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Top RIA Firms in Independence, Ohio

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Independence, Ohio. This hub covers 11 matching firms with $18.5B in total reported AUM and median AUM of $572.1M.

Firms

Matching current profiles

Total AUM

$18.5B

Reported regulatory AUM

Median AUM

$572.1M

Across firms with AUM

Largest firm

$10.2B

Idr Investment Management, LLC

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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. Idr Investment Management, LLC CRD 286208 · Limited Liability Company	INDEPENDENCE, OH	$10.2B Mar 2026	+$1.6B+19.2%	+$4.7B+86.5%	+$8.6B+548.7%	—	+3 employees+25.0% over 3Y	+4 accounts+80.0% over 3Y
2. Fairway Wealth Management LLC CRD 311031 · Limited Liability Company	INDEPENDENCE, OH	$3.0B Mar 2026	+$630.1M+26.8%	+$953.8M+47.1%	+$1.2B+66.6%	—	+7 employees+43.8% over 3Y	+54 accounts+20.1% over 3Y
3. Strategic Wealth Partners, LTD. CRD 148586 · Limited Liability Company	INDEPENDENCE, OH	$1.6B Mar 2026	+$561.1M+51.8%	+$923.6M+128.1%	+$1.2B+309.7%	+$1.5B+1362.0%	+6 employees+33.3% over 3Y	+1,733 accounts+89.3% over 3Y
4. Riverview Research, LLC CRD 162318 · Limited Liability Company	INDEPENDENCE, OH	$990.8M Mar 2026	+$142.0M+16.7%	+$204.5M+26.0%	+$378.2M+61.7%	+$865.3M+689.2%	0 employees+0.0% over 3Y	+22 accounts+15.4% over 3Y
5. Tempo Wealth CRD 336316 · Limited Liability Company	INDEPENDENCE, OH	$804.3M Mar 2026	—	—	—	+$588.3M+272.4%	+2 employees+20.0% over Total	+413 accounts+93.9% over Total
6. Prasad Wealth Partners CRD 332507 · Limited Liability Company	INDEPENDENCE, OH	$572.1M May 2026	+$86.1M+17.7%	—	—	—	+1 employees+10.0% over 1Y	+146 accounts+7.8% over 1Y
7. Edgewater Capital Partners CRD 162735 · Limited Liability Company	INDEPENDENCE, OH	$466.8M May 2026	-$13.6M-2.8%	+$100.8M+27.5%	+$242.9M+108.5%	+$213.1M+84.0%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
8. Gatepass Capital, LLC CRD 329404 · Limited Liability Company	INDEPENDENCE, OH	$299.1M Mar 2026	+$124.5M+71.3%	—	—	—	+2 employees+33.3% over 1Y	+166 accounts+67.8% over 1Y
9. Independence Wealth Advisors, LLC CRD 306236 · Limited Liability Company	INDEPENDENCE, OH	$210.3M Apr 2026	+$47.5M+29.2%	—	—	+$82.4M+64.4%	-1 employees-20.0% over 1Y	+146 accounts+15.1% over 1Y
10. Enza Financial, LLC CRD 315827 · Limited Liability Company	INDEPENDENCE, OH	$191.2M Mar 2026	+$61.2M+47.1%	+$79.7M+71.5%	—	+$79.7M+71.5%	+1 employees+25.0% over 3Y	+160 accounts+89.4% over 3Y
11. Swp Investment Management LLC CRD 331314 · Limited Liability Company	INDEPENDENCE, OH	$138.4M Mar 2026	+$54.3M+64.6%	—	—	—	-1 employees-16.7% over 1Y	0 accounts+0.0% over 1Y

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.