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Top RIA Firms in Dublin, Ohio
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Dublin, Ohio. This hub covers 15 matching firms with $78.6B in total reported AUM and median AUM of $588.7M.
Firms
15
Matching current profiles
Total AUM
$78.6B
Reported regulatory AUM
Median AUM
$588.7M
Across firms with AUM
Largest firm
$64.1B
Meeder Public Funds, INC.
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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. Meeder Public Funds, INC. CRD 106816 · Corporation | DUBLIN, OH | $64.1B Apr 2026 | +$4.9B+8.2% | +$38.8B+152.8% | +$47.9B+295.0% | +$62.3B+3319.9% | +23 employees+47.9% over 3Y | +287 accounts+55.6% over 3Y |
| 2. Meeder Asset Management, INC. CRD 105794 · Corporation | DUBLIN, OH | $3.3B Mar 2026 | +$905.8M+37.4% | +$845.7M+34.1% | +$512.3M+18.2% | +$2.5B+303.6% | -29 employees-35.8% over 3Y | -816 accounts-74.5% over 3Y |
| 3. Meeder Advisory Services, INC. CRD 106814 · Corporation | DUBLIN, OH | $2.9B Apr 2026 | +$774.4M+37.1% | +$1.7B+148.7% | +$2.2B+332.3% | +$2.1B+281.3% | +24 employees+49.0% over 3Y | -137 accounts-3.6% over 3Y |
| 4. Everhart Advisors CRD 107091 · — | DUBLIN, OH | $2.5B May 2026 | +$589.4M+31.4% | +$1.4B+127.2% | +$1.6B+199.6% | +$2.0B+392.8% | +14 employees+31.1% over 3Y | +2,005 accounts+48.9% over 3Y |
| 5. Pds Planning INC CRD 106895 · Corporation | DUBLIN, OH | $2.2B Mar 2026 | +$777.2M+55.9% | +$1.0B+91.6% | +$1.5B+217.7% | +$1.6B+295.4% | +3 employees+18.8% over 3Y | +251 accounts+8.6% over 3Y |
| 6. Advanced Asset Management Advisors, INC. CRD 119859 · Corporation | DUBLIN, OH | $651.3M Mar 2026 | -$88.7M-12.0% | -$33.5M-4.9% | -$99.3M-13.2% | +$256.9M+65.2% | 0 employees+0.0% over 3Y | -63 accounts-10.5% over 3Y |
| 7. Keeler & Nadler Family Wealth CRD 173079 · Limited Liability Company | DUBLIN, OH | $609.9M May 2026 | +$132.1M+27.6% | +$272.7M+80.9% | +$342.3M+127.9% | +$425.9M+231.5% | +3 employees+30.0% over 3Y | +736 accounts+56.3% over 3Y |
| 8. Consolidated Financial CRD 119695 · Limited Liability Company | DUBLIN, OH | $588.7M Mar 2026 | +$147.5M+33.4% | +$177.7M+43.2% | +$492.0M+508.8% | +$543.1M+1189.3% | +1 employees+20.0% over 3Y | +559 accounts+59.7% over 3Y |
| 9. Golden Reserve Retirement, LLC CRD 283588 · Limited Liability Company | DUBLIN, OH | $544.3M Mar 2026 | +$233.4M+75.0% | +$420.7M+340.3% | — | +$416.2M+324.8% | +36 employees+400.0% over 3Y | +791 accounts+65.0% over 3Y |
| 10. Leclair Wealth Partners CRD 332827 · Limited Liability Company | DUBLIN, OH | $363.0M Feb 2026 | +$20.6M+6.0% | — | — | — | 0 employees+0.0% over 1Y | +32 accounts+6.1% over 1Y |
| 11. Retirement Strategies, LTD. CRD 163701 · Limited Liability Company | DUBLIN, OH | $272.7M Apr 2026 | +$29.8M+12.3% | +$99.0M+57.0% | +$117.3M+75.4% | — | +3 employees+42.9% over 3Y | +89 accounts+9.7% over 3Y |
| 12. The Pension Group CRD 293819 · Limited Liability Company | DUBLIN, OH | $182.4M Mar 2026 | +$40.4M+28.5% | — | — | +$40.4M+28.5% | +1 employees+12.5% over 1Y | +78 accounts+10.5% over 1Y |
| 13. Safe Harbor Wealth Advisors, LLC CRD 284613 · Limited Liability Company | DUBLIN, OH | $167.2M Apr 2026 | +$38.4M+29.8% | — | — | +$65.6M+64.6% | 0 employees+0.0% over 1Y | +133 accounts+14.0% over 1Y |
| 14. Compass Financial Group, INC. CRD 130867 · Corporation | DUBLIN, OH | $148.8M Feb 2026 | +$20.4M+15.9% | — | — | +$34.0M+29.6% | 0 employees+0.0% over 1Y | +7 accounts+4.6% over 1Y |
| 15. Capstone Wealth Partners CRD 152524 · Limited Liability Company | DUBLIN, OH | $114.9M May 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
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.