Ross Wealth Advisors, LLC: new SEC registration, $140M AUM, Columbus, OH
Ross Wealth Advisors, LLC (Columbus, Ohio): new SEC registration, $140M AUM, Columbus, OH. Its amount of 140 is above the median of 134 (53rd percentile). Dated 132 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 140 · 53th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ross Wealth Advisors, LLC |
| Legal name | Ross Wealth Advisors, LLC |
| CRD | 304359 |
| Status | Approved |
| Registered with the SEC | 2026-06-25 |
| Latest Form ADV filing | 2026-06-29 |
| Location | Columbus, OH, United States |
| Regulatory AUM | $139,697,583 |
| Accounts | 594 |
| Employees | 4 |
| Website | https://www.833armorup.com |
| amount percentile | 53th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-25
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Ross Wealth Advisors, LLC and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Ross Wealth Advisors, LLC's amount: 53rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $140M under management.
- Website on file.
What is the NewRiaPulse record for Ross Wealth Advisors, LLC in Columbus, Ohio?
Ross Wealth Advisors, LLC received SEC registration as an investment adviser (2026-06-25) with $139,697,583 in regulatory assets under management, based in Columbus, OH.
How does Ross Wealth Advisors, LLC compare to other Ohio NewRiaPulse records?
Its amount of 140 sits in the upper half (53th percentile) of 1,149 records; the median is 134. It is 132 days old; check the official source for later updates before acting.
Ross Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Ross Wealth Advisors, LLC | Columbus, OH | 140 | 53rd | 2026-06-25 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.