Family Office Real Estate Daily · Family Office Directory
Ohio Family Offices
32
Firms
$174.2B
Total tracked AUM
$33.9B
Largest single firm
32 / 0
Multi / Single
Largest by reported AUM in Ohio: Clearstead; Clearstead Advisory Solutions.
Reveal direct contact details
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| Firm | AUM | Contact | Site |
|---|---|---|---|
Clearstead; Clearstead Advisory Solutions Multi-Family Office · Cleveland | $33.9B | Email + phone | visit |
Sequoia Financial Group, L.l.c.Verified Multi-Family Office · Akron | $32.2B | Email + phone | — |
Johnson Investment Counsel, Inc. Multi-Family Office · Cincinnati | $23.0B | Phone | visit |
Highland Consulting Associates Inc. Multi-Family Office · Cleveland | $21.9B | Email + phone | visit |
Oneseven Multi-Family Office · Beachwood | $7.7B | Email + phone | — |
Truepoint, Inc.1 Form D13F · 2 Multi-Family Office · Cincinnati Last private placement: CAMBRIDGE 303 LLC · 2021-04-07 | $6.4B | Phone | visit |
Tfo Wealth Partners13F · 1 Multi-Family Office · Maumee | $5.7B | Phone | — |
Constellation Wealth Advisors27 Form D13F · 4 Multi-Family Office · Cincinnati Last private placement: Constellation Wealth Capital Fund II LP · 2025-12-31 | $5.4B | Phone | visit |
Wellspring Financial Advisors, LLC Multi-Family Office · Cleveland | $5.1B | Email + phone | visit |
Ancora Private Wealth Advisors, LLC Multi-Family Office · Cleveland | $3.9B | Phone | visit |
Cm Wealth Advisors LLC17 Form D Multi-Family Office · Beachwood Last private placement: CM Wealth Private Investment Strategies LLC · 2025-12-17 | $3.6B | Email + phone | visit |
Fairway Wealth Management LLC Multi-Family Office · Independence | $3.0B | Email + phone | visit |
Windsor Advisory Group, LLCActive · 1 in 90d Multi-Family Office · Columbus Last private placement: WAG-FH, LLC · 2026-05-04 | $2.9B | Email + phone | — |
Everhart AdvisorsActive · 2 in 90d Multi-Family Office · Dublin Last private placement: Cinnaire Fund for Housing Limited Partnership 45 · 2026-06-03 | $2.5B | Phone | — |
Gryphon Financial Partners Multi-Family Office · Columbus | $2.4B | Email + phone | — |
Pinnacle AdvisorsActive · 3 in 90d Multi-Family Office · Mansfield Last private placement: SummitTX Pinnacle (Offshore), L.P. · 2026-04-03 | $2.1B | Email + phone | visit |
Strategic Wealth Partners, Ltd.VerifiedActive · 1 in 90d Multi-Family Office · Independence Last private placement: Tricor Strategic Wealth Fund I, LLC · 2026-04-07 | $1.6B | Email + phone | visit |
United Advisor Group Multi-Family Office · Cincinnati | $1.4B | Email + phone | visit |
Journey Wealth Management Multi-Family Office · Cleveland | $1.4B | Phone | visit |
Wealth Dimensions Group, Ltd. Multi-Family Office · Cincinnati | $1.2B | Email + phone | — |
St. Clair Advisors, LLCActive · 4 in 90d Multi-Family Office · Mayfield Heights Last private placement: Pioneer Future of Health Fund, LP · 2026-05-22 | $1.1B | Phone | visit |
Canopy Partners1 Form D Multi-Family Office · Cincinnati Last private placement: Canopy Partners, LLC · 2023-01-13 | $869M | Email + phone | visit |
G2 Capital Management, LLC Multi-Family Office · Columbus | $757M | Phone | visit |
Wealth Dimensions Family Office, Inc. Multi-Family Office · Cincinnati | $626M | Phone | — |
Keeler & Nadler Family Wealth Multi-Family Office · Dublin | $610M | Phone | — |
Return On Life Wealth Partners Multi-Family Office · Cleveland | $473M | Phone | visit |
Blake Schutter Theil Wealth Advisors, LLC Multi-Family Office · Dayton | $459M | Email + phone | visit |
Virtera Partners LLC Multi-Family Office · Pepper Pike | $452M | Email + phone | visit |
Sws Partners, LLC Multi-Family Office · Columbus | $443M | Phone | — |
Family Wealth Advisory Group, LLC Multi-Family Office · Cincinnati | $396M | Phone | — |
Generations Wealth, LLC Multi-Family Office · Cincinnati | $308M | Email + phone | visit |
Gatepass Capital, LLC Multi-Family Office · Independence | $299M | Email + phone | — |
Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.