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We believe that every dollar has a

MISSION

Let us help you discover yours.

We believe in bringing the power of the markets to your doorstep

Forbes Best-in State Wealth Management Teams, 2024

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials.

 

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

stock brokers
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Investing in the next generation

​​New headquarters in Dublin Bridge Park, Dublin, Ohio in 2024

$2.2 Billion asset under management

(as of 12/11/24), starting with $27M in 2001

Dublin Bridge Park
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We believe in working together.

We believe in open dialogue and the sharing of new insights. As a boutique investment advisory, you will have the chance to interact with many members of our team because we understand the value of having a deep bench. Our team is always there for you.

We believe in your future.

A ratio of 2x support staff to financial advisors, ensuring we’re rigorous with proactively serving the needs of our clients (as of 12/11/24).

When you work with us, we bring a spirit of loyalty, service, and an unwavering commitment to your success. We’re excited to serve you and are ready to help you define your financial goals and take care of the important people in your life. 

Headquartered

Dublin Bridge Park in Dublin, Ohio

Top advisors in the US

As of 3/28

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Ascend Advisory Group, LLC | 6767 Longshore St., Suite 300 | Dublin, OH 43017  | 614.784.6000

©2020 Ascend Advisory Group. 
 

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. 

 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

 

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