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We believe that every dollar has a

MISSION

Let us help you discover yours.

Explore insights from 

Top Financial Advisors

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Market Update
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Investment Planning
Top financial advisors in Columbus Ohio
Business Owners
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Prospective Advisors

Forbes Best-in State Wealth Management Teams, 2026

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of marketing materials.. View Award Disclosures.

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

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Annual Insights, Tony Reilly, CEO

Our CEO shares Ascend’s vision for empowering clients, adapting to change, and moving the industry forward.

$2.5 Billion asset under management

(as of 12/31/25), starting with $27M in 2001

Top financial advisors in Dublin sitting together
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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.

Headquartered

Dublin Bridge Park in Dublin, Ohio

Top financial advisors in the US

As of 3/28

We believe in your future.

A ratio of 2x support staff to financial advisors, helping ensure 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. 

Get Connected

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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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