HNW client percentage for Team firms serving clients in Ohio

Team firms active in Ohio 315 firms

Very Low 2%-10%

Low 10%-21%

Typical 21%-32%

High 32%-46%

Very High 46%-73%

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

Median: 26%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Gearhart & Associates	Very Low 7%	212	2,884	$290K
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
Beacon Financial Advisory LLC	Low 18%	286	1,549	$560K
Vantage Financial Group, Inc.	High 33%	818	2,482	$330K
Revisor Wealth Management LLC	Low 17%	537	3,070	$780K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Aspire Growth Partners LLC	High 34%	320	939	$1.2M
Financial Management Strategies, Inc.	High 32%	588	1,852	$330K
Strategic Investment Solutions, Inc.	Very Low 6%	154	2,600	$290K
Lineweaver Wealth Advisors	Very Low 8%	176	2,096	$450K
StraightLine	Low 11%	265	2,358	$490K
First Affirmative Financial Network LLC	Very High 56%	1,280	2,275	$390K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Meeder Advisory Services, Inc.	Low 20%	717	3,594	$760K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Rockport Wealth Advisors	Low 15%	248	1,612	$420K
FWG Investments, LLC	Very Low 1%	19	1,813	$180K
Whitaker-Myers Wealth Managers, Ltd.	Very Low 5%	167	3,422	$230K
Fermata Advisors	Typical 25%	693	2,815	$240K
Asset Dedication, LLC	High 42%	828	1,986	$1.5M
Magnate Advisory Services, LLC	Very Low 4%	67	1,572	$190K
Bruton Chisnell Advisors, LLC	High 32%	184	577	$700K
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Nectarine	Low 19%	609	3,210	$0
724 Capital, LLC	Typical 22%	271	1,247	$200K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Tempo Wealth	Very High 61%	519	853	$940K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
Whitcomb & Hess, Inc.	Very Low 8%	106	1,337	$330K
The Retirement Guys Formula	Very Low 3%	30	1,152	$240K
Kohmann Bosshard Financial Services, LLC.	Very High 46%	219	475	$2.1M
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Demming Financial Services Corp.	Typical 29%	215	751	$900K
Landing Point Financial Group	Low 13%	100	742	$510K
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Munn Wealth Management, LLC	Low 13%	90	714	$320K
B.A. Schrock Wealth Management	Low 13%	89	706	$400K
Evergreen Wealth Management, LLC	Very Low 7%	49	704	$350K
Consolidated Financial	Low 16%	112	695	$350K
W.A. Smith Financial Group	Low 20%	336	1,665	$700K
Opus Capital Management	Very High 62%	259	415	$2.2M
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
Altiora Financial Group, LLC	Very High 78%	104	134	$7.3M
Hackman Financial Group	Typical 29%	196	667	$620K
Richmond Brothers, Inc.	Low 15%	99	665	$350K
Cleveland Wealth, LLC	High 33%	131	396	$1.3M
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Commonwealth Financial Services	Low 10%	226	2,216	$440K
Croak Capital	Low 12%	90	780	$440K
Center For Wealth Management Advisory	Very Low 8%	54	642	$350K
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Swisher Financial Concepts, Inc.	Low 13%	86	640	$490K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Redwood Financial Network	High 38%	387	1,012	$260K
United Advisors America	Very Low 2%	57	2,809	$160K
Howard Bailey Securities, LLC	Very Low 5%	83	1,700	$340K
Beacon Capital Management, LLC	Low 15%	316	2,064	$610K
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
KMG Fiduciary Partners, LLC	Typical 31%	403	1,301	$1.3M
Antolino Wealth Advisors	Low 20%	189	944	$1.5M
Security Capital Management	Typical 26%	613	2,357	$570K
CoreVision Financial Group	Low 13%	162	1,290	$790K
Beese Fulmer Private Wealth Management	High 42%	342	810	$2.3M
TSG Advice Partners, LLC	Typical 24%	278	1,152	$740K
WealthBridge Capital Management, LLC	High 32%	148	457	$1.6M
Ashton Thomas Securities, LLC	Low 13%	301	2,281	$810K
Lone Peak Advisers	Very Low 6%	50	905	$140K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Park Capital Management, LLC	Low 16%	87	557	$880K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Wealthquest Corporation	High 36%	571	1,583	$1.4M
