Top 25 Asset Management Firms in Ohio

3
min read
Top 25 asset management companies in Ohio Main

Top 25 Asset Management Firms in Ohio

3
min read
Start a free trial
Top 25 asset management companies in Ohio Main
Top firms trust Inven to find niche companies

The asset management industry in Ohio contains a variety of companies dedicated to managing, investing, and coordinating the financial assets of clients ranging from individuals to large corporations. These companies offer services such as insurance, financial planning, fund administration, and investment management. As the industry moves towards a more tech-driven approach, Ohio-based companies have displayed an increased focus on providing robust, personalized, and flexible financial solutions to meet the growing demands of various client demographics. The future promises continued evolution with increased innovation, client portfolio customization, and responsive investment strategies.


Top 25 asset management companies in Ohio

1. Ultimus Fund Solutions

Ultimus Fund Solutions is a consultative and client-centric fund administration company that offers customizable services for asset managers. They provide middle office solutions, accounting services, and investor services. With a tech-driven approach and a commitment to excellence, Ultimus aims to establish strong business partnerships and deliver award-winning service.


2. MAI Capital Management, LLC

  • Website: mai.capital
  • Headquarters: Independence, Ohio, United States
  • Founded: 1973
  • Headcount: 201-500
  • Latest funding type: Acquired
  • LinkedIn

MAI Capital Management is an investment management firm based in Cleveland, Ohio. They offer comprehensive wealth management solutions to professionals, entrepreneurs, individuals, families, and multi-generational families. With a flexible investment framework and a focus on asset allocation, they provide personalized investment management services to help clients achieve their financial goals.


3. Stratos Wealth Partners

Stratos Wealth Partners is an independent registered investment advisor that offers professional financial guidance and impartial strategies for wealth accumulation and management. They provide access to independent research on the economy and markets, ensuring personalized advice. Their services include investment management, retirement planning, estate planning, tax planning, and risk management.


4. Cornerstone Broker Insurance Services Agency, Inc.

  • Website: crnstone.com
  • Headquarters: Cincinnati, Ohio, United States
  • Founded: 1985
  • Headcount: 51-200
  • LinkedIn

CRN Stone is a company that provides professional services in the finance industry. They offer a wide range of financial solutions to clients, including investment banking, wealth management, and asset management.


5. Matson Money

Matson Money is an investment advisory company that offers financial coaching and algorithms for investing. They provide operational consulting services, training, and coaching to their Brand Ambassadors who use Matson's Licensed Marks. Matson also acts as a sub-advisor to registered portfolio managers, managing client accounts and providing investment strategies. Their investment strategies are informed by Nobel Prize-winning research and they prioritize innovation, creativity, and service.


6. James Investment

James Investments is an investment firm that offers a wide range of services to its clients. They provide investment research, portfolio management, and investment advisory services. Their team conducts in-depth analyses of the economy and financial markets to develop annual economic outlooks. They offer various investment vehicles including mutual funds and separately managed accounts. They focus on providing value to their clients and have a strong emphasis on risk management.


7. Gries Financial Partners

  • Website: gries.com
  • Headquarters: Cleveland, Ohio, United States
  • Founded: 1978
  • Headcount: 11-50
  • Latest funding type: Acquired
  • LinkedIn

Gries Financial Partners (GFP) is an independent, fee-only Registered Investment Advisor that provides conflict-free investment and wealth management counsel. With a focus on high net worth and institutional clients, GFP has been managing global client assets with integrity, objectivity, and service intensity since 1978.


8. Wright State University Student Government

  • Website: wsusg.com
  • Headquarters: Dayton, Ohio, United States
  • Founded: 1967
  • Headcount: 11-50
  • LinkedIn

The website appears to be for a Chinese investment management company offering a range of services including asset management and financial advisory.


9. Syntrus Achmea Real Estate &a; Finance

  • Website: syntrus.com
  • Headquarters: Amsterdam, Ohio, United States
  • Headcount: 51-200

Syntrus Achmea Real Estate & Finance is an investment manager offering meaningful real estate investment solutions to clients in the Netherlands and internationally.


10. Ancora Holdings Group

  • Website: ancora.net
  • Headquarters: Cleveland, Ohio, United States
  • Founded: 2001
  • Headcount: 51-200
  • LinkedIn

Ancora is a leading family wealth and investment management firm that offers holistic wealth management solutions for individuals, families, professionals, trusts, executives, entrepreneurs and family offices.


11. Johnson Investment Counsel

Johnson Investment is a wealth management company that offers personalized and integrated services to optimize resources and facilitate the growth and endurance of wealth. They work with ultra high net worth families to invest and preserve wealth for multiple generations.


