RIA Intel›Advisers›Ohio›ARD ADVISORY SERVICES, LLC

ARD ADVISORY SERVICES, LLC

Advisory

DUBLIN, OH

Data as of Apr 23, 2026 · Source: SEC Form ADV

Rank in OH

#703

of 748 advisers by AUM

Average account

$176K

across 340 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 23, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients156

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

156 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

SWS ADVISORS, INC.

$60M

RETIRE RIGHT WEALTH MANAGEMENT, LLC

$60M

GREAT LAKES INVESTMENT MANAGEMENT, LLC

$60M

SPINNAKER FINANCIAL GROUP, LLC

INDEPENDENCE, OH

$59M

POWERS CAPITAL MANAGEMENT, LLC

$59M

$59M

Get the full picture on ARD ADVISORY SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ARD ADVISORY SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans