Ohio's asset management industry is characterized by a robust mix of firms focused on managing assets for a variety of clients, including individuals, families, and institutions. These companies provide services like investment management, financial planning, and consulting. Given the shift towards sustainable investing and technology-driven solutions, many firms are adapting their strategies to meet evolving client needs, particularly in socially responsible investing. With a focus on long-term goals and risk management, the landscape continues to innovate. As organizations increasingly prioritize personalized, values-driven strategies, Ohio's asset management companies are well-positioned for growth.

The companies listed here bring together a range of expertise and operational scales, with sizes ranging from small teams of 11 employees to larger firms employing over 500. They are primarily headquartered in major cities like Cincinnati, Cleveland, and Columbus. Founded between 1928 and 2019, these firms specialize in various services, including wealth management, investment consultancy, and asset allocation strategies. With their locations and specializations, they present clients with tailored solutions that reflect the unique financial landscape of Ohio, ensuring informed decisions for future growth.

Read on to discover the top asset management companies in Ohio.

Top 25 Asset Management Companies in Ohio

1. Ancora Holdings Group

• Website: ancora.net
• Ownership type: Private
• Headquarters: Mayfield Heights, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 51-200
• LinkedIn: ancora-holdings

Ancora Holdings Group, founded in 2001 and based in Mayfield Heights, Ohio, is a private financial advisory firm that specializes in both private wealth management and institutional asset management. With a team of approximately 129 employees, Ancora is dedicated to helping clients achieve their financial goals through personalized strategies. Their services include investment management, estate and wealth planning, and insurance consulting, catering to a wide array of clients, from individuals and families to businesses and institutions. Ancora's approach emphasizes understanding each client's unique situation, allowing them to craft tailored financial solutions that address specific needs. The firm actively manages various investment strategies, including equity, fixed income, mutual funds, and alternative investments, demonstrating their commitment to providing comprehensive asset management services. Ancora partners with established custodians like Fidelity Investments and Charles Schwab to enhance their service offerings, ensuring clients have access to reliable custodial services.

2. MAI Capital Management

• Website: mai.capital
• Ownership type: Corporate
• Headquarters: Cleveland, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: August 2021
• Founded year: 1973
• Headcount: 201-500
• LinkedIn: maicapitalmanagement

MAI Capital Management, based in Cleveland, Ohio, is a wealth management firm that has been serving clients since 1973. With a team of approximately 437 employees, the firm specializes in providing tailored financial services to high net worth individuals and families. Their offerings include investment management, financial planning, risk management, and estate planning, all designed to help clients navigate the complexities of wealth management. MAI Capital has received recognition in the industry, ranking 30th on Financial Advisor Magazine’s America’s Top RIA’s and 19th on Barron’s Top RIA Firms list in 2024. These accolades highlight their commitment to excellence and client service. The firm operates with a fiduciary standard, ensuring that they prioritize their clients' best interests in all financial decisions. MAI Capital also has a unique focus on serving athletes and entertainers, providing specialized services that cater to the unique financial challenges faced by these individuals. Their long-standing history and ongoing commitment to client success position them as a relevant player in the asset management sector.

3. Gries Financial Partners

• Website: gries.com
• Ownership type: Private
• Headquarters: Cleveland, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1978
• Headcount: 11-50
• LinkedIn: gries-financial

Gries Financial Partners, based in Cleveland, Ohio, is a private financial services firm that has been operational since 1978. With a team of approximately 33 employees, the firm specializes in wealth and investment management, catering primarily to high net worth individuals and institutional clients. Gries Financial Partners focuses on creating tailored financial strategies that address the complex needs of their clients, ensuring effective asset management and wealth optimization. Their services include high net worth management, institutional investment counsel, and comprehensive wealth management, which integrates various aspects of financial planning such as retirement, estate, and tax planning. The firm prides itself on its client-centric approach, offering personalized service and in-depth financial analysis to help clients achieve their financial goals. Gries Financial Partners is a registered investment advisor, emphasizing a fee-only model that aligns their interests with those of their clients. They have built a reputation for their expertise in managing investment portfolios, particularly for nonprofit endowments and foundations, showcasing their ability to navigate the intricacies of institutional investment management.

