85 indexable Asset Management companies headquartered in Ohio, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $268.9M across 6 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Strive
Diversified investment management firm |
$30M | — | Public | Post IPO Nov 2025 | 46 | 2022 | ↑ Active |
| 2 |
Sequoia Financial Group
Diversified asset management firm |
$200M | — | Series A | Series A Oct 2022 | 200 | 1991 | — |
| 3 |
MarshBerry
M&A and corporate advisory firm |
$37.1M | — | Acquired | Series C Aug 2022 | 125 | 1981 | — |
| 4 |
Victory Capital
Diversified investment management firm |
$1.3M | — | Public | Unattributed May 2015 | 512 | 1995 | — |
| 5 |
Clearstead
Wealth management firm |
$302.8K | — | Seed | Seed Feb 2018 | 113 | 2018 | — |
| 6 |
Camelot Portfolios
Provider of retirement and investment planning services |
$176K | — | Funding Raised | Conventional Debt Apr 2020 | 11 | 2008 | — |
| 7 |
MAI Capital Management
Provider of financial advisory services |
— | — | Acquired | Unattributed Aug 2021 | 329 | 1973 | — |
| 8 |
Stratos Wealth Partners
Provider of wealth & investment management, financial planning, and tax planning services |
— | — | Seed | Seed Sep 2020 | 229 | 2009 | — |
| 9 |
AmericanFinancialGrp
Financial service holding company |
— | — | Public | Conventional Debt Sep 2014 | 6,900 | 1959 | — |
| 10 |
Opus Capital Management
Wealth management firm |
— | — | Late Stage | PE May 2006 | — | 1996 | — |
| 11 |
Acquisitions
Diversified investment management firm |
— | — | Unfunded | — | — | 2018 | — |
| 12 |
Ancora
Wealth and investment management firm |
— | — | Unfunded | — | 20 | 2003 | — |
| 13 |
Bahl & Gaynor
Provider of financial advisory services |
— | — | Unfunded | — | 66 | 1990 | — |
| 14 |
Bartlett
Provider of wealth management services |
— | — | Acquired | — | 102 | 2012 | — |
| 15 |
Beacon Capital Management
Diversified investment management firm |
— | — | Acquired | — | 135 | 2000 | — |
| 16 |
Beacon Financial Partners
Provider of financial planning and wealth management services |
— | — | Unfunded | — | — | 2006 | — |
| 17 |
Birchcreek Wealth Management
Diversified asset management firm |
— | — | Unfunded | — | — | 2019 | — |
| 18 |
Black Bull Capital Partners
Provider of life insurance, asset management, and retirement planning services |
— | — | Unfunded | — | — | 2019 | — |
| 19 |
Boyd Watterson Asset Management
Investment solutions provider specializing in fixed income and real estate asset management |
— | — | Acquired | — | 116 | 1928 | — |
| 20 |
Budros, Ruhlin & Roe
Wealth management firm |
— | — | Acquired | — | — | 1979 | — |
| 21 |
C.H. Dean
Wealth management firm |
— | — | Unfunded | — | — | 1965 | — |
| 22 |
Capital Advisors
Provides financial planning, wealth management, and other services |
— | — | Unfunded | — | 13 | 1991 | — |
| 23 |
Carnegie Invest
Fiduciary investment advisors providing personalized wealth management, corporate retirement, and nonprofit services |
— | — | Unfunded | — | 46 | 1974 | — |
| 24 |
Cedar Brook Financial
Offers financial planning and management solutions |
— | — | Acquired | — | 33 | 2005 | — |
| 25 |
Cellsite Capital
Diversified asset management firm |
— | — | Unfunded | — | 11 | 2013 | — |
| 26 |
Centricfinancialgroup
Provider of personal wealth management and financial services |
— | — | Unfunded | — | — | 2009 | — |
| 27 |
Cincinnati
Insurance company |
— | — | Public | — | 5,426 | 1950 | — |
| 28 |
Constellation Wealth Advisors
Provider of wealth management services |
— | — | Acquired | — | — | 2009 | — |
| 29 |
Diamond Hill
Diversified investment management firm |
— | — | Acquired | — | 129 | 1990 | — |
| 30 |
Fairport Asset Management
Diversified investment management firm |
— | — | Acquired | — | — | 2001 | — |
| 31 |
Fairway Wealth Management
Wealth management firm |
— | — | Acquired | — | — | 2002 | — |
| 32 |
FEG
Diversified investment management firm |
— | — | Acquired | — | 125 | 1988 | — |
