AUM per client for Team firms serving clients in Ohio

Team firms active in Ohio 312 firms

Very Low $220K-$400K

Low $400K-$690K

Typical $690K-$1.1M

High $1.1M-$1.6M

Very High $1.6M-$3.7M

5th 20th 40th 60th 80th 95th

Median: $880K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Sun Global LLC	Low $420K	$4.6M	11	45%
Better Pockets Financial	Very Low $200K	$7.4M	36	0%
Market Gauge Asset Management	Low $440K	$18M	41	29%
Green Vista Asset Management LLC	Very Low $240K	$14M	58	28%
Doyenne Wealth Advisors	Very High $15M	$2B	132	98%
Investment Research Corp	Very Low $310K	$51M	163	2%
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
EPI Financial Group	Very Low $130K	$8.6M	65	0%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Barton Investment Management, LLC	Very High $11M	$980M	93	78%
Coordinated Capital Securities, Inc.	Low $640K	$160M	248	17%
Concordia Wealth Planning, LLC	Low $550K	$44M	80	19%
Values Added Financial	Very High $2.8M	$310M	112	66%
AWM Capital, LLC	Very High $3M	$1.4B	455	52%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Revere Wealth Management LLC	Typical $780K	$78M	101	4%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Independence Capital Co., Inc.	Low $400K	$120M	300	7%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
The Advisory Group of San Francisco, LLC	Very High $3.5M	$410M	116	73%
LRI Investments	Very High $4M	$1.9B	477	45%
Columbus Investment Advisory Inc.	Very High $4.3M	$450M	104	22%
AAN Wealth Advisors LLC	Low $570K	$130M	229	25%
Forefront	Low $420K	$240M	572	18%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Fruitful	Very Low $72K	$25M	351	0%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Solyco Wealth LLC	Typical $740K	$120M	158	21%
MDRN Capital	Low $600K	$340M	569	75%
Fairway Wealth Management LLC	Very High $9.3M	$3B	321	83%
Scofield & Company, LLC	Typical $840K	$97M	116	9%
Xcelsior Advisor Partners LLC	High $1.3M	$450M	348	9%
Capital City Asset Management Group, LLC	Very Low $300K	$79M	258	22%
Ash Matson Wealth Partners, Inc.	—	—	142	0%
Argentarii, LLC	Very High $3.4M	$410M	120	75%
Shaker Investments	High $1.1M	$130M	122	45%
Eichner Investment Planning, LLC	Very High $23M	$570M	25	100%
OneAscent Family Offices	Very High $3.2M	$250M	78	45%
G2 Capital Management, LLC	Very High $4.5M	$480M	107	63%
Mclean Asset Management Corp.	Very High $1.9M	$920M	486	53%
Lincoln Douglas Investments, LLC	Low $530K	$130M	246	0%
White Knight Strategic Wealth Advisors, LLC	Typical $1.1M	$210M	196	24%
Naples Wealth Planning	Typical $1M	$230M	225	20%
Lasting Mark Retirement Group LLC	Very Low $330K	$86M	864	1%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
Crew Capital Management, LTD.	High $1.2M	$240M	203	30%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Adaptive Financial Consulting, LLC	High $1.6M	$280M	176	47%
Lifetime Financial, Inc.	Very Low $240K	$56M	237	8%
Defining Wealth	Very Low $280K	$49M	178	31%
SWS Partners, LLC	Very High $2.7M	$400M	149	60%
Activ8 Family Office LLC	Very High $5.1M	$1.5B	299	50%
Diastole Wealth Management	High $1.4M	$370M	273	32%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Wealth Foundations Partners, LLC	Very Low $300K	$94M	311	8%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Arena Private Wealth	High $1.5M	$340M	223	71%
EGI Financial, Inc.	High $1.2M	$350M	292	23%