4. Townsend Group

• Website: townsendgroup.com
• Ownership type: Private Equity
• Headquarters: Cleveland, Ohio, United States (USA)
• Employee distribution: United States (USA) 80%, United Kingdom (UK) 15%, Hong Kong S.A.R 5%
• Latest funding: April 2024
• Founded year: 1983
• Headcount: 51-200
• LinkedIn: the-townsend-group

The Townsend Group, founded in 1983 and based in Cleveland, Ohio, is an investment management firm that specializes in real assets. With a dedicated team of investment professionals, Townsend provides tailored investment solutions and advisory services primarily to institutional investors, including public and private pension plans, insurers, sovereign wealth funds, endowments, and foundations. The firm has built a robust global investment platform, with offices in key financial hubs such as San Francisco, London, and Hong Kong. Townsend's expertise lies in navigating the complexities of real estate, infrastructure, timber, and agriculture investments, helping clients design strategies that integrate these assets into their portfolios. As of December 31, 2023, Townsend managed approximately $21.5 billion in assets and advised on over $218 billion in real estate and real asset allocations. Their approach combines a multi-manager, open-architecture strategy with a focus on delivering stable cash flows and growth potential for their clients.

5. FEG Investment Advisors

• Website: feg.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1988
• Headcount: 51-200
• LinkedIn: fund-evaluation-group

FEG Investment Advisors, based in Cincinnati, Ohio, is an investment advisory firm founded in 1988. The company provides a range of services including consulting, outsourced Chief Investment Officer (CIO) services, and values-aligned investing. FEG primarily serves institutional clients such as universities, community foundations, healthcare organizations, and nonprofit entities. With a team of approximately 156 employees, the firm leverages its extensive experience to help clients navigate complex investment landscapes and achieve their financial goals. FEG's commitment to values-aligned investing highlights its focus on integrating environmental, social, and governance (ESG) factors into investment strategies, catering to clients who prioritize social responsibility alongside financial returns. Their research capabilities and client-centric approach further enhance their position in the asset management industry.

6. Ultimus Fund Solutions

• Website: ultimusfundsolutions.com
• Ownership type: Private Equity
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: November 2018
• Founded year: 1999
• Headcount: 501-1000
• LinkedIn: ultimus-fund-solutions-llc

Ultimus Fund Solutions, founded in 1999 and based in Cincinnati, Ohio, is a financial services firm that specializes in fund administration and middle office solutions. With a workforce of over 500 employees, Ultimus provides a range of services tailored to fund sponsors, investment managers, and large institutions. Their offerings include registered fund administration, private fund administration, and enterprise-wide solutions, all designed to enhance operational efficiency and compliance. Ultimus is recognized for its tech-driven approach, which combines advanced technology with personalized service to address the complexities of fund management. The company has garnered multiple industry awards, including accolades for best ETF and private equity fund administration, underscoring its commitment to excellence in the financial services industry. Ultimus operates entirely within the United States, ensuring a focused approach to its client base.

7. Bahl & Gaynor

• Website: bahl-gaynor.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 98%, Other 2%
• Founded year: 1990
• Headcount: 51-200
• LinkedIn: bahl-%26-gaynor-investment-counsel

Bahl & Gaynor is an investment management firm based in Cincinnati, Ohio, specializing in asset and wealth management since its founding in 1990. The firm caters to individual investors, families, and institutions, providing customized financial services aimed at income growth and capital appreciation. Their investment philosophy is rooted in a disciplined approach, focusing on high-quality, dividend-paying stocks. Bahl & Gaynor offers a range of services, including wealth management and institutional solutions, and emphasizes a personal touch combined with collective expertise. The firm is committed to client service excellence and integrates sustainability and social impact considerations into their investment strategies, particularly through their Dividend Growth ESG focus. With a dedicated team and a strong emphasis on community participation, Bahl & Gaynor strives to make a lasting impact in the financial sector.

