Financial advisers in Cincinnati, OH
84 registered investment adviser firms in Cincinnati managing $332.6B in assets, based on public SEC Form ADV filings.
Fort Washington Investment Advisors INC
Cincinnati, OH · Est. 1990
- AUM
- $93.5B
- Per adviser
- $1.3B
- Advisers
- 72
No reported disclosures
Touchstone Advisors INC
Cincinnati, OH · Est. 1994
- AUM
- $31.1B
- Per adviser
- $2.2B
- Advisers
- 14
No reported disclosures
Feg
Cincinnati, OH · Est. 2002
- AUM
- $23.9B
- Per adviser
- $322M
- Advisers
- 74
No reported disclosures
Johnson Investment Counsel, INC.
Cincinnati, OH · Est. 2001
- AUM
- $23.0B
- Per adviser
- $302M
- Advisers
- 76
No reported disclosures
American Money Management Corporation ("Ammc")
Cincinnati, OH · Est. 2012
- AUM
- $21.3B
- Per adviser
- $969M
- Advisers
- 22
No reported disclosures
Bahl & Gaynor INC
Cincinnati, OH · Est. 1990
- AUM
- $21.0B
- Per adviser
- $447M
- Advisers
- 47
No reported disclosures
Gateway Investment Advisers, LLC
Cincinnati, OH · Est. 2008
- AUM
- $11.6B
- Per adviser
- $1.2B
- Advisers
- 10
No reported disclosures
Fifth Third Securities, INC.
Cincinnati, OH · Est. 2004
- AUM
- $10.9B
- Per adviser
- $13M
- Advisers
- 848
No reported disclosures
Bartlett & Co. Wealth Management LLC
Cincinnati, OH · Est. 2018
- AUM
- $10.3B
- Per adviser
- $302M
- Advisers
- 34
No reported disclosures
Redtree Investment Group
Cincinnati, OH · Est. 2014
- AUM
- $9.7B
- Per adviser
- $1.9B
- Advisers
- 5
No reported disclosures
Fifth Third Wealth Advisors LLC
Cincinnati, OH · Est. 2021
- AUM
- $7.8B
- Per adviser
- $134M
- Advisers
- 58
No reported disclosures
Truepoint, INC.
Cincinnati, OH · Est. 1985
- AUM
- $6.4B
- Per adviser
- $173M
- Advisers
- 37
No reported disclosures
Constellation Wealth Advisors
Cincinnati, OH · Est. 2008
- AUM
- $5.4B
- Per adviser
- $270M
- Advisers
- 20
No reported disclosures
Daymark Wealth Partners, LLC
Cincinnati, OH · Est. 2022
- AUM
- $5.0B
- Per adviser
- $240M
- Advisers
- 21
No reported disclosures
Pca Investment Advisory Services, INC.
Cincinnati, OH · Est. 2006
- AUM
- $4.3B
- Per adviser
- $431M
- Advisers
- 10
No reported disclosures
On Investment Management Co
Cincinnati, OH · Est. 1971
- AUM
- $3.2B
- Per adviser
- $16M
- Advisers
- 196
Foster & Motley INC
Cincinnati, OH · Est. 1996
- AUM
- $2.9B
- Per adviser
- $133M
- Advisers
- 22
No reported disclosures
Cincinnati Asset Management INC
Cincinnati, OH · Est. 1989
- AUM
- $2.5B
- Per adviser
- $316M
- Advisers
- 8
No reported disclosures
Feg Investment Services, LLC
Cincinnati, OH · Est. 2016
- AUM
- $2.2B
- Per adviser
- $446M
- Advisers
- 5
No reported disclosures
Wealthquest Corporation
Cincinnati, OH · Est. 2006
- AUM
- $2.2B
- Per adviser
- $139M
- Advisers
- 16
No reported disclosures
Octavia Wealth Advisors LLC
Cincinnati, OH · Est. 2020
- AUM
- $2.2B
- Per adviser
- $69M
- Advisers
- 31
No reported disclosures
Opus Capital Management
Cincinnati, OH · Est. 1996
- AUM
- $1.5B
- Per adviser
- $504M
- Advisers
- 3
No reported disclosures
Horan Wealth, LLC
Cincinnati, OH · Est. 2025
- AUM
- $1.5B
- Per adviser
- $74M
- Advisers
- 20
No reported disclosures
Feg Private Investors, LLC
Cincinnati, OH · Est. 2011
- AUM
- $1.5B
- Per adviser
- $92M
- Advisers
- 16
No reported disclosures
United Advisor Group
Cincinnati, OH · Est. 2023
- AUM
- $1.4B
- Per adviser
- $28M
- Advisers
- 51
Souders Financial Advisors, LLC
Cincinnati, OH · Est. 2018
- AUM
- $1.4B
- Per adviser
- $101M
- Advisers
- 14
No reported disclosures
Wealth Dimensions Group, Ltd.
Cincinnati, OH · Est. 1990
- AUM
- $1.2B
- Per adviser
- $103M
- Advisers
- 12
No reported disclosures
Hcm Wealth Advisors
Cincinnati, OH · Est. 1990
- AUM
- $1.2B
- Per adviser
- $137M
- Advisers
- 9
No reported disclosures
Hauser Retirement Solutions 2 LLC
Cincinnati, OH · Est. 2019
- AUM
- $1.2B
- Per adviser
- $243M
- Advisers
- 5
No reported disclosures
Randolph Co INC
Cincinnati, OH · Est. 1986
- AUM
- $1.1B
- Per adviser
- $271M
- Advisers
- 4
No reported disclosures
Timber Bay Partners, LLC
Cincinnati, OH · Est. 2020
- AUM
- $1.1B
- Per adviser
- $117M
- Advisers
- 9
No reported disclosures
Ritter Daniher Financial Advisory LLC
Cincinnati, OH · Est. 2022
- AUM
- $936M
- Per adviser
- $94M
- Advisers
- 10
No reported disclosures
Formidable Asset Management, LLC
Cincinnati, OH · Est. 2013
- AUM
- $903M
- Per adviser
- $65M
- Advisers
- 14
No reported disclosures
Gearhart & Associates
Cincinnati, OH · Est. 2022
- AUM
- $873M
- Per adviser
- $218M
- Advisers
- 4
No reported disclosures
Canopy Partners
Cincinnati, OH · Est. 2023
- AUM
- $869M
- Per adviser
- $290M
- Advisers
- 3
No reported disclosures
Hpe Capital Management II, LLC
Cincinnati, OH · Est. 2019
- AUM
- $840M
- Per adviser
- $168M
- Advisers
- 5
Eichner Investment Planning, LLC
Cincinnati, OH · Est. 2018
- AUM
- $692M
- Per adviser
- $692M
- Advisers
- 1
No reported disclosures
Rc Capital
Cincinnati, OH · Est. 2021
- AUM
- $682M
- Per adviser
- $45M
- Advisers
- 15
No reported disclosures
Thor Wealth Management INC
Cincinnati, OH · Est. 1992
- AUM
- $679M
- Per adviser
- $97M
- Advisers
- 7
No reported disclosures
Wealth Dimensions Family Office, INC
Cincinnati, OH · Est. 2015
- AUM
- $626M
- Per adviser
- $63M
- Advisers
- 10
No reported disclosures
Heritage Wealth Advisors
Cincinnati, OH · Est. 2021
- AUM
- $605M
- Per adviser
- $202M
- Advisers
- 3
No reported disclosures
Brilliant Advice, LLC
Cincinnati, OH · Est. 2024
- AUM
- $570M
- Per adviser
- $285M
- Advisers
- 2
No reported disclosures
National Wealth Management Group, LLC
Cincinnati, OH · Est. 2015
- AUM
- $535M
- Per adviser
- $30M
- Advisers
- 18
No reported disclosures
Financial Freedom
Cincinnati, OH · Est. 2005
- AUM
- $443M
- Per adviser
- $148M
- Advisers
- 3
No reported disclosures
Argentarii, LLC
Cincinnati, OH · Est. 2024
- AUM
- $432M
- Per adviser
- $86M
- Advisers
- 5
No reported disclosures
Hackman Financial Group
Cincinnati, OH · Est. 2017
- AUM
- $427M
- Per adviser
- $71M
- Advisers
- 6
No reported disclosures
Trinity Wealth Management LLC
Cincinnati, OH · Est. 2014
- AUM
- $425M
- Per adviser
- $106M
- Advisers
- 4
No reported disclosures
Family Wealth Advisory Group, LLC
Cincinnati, OH · Est. 2004
- AUM
- $396M
- Per adviser
- $132M
- Advisers
- 3
No reported disclosures
Kleinfelder Capital, INC.
Cincinnati, OH · Est. 2017
- AUM
- $377M
- Per adviser
- $94M
- Advisers
- 4
No reported disclosures
Viking Partners Advisors
Cincinnati, OH · Est. 2022
- AUM
- $375M
- Per adviser
- $187M
- Advisers
- 2
No reported disclosures
Kellett Wealth Advisors, LLC
Cincinnati, OH · Est. 2021
- AUM
- $344M
- Per adviser
- $115M
- Advisers
- 3
No reported disclosures
Coordinated Financial Planning Corp
Cincinnati, OH · Est. 1983
- AUM
- $343M
- Per adviser
- $86M
- Advisers
- 4
No reported disclosures
Eukles Asset Management, LLC
Cincinnati, OH · Est. 2015
- AUM
- $341M
- Per adviser
- $68M
- Advisers
- 5
No reported disclosures
Empeiria Capital Management, LLC
Cincinnati, OH · Est. 2017
- AUM
- $339M
- Per adviser
- $113M
- Advisers
- 3
No reported disclosures
Ardent Capital Management, INC.
