AdvisorGrade

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

NationalInternational
Fee-based
AUM
$93.5B
Per adviser
$1.3B
Advisers
72

No reported disclosures

Touchstone Advisors INC

Cincinnati, OH · Est. 1994

Regional
Fee-only
AUM
$31.1B
Per adviser
$2.2B
Advisers
14

No reported disclosures

Feg

Cincinnati, OH · Est. 2002

Regional
Fee-based
AUM
$23.9B
Per adviser
$322M
Advisers
74

No reported disclosures

Johnson Investment Counsel, INC.

Cincinnati, OH · Est. 2001

Regional
Fee-based
AUM
$23.0B
Per adviser
$302M
Advisers
76

No reported disclosures

American Money Management Corporation ("Ammc")

Cincinnati, OH · Est. 2012

RegionalInternational
Fee-based
AUM
$21.3B
Per adviser
$969M
Advisers
22

No reported disclosures

Bahl & Gaynor INC

Cincinnati, OH · Est. 1990

Regional
Fee-based
AUM
$21.0B
Per adviser
$447M
Advisers
47

No reported disclosures

Gateway Investment Advisers, LLC

Cincinnati, OH · Est. 2008

Regional
Fee-only
AUM
$11.6B
Per adviser
$1.2B
Advisers
10

No reported disclosures

Fifth Third Securities, INC.

Cincinnati, OH · Est. 2004

NationalInternational
Fee-only
AUM
$10.9B
Per adviser
$13M
Advisers
848

No reported disclosures

Bartlett & Co. Wealth Management LLC

Cincinnati, OH · Est. 2018

Regional
Fee-based
AUM
$10.3B
Per adviser
$302M
Advisers
34

No reported disclosures

Redtree Investment Group

Cincinnati, OH · Est. 2014

Regional
Fee-based
AUM
$9.7B
Per adviser
$1.9B
Advisers
5

No reported disclosures

Fifth Third Wealth Advisors LLC

Cincinnati, OH · Est. 2021

RegionalInternational
Fee-based
AUM
$7.8B
Per adviser
$134M
Advisers
58

No reported disclosures

Truepoint, INC.

Cincinnati, OH · Est. 1985

Regional
Fee-based
AUM
$6.4B
Per adviser
$173M
Advisers
37

No reported disclosures

Constellation Wealth Advisors

Cincinnati, OH · Est. 2008

Regional
Fee-based
AUM
$5.4B
Per adviser
$270M
Advisers
20

No reported disclosures

Daymark Wealth Partners, LLC

Cincinnati, OH · Est. 2022

RegionalInternational
Fee-based
AUM
$5.0B
Per adviser
$240M
Advisers
21

No reported disclosures

Pca Investment Advisory Services, INC.

Cincinnati, OH · Est. 2006

Regional
Fee-based
AUM
$4.3B
Per adviser
$431M
Advisers
10

No reported disclosures

On Investment Management Co

Cincinnati, OH · Est. 1971

National
Fee-based
AUM
$3.2B
Per adviser
$16M
Advisers
196

Foster & Motley INC

Cincinnati, OH · Est. 1996

Regional
Fee-based
AUM
$2.9B
Per adviser
$133M
Advisers
22

No reported disclosures

Cincinnati Asset Management INC

Cincinnati, OH · Est. 1989

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$316M
Advisers
8

No reported disclosures

Feg Investment Services, LLC

Cincinnati, OH · Est. 2016

Regional
Fee-only
AUM
$2.2B
Per adviser
$446M
Advisers
5

No reported disclosures

Wealthquest Corporation

Cincinnati, OH · Est. 2006

Regional
Fee-based
AUM
$2.2B
Per adviser
$139M
Advisers
16

No reported disclosures

Octavia Wealth Advisors LLC

Cincinnati, OH · Est. 2020

RegionalInternational
Fee-based
AUM
$2.2B
Per adviser
$69M
Advisers
31

No reported disclosures

Opus Capital Management

Cincinnati, OH · Est. 1996

Local
Fee-only
AUM
$1.5B
Per adviser
$504M
Advisers
3

No reported disclosures

Horan Wealth, LLC

Cincinnati, OH · Est. 2025

Local
Fee-based
AUM
$1.5B
Per adviser
$74M
Advisers
20

No reported disclosures

Feg Private Investors, LLC

Cincinnati, OH · Est. 2011

Local
Fee-only
AUM
$1.5B
Per adviser
$92M
Advisers
16

No reported disclosures

United Advisor Group

Cincinnati, OH · Est. 2023

National
Fee-based
AUM
$1.4B
Per adviser
$28M
Advisers
51

Souders Financial Advisors, LLC

Cincinnati, OH · Est. 2018

Regional
Fee-based
AUM
$1.4B
Per adviser
$101M
Advisers
14

No reported disclosures

Wealth Dimensions Group, Ltd.

