria-318651) - [Wurz Financial Services, LLC](/report/newriapulse/wurz-financial-services-llc-holland-oh--ria-331608) - [Alpha Planning And Financial Services, INC.](/report/newriapulse/alpha-planning-and-financial-services-inc-solon-oh--ria-130842) - [Blue Jay Financial Group, LLC](/report/newriapulse/blue-jay-financial-group-llc-defiance-oh--ria-296467) - [Scofield & Company, LLC](/report/newriapulse/scofield-and-company-llc-fairlawn-oh--ria-105589) - [Strong Investment Management, LLC](/report/newriapulse/strong-investment-management-llc-canton-oh--ria-289309) - [Scheeler Financial Group](/report/newriapulse/scheeler-financial-group-west-chester-oh--ria-342671) - [The Connor Group Fund Manager, LLC](/report/newriapulse/the-connor-group-fund-manager-llc-miamisburg-oh--ria-342266) - [Navian Investment Management](/report/newriapulse/navian-investment-management-cincinnati-oh--ria-343784) - [Ai Stock Prophet, LLC](/report/newriapulse/ai-stock-prophet-llc-akron-oh--ria-340421) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (956)](/hub/newriapulse/aum/100) [Under $100M (443)](/hub/newriapulse/aum/0) [$500M-$1B (77)](/hub/newriapulse/aum/500) [$1B-$10B (63)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (192)](/hub/newriapulse/state/ny) [California (166)](/hub/newriapulse/state/ca) [Florida (122)](/hub/newriapulse/state/fl) [Texas (92)](/hub/newriapulse/state/tx) [Illinois (59)](/hub/newriapulse/state/il) [Massachusetts (41)](/hub/newriapulse/state/ma) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (33)](/hub/newriapulse/state/ct) [Pennsylvania (33)](/hub/newriapulse/state/pa) [Colorado (31)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (26)](/hub/newriapulse/state/ga) [North Carolina (24)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (22)](/hub/newriapulse/state/va) [Utah (20)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (16)](/hub/newriapulse/state/mo) [Minnesota (14)](/hub/newriapulse/state/mn) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Oregon (13)](/hub/newriapulse/state/or) [Indiana (12)](/hub/newriapulse/state/in) [Maryland (11)](/hub/newriapulse/state/md) [Kansas (9)](/hub/newriapulse/state/ks) [Nevada (9)](/hub/newriapulse/state/nv) [Iowa (8)](/hub/newriapulse/state/ia) [Louisiana (8)](/hub/newriapulse/state/la) [New Hampshire (8)](/hub/newriapulse/state/nh) [Kentucky (7)](/hub/newriapulse/state/ky) [Alabama (6)](/hub/newriapulse/state/al) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Nebraska (5)](/hub/newriapulse/state/ne) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [Arkansas (4)](/hub/newriapulse/state/ar) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) ### Browse by registration status [Approved (1318)](/hub/newriapulse/status/approved) [In 120-day approval window (234)](/hub/newriapulse/status/pending) ## More Ohio public-record feeds [New MSHA Citations at Mines & Quarries by State in Ohio](/hub/mshaminepulse/state/oh) [Cincinnati OH Permitted Industrial Users Pulse in Ohio](/hub/ohpermittedindustrialusepulse/state/oh) [Nursing Home Inspection Deficiencies by State & Severity in Ohio](/hub/nursinghomedeficiencypulse/state/oh) [HIPAA Breach Reports (500+ Individuals) by State & Type in Ohio](/hub/hipaabreachpulse/state/oh) [Bank Branch Openings, Closings & Mergers by State in Ohio](/hub/bankbranchchangepulse/state/oh) [New, Terminating & Large 401(k) Plans from Form 5500 Filings in Ohio](/hub/benefitplanpulse/state/oh) [New Executive & Auditor Changes (SEC 8-K) in Ohio](/hub/execchangepulse/state/oh) [New NIH Research Awards by Organization in Ohio](/hub/nihbiotechgrantpulse/state/oh) ## Frequently asked questions ### How many newRiaPulse: records in Ohio are listed? 39 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-10-20. ### 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)