8. Boyd Watterson Asset Management

• Website: boydwatterson.com
• Ownership type: Corporate
• Headquarters: Cleveland, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $7.5M, November 2008
• Founded year: 1928
• Headcount: 51-200
• LinkedIn: boyd-watterson-asset-management

Boyd Watterson Asset Management, LLC is an investment management firm based in Cleveland, Ohio, with a history that spans over 90 years. Founded in 1928, the firm specializes in fixed income and real estate investment strategies. Boyd Watterson provides tailored investment solutions primarily to institutional investors, including Taft-Hartley funds, foundations, endowments, and public entities. The firm emphasizes generating above-average returns while maintaining a moderate risk profile. As of June 30, 2024, Boyd Watterson manages approximately $0.4 billion in total assets, with a significant portion allocated to real estate. Their services include separately managed accounts and mutual fund advisory services. The firm prides itself on exceptional client service, offering direct access to portfolio managers and frequent communication. With a dedicated team of professionals, including CFA charterholders, Boyd Watterson is committed to delivering innovative investment solutions that align with their clients' objectives.

9. Ascend Advisory Group

• Website: ascendadvisory.com
• Ownership type: Private
• Headquarters: Columbus, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn: ascend-advisory-group

Ascend Advisory Group, based in Dublin, Ohio, is an investment advisory firm that specializes in investment management and retirement planning services. Founded in 2001, the firm has steadily grown, managing $2 billion in assets as of March 2024, a significant increase from its initial $27 million. The company focuses on helping individuals and business owners achieve their financial goals through tailored strategies. Ascend emphasizes open dialogue and client engagement, ensuring that clients are actively involved in their financial planning. The firm has also been recognized as one of Forbes' Best-in-State Wealth Management Teams in 2023, reflecting its standing in the industry. With a team that has tripled in size since its inception, Ascend is dedicated to providing attentive service and fostering long-term relationships with its clients.

10. Johnson Investment Counsel

• Website: johnsoninv.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1965
• Headcount: 51-200
• LinkedIn: johnson-investment-counsel

Johnson Investment Counsel, based in Cincinnati, Ohio, is a private wealth management firm founded in 1965. With a dedicated team of approximately 160 employees, the firm specializes in providing comprehensive financial services tailored to individuals, families, and organizations. Their offerings include investment management, estate planning, trust services, and family office services. Johnson Investment Counsel prides itself on a client-centered approach, emphasizing transparency and a fiduciary standard of care. The firm has been recognized in various industry rankings, including being named 29th in Barron's "Top 100 RIA Firms" for 2024 and 31st in Financial Advisor Magazine's "2024 RIA Ranking." This recognition highlights their commitment to delivering quality asset management solutions and their active involvement in the financial services industry.

11. Oxford Harriman & Company

• Website: oxfordharriman.com
• Ownership type: Private
• Headquarters: Beachwood, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 11-50
• LinkedIn: oxford-harriman-company

Oxford Harriman & Company, founded in 2013 and based in Beachwood, Ohio, is a private wealth management firm dedicated to helping individuals and families achieve their financial goals. The firm specializes in a comprehensive suite of services, including investment planning, estate planning, retirement strategies, and portfolio management. With a team of experienced professionals, Oxford Harriman emphasizes building long-term relationships with clients, ensuring that their unique financial needs are met through tailored strategies. The firm operates multiple offices across the United States, reflecting its commitment to accessibility and client service. Their approach is characterized by a focus on education and communication, helping clients understand their financial options and the rationale behind investment decisions. This client-centric philosophy positions Oxford Harriman as a relevant player in the asset management industry, catering to a clientele that values personalized financial guidance.

12. Formidable Asset Management LLC

• Website: formidableam.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 11-50
• LinkedIn: formidable-asset-management

Formidable Asset Management LLC, based in Cincinnati, Ohio, is a financial advisory firm that specializes in asset management, financial planning, and insurance services. Established in 2013, the company has built a reputation for helping individuals and families achieve their financial objectives through tailored investment strategies. With a team of experienced professionals, Formidable emphasizes an active management approach, which they believe is crucial for balancing risk and reward in client portfolios. Their services extend beyond mere investment management; they also provide comprehensive financial planning that addresses various aspects of clients' financial lives, including tax strategies and insurance planning. The firm operates independently, allowing them to prioritize client needs without external pressures. Their commitment to excellence and personalized service positions them as a noteworthy player in the asset management industry.

