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We believe that every dollar has a

MISSION

Let us help you discover yours.

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Stay informed and inspired with the latest insights from our experienced advisors. Whether you're looking for strategies for business growth, personal development, or the latest industry trends, our newsroom has you covered.

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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

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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. 

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We would love to talk to you! Fill out the form, below, and we'll get back to you as soon as possible. 

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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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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

 

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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