12. Arthur Middleton Capital Holdings

  • Website: amch.com
  • Headquarters: Canton, Ohio, United States
  • Founded: 2001
  • Headcount: 51-200
  • LinkedIn

Arthur Middleton Capital Holdings is a company that offers financial services and investment solutions to clients. They provide expertise in areas such as wealth management, asset allocation, and financial planning. Their focus is on delivering tailored investment strategies to help clients achieve their financial goals.


13. The Townsend Group

  • Website: townsendgroup.com
  • Headquarters: Cleveland, Ohio, United States
  • Founded: 1983
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

The Townsend Group is a leading alternative investment advisor that offers tailored intelligence and real asset solutions.


14. Beacon Capital Management, Inc

  • Website: beaconinvesting.com
  • Headquarters: Dayton, Ohio, United States
  • Founded: 2000
  • Headcount: 11-50
  • Latest funding type: Acquired
  • LinkedIn

Beacon Investing is an investment advisory firm that offers innovative portfolio management solutions to long-term investors. They aim to capture gains while limiting losses from market volatility.


15. Venture Visionary Partners

Venture Visionary Partners is a registered independent wealth management firm dedicated to helping clients sustain and grow their wealth.


16. TCP Asset Management

  • Website: tcpasset.com
  • Headquarters: Columbus, Ohio, United States
  • Founded: 2017
  • Headcount: 11-50
  • LinkedIn

TCP Asset Management is a boutique wealth management firm dedicated to providing comprehensive financial planning and investment advisory services. We offer personalized solutions to individuals, families, and business owners, leveraging our team's expertise and collaborating closely with our clients to achieve their financial goals.


17. Highbridge Associates

Highbridge Associates is a company that provides investment management services to its clients. They offer a range of investment products and services to meet the diverse needs of their clients. The company is committed to delivering high-quality solutions that are tailored to the specific needs of each individual client.


18. Nye Financial Group & Nye Wealth Management

Nye Financial Group is an independent financial services company offering comprehensive retirement planning, legacy and estate planning, life insurance, pension benefits analysis and planning, investment planning and portfolio management, tax-efficient strategies, and long-term care planning.


19. Great Lakes Financial Advisors Group

Lakes Advisors is a company offering financial advisory services to individuals, businesses, and institutions. They provide financial solutions and investment strategies to help clients achieve their goals.


20. Whitebridge Financial

WhiteBridge Financial is a company specializing in financial services, offering investment solutions for individuals and businesses.


21. ORG Portfolio Management

  • Website: orgpm.com
  • Headquarters: Cleveland, Ohio, United States
  • Founded: 1999
  • Headcount: 11-50
  • LinkedIn

ORGPM is a global real assets consultant and investment manager providing customized advice to clients. They offer unequaled access and transparency to global investment opportunities while ensuring conservative underwriting and comprehensive research.


22. Metis Capital Management

Metis Capital Management LLC is an investment management company that offers tailored portfolio services to meet clients' varying needs. They take a careful approach to establish a long-term relationship with clients, considering tax implications, investment timelines, and risk sensitivity levels.


23. Conniebloom

  • Website: conniebloom.com
  • Headquarters: Akron, Ohio, United States
  • Headcount: 11-50

Connie Bloom is a company that offers a range of professional services to individuals and businesses, from financial planning and investment management to tax planning and estate planning. With a focus on personalized attention, they strive to help their clients achieve their financial goals.


24. Davlin Philanthropic Fund

  • Website: davlinfunds.org
  • Headquarters: Broadview Heights, Ohio, United States
  • Headcount: 11-50

Davlin Funds is a company that offers investment products and management services to clients.


25. ICF Building Products

  • Website: icfbp.com
  • Headquarters: Millfield, Ohio, United States
  • Headcount: 11-50

ICFBP provides comprehensive financial and investment services to individuals and businesses.


Want to find more asset management companies?


If you want to find more companies that offer robust services such as financial planning, asset allocation, and risk management you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

Get started with Inven
Find companies 10x faster with Inven
Mock-up images of Inven UIStart a free trial
Get Started Today!
Activate your 7 day free trial and start finding opportunities you would otherwise miss!
Start a free trial

Keep on reading

More articles

Top 23 Avenue alternatives Thumbnail
Top 23 Avenue alternatives Main
Top 23 Noteworthy Alternatives to Avenue
Explore the top 23 alternatives to Avenue, including companies like Sasfin and PNC. These companies provide extensive financial solutions and are shaking up the industry.
Top 25 property maintenance companies in New York Thumbnail
Top 25 property maintenance companies in New York Main
Top 25 Property Maintenance Firms in New York
Discover the top-notch property maintenance companies in New York. Companies like ABM Industries and PathStone Corporation provide exceptional services adding value to properties.
Top 20 waste to energy companies in Minnesota Thumbnail
Top 20 waste to energy companies in Minnesota Main
Minnesota's Top 20 Waste to Energy Enterprises
Discover Minnesota's top waste to energy companies like LJP Waste Solutions and Koda Energy, revolutionizing sustainable waste management and energy production.