13. Johnson Asset Management

• Website: johnsonasset.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1976
• Headcount: 11-50
• LinkedIn: johnson-asset-management

Johnson Asset Management, based in Cincinnati, Ohio, is an independent investment management firm that has been operating since 1976. The company specializes in fixed income and equity securities, providing customized investment strategies tailored to the unique needs of both individual and institutional clients. With a dedicated team of professionals, Johnson Asset Management focuses on delivering high-quality portfolios designed to outperform the market while maintaining stability, particularly during economic fluctuations. Their proprietary Quality Yield investment approach has led to impressive performance, notably in their Core Fixed Income strategy, which has outperformed the Bloomberg US Aggregate Index for 15 of the past 20 years. The firm prides itself on fostering strong client partnerships and maintaining open lines of communication, ensuring that clients are well-informed and engaged in their investment journey. Johnson Asset Management operates as a division of Johnson Investment Counsel, further solidifying its presence in the investment management industry.

14. Pinnacle Advisors

• Website: pinnacleadvisors.com
• Ownership type: Family Owned
• Headquarters: Mansfield, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 11-50
• LinkedIn: pinnacle-wealth-planning-services-inc.

Pinnacle Advisors, founded in 1997 by Attorney William D. Heichel and his son Keith Heichel, is a family-owned wealth management firm based in Mansfield, Ohio. The firm specializes in comprehensive financial planning and investment advisory services, aiming to help individuals and families achieve their financial goals through tailored strategies. With a fiduciary commitment, Pinnacle Advisors prioritizes the best interests of their clients, ensuring transparency and accountability in their operations. They collaborate with other financial professionals, such as lawyers and CPAs, to provide a holistic approach to wealth management. Serving over 900 client families across 34 states and Puerto Rico, Pinnacle Advisors has established a notable presence in the industry, with billions in client assets under their care. Their proprietary tools, including the Wealth Scorecard and Beneficiary Scorecard, reflect their innovative approach to monitoring and managing client investments. Pinnacle Advisors is dedicated to redefining wealth management by focusing on the unique stories and needs of their clients.

15. Horter Investment Management, LLC

• Website: horterinvestment.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Founded year: 1991
• Headcount: 11-50
• LinkedIn: horter-investment-management-llc

Horter Investment Management, LLC, based in Cincinnati, Ohio, is a private investment advisory firm that has been operational since 1991. The company specializes in providing tailored financial services to both individuals and organizations, with a strong focus on tactical asset management, risk management, and comprehensive financial planning. Horter aims to help clients navigate the complexities of market fluctuations while achieving their investment objectives. The firm prides itself on a client-first philosophy, emphasizing the importance of understanding each client's unique financial aspirations. Their investment strategies are designed to mitigate risks and enhance returns, reflecting a commitment to modern investment practices. With a team of experienced advisors, Horter continuously monitors and adjusts portfolios to align with clients' evolving needs and market conditions. They operate as a SEC-Registered Investment Advisor, ensuring compliance with industry standards and regulations.

16. Truepoint Wealth Counsel

• Website: truepointwealth.com
• Ownership type: Family Owned
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1990
• Headcount: 51-200
• LinkedIn: truepointwealth

Truepoint Wealth Counsel, founded in 1990 and based in Cincinnati, Ohio, is a family-owned financial advisory firm. The company specializes in wealth management, investment management, tax planning, and estate planning. Truepoint serves a variety of clients, including business owners, families, and institutional investors, providing customized financial solutions that align with their clients' values and goals. As a fee-only fiduciary, Truepoint prioritizes the interests of its clients, ensuring that their financial advice is unbiased and transparent. The firm employs an evidence-based investment strategy, focusing on long-term financial planning and disciplined portfolio management. Truepoint also offers specialized services for specific client groups, such as corporate executives and women through their Women’s Wealth Counsel initiative. Their commitment to comprehensive financial planning and a client-centric approach makes them a notable player in the asset management industry.

