| Name | Location | AUM ($ Billions) | 
|---|---|---|
| Rockbridge Capital | Columbus, OH | $4.5B | 
| IDR Investment Management | Independence, OH | $3.9B | 
| White Oak Partners Investment Advisor | Westerville, OH | $2.3B | 
| Fillmore Capital Partners | Columbus, OH | $2.1B | 
| Viking Partners Advisors | Cincinnati, OH | $0.5B | 
| Citymark Capital Management | Cleveland, OH | $0.5B | 
| Turncap Management | Beachwood, OH | $0.1B | 
| Preservation Fund Management | Cleveland, OH | $0.1B |