Fiduciary advisors in Cincinnati, OH
85 registered advisers
Financial planning in Cincinnati is shaped by the city's role as a Ohio city with a growing financial advisory market. Fee-only firms account for 80 of the 85 registered practices, or about 94% of the local market.
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$20.1B
Minimum--
Clients50
ARDENT CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$321M
Minimum--
Clients307
ARGENTARII, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$294M
Minimum--
Clients383
BAHL & GAYNOR INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.60%
AUM$21.0B
Minimum$1M
Clients3,251
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$103M
Minimum--
Clients235
BARTLETT & CO. WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$9.4B
Minimum--
Clients6,059
BENCHMARK WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$146M
Minimum--
Clients325
BRILLIANT ADVICE, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$384M
Minimum--
Clients486
BRIXEY & MEYER CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$161M
Minimum--
Clients5
BULLSEYE INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$192M
Minimum--
Clients1,561
CANOPY PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$799M
Minimum--
Clients375
CINCINNATI ASSET MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.4B
Minimum--
Clients6,163
CINTRIFUSE CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$177M
Minimum--
Clients5
CONSTELLATION WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.4B
Minimum--
Clients2,095
COORDINATED FINANCIAL PLANNING CORP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$290M
Minimum--
Clients1,602
CREW CAPITAL MANAGEMENT, LTD.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$216M
Minimum--
Clients572
DAYMARK WEALTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.25%
AUM$5.0B
Minimum--
Clients7,405
EAGLE REALTY CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
EICHNER INVESTMENT PLANNING, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$652M
Minimum--
Clients316
EMPEIRIA CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$373M
Minimum--
Clients8
EUKLES ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$364M
Minimum--
Clients968
FAMILY WEALTH ADVISORY GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$335M
Minimum--
Clients829
FEG
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$20.6B
Minimum--
Clients188
FEG CURIO INVESTMENT PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$138M
Minimum--
Clients1
FEG INVESTMENT SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients1
FEG PRIVATE INVESTORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients7
FIFTH THIRD SECURITIES, INC.
Also Compensated via BrokerageTypical Fee--
AUM$9.1B
Minimum--
Clients43,067
FIFTH THIRD WEALTH ADVISORS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$6.1B
Minimum--
Clients1,333
FINANCIAL FREEDOM
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$407M
Minimum--
Clients793
FINANCIAL ROUNDS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$211M
Minimum--
Clients610
FORMIDABLE ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$876M