Cincinnati, OH · Est. 1994
- AUM
- $327M
- Per adviser
- $164M
- Advisers
- 2
No reported disclosures
Horter Investment Management, LLC
Cincinnati, OH · Est. 2007
- AUM
- $314M
- Per adviser
- $11M
- Advisers
- 29
Generations Wealth, LLC
Cincinnati, OH · Est. 2014
- AUM
- $308M
- Per adviser
- $51M
- Advisers
- 6
No reported disclosures
Sims Investment Management LLC
Cincinnati, OH · Est. 2022
- AUM
- $305M
- Per adviser
- $51M
- Advisers
- 6
No reported disclosures
Mbia Capital Advisors
Cincinnati, OH · Est. 2024
- AUM
- $290M
- Per adviser
- $73M
- Advisers
- 4
No reported disclosures
Schulhoff & Co INC
Cincinnati, OH · Est. 1976
- AUM
- $286M
- Per adviser
- $143M
- Advisers
- 2
No reported disclosures
Arg Private Wealth, LLC
Cincinnati, OH · Est. 2026
- AUM
- $280M
- Per adviser
- $140M
- Advisers
- 2
No reported disclosures
Schear Investment Advisers, LLC
Cincinnati, OH · Est. 2022
- AUM
- $269M
- Per adviser
- $90M
- Advisers
- 3
No reported disclosures
W&S Brokerage Services, INC.
Cincinnati, OH · Est. 2018
- AUM
- $257M
- Per adviser
- $3M
- Advisers
- 86
No reported disclosures
Saas Capital, LLC
Cincinnati, OH · Est. 2022
- AUM
- $245M
- Per adviser
- $41M
- Advisers
- 6
No reported disclosures
Crew Capital Management, Ltd.
Cincinnati, OH · Est. 2020
- AUM
- $235M
- Per adviser
- $34M
- Advisers
- 7
Fountain Square Asset Management
Cincinnati, OH · Est. 2021
- AUM
- $234M
- Per adviser
- $78M
- Advisers
- 3
No reported disclosures
Financial Rounds
Cincinnati, OH · Est. 2021
- AUM
- $211M
- Per adviser
- $35M
- Advisers
- 6
No reported disclosures
Brixey & Meyer Capital LLC
Cincinnati, OH · Est. 2025
- AUM
- $202M
- Per adviser
- $16M
- Advisers
- 13
No reported disclosures
Feg Curio Investment Partners, LLC
Cincinnati, OH · Est. 2022
- AUM
- $195M
- Per adviser
- $39M
- Advisers
- 5
No reported disclosures
Future Financial Wealth Management Group, LLC
Cincinnati, OH · Est. 2018
- AUM
- $193M
- Per adviser
- $97M
- Advisers
- 2
No reported disclosures
Meyer Capital Management LLC.
Cincinnati, OH · Est. 2018
- AUM
- $191M
- Per adviser
- $95M
- Advisers
- 2
No reported disclosures
Barnes Dennig Private Wealth Management, LLC
Cincinnati, OH · Est. 2024
- AUM
- $188M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Cintrifuse Capital
Cincinnati, OH · Est. 2022
- AUM
- $180M
- Per adviser
- $36M
- Advisers
- 5
No reported disclosures
Benchmark Wealth Management
Cincinnati, OH · Est. 2024
- AUM
- $179M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
Tactical Fund Advisors, LLC
Cincinnati, OH · Est. 2018
- AUM
- $170M
- Per adviser
- $57M
- Advisers
- 3
Mccarley & Cook Financial Planners
Cincinnati, OH · Est. 2022
- AUM
- $169M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Shepherd Wealth Management
Cincinnati, OH · Est. 2024
- AUM
- $162M
- Per adviser
- $41M
- Advisers
- 4
No reported disclosures
Richwood Investment Advisors, LLC
Cincinnati, OH · Est. 2021
- AUM
- $155M
- Per adviser
- $155M
- Advisers
- 1
No reported disclosures
Schmitt Wealth Advisers, LLC
Cincinnati, OH · Est. 2025
- AUM
- $135M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Mench Financial INC
Cincinnati, OH · Est. 1995
- AUM
- $131M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Seven Hills Capital Advisors
Cincinnati, OH · Est. 2025
- AUM
- $130M
- Per adviser
- $130M
- Advisers
- 1
No reported disclosures
Queen City Capital Management, LLC
Cincinnati, OH · Est. 2012
- AUM
- $114M
- Per adviser
- $114M
- Advisers
- 1
No reported disclosures
W&S Advisory Services, LLC
Cincinnati, OH · Est. 2025
- AUM
- $5M
- Per adviser
- $588,044.111
- Advisers
- 9
No reported disclosures
Eagle Realty Capital Partners, LLC
Cincinnati, OH · Est. 2016
- AUM
- —
- Per adviser
- —
- Advisers
- 22
No reported disclosures