St. Clair Advisors, LLC	Very High $8.1M	$1.1B	130	68%
Centerview Wealth Advisors, LLC	Typical $870K	$140M	165	28%
OLIO Financial Planning	High $1.6M	$580M	368	42%
WEALTH MANAGEMENT Group	Very Low $190K	$32M	170	6%
Windsor Advisory Group, LLC	Very High $5.3M	$2.3B	442	76%
Foster & Motley Inc	Very High $3.1M	$2.9B	919	73%
Riskbridge Advisors, LLC	High $1.6M	$440M	277	21%
Trinity Financial Advisors LLC	Very High $3.2M	$670M	208	68%
Unity Financial Planning Group LLC	Very Low $340K	$71M	208	13%
E. A. Horwitz LLC	Typical $760K	$260M	347	0%
Anderson Financial Strategies, LLC	Typical $1.1M	$200M	182	39%
Jacobson & Schmitt Advisors, LLC	High $1.4M	$600M	437	32%
Financial Rounds	High $1.1M	$210M	188	30%
Asset Strategies, Inc	Very Low $310K	$59M	191	0%
Nova Wealth Management, Inc.	Typical $920K	$250M	268	24%
GFG Solutions	Typical $970K	$310M	315	100%
Lanier Financial Group LLC	Typical $920K	$220M	240	31%
Gryphon Financial Partners	Very High $3.7M	$2.4B	655	52%
Charter Advisory Corporation	Low $470K	$270M	575	35%
Winslow Asset Management Inc	Very High $3.5M	$430M	124	100%
Capstone Wealth Management Group, LLC	Typical $900K	$270M	295	28%
Fidato Wealth LLC	Very High $1.7M	$500M	297	72%
EmVision Capital Advisors, LLC	Low $410K	$180M	429	11%
Journey Advisory Group, LLC	Very High $1.9M	$1.6B	859	39%
American Capital Management, Inc.	Very Low $220K	$98M	440	13%
North Point Portfolio Managers Corporation	Very High $2.8M	$740M	266	59%
Eubel Brady & Suttman	High $1.6M	$1.2B	755	42%
True Wealth Design, LLC	High $1.3M	$490M	360	45%
Van Cleef Asset Management Inc	Very High $5.4M	$1.2B	225	65%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Greenup Wealth	Typical $920K	$890M	973	30%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
SJS Investment Services	Very High $2.4M	$2.1B	880	53%
Harvest Financial Advisors, LLC	High $1.5M	$670M	442	5%
Summit Wealth and Retirement Partners	Very High $2.8M	$970M	346	56%
D.B. Root & Company, LLC	High $1.1M	$850M	743	13%
WealthStar Advisors, LLC	High $1.6M	$720M	453	51%
James Investment Research Inc	High $1.4M	$570M	404	27%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
Summit Financial Strategies Inc	Very High $2.2M	$2.3B	1,013	57%
Mckinley Carter Wealth Services, Inc.	Very High $1.8M	$2.2B	1,231	54%
Juncture Wealth Strategies, LLC	Typical $1M	$470M	462	37%
MBIA Capital Advisors	High $1.1M	$290M	257	32%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Topsail Wealth Management LLC	Very High $6.1M	$1.2B	206	62%
Ruggaard & Associates	High $1.1M	$350M	314	33%
Eagle Financial Advisors, LLC	Very Low $230K	$100M	430	1%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Yarger Wealth Strategies, LLC	Very High $2.4M	$520M	216	70%
Formidable Asset management, LLC	Typical $980K	$860M	877	23%
Henderson Brothers Financial Partners LLC	Very Low $390K	$400M	1,044	33%
Gerber, LLC	Very High $2.7M	$580M	220	69%
Rodgers Brothers, Inc.	Very High $1.9M	$920M	495	46%
WestPoint Wealth Management, LLC	Very Low $210K	$100M	495	6%
Cornerstone Asset Management Services, Inc.	Very Low $130K	$38M	280	20%
Sikich Financial	Typical $990K	$1.1B	1,124	18%
Argus Investors' Counsel, Inc.	Low $410K	$120M	282	3%
Ballast, Inc.	High $1.6M	$720M	454	48%
Altus Wealth Management, LLC	High $1.4M	$400M	285	54%
Axim Planning & Wealth	Low $420K	$120M	285	12%
