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Founded on working together 

Mission Driven.

$2
Billion

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

Now in
44 States

As of 3/28. Headquartered in Dublin Bridge Park, Dublin, Ohio.
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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).
 

 

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. Logo approved for use. 

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FOUNDING STORY

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

As interim CEO, Tony Reilly played a pivotal role in restructuring Diamond Hill with $27B in assets, named after his favorite mountain in Connemara National Park in Ireland, a testament to his Irish heritage. 

 

In 2001, Reilly decided to pursue his desire to work closely with individuals, small business owners, and closely held businesses. He founded Ascend Advisory Group with $27M in assets under management.

Under Reilly's exceptional leadership, Ascend welcomed new partners who shared the vision for investing in the next generation. This strategic move, coupled with an influx of $500M in assets under management and the ongoing acquisition of talented investment professionals, marked a significant milestone in accelerated growth and innovation.

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.

Connecting you with
Innovators & Wealth Managers

Watch

Investing in the next generation, CEO Tony Reilly shares

Ascend Advisory's most recent developments

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