Advisers / Ohio
New investment adviser firms in Ohio
In the four weeks to October 11, 2026, 7 adviser firms based in Ohio registered for the first time with the SEC or a state regulator.
2new firms a week
7registered advisers, 4 weeks
0exempt fund managers, 4 weeks
Per week
By type, 4 weeks
- State-registered adviser5
- SEC-registered adviser2
The latest firms
| Registered | Firm | Type | City |
|---|---|---|---|
| Sep 28 | Roki Private Wealth | State RIA | — |
| Sep 25 | Shoreglass Financial Studio | State RIA | — |
| Sep 25 | Belleau Wood Advisors | State RIA | — |
| Sep 25 | Allied Planning Partners | State RIA | — |
| Sep 22 | Sand Run Wealth Management | State RIA | — |
| Sep 16 | Aquium Legacy Partners | SEC RIA | — |
| Sep 16 | Strategence Capital LLC | SEC RIA | Van Wert |
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