Ross Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$127,989,462
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
247
9% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
247
Very HighAverage account size
$518,176
About
Ross Wealth Advisors, LLC provides discretionary portfolio management and related financial planning primarily to individual and high‑net‑worth clients. The firm reports approximately $129.7 million in discretionary assets under management across its client relationships and offers advice on equities, ETFs, mutual funds and municipal securities as well as access to third‑party model portfolios.
Investment advice is tailored to each client’s objectives and risk tolerance, with discretionary authority used to implement strategies that include modern portfolio theory, charting analysis, and long‑term purchase approaches. Clients in portfolio management also receive complimentary financial planning, and the firm may deploy model portfolios and third‑party money managers through an external managed‑account program.
The brochure discloses several features that distinguish the firm from many peers: the firm and certain principals are licensed as insurance agents and may receive commission‑based compensation for selling insurance products in addition to advisory fees, and the firm maintains written solicitation agreements under which it compensates third‑party intermediaries for client referrals. The firm also participates in a wrap‑fee managed‑account program through an unaffiliated sponsor and provides account performance information to clients, arrangements that can affect fees, execution, and potential conflicts of interest.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $3,000,000: 1.1% $3,000,001+: Negotiable
Insurance commissions earned by certain firm representatives are separate and in addition to advisory fees.
Main office location
Ross Wealth Advisors, LLC
1093 Fishinger Road
Columbus OH 43221, United States
Number of offices
1
Most active in
Ross Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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