New investment advisers in Ohio
Adviser registrations that became effective in the last 45 days for firms whose main office is in Ohio: SEC-registered, SEC 120-day, exempt reporting and state-registered. Scored for compliance consultants, custodians, archiving, cyber, E&O and RIA software.
New exempt reporting adviser · 141New SEC-registered adviser · 90New SEC adviser (120-day rule) · 88New state-registered adviser · 302
3 registrations effective in the last 45 days matching your filters · page 1 of 1
| Score | Effective ↓ | Firm | Registration | Location | Employees | RAUM | Flags | Contact | Source |
|---|---|---|---|---|---|---|---|---|---|
| 71 | 2026-10-20 | BOLLIN WEALTH MANAGEMENT, LLC CRD 150396 · 801-137559 | New SEC-registered adviser | Perrysburg, OH | 4 | $153M | subscribers | IAPD | |
| 74 | 2026-10-15 | AAN WEALTH ADVISORS LLC CRD 300652 · 801-136623 | New SEC-registered adviser | Canton, OH | 10 | $130M | 10+ employees | subscribers | IAPD |
| 71 | 2026-09-21 | TIDMORE RETIREMENT PLANNING SPECIALISTS CRD 121028 · 801-137002 | New SEC-registered adviser | Beachwood, OH | 4 | $113M | subscribers | IAPD |
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