17. Alliance Hospitality, Inc.

• Website: thewitnessgroup.com
• Ownership type: Private
• Headquarters: Lewis Center, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1984
• Headcount: 501-1000
• LinkedIn: ahihotels

Alliance Hospitality, Inc., founded in 1984 and based in Lewis Center, Ohio, operates as an investment management firm with a strong focus on asset management and growth investing. The company specializes in sectors such as retail, office, multi-family, and hospitality, providing strategic guidance to both individual and institutional investors. With over three decades of experience, Alliance Hospitality emphasizes a holistic approach to managing assets, aiming to protect investments while maximizing returns. They actively oversee their portfolio, ensuring that property management aligns with ownership objectives. Their commitment to community investment and sustainable growth further highlights their role in the asset management industry, making them a notable player in their field.

18. James Investment

• Website: jamesinvestment.com
• Ownership type: Private
• Headquarters: Xenia, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1972
• Headcount: 11-50
• LinkedIn: james-investment

James Investment Research Inc., based in Xenia, Ohio, has been serving clients since its founding in 1972. The firm specializes in wealth management and investment management, offering a broad range of services tailored to both individuals and institutions. Their offerings include comprehensive wealth management, estate planning, financial planning, retirement strategies, and strategic tax planning. James Investment prides itself on building lasting relationships with clients through transparency and integrity. The firm has a history of conducting its own research, which enhances its ability to identify investment opportunities and navigate market challenges. With a dedicated team of professionals, James Investment aims to simplify the financial journey for its clients, ensuring that their financial goals are met with personalized attention and expertise.

19. VELA Investment Management, LLC

• Website: vela-im.com
• Ownership type: Private
• Headquarters: New Albany, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2019
• Headcount: 11-50
• LinkedIn: vela-investment-management-llc

VELA Investment Management, LLC is an investment management firm based in New Albany, Ohio, specializing in personalized investment management services tailored to individuals, family offices, and institutions. Founded in 2019 by experienced professionals Ric Dillon, Lisa Wesolek, and Jason Job, the firm boasts over 90 years of combined investment experience. VELA operates on a valuation-centric investment philosophy, focusing on long-term financial wellbeing for its clients. The firm offers a range of services, including separate accounts and private asset management, designed to meet the unique needs of its clients. VELA's team is dedicated to clear communication and education, ensuring clients are well-informed about market conditions and investment strategies. Their approach emphasizes alignment of interests, as the firm's advisors invest their own wealth in the same strategies as their clients, reinforcing a partnership mentality. VELA's commitment to delivering value-added results and attention to client needs positions it as a noteworthy player in the asset management industry.

20. Paragon Advisors, Inc.

• Website: paragonadvisors.net
• Ownership type: Private
• Headquarters: Shaker Heights, Ohio, United States (USA)
• Founded year: 1996
• Headcount: 11-50
• LinkedIn: paragonadvisorsinc

Paragon Advisors, Inc., known as Corient Private Wealth LLC, is a wealth management firm based in Shaker Heights, Ohio. Founded in 1996, the company specializes in providing comprehensive financial services tailored to high-net-worth individuals, entrepreneurs, and corporate executives. Their offerings include investment management, estate planning, and family office solutions, all designed to help clients manage their wealth effectively and secure their financial futures. With a strong emphasis on fiduciary responsibility, Corient prioritizes client interests and aims to simplify complex financial situations. The firm boasts $171 billion in client assets and collaborates with over 240 partners to deliver personalized financial strategies. Their commitment to holistic wealth management and institutional investment management further solidifies their position in the asset management industry.

21. Foster & Motley, Inc.

• Website: fosterandmotley.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn: foster-%26-motley-inc-

Foster & Motley, Inc., founded in 1996 and based in Cincinnati, Ohio, is a private wealth management firm that specializes in providing comprehensive financial planning and investment management services. With a team of around 53 employees, the firm focuses on helping individuals and families achieve their financial goals through customized strategies. They operate under a fee-only model, which eliminates conflicts of interest and ensures that their advice is unbiased. Foster & Motley has received notable recognition in the industry, being ranked among the top firms by FA Magazine and included in CNBC's FA 100 List for six consecutive years. Their services cater to a range of investment levels, from those with less than $1 million to high-net-worth individuals with portfolios exceeding $5 million. This tiered approach allows them to address the unique needs of each client, making them a relevant player in the asset management sector.

