> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/naics/523940/ohio/ # NAICS 523940 companies in Ohio Companies with NAICS code 523940 (Portfolio Management and Investment Advice) headquartered in Ohio, with their cities, sizes and SIC codes. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** The biggest NAICS 523940 companies in Ohio by headcount range include Equity Trust, Mai Capital Management and Sequoia Financial Group. NAICS 523940 is the code for Portfolio Management and Investment Advice. Among those counted, they are mostly very small: 74% have 50 or fewer employees. ## Which NAICS 523940 companies are in Ohio? The biggest by headcount range include Equity Trust, Mai Capital Management, Sequoia Financial Group, Skylight Financial Group and Meeder Investment Management. NAICS 523940 is the code for Portfolio Management and Investment Advice. Names link to a company profile where we have one. | Company | City | Employees | | --- | --- | --- | | Equity Trust | Westlake | 201 to 500 | | Mai Capital Management | Cleveland | 201 to 500 | | Sequoia Financial Group | Akron | 201 to 500 | | Skylight Financial Group | Cleveland | 201 to 500 | | Meeder Investment Management | Dublin | 51 to 200 | | Matson Money | Mason | 51 to 200 | | Bartlett Wealth Management | Cincinnati | 51 to 200 | | Carnegie Investment Counsel | Pepper Pike | 51 to 200 | | Marcum Wealth | Cleveland | 51 to 200 | | Prosperity Capital Advisors | Westlake | 51 to 200 | | Monte Christopher Holdings | Newark | 51 to 200 | | Vectorvest | Akron | 51 to 200 | | Foster & Motley | Cincinnati | 11 to 50 | | Gryphon Financial Partners | Columbus | 11 to 50 | | Frazier Financial Advisors | Columbus | 11 to 50 | | Sjs Investment Services | Sylvania | 11 to 50 | | Horter Investment Management | Cincinnati | 11 to 50 | | Venture Visionary Partners | Sylvania | 11 to 50 | | Vela Investment Management | New Albany | 11 to 50 | | Everhart Advisors | Dublin | 11 to 50 | | Rebel Financial | Groveport | 11 to 50 | | Highland Consulting Associates | Cleveland | 11 to 50 | | Pds Planning | Dublin | 11 to 50 | | Oswald Financial | Cleveland | 11 to 50 | | C.H. Dean | Beavercreek | 11 to 50 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## Which cities in Ohio? Within Ohio, Cincinnati (15%), Cleveland (13%) and Columbus (13%) are the most common headquarters. **Figure: Cities of NAICS 523940 companies in Ohio.** Bars for the share of counted NAICS 523940 companies in Ohio headquartered in each city: Cincinnati 15%, Cleveland 13%, Columbus 13%, Dublin 7%, Westlake 7%. *Share of counted NAICS 523940 companies in Ohio by headquarters city.* ## How big are they? 74% of the NAICS 523940 companies counted in Ohio have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of NAICS 523940 companies in Ohio.** Seven columns for the share of counted NAICS 523940 companies in Ohio in each employee range: 11 to 50 74%, 51 to 200 17%, 201 to 500 9%, 501 to 1,000 0%, 1,001 to 5,000 0%, 5,001 to 10,000 0%, 10,001+ 0%. *Share of counted NAICS 523940 companies in Ohio in each employee range.* ## How Ohio compares with the rest of the country - 74% of NAICS 523940 companies in Ohio have 50 or fewer employees, against 65% across NAICS 523940 companies nationwide. ## How do you reach the people at these Ohio companies? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the companies with NAICS code 523940 in Ohio ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at companies with NAICS code 523940 in Ohio, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore About the code: [NAICS 523940: Portfolio Management and Investment Advice](https://enrich.chat/naics/523940/). About the place: [companies in Ohio](https://enrich.chat/companies-in/ohio/). NAICS 523940 in other states: [New York](https://enrich.chat/naics/523940/new-york/)[California](https://enrich.chat/naics/523940/california/)[Florida](https://enrich.chat/naics/523940/florida/)[Massachusetts](https://enrich.chat/naics/523940/massachusetts/)[Illinois](https://enrich.chat/naics/523940/illinois/)[Pennsylvania](https://enrich.chat/naics/523940/pennsylvania/)[Texas](https://enrich.chat/naics/523940/texas/) Other NAICS codes in Ohio: [NAICS 541511: Custom Computer Programming Services](https://enrich.chat/naics/541511/ohio/)[NAICS 524210: Insurance Agencies and Brokerages](https://enrich.chat/naics/524210/ohio/)[NAICS 238220: Plumbing, Heating, and Air-Conditioning](https://enrich.chat/naics/238220/ohio/)[NAICS 621111: Offices of Physicians](https://enrich.chat/naics/621111/ohio/)[NAICS 541512: Computer Systems Design Services](https://enrich.chat/naics/541512/ohio/)[NAICS 722511: Full-Service Restaurants](https://enrich.chat/naics/722511/ohio/)[NAICS 541613: Marketing Consulting Services](https://enrich.chat/naics/541613/ohio/)[NAICS 611110: Elementary and Secondary Schools](https://enrich.chat/naics/611110/ohio/)[NAICS 236220: Commercial and Institutional Building](https://enrich.chat/naics/236220/ohio/)[NAICS 621610: Home Health Care Services](https://enrich.chat/naics/621610/ohio/) ## Frequently asked questions ### Which NAICS 523940 companies are in Ohio? The biggest by headcount range include Equity Trust, Mai Capital Management, Sequoia Financial Group, Skylight Financial Group and Meeder Investment Management. The page lists 25 with links to their profiles where we have them. ### What is NAICS 523940? NAICS 523940 is the code for Portfolio Management and Investment Advice, in sector 52: Finance and Insurance. ### Which cities in Ohio have the most? Cincinnati (15%), Cleveland (13%) and Columbus (13%) lead among the companies counted. ## Try this prompt Find the people at NAICS 523940 companies in Ohio ```text Use www.enrich.chat to find the finance, operations and technology leaders at companies with NAICS code 523940 in Ohio, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [NAICS 523940 in New York](https://enrich.chat/naics/523940/new-york/) - [NAICS 523940 in California](https://enrich.chat/naics/523940/california/) - [NAICS 523940 in Florida](https://enrich.chat/naics/523940/florida/) - [NAICS 523940 in Massachusetts](https://enrich.chat/naics/523940/massachusetts/) - [NAICS 541511 in Ohio](https://enrich.chat/naics/541511/ohio/) - [NAICS 524210 in Ohio](https://enrich.chat/naics/524210/ohio/) - [NAICS 238220 in Ohio](https://enrich.chat/naics/238220/ohio/) - [NAICS 621111 in Ohio](https://enrich.chat/naics/621111/ohio/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)