Rialytix insights

Top RIA Firms in Akron, Ohio

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Akron, Ohio. This hub covers 13 matching firms with $50.2B in total reported AUM and median AUM of $428.7M.

Firms

Matching current profiles

Total AUM

$50.2B

Reported regulatory AUM

Median AUM

$428.7M

Across firms with AUM

Largest firm

$32.2B

Sequoia Financial Group, L.l.c.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Sequoia Financial Group, L.l.c. CRD 117756 · Limited Liability Company	AKRON, OH	$32.2B Mar 2026	+$9.2B+40.0%	+$22.2B+222.2%	+$27.6B+598.2%	+$31.7B+5363.8%	+241 employees+131.7% over 3Y	+21,668 accounts+120.6% over 3Y
2. Valmark Advisers, INC. CRD 108050 · Corporation	AKRON, OH	$10.2B Feb 2026	+$3.1B+44.6%	+$4.4B+75.2%	+$4.4B+76.6%	+$8.6B+568.6%	+20 employees+7.7% over 3Y	+4,837 accounts+30.1% over 3Y
3. Revisor Wealth Management LLC CRD 169814 · Limited Liability Company	AKRON, OH	$2.5B May 2026	+$465.7M+22.6%	+$1.6B+174.8%	+$2.1B+451.5%	+$2.1B+451.5%	+4 employees+57.1% over 3Y	+4,775 accounts+176.5% over 3Y
4. Oak Associates LTD CRD 108874 · Limited Liability Company	AKRON, OH	$1.8B Mar 2026	+$275.5M+18.4%	-$290.8M-14.1%	-$83.2M-4.5%	+$965.0M+119.0%	-2 employees-20.0% over 3Y	-35 accounts-38.5% over 3Y
5. Kohmann Bosshard Financial Services, LLC. CRD 138851 · Limited Liability Company	AKRON, OH	$1.1B Mar 2026	+$375.2M+50.1%	+$583.7M+108.0%	+$757.5M+206.7%	+$1.1B+1721.7%	+3 employees+50.0% over 3Y	+939 accounts+118.0% over 3Y
6. True Wealth Design, LLC CRD 143194 · Limited Liability Company	AKRON, OH	$494.0M May 2026	+$69.2M+16.3%	+$63.0M+14.6%	+$152.3M+44.6%	+$371.6M+303.5%	+1 employees+9.1% over 3Y	-26 accounts-2.0% over 3Y
7. Symphony Financial Services, INC. CRD 125058 · Corporation	AKRON, OH	$428.7M Feb 2026	+$84.4M+24.5%	+$89.2M+26.3%	+$177.7M+70.8%	+$268.7M+167.9%	-4 employees-36.4% over 3Y	+150 accounts+12.9% over 3Y
8. Warther Private Wealth CRD 125145 · Limited Liability Company	AKRON, OH	$371.3M Mar 2025	+$109.6M+41.9%	+$320.9M+636.7%	+$320.9M+636.7%	+$320.9M+636.7%	0 employees+0.0% over 1Y	+443 accounts+254.6% over 3Y
9. Presper Financial Architects, LLC CRD 297538 · Limited Liability Company	AKRON, OH	$362.6M Feb 2026	+$73.7M+25.5%	+$101.0M+38.6%	+$170.2M+88.4%	—	0 employees+0.0% over 3Y	+356 accounts+25.8% over 3Y
10. Egi Financial, INC. CRD 120607 · Corporation	AKRON, OH	$348.7M Feb 2026	+$60.2M+20.9%	+$127.5M+57.6%	+$173.9M+99.5%	+$300.5M+623.6%	0 employees+0.0% over 3Y	-143 accounts-32.7% over 3Y
11. Alpha Asset Management CRD 112571 · Corporation	AKRON, OH	$129.1M Feb 2026	+$101.6M+369.7%	+$101.6M+369.7%	+$101.6M+369.7%	+$101.6M+369.7%	0 employees+0.0% over Total	-70 accounts-32.0% over 3Y
12. Summit Wealth Management LLC CRD 226722 · Limited Liability Company	AKRON, OH	$120.1M May 2026	—	—	—	+$12.4M+11.5%	0 employees+0.0% over Total	+54 accounts+11.8% over Total
13. Oelschlager Investments CRD 306035 · Limited Liability Company	AKRON, OH	$93.3M Mar 2026	+$30.2M+47.8%	+$48.1M+106.6%	+$78.2M+519.5%	+$90.3M+3009.9%	0 employees+0.0% over 3Y	+12 accounts+85.7% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.