Adviser Record

Investment advisers in Cincinnati, OH

85 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in OH

FirmAssetsEmployeesDisclosures
Fort Washington Investment Advisors Inc$93.47 billion1570
Touchstone Advisors Inc$31.09 billion860
Feg$23.86 billion1360
Johnson Investment Counsel, Inc.$22.98 billion1640
American Money Management Corporation ("Ammc")$21.32 billion250
Bahl & Gaynor LLC$20.99 billion790
Gateway Investment Advisers, LLC$11.59 billion283
Fifth Third Securities, Inc.$10.92 billion13,5335
Bartlett & Co. Wealth Management LLC$10.25 billion840
Redtree Investment Group$9.68 billion90
Fifth Third Wealth Advisors LLC$7.80 billion834
Truepoint, Inc.$6.39 billion1030
Constellation Wealth Advisors$5.40 billion260
Daymark Wealth Partners, LLC$5.04 billion400
Pca Investment Advisory Services, Inc.$4.31 billion150
On Investment Management Co$3.15 billion1965
Foster & Motley Inc$2.94 billion510
Cincinnati Asset Management Inc$2.53 billion150
Feg Investment Services, LLC$2.23 billion130
Wealthquest Corporation$2.22 billion420
Octavia Wealth Advisors LLC$2.15 billion450
Opus Capital Management$1.51 billion70
Horan Wealth, LLC$1.47 billion320
Feg Private Investors, LLC$1.47 billion240
United Advisor Group$1.43 billion693
Souders Financial Advisors, LLC$1.41 billion210
Wealth Dimensions Group, Ltd.$1.24 billion210
Hcm Wealth Advisors$1.23 billion110
Hauser Retirement Solutions 2 LLC$1.21 billion52
Randolph Co Inc$1.08 billion60
Timber Bay Partners, LLC$1.05 billion90
Formidable Asset Management, LLC$903.0 million210
Gearhart & Associates$872.6 million72
Canopy Partners$869.0 million70
Hpe Capital Management Ii, LLC$840.5 million62
Eichner Investment Planning, LLC$692.1 million10
Rc Capital$682.1 million181
Thor Wealth Management Inc$678.7 million150
Wealth Dimensions Family Office, Inc$625.9 million160
Heritage Wealth Advisors$604.7 million60
Brilliant Advice, LLC$569.5 million21
National Wealth Management Group, LLC$534.9 million180
Financial Freedom$443.2 million40
Argentarii, LLC$431.9 million100
Hackman Financial Group$426.7 million90
Trinity Wealth Management LLC$425.2 million40
Family Wealth Advisory Group, LLC$396.2 million70
Kleinfelder Capital, Inc.$376.6 million50
Viking Partners Advisors$375.0 million20
Kellett Wealth Advisors, LLC$344.0 million40
Coordinated Financial Planning Corp$343.2 million60
Eukles Asset Management, LLC$341.1 million50
Empeiria Capital Management, LLC$339.4 million40
Ardent Capital Management, Inc.$327.0 million50
Horter Investment Management, LLC$314.5 million435
Generations Wealth, LLC$307.8 million100
Sims Investment Management LLC$304.6 million121
Mbia Capital Advisors$290.2 million50
Schulhoff & Co Inc$286.3 million40
Arg Private Wealth, LLC$280.0 million20
Schear Investment Advisers, LLC$268.8 million30
W&s Brokerage Services, Inc.$257.2 million1140
Saas Capital, LLC$244.9 million90
Crew Capital Management, Ltd.$235.4 million71
Fountain Square Asset Management$233.7 million50
Financial Rounds$211.3 million80
Brixey & Meyer Capital LLC$201.8 million150
Feg Curio Investment Partners, LLC$195.3 million170
Future Financial Wealth Management Group, LLC$193.4 million40
Meyer Capital Management LLC.$190.8 million70
Barnes Dennig Private Wealth Management, LLC$188.2 million70
Claymore Capital Partners$183.9 million50
Cintrifuse Capital$180.1 million80
Benchmark Wealth Management$179.0 million60
Tactical Fund Advisors, LLC$169.8 million75
Mccarley & Cook Financial Planners$169.1 million20
Shepherd Wealth Management$162.1 million40
Richwood Investment Advisors, LLC$155.1 million10
Schmitt Wealth Advisers, LLC$135.0 million30
Mench Financial Inc$130.6 million40
Seven Hills Capital Advisors$130.0 million11
Queen City Capital Management, LLC$114.4 million20
W&s Advisory Services, LLC$5.3 million90
Navian Investment Management$040
Eagle Realty Capital Partners, LLC$0220