Capital A Wealth Management	Low 12%	139	1,143	$500K
Galvin, Gaustad & Stein, LLC	Very High 53%	440	831	$1.6M
AdviceOne Advisory Services, LLC	Very High 54%	783	1,449	$1.4M
Sims Investment Management LLC	Low 13%	67	517	$580K
PACE Financial Advisors	Very Low 6%	79	1,240	$290K
The Joseph Group Capital Management	High 41%	338	818	$1.3M
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
John E. Sestina and Company	Typical 22%	179	808	$920K
Creekmur Asset Management, LLC	Low 12%	225	1,897	$420K
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Symphony Financial Services, Inc.	Low 12%	71	591	$560K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Lakeridge Wealth Management LLC	Typical 22%	236	1,076	$670K
Allegheny Investments	Low 13%	175	1,360	$470K
Peak Wealth Solutions	Very High 46%	312	676	$1.2M
Capital Advisors, Ltd., LLC	Very High 56%	597	1,058	$1.2M
Invicta Advisors LLC	Very Low 3%	35	1,152	$250K
Shoker Investments	Very High 55%	105	192	$2.6M
Unison	Very High 60%	57	95	$20M
Waller Financial Planning Group, Inc.	High 43%	243	570	$1.3M
HCM Wealth Advisors	High 39%	334	850	$1.3M
Terril & Company	High 45%	214	471	$1.9M
Truvestments Capital LLC	Very Low 9%	117	1,316	$490K
Keidan Financial Consultants LLC	Very High 83%	152	184	$3.1M
Souders Financial Advisors, LLC	Low 18%	231	1,275	$890K
Balanced Wealth Group LLC	Typical 28%	127	455	$980K
Plan A Wealth, LLC	Typical 26%	163	637	$650K
Smith & Wyatt	Very Low 5%	33	724	$290K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Meyers Wealth Management, LLC	High 41%	325	802	$2.2M
RDA Financial network	Very Low 2%	26	1,514	$440K
TCP Asset Management, LLC	Low 13%	287	2,221	$530K
First Fiduciary Investment Counsel Inc	Very High 66%	173	264	$1.6M
Signature Equity Partners, LLC	Very Low 4%	37	1,056	$310K
Ridgeline Wealth Planning LLC	Typical 21%	90	436	$590K
Structured Wealth Management, Inc.	Very Low 0%	—	523	$430K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Kiplinger Wealth Advisors	Low 14%	61	434	$600K
Bookends Financial Planning	Low 17%	89	520	$650K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Research Financial Strategies	Low 18%	93	511	$470K
Romano Wealth Management	Very High 51%	478	934	$1.5M
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
ValueWealth Services, LLC	Typical 27%	115	420	$760K
Washington Avenue Advisors	Low 13%	83	662	$460K
Retirement Strategies, Ltd.	Low 18%	75	412	$640K
Boldin Advisors	Very High 63%	516	821	$0
Aufman Associates Inc	Very High 68%	166	245	$3.9M
LEGACY FINANCIAL Advisors, INC.	High 45%	482	1,061	$1.4M
Redwood Wealth Management, LLC	Very High 51%	123	243	$3.4M
Rea Wealth Management	Typical 21%	185	890	$930K
Invest Capital Partners	Low 14%	93	647	$390K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
SWS Advisors, inc.	Very Low 0%	—	560	$110K
Brighton Securities Corp.	Typical 21%	374	1,753	$510K
Wealth Dimensions Group, Ltd.	Very High 53%	374	704	$1.6M
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low 13%	73	544	$380K
National Wealth Management Group, LLC	Low 10%	134	1,308	$400K
Parallel Equity Advisors Ltd.	Very Low 2%	6	384	$120K
Broadleaf Partners, LLC	High 41%	94	227	$1.9M
Cornerstone Wealth Management	Typical 28%	104	376	$1.1M
Lesjak Planning, LLC	Typical 29%	109	376	$1M
Lighthouse Wealth Management, Inc.	Low 13%	50	373	$580K
Hunter Associates LLC	Typical 22%	263	1,193	$1M
Integrated Wealth Management, Inc.	Low 10%	52	521	$480K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Cookson Peirce Wealth Management	Very Low 8%	130	1,544	$1.4M
North Star Advisory Group, LLC	Low 15%	67	439	$580K
MPM Wealth Advisors	Typical 31%	337	1,094	$900K
The Kelly Group	Typical 23%	247	1,087	$960K
Frazier Financial Advisors, LLC	High 41%	300	724	$1.5M
Prasad Wealth Partners	Low 18%	127	724	$790K
rebel Financial, LLC	Typical 23%	100	433	$820K
Wrenne Financial Planning LLC	Typical 23%	99	428	$700K
Sigma Investment Counselors	Very High 66%	514	775	$2.8M
Rothschild Investment	High 44%	525	1,191	$2.2M
Auxan Capital Advisors, LLC	Very Low 3%	14	559	$150K