Jessup Wealth Management	Typical $880K	$350M	400	22%
Omega Wealth Private Capital LLC	Very Low $360K	$100M	286	8%
JOURNEY WEALTH MANAGEMENT	High $1.6M	$1.3B	862	34%
Aptus Financial, LLC	—	—	634	0%
BCR Financial Services, LLC	—	—	526	0%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Pinnacle Advisors	Very High $2M	$2.1B	1,064	45%
Woodstock Wealth Management, Inc.	Low $430K	$660M	1,554	7%
Prentiss Smith & Company, Inc.	High $1.4M	$410M	300	3%
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Typical $1M	$420M	420	15%
Teeple Snyder Newsome Wealth & Tax Management	Low $480K	$290M	601	20%
Desert Rose Capital Management, Inc.	Very Low $170K	$120M	723	5%
Peak Retirement Planning, Inc.	Typical $690K	$630M	910	38%
PDS Planning Inc	Very High $3.4M	$2.1B	607	69%
Ellsworth Advisors, LLC	Very High $1.6M	$1.4B	853	25%
Hixon Zuercher Capital Management	High $1.2M	$440M	368	35%
Balance Wealth	Typical $700K	$390M	553	18%
Statheros Financial Solutions, Inc.	Typical $1M	$550M	555	29%
Ritter Daniher Financial Advisory LLC	High $1.4M	$930M	683	29%
Artifex Financial Group, LLC	Typical $1M	$310M	311	37%
Park Edge Advisors, LLC	High $1.5M	$480M	312	32%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Keeler & Nadler Family Wealth	High $1.2M	$610M	504	37%
DWD Portfolio Solutions, Inc.	Typical $780K	$250M	316	9%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Asset One Wealth Management, LLC	Typical $800K	$940M	1,170	24%
Heritage Wealth Advisors	Very High $3M	$600M	201	61%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Stone House Investment Management, LLC	Typical $720K	$830M	1,153	22%
THOR Wealth Management Inc	High $1.4M	$650M	479	37%
GGM Financial LLC	High $1.2M	$480M	411	37%
Fourth Dimension Wealth, LLC	Low $550K	$340M	624	34%
Paradigm Wealth Management, LLC	High $1.3M	$550M	416	41%
Uhler Vertich White Advisors	High $1.2M	$500M	419	30%
Auxan Capital Advisors, LLC	Very Low $150K	$83M	559	3%
Rothschild Investment	Very High $2.2M	$2.6B	1,191	44%
Sigma Investment Counselors	Very High $2.8M	$2.2B	775	66%
Wrenne Financial Planning LLC	Typical $700K	$300M	428	23%
rebel Financial, LLC	Typical $820K	$360M	433	23%
Frazier Financial Advisors, LLC	High $1.5M	$1.1B	724	41%
Prasad Wealth Partners	Typical $790K	$570M	724	18%
The Kelly Group	Typical $960K	$1B	1,087	23%
MPM Wealth Advisors	Typical $900K	$980M	1,094	31%
North Star Advisory Group, LLC	Low $580K	$250M	439	15%
Cookson Peirce Wealth Management	High $1.4M	$2.2B	1,544	8%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Integrated Wealth Management, Inc.	Low $480K	$250M	521	10%
Hunter Associates LLC	Typical $1M	$1.2B	1,193	22%
Lighthouse Wealth Management, Inc.	Low $580K	$220M	373	13%
Cornerstone Wealth Management	High $1.1M	$430M	376	28%
Lesjak Planning, LLC	Typical $1M	$390M	376	29%
Broadleaf Partners, LLC	Very High $1.9M	$440M	227	41%
Parallel Equity Advisors Ltd.	Very Low $120K	$45M	384	2%
National Wealth Management Group, LLC	Low $400K	$530M	1,308	10%
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Very Low $380K	$210M	544	13%
Wealth Dimensions Group, Ltd.	High $1.6M	$1.1B	704	53%
Brighton Securities Corp.	Low $510K	$900M	1,753	21%
SWS Advisors, inc.	Very Low $110K	$60M	560	0%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Invest Capital Partners	Very Low $390K	$250M	647	14%
Rea Wealth Management	Typical $930K	$830M	890	21%
