RIA Intel›Advisers›Ohio›THOMAS & COMPANY LLC

THOMAS & COMPANY LLC

Advisory

BEACHWOOD, OH

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in OH

#645

of 748 advisers by AUM

Average account

$2M

across 35 accounts

AUM per adviser

$81M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$81M

Discretionary %

100%

Clients

21

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$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

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

21 clients

15 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.

IGDALOFF BARRY

$81M

+6.9% 1Y

NEO INVESTMENT COUNSEL, LLC

CLEVELAND, OH

$81M

MOY INVESTMENT MANAGEMENT, LLC

CINCINNATI, OH

$81M

CROSBY ADVISORY GROUP, LLC

ASHLAND, OH

$81M

SR FINANCIAL SERVICES, INC.

$82M

PERSONAL FINANCIAL ADVISORS, INC.

PICKERINGTON, OH

$80M

Get the full picture on THOMAS & COMPANY LLC

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

Create a free account →See plans