Cincinnati, OH · Est. 1990

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$103M
Advisers
12

No reported disclosures

Hcm Wealth Advisors

Cincinnati, OH · Est. 1990

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$137M
Advisers
9

No reported disclosures

Hauser Retirement Solutions 2 LLC

Cincinnati, OH · Est. 2019

Local
Fee-based
AUM
$1.2B
Per adviser
$243M
Advisers
5

No reported disclosures

Randolph Co INC

Cincinnati, OH · Est. 1986

Local
Fee-only
AUM
$1.1B
Per adviser
$271M
Advisers
4

No reported disclosures

Timber Bay Partners, LLC

Cincinnati, OH · Est. 2020

Local
Fee-only
AUM
$1.1B
Per adviser
$117M
Advisers
9

No reported disclosures

Ritter Daniher Financial Advisory LLC

Cincinnati, OH · Est. 2022

LocalInternational
Fee-based
AUM
$936M
Per adviser
$94M
Advisers
10

No reported disclosures

Formidable Asset Management, LLC

Cincinnati, OH · Est. 2013

Regional
Fee-only
AUM
$903M
Per adviser
$65M
Advisers
14

No reported disclosures

Gearhart & Associates

Cincinnati, OH · Est. 2022

Local
Fee-based
AUM
$873M
Per adviser
$218M
Advisers
4

No reported disclosures

Canopy Partners

Cincinnati, OH · Est. 2023

Local
Fee-based
AUM
$869M
Per adviser
$290M
Advisers
3

No reported disclosures

Hpe Capital Management II, LLC

Cincinnati, OH · Est. 2019

Local
Fee-only
AUM
$840M
Per adviser
$168M
Advisers
5

Eichner Investment Planning, LLC

Cincinnati, OH · Est. 2018

Local
Fee-based
AUM
$692M
Per adviser
$692M
Advisers
1

No reported disclosures

Rc Capital

Cincinnati, OH · Est. 2021

Local
Fee-only
AUM
$682M
Per adviser
$45M
Advisers
15

No reported disclosures

Thor Wealth Management INC

Cincinnati, OH · Est. 1992

LocalInternational
Fee-based
AUM
$679M
Per adviser
$97M
Advisers
7

No reported disclosures

Wealth Dimensions Family Office, INC

Cincinnati, OH · Est. 2015

Local
Fee-based
AUM
$626M
Per adviser
$63M
Advisers
10

No reported disclosures

Heritage Wealth Advisors

Cincinnati, OH · Est. 2021

Local
Fee-based
AUM
$605M
Per adviser
$202M
Advisers
3

No reported disclosures

Brilliant Advice, LLC

Cincinnati, OH · Est. 2024

Local
Fee-based
AUM
$570M
Per adviser
$285M
Advisers
2

No reported disclosures

National Wealth Management Group, LLC

Cincinnati, OH · Est. 2015

Regional
Fee-based
AUM
$535M
Per adviser
$30M
Advisers
18

No reported disclosures

Financial Freedom

Cincinnati, OH · Est. 2005

Regional
Fee-based
AUM
$443M
Per adviser
$148M
Advisers
3

No reported disclosures

Argentarii, LLC

Cincinnati, OH · Est. 2024

Local
Fee-based
AUM
$432M
Per adviser
$86M
Advisers
5

No reported disclosures

Hackman Financial Group

Cincinnati, OH · Est. 2017

Local
Fee-based
AUM
$427M
Per adviser
$71M
Advisers
6

No reported disclosures

Trinity Wealth Management LLC

Cincinnati, OH · Est. 2014

Local
Fee-based
AUM
$425M
Per adviser
$106M
Advisers
4

No reported disclosures

Family Wealth Advisory Group, LLC

Cincinnati, OH · Est. 2004

Local
Fee-based
AUM
$396M
Per adviser
$132M
Advisers
3

No reported disclosures

Kleinfelder Capital, INC.

Cincinnati, OH · Est. 2017

Local
Fee-based
AUM
$377M
Per adviser
$94M
Advisers
4

No reported disclosures

Viking Partners Advisors

Cincinnati, OH · Est. 2022

Local
Fee-only
AUM
$375M
Per adviser
$187M
Advisers
2

No reported disclosures

Kellett Wealth Advisors, LLC

Cincinnati, OH · Est. 2021

LocalInternational
Fee-only
AUM
$344M
Per adviser
$115M
Advisers
3

No reported disclosures

Coordinated Financial Planning Corp

Cincinnati, OH · Est. 1983

LocalInternational
Fee-based
AUM
$343M
Per adviser
$86M
Advisers
4

No reported disclosures

Eukles Asset Management, LLC

Cincinnati, OH · Est. 2015

Local
Fee-only
AUM
$341M
Per adviser
$68M
Advisers
5

No reported disclosures

Empeiria Capital Management, LLC

Cincinnati, OH · Est. 2017

Local
Fee-only
AUM
$339M
Per adviser
$113M
Advisers
3

No reported disclosures

Ardent Capital Management, INC.