22. Cincinnati Asset Management, Inc.

• Website: cambonds.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1989
• Headcount: 11-50
• LinkedIn: cincinnati-asset-management-inc.

Cincinnati Asset Management, Inc. is a private investment management firm based in Cincinnati, Ohio, established in 1989. The firm specializes in U.S. corporate bonds, offering a range of investment strategies that include high yield and investment grade corporate bonds. With a focus on capital preservation and high investment income, Cincinnati Asset Management serves both individual and institutional clients, such as pension plans and charitable organizations. The firm employs a conservative investment philosophy, emphasizing thorough credit research and risk management. Over the years, it has developed a strong expertise in navigating the complexities of the corporate bond market, which is characterized by structural inefficiencies. This expertise allows them to identify opportunities that may be overlooked by other investors. Cincinnati Asset Management is registered with the SEC and adheres to the Global Investment Performance Standards (GIPS®), ensuring transparency and accountability in its investment practices.

23. CINCaP Investment Group

• Website: cincapinvestmentgroup.com
• Ownership type: Private
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2002
• Headcount: 11-50
• LinkedIn: cincap-investment-group

CINCaP Investment Group, based in Cincinnati, Ohio, is a private financial services firm founded in 2002. The company specializes in fixed income securities, particularly municipal bonds, and offers investment management services tailored to the needs of individual and institutional clients. With a team of experienced professionals, CINCaP engages in the underwriting, trading, and sales of municipal bonds, providing liquidity and competitive pricing through proprietary inventory. They also offer a range of products including taxable bonds, mutual funds, equities, and private placement products. The firm emphasizes a customer-centric approach, aiming to create customized portfolios that align with clients' risk tolerance and investment objectives. CINCaP is a registered broker-dealer and municipal securities dealer, ensuring compliance with regulatory standards in the financial industry.

24. C2P Enterprises

• Website: c2penterprises.com
• Ownership type: Private
• Headquarters: Westlake, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2011
• Headcount: 11-50
• LinkedIn: clarity-2-prosperity

C2P Enterprises, founded in 2011 and based in Westlake, Ohio, is a financial advisory firm dedicated to empowering financial advisors with comprehensive wealth management solutions. The company specializes in asset management through its Turnkey Asset Management Program (TAMP), which provides advisors with an investment platform, technology, and strategic models. C2P also offers training programs and resources aimed at enhancing the practices of financial advisors. Their unique offerings include The Bucket Plan®, a structured approach to financial planning, and a focus on tax management strategies. C2P's commitment to supporting independent advisors positions them as a significant player in the financial services industry, particularly in the asset management space.

25. Summit Financial Strategies, Inc.

• Website: summitfin.com
• Ownership type: Family Owned
• Headquarters: Columbus, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1995
• Headcount: 11-50
• LinkedIn: summit-financial-strategies-inc

Summit Financial Strategies, Inc., based in Columbus, Ohio, is a family-owned financial advisory firm founded in 1995. The company specializes in wealth management and investment advisory services, focusing on helping individuals and families navigate their financial planning, investment strategies, and retirement preparation. Operating on a fee-only model, Summit ensures that their recommendations are free from conflicts of interest, as they do not accept commissions or kickbacks from the products they recommend. This approach fosters trust and transparency with their clients. The firm has grown from a small operation to a team of approximately 35 professionals, serving nearly 600 client families. Their services include comprehensive wealth management, investment advisory, and a streamlined online Robo advisor option called eSummit, catering to various client needs. Summit's commitment to fiduciary duty and personalized service positions them as a relevant player in the asset management industry.

Asset Management Insights: Key Companies in Ohio

Want to Find More Asset Management Companies?

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

• Detailed Ownership: Who owns the company? Is it a public or private company? What is the ownership structure?
• Contact data: Who are the founders 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!