Redwood Wealth Management, LLC	Very High $3.4M	$840M	243	51%
LEGACY FINANCIAL Advisors, INC.	High $1.4M	$1.5B	1,061	45%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
Boldin Advisors	Very Low $0	$0	821	63%
Retirement Strategies, Ltd.	Low $640K	$260M	412	18%
Washington Avenue Advisors	Low $460K	$300M	662	13%
ValueWealth Services, LLC	Typical $760K	$320M	420	27%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Research Financial Strategies	Low $470K	$240M	511	18%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Bookends Financial Planning	Low $650K	$340M	520	17%
Kiplinger Wealth Advisors	Low $600K	$260M	434	14%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Structured Wealth Management, Inc.	Low $430K	$230M	523	0%
Ridgeline Wealth Planning LLC	Low $590K	$260M	436	21%
First Fiduciary Investment Counsel Inc	High $1.6M	$410M	264	66%
Signature Equity Partners, LLC	Very Low $310K	$330M	1,056	4%
TCP Asset Management, LLC	Low $530K	$1.2B	2,221	13%
RDA Financial network	Low $440K	$670M	1,514	2%
Meyers Wealth Management, LLC	Very High $2.2M	$1.8B	802	41%
SyntheticFi LLC	High $1.6M	$990M	624	0%
Smith & Wyatt	Very Low $290K	$210M	724	5%
Balanced Wealth Group LLC	Typical $980K	$450M	455	28%
Plan A Wealth, LLC	Low $650K	$410M	637	26%
Souders Financial Advisors, LLC	Typical $890K	$1.1B	1,275	18%
Keidan Financial Consultants LLC	Very High $3.1M	$570M	184	83%
Truvestments Capital LLC	Low $490K	$640M	1,316	9%
Terril & Company	Very High $1.9M	$890M	471	45%
HCM Wealth Advisors	High $1.3M	$1.1B	850	39%
Unison	Very High $20M	$1.9B	95	60%
Waller Financial Planning Group, Inc.	High $1.3M	$750M	570	43%
Invicta Advisors LLC	Very Low $250K	$290M	1,152	3%
Shoker Investments	Very High $2.6M	$500M	192	55%
Capital Advisors, Ltd., LLC	High $1.2M	$1.3B	1,058	56%
Peak Wealth Solutions	High $1.2M	$800M	676	46%
Allegheny Investments	Low $470K	$640M	1,360	13%
Lakeridge Wealth Management LLC	Low $670K	$720M	1,076	22%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Symphony Financial Services, Inc.	Low $560K	$330M	591	12%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
Creekmur Asset Management, LLC	Low $420K	$790M	1,897	12%
John E. Sestina and Company	Typical $920K	$740M	808	22%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
The Joseph Group Capital Management	High $1.3M	$1.1B	818	41%
PACE Financial Advisors	Very Low $290K	$360M	1,240	6%
Sims Investment Management LLC	Low $580K	$300M	517	13%
AdviceOne Advisory Services, LLC	High $1.4M	$2B	1,449	54%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
Capital A Wealth Management	Low $500K	$570M	1,143	12%
Wealthquest Corporation	High $1.4M	$2.2B	1,583	36%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Park Capital Management, LLC	Typical $880K	$490M	557	16%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Lone Peak Advisers	Very Low $140K	$130M	905	6%
Ashton Thomas Securities, LLC	Typical $810K	$1.9B	2,281	13%
WealthBridge Capital Management, LLC	High $1.6M	$710M	457	32%
TSG Advice Partners, LLC	Typical $740K	$860M	1,152	24%
Beese Fulmer Private Wealth Management	Very High $2.3M	$1.9B	810	42%
CoreVision Financial Group	Typical $790K	$1B	1,290	13%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Antolino Wealth Advisors	High $1.5M	$1.4B	944	20%
KMG Fiduciary Partners, LLC	High $1.3M	$1.7B	1,301	31%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Beacon Capital Management, LLC	Low $610K	$1.3B	2,064	15%
Howard Bailey Securities, LLC	Very Low $340K	$570M	1,700	5%
United Advisors America	Very Low $160K	$450M	2,809	2%
Redwood Financial Network	Very Low $260K	$260M	1,012	38%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Swisher Financial Concepts, Inc.	Low $490K	$310M	640	13%
Synergy Asset Management, LLC	Low $620K	$710M	1,153	18%
Center For Wealth Management Advisory	Very Low $350K	$230M	642	8%
Croak Capital	Low $440K	$340M	780	12%
Commonwealth Financial Services	Low $440K	$970M	2,216	10%
Cleveland Wealth, LLC	High $1.3M	$510M	396	33%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Richmond Brothers, Inc.	Very Low $350K	$230M	665	15%
Hackman Financial Group	Low $620K	$410M	667	29%
Altiora Financial Group, LLC	Very High $7.3M	$980M	134	78%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
Opus Capital Management	Very High $2.2M	$910M	415	62%
W.A. Smith Financial Group	Typical $700K	$1.2B	1,665	20%
Consolidated Financial	Very Low $350K	$250M	695	16%
Evergreen Wealth Management, LLC	Very Low $350K	$250M	704	7%
B.A. Schrock Wealth Management	Low $400K	$280M	706	13%
Munn Wealth Management, LLC	Very Low $320K	$220M	714	13%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Landing Point Financial Group	Low $510K	$380M	742	13%
Demming Financial Services Corp.	Typical $900K	$670M	751	29%
LVZ, Inc.	Low $450K	$1.1B	2,438	5%
Kohmann Bosshard Financial Services, LLC.	Very High $2.1M	$1B	475	46%
The Retirement Guys Formula	Very Low $240K	$280M	1,152	3%
Whitcomb & Hess, Inc.	Very Low $330K	$450M	1,337	8%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Tempo Wealth	Typical $940K	$800M	853	61%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
724 Capital, LLC	Very Low $200K	$250M	1,247	22%
Nectarine	Very Low $0	$0	3,210	19%
Strategic Wealth Partners, Ltd.	Low $420K	$1.5B	3,646	28%
Bruton Chisnell Advisors, LLC	Typical $700K	$410M	577	32%
Magnate Advisory Services, LLC	Very Low $190K	$300M	1,572	4%
Asset Dedication, LLC	High $1.5M	$2.9B	1,986	42%
Fermata Advisors	Very Low $240K	$690M	2,815	25%
Whitaker-Myers Wealth Managers, Ltd.	Very Low $230K	$790M	3,422	5%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Rockport Wealth Advisors	Low $420K	$670M	1,612	15%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Meeder Advisory Services, Inc.	Typical $760K	$2.7B	3,594	20%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
First Affirmative Financial Network LLC	Very Low $390K	$890M	2,275	56%
StraightLine	Low $490K	$1.2B	2,358	11%
Lineweaver Wealth Advisors	Low $450K	$940M	2,096	8%
Strategic Investment Solutions, Inc.	Very Low $290K	$750M	2,600	6%
Financial Management Strategies, Inc.	Very Low $330K	$620M	1,852	32%
Aspire Growth Partners LLC	High $1.2M	$1.1B	939	34%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Revisor Wealth Management LLC	Typical $780K	$2.4B	3,070	17%
Vantage Financial Group, Inc.	Very Low $330K	$820M	2,482	33%
Beacon Financial Advisory LLC	Low $560K	$870M	1,549	18%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
Gearhart & Associates	Very Low $290K	$840M	2,884	7%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

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Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support