RIA Intel›Advisers›Ohio›SR FINANCIAL SERVICES, INC.

SR FINANCIAL SERVICES, INC.

Advisory

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in OH

#641

of 748 advisers by AUM

Average account

$1M

across 56 accounts

AUM per adviser

$82M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$82M

Discretionary %

100%

Clients

56

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$82M

Discretionary AUM$82M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, PA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

56 clients

19 high-net-worth

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

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Advisers of similar size in OH

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

CROSBY ADVISORY GROUP, LLC

ASHLAND, OH

$81M

MOY INVESTMENT MANAGEMENT, LLC

CINCINNATI, OH

$81M

NEO INVESTMENT COUNSEL, LLC

CLEVELAND, OH

$81M

THOMAS & COMPANY LLC

BEACHWOOD, OH

$81M

IGDALOFF BARRY

$81M

+6.9% 1Y

DEFIANT FINANCIAL SERVICES LLC

WESTLAKE, OH

$83M

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