| 33 |
Fidato Wealth
Provider of financial planning, wealth management, investment advisory, and other services |
— | — | Unfunded | — | — | 2016 | — |
| 34 |
Formidable Asset Management
Diversified asset management firm |
— | — | Unfunded | — | — | 2013 | — |
| 35 |
Fort Washington Investment Advisors
Diversified investment management firm |
— | — | Unfunded | — | 134 | 1990 | — |
| 36 |
Foster And Motley
Provider of financial planning and wealth management services |
— | — | Unfunded | — | — | 1996 | — |
| 37 |
Gateway Investment Advisers
Options-based investment solutions and quantitatively driven equity strategies for risk-conscious investors |
— | — | Unfunded | — | 21 | 1977 | — |
| 38 |
Golden Reserve
Retirement based investment management firm |
— | — | Unfunded | — | 42 | 2011 | — |
| 39 |
great american advisors
Great American Advisors is an advisory firm that offers professional investment advice, underwriting and distribution services. |
— | — | Acquired | — | 19 | 1994 | — |
| 40 |
gries financial partners
Gries Financial Partners provides the investment and wealth management counsel to a high net worth and institutional audience. |
— | — | Acquired | — | 22 | 1978 | — |
| 41 |
Hamilton Capital
Provider of wealth management services |
— | — | Unfunded | — | — | 1997 | — |
| 42 |
Hicks Capital
Provider of investment management and financial advisory services |
— | — | Unfunded | — | — | 2011 | — |
| 43 |
Hummel Group
Provider of wealth management services |
— | — | Unfunded | — | 130 | 1957 | — |
| 44 |
Jessup Wealth
Provider of financial planning and asset management services |
— | — | Unfunded | — | — | 2009 | — |
| 45 |
john d. dovich and associates
John D. Dovich and Associates provides strategic financial planning services. |
— | — | Acquired | — | 10 | 1987 | — |
| 46 |
john e. sestina and company
John E. Sestina and Company offers cash flow management, tax planning, investments, retirement planning, and estate planning services. |
— | — | Private | — | 15 | 1966 | — |
| 47 |
johnson asset management
Johnson Asset Management is an investment management firm that focuses on investment-grade fixed income and domestic equity securities. |
— | — | Acquired | — | 11 | 1989 | — |
| 48 |
ld holdings
LD Holdings is a financial services company that specializes in the fields of finance, banking, and financial services. |
— | — | Public | — | 1 | 2000 | — |
| 49 |
Livewell Capital
Provider of wealth management firm |
— | — | Unfunded | — | 41 | 2020 | — |
| 50 |
Madison Wealth Management
Provider of financial planning, wealth management, and other services |
— | — | Acquired | — | 35 | 2000 | — |
Diversified investment management firm
Diversified asset management firm
M&A and corporate advisory firm
Diversified investment management firm
Wealth management firm
Provider of retirement and investment planning services
Provider of financial advisory services
Provider of wealth & investment management, financial planning, and tax planning services
American Financial Group is a financial service holding company. Their products and services include investments and insurance operations such as annuity operations and property & casualty operations. In 2022, the company recorded annual revenues of $7B and a net profit of $0.82B.
Opus Capital Management is a wealth management company that partners with individuals, families, and healthcare professionals to achieve their investment goals. They offer customized investment solutions and prioritize integrity and transparency in their client interactions.
Diversified investment management firm
Wealth and investment management firm
1st & Main
Asset Management Associates
Cantor Fitzgerald
Crestview Partners
DC
Deason Capital
Emigrant Partners
Flexpoint Ford
Galway Holdings
Hoopp
Kirtland Capital Partners
Kudu
Morris Industries
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-22.
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