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Ascend Advisory Surpasses $2.5 Billion in Assets Under Management

  • 2 days ago
  • 2 min read
Ascend Advisory Group team members celebrate surpassing $2.5 billion in assets under management, achieved through their disciplined planning process since 2001.
Ascend Advisory Group team members celebrate surpassing $2.5 billion in assets under management, achieved through their disciplined planning process since 2001.

From $27 Million in 2001 to $2.5 Billion*


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. “Every relationship represents years of work, planning, and responsibility.”


Team members sit in the meeting space at the new Dublin Bridge Park headquarters in Dublin, Ohio, highlighting the strategic move to a larger space to accommodate talent expansion.
Team members sit in the meeting space at the new Dublin Bridge Park headquarters in Dublin, Ohio, highlighting the strategic move to a larger space to accommodate talent expansion.

Prior to starting Ascend Advisory, Reilly played a pivotal role in restructuring Diamond Hill. And helped name it after a mountain in Connemara National Park, Ireland. The publicly traded asset manager was acquired by First Eagle Investments on March 3, 2026.

 

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. 

 

In 2024, the company moved its headquarters to Dublin Bridge Park, Dublin, Ohio. The opportunity allowed for a larger space and room to bring new talent to the company.

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

 

About Ascend Advisory Group

Ascend Advisory Group (“Ascend”), headquartered in Dublin, Ohio, is a national financial advisory serving clients across 44 states with approximately $2.5 billion in assets under management (as of 12/31/25). Founded in 2001, Ascend is built on the belief that wealth management is an act of stewardship—grounded in thoughtful planning and disciplined execution.


Every client relationship begins with a comprehensive investment plan that guides investment strategy, tax considerations, and long-term decision-making. Using an open-architecture approach and institutional oversight, Ascend constructs portfolios with a mix of proprietary strategies, individual securities, and select third-party and alternative investments—tailored to each client’s objectives, risk profile, and tax needs.


Despite its growth, Ascend remains rooted in humility, honesty, and a commitment to helping clients make more informed decisions.


Ascend is proud to be recognized on the 2026 Forbes Best-In-State Wealth Management Teams list for Ohio.


Wells Fargo Advisors Financial Network does not provide legal or tax advice.


Media Contact

Samantha Mooney, Marketing Director, 614-894-6000, smooney@ascendadvisory.com

 

*As of 12/31/25


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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