Uhler Vertich White Advisors	Typical 30%	126	419	$1.2M
Fourth Dimension Wealth, LLC	High 34%	214	624	$550K
Paradigm Wealth Management, LLC	High 41%	171	416	$1.3M
GGM Financial LLC	High 37%	151	411	$1.2M
THOR Wealth Management Inc	High 37%	175	479	$1.4M
Stone House Investment Management, LLC	Typical 22%	253	1,153	$720K
HORAN Wealth, LLC	High 32%	453	1,408	$990K
Heritage Wealth Advisors	Very High 61%	122	201	$3M
Asset One Wealth Management, LLC	Typical 24%	282	1,170	$800K
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
DWD Portfolio Solutions, Inc.	Very Low 9%	27	316	$780K
Keeler & Nadler Family Wealth	High 37%	188	504	$1.2M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Park Edge Advisors, LLC	High 32%	100	312	$1.5M
Artifex Financial Group, LLC	High 37%	114	311	$1M
Ritter Daniher Financial Advisory LLC	Typical 29%	198	683	$1.4M
Statheros Financial Solutions, Inc.	Typical 29%	161	555	$1M
Balance Wealth	Low 18%	102	553	$700K
Hixon Zuercher Capital Management	High 35%	128	368	$1.2M
Ellsworth Advisors, LLC	Typical 25%	212	853	$1.6M
PDS Planning Inc	Very High 69%	421	607	$3.4M
Peak Retirement Planning, Inc.	High 38%	345	910	$690K
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
Teeple Snyder Newsome Wealth & Tax Management	Low 20%	120	601	$480K
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Low 15%	63	420	$1M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Pinnacle Advisors	High 45%	477	1,064	$2M
DAI Wealth, LLC	High 44%	643	1,466	$200K
BCR Financial Services, LLC	Very Low 0%	—	526	—
Aptus Financial, LLC	Very Low 0%	—	634	—
JOURNEY WEALTH MANAGEMENT	High 34%	290	862	$1.6M
Omega Wealth Private Capital LLC	Very Low 8%	22	286	$360K
Jessup Wealth Management	Typical 22%	88	400	$880K
Altus Wealth Management, LLC	Very High 54%	154	285	$1.4M
Axim Planning & Wealth	Low 12%	33	285	$420K
Ballast, Inc.	Very High 48%	217	454	$1.6M
Argus Investors' Counsel, Inc.	Very Low 3%	8	282	$410K
Sikich Financial	Low 18%	205	1,124	$990K
Cornerstone Asset Management Services, Inc.	Low 20%	56	280	$130K
Gerber, LLC	Very High 69%	151	220	$2.7M
Rodgers Brothers, Inc.	Very High 46%	228	495	$1.9M
WestPoint Wealth Management, LLC	Very Low 6%	31	495	$210K
Henderson Brothers Financial Partners LLC	High 33%	342	1,044	$390K
Formidable Asset management, LLC	Typical 23%	203	877	$980K
Yarger Wealth Strategies, LLC	Very High 70%	152	216	$2.4M
Monere Wealth Management, Inc.	Very High 48%	235	485	$590K
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
Ruggaard & Associates	High 33%	105	314	$1.1M
Topsail Wealth Management LLC	Very High 62%	127	206	$6.1M
McDonald Partners LLC	Typical 26%	293	1,131	$860K
MBIA Capital Advisors	High 32%	81	257	$1.1M
Juncture Wealth Strategies, LLC	High 37%	171	462	$1M
Mckinley Carter Wealth Services, Inc.	Very High 54%	659	1,231	$1.8M
Summit Financial Strategies Inc	Very High 57%	575	1,013	$2.2M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
James Investment Research Inc	Typical 27%	109	404	$1.4M
WealthStar Advisors, LLC	Very High 51%	231	453	$1.6M
D.B. Root & Company, LLC	Low 13%	95	743	$1.1M
Summit Wealth and Retirement Partners	Very High 56%	194	346	$2.8M
Harvest Financial Advisors, LLC	Very Low 5%	21	442	$1.5M
SJS Investment Services	Very High 53%	462	880	$2.4M
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Greenup Wealth	Typical 30%	290	973	$920K
CPR Investments Inc	Very Low 3%	38	1,165	$200K
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
True Wealth Design, LLC	High 45%	162	360	$1.3M
Van Cleef Asset Management Inc	Very High 65%	146	225	$5.4M
Eubel Brady & Suttman	High 42%	319	755	$1.6M
North Point Portfolio Managers Corporation	Very High 59%	158	266	$2.8M
American Capital Management, Inc.	Low 13%	58	440	$220K
Journey Advisory Group, LLC	High 39%	337	859	$1.9M
EmVision Capital Advisors, LLC	Low 11%	48	429	$410K
Fidato Wealth LLC	Very High 72%	214	297	$1.7M
Capstone Wealth Management Group, LLC	Typical 28%	83	295	$900K
Winslow Asset Management Inc	Very High 100%	124	124	$3.5M
Charter Advisory Corporation	High 35%	203	575	$470K
Gryphon Financial Partners	Very High 52%	341	655	$3.7M
Lanier Financial Group LLC	Typical 31%	74	240	$920K
GFG Solutions	Very High 100%	315	315	$970K
Nova Wealth Management, Inc.	Typical 24%	65	268	$920K
Asset Strategies, Inc	Very Low 0%	—	191	$310K
Financial Rounds	Typical 30%	57	188	$1.1M
Jacobson & Schmitt Advisors, LLC	High 32%	138	437	$1.4M
Anderson Financial Strategies, LLC	High 39%	71	182	$1.1M
E. A. Horwitz LLC	Very Low 0%	—	347	$760K
Trinity Financial Advisors LLC	Very High 68%	141	208	$3.2M
Unity Financial Planning Group LLC	Low 13%	28	208	$340K
Riskbridge Advisors, LLC	Typical 21%	59	277	$1.6M
Foster & Motley Inc	Very High 73%	668	919	$3.1M
WEALTH MANAGEMENT Group	Very Low 6%	10	170	$190K
Windsor Advisory Group, LLC	Very High 76%	337	442	$5.3M
OLIO Financial Planning	High 42%	153	368	$1.6M
Centerview Wealth Advisors, LLC	Typical 28%	47	165	$870K
St. Clair Advisors, LLC	Very High 68%	88	130	$8.1M
EGI Financial, Inc.	Typical 23%	68	292	$1.2M
Arena Private Wealth	Very High 71%	158	223	$1.5M
Stirlingshire Investments	Very High 75%	570	760	$240K
Wealth Foundations Partners, LLC	Very Low 8%	26	311	$300K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Diastole Wealth Management	High 32%	86	273	$1.4M
Activ8 Family Office LLC	Very High 50%	148	299	$5.1M
SWS Partners, LLC	Very High 60%	89	149	$2.7M
Defining Wealth	Typical 31%	56	178	$280K
Lifetime Financial, Inc.	Very Low 8%	19	237	$240K
Adaptive Financial Consulting, LLC	Very High 47%	83	176	$1.6M
Crew Capital Management, LTD.	Typical 30%	60	203	$1.2M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Quartz Partners Investment Management	Low 10%	67	688	$520K
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
Naples Wealth Planning	Low 20%	44	225	$1M
White Knight Strategic Wealth Advisors, LLC	Typical 24%	48	196	$1.1M
Lincoln Douglas Investments, LLC	Very Low 0%	—	246	$530K
Mclean Asset Management Corp.	Very High 53%	258	486	$1.9M
G2 Capital Management, LLC	Very High 63%	67	107	$4.5M
OneAscent Family Offices	High 45%	35	78	$3.2M
Eichner Investment Planning, LLC	Very High 100%	25	25	$23M
Shaker Investments	High 45%	55	122	$1.1M
Argentarii, LLC	Very High 75%	90	120	$3.4M
Ash Matson Wealth Partners, Inc.	Very Low 0%	—	142	—
Capital City Asset Management Group, LLC	Typical 22%	58	258	$300K
Scofield & Company, LLC	Very Low 9%	11	116	$840K
Xcelsior Advisor Partners LLC	Very Low 9%	30	348	$1.3M
Fairway Wealth Management LLC	Very High 83%	268	321	$9.3M
MDRN Capital	Very High 75%	425	569	$600K
Solyco Wealth LLC	Typical 21%	33	158	$740K
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Fruitful	Very Low 0%	1	351	$72K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Forefront	Low 18%	104	572	$420K
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Columbus Investment Advisory Inc.	Typical 22%	23	104	$4.3M
LRI Investments	High 45%	213	477	$4M
The Advisory Group of San Francisco, LLC	Very High 73%	85	116	$3.5M
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Independence Capital Co., Inc.	Very Low 7%	20	300	$400K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Revere Wealth Management LLC	Very Low 4%	4	101	$780K
Capital Synergy Partners	High 34%	114	331	$310K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
AWM Capital, LLC	Very High 52%	236	455	$3M
Concordia Wealth Planning, LLC	Low 19%	15	80	$550K
Values Added Financial	Very High 66%	74	112	$2.8M
Barton Investment Management, LLC	Very High 78%	73	93	$11M
Coordinated Capital Securities, Inc.	Low 17%	43	248	$640K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
EPI Financial Group	Very Low 0%	—	65	$130K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Investment Research Corp	Very Low 2%	4	163	$310K
Doyenne Wealth Advisors	Very High 98%	129	132	$15M
Green Vista Asset Management LLC	Typical 28%	16	58	$240K
Market Gauge Asset Management	Typical 29%	12	41	$440K
Better Pockets Financial	Very Low 0%	—	36	$200K
Sun Global LLC	High 45%	5	11	$420K

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

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