RIA Intel›Advisers›Ohio›ONCENTER FINANCIAL ADVISORS LLC

ONCENTER FINANCIAL ADVISORS LLC

Advisory

BEACHWOOD, OH

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in OH

#718

of 748 advisers by AUM

Average account

$587K

across 93 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$52M

Non-Discretionary AUM$2M

Discretionary %96%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OH

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

28 clients

13 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.

$54M

NORTHPOINT FINANCIAL PLANNING LLC

$55M

WEINBERG ADVISORY GROUP, L.L.C.

$55M

TMFS-DAYTON, LLC

$55M

SCHMERGE EXECUTIVE PLANNING SERVICES, INC.

$53M

YOUR FINANCIAL PHARMACIST PLANNING, LLC

$53M

Get the full picture on ONCENTER FINANCIAL ADVISORS LLC

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

Create a free account →See plans