$2B

Assets under management,
starting with $27M in 2001
(as of 3/28/24)

Now in

44 States

Headquartered in
Dublin Bridge Park, Dublin, Ohio
(as of 3/28/24)

Forbes

BEST IN-STATE Wealth Management Teams

2023

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (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.

FOUNDING STORY

Ascend Advisory Group was built upon the belief that planning should be about stewardship.

Prior to starting Ascend Advisory, Tony Reilly played a pivotal role in restructuring Diamond Hill, a now publicly traded asset manager, with $27B+ in assets (as of 6/24/24), named after his favorite mountain in Connemara National Park in Ireland.

In 2001, Tony decided to pursue his desire to work closely with individuals, small business owners, and closely held businesses and started Ascend. Under Tony's leadership as CEO, the company welcomed new advisors who shared the vision for investing in the next generation.

Though the company has grown, all remain steadfast and true to the mission of helping clients ask the right questions and understand the nuances of their options.

Ascend's goal is to ensure the mission for each client’s dollar is achieved.

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