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Ascend Advisory Surpasses $2.5 Billion in Assets Under Management
DUBLIN, OHIO —June 4, 2026—Ascend Advisory Group proudly announces that the practice has surpassed $2.5 billion in assets under management*. Since opening with $27 million in 2001, Ascend has grown by serving families through a disciplined planning process centered on long-term outcomes. “This milestone is not about assets. It is about trust..." “This milestone is not about assets. It is about trust,” said CEO Tony Reilly.
Jun 122 min read


Tony Reilly, Award Season in 2026
Dublin, Ohio — June 9, 2026 — Ascend Advisory is proud to announce that CEO Tony Reilly has been named to the 2026 Barron’s Top 1,200 Financial Advisors list, marking another year of national recognition for his disciplined approach to wealth management and long-standing commitment to client outcomes.
Jun 122 min read


Roger Blackwell, Business Leaders in Conversation
Tony Reilly Interviews Roger Blackwell on Growth, Scale, and What Makes Companies Break Through As part of Ascend Advisory’s Business Owner Forum, Tony Reilly sits down with Roger Blackwell, author of 40+ books and keynote speaker at over 3,000 business meetings across six continents.
Jun 102 min read


Forbes 2026 Best-In-State Wealth Management Teams Accolade
Ascend Advisory Group has been recognized by Forbes as a Best-In-State Wealth Management Team for 2025.
Jan 264 min read
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