Cincinnati, OH · Est. 1994

Local
Fee-only
AUM
$327M
Per adviser
$164M
Advisers
2

No reported disclosures

Horter Investment Management, LLC

Cincinnati, OH · Est. 2007

National
Fee-based
AUM
$314M
Per adviser
$11M
Advisers
29

Generations Wealth, LLC

Cincinnati, OH · Est. 2014

Local
Fee-based
AUM
$308M
Per adviser
$51M
Advisers
6

No reported disclosures

Sims Investment Management LLC

Cincinnati, OH · Est. 2022

Local
Fee-based
AUM
$305M
Per adviser
$51M
Advisers
6

No reported disclosures

Mbia Capital Advisors

Cincinnati, OH · Est. 2024

Local
Fee-based
AUM
$290M
Per adviser
$73M
Advisers
4

No reported disclosures

Schulhoff & Co INC

Cincinnati, OH · Est. 1976

Local
Fee-based
AUM
$286M
Per adviser
$143M
Advisers
2

No reported disclosures

Arg Private Wealth, LLC

Cincinnati, OH · Est. 2026

Local
Fee-only
AUM
$280M
Per adviser
$140M
Advisers
2

No reported disclosures

Schear Investment Advisers, LLC

Cincinnati, OH · Est. 2022

Local
Fee-only
AUM
$269M
Per adviser
$90M
Advisers
3

No reported disclosures

W&S Brokerage Services, INC.

Cincinnati, OH · Est. 2018

National
Fee-only
AUM
$257M
Per adviser
$3M
Advisers
86

No reported disclosures

Saas Capital, LLC

Cincinnati, OH · Est. 2022

RegionalInternational
Fee-only
AUM
$245M
Per adviser
$41M
Advisers
6

No reported disclosures

Crew Capital Management, Ltd.

Cincinnati, OH · Est. 2020

Local
Fee-based
AUM
$235M
Per adviser
$34M
Advisers
7

Fountain Square Asset Management

Cincinnati, OH · Est. 2021

Regional
Fee-only
AUM
$234M
Per adviser
$78M
Advisers
3

No reported disclosures

Financial Rounds

Cincinnati, OH · Est. 2021

Local
Fee-based
AUM
$211M
Per adviser
$35M
Advisers
6

No reported disclosures

Brixey & Meyer Capital LLC

Cincinnati, OH · Est. 2025

Regional
Fee-only
AUM
$202M
Per adviser
$16M
Advisers
13

No reported disclosures

Feg Curio Investment Partners, LLC

Cincinnati, OH · Est. 2022

Local
Fee-based
AUM
$195M
Per adviser
$39M
Advisers
5

No reported disclosures

Future Financial Wealth Management Group, LLC

Cincinnati, OH · Est. 2018

Local
Fee-based
AUM
$193M
Per adviser
$97M
Advisers
2

No reported disclosures

Meyer Capital Management LLC.

Cincinnati, OH · Est. 2018

LocalInternational
Fee-only
AUM
$191M
Per adviser
$95M
Advisers
2

No reported disclosures

Barnes Dennig Private Wealth Management, LLC

Cincinnati, OH · Est. 2024

RegionalInternational
Fee-only
AUM
$188M
Per adviser
$63M
Advisers
3

No reported disclosures

Cintrifuse Capital

Cincinnati, OH · Est. 2022

Local
Fee-only
AUM
$180M
Per adviser
$36M
Advisers
5

No reported disclosures

Benchmark Wealth Management

Cincinnati, OH · Est. 2024

Local
Fee-based
AUM
$179M
Per adviser
$45M
Advisers
4

No reported disclosures

Tactical Fund Advisors, LLC

Cincinnati, OH · Est. 2018

Local
Fee-only
AUM
$170M
Per adviser
$57M
Advisers
3

Mccarley & Cook Financial Planners

Cincinnati, OH · Est. 2022

Local
Fee-only
AUM
$169M
Per adviser
$85M
Advisers
2

No reported disclosures

Shepherd Wealth Management

Cincinnati, OH · Est. 2024

Local
Fee-based
AUM
$162M
Per adviser
$41M
Advisers
4

No reported disclosures

Richwood Investment Advisors, LLC

Cincinnati, OH · Est. 2021

Local
Fee-only
AUM
$155M
Per adviser
$155M
Advisers
1

No reported disclosures

Schmitt Wealth Advisers, LLC

Cincinnati, OH · Est. 2025

LocalInternational
Fee-based
AUM
$135M
Per adviser
$67M
Advisers
2

No reported disclosures

Mench Financial INC

Cincinnati, OH · Est. 1995

Local
Fee-only
AUM
$131M
Per adviser
$65M
Advisers
2

No reported disclosures

Seven Hills Capital Advisors

Cincinnati, OH · Est. 2025

LocalInternational
Fee-based
AUM
$130M
Per adviser
$130M
Advisers
1

No reported disclosures

Queen City Capital Management, LLC

Cincinnati, OH · Est. 2012

Local
Fee-based
AUM
$114M
Per adviser
$114M
Advisers
1

No reported disclosures

W&S Advisory Services, LLC

Cincinnati, OH · Est. 2025

Regional
Fee-based
AUM
$5M
Per adviser
$588,044.111
Advisers
9

No reported disclosures

Eagle Realty Capital Partners, LLC

Cincinnati, OH · Est. 2016

Local
Fee-based
AUM
Per adviser
Advisers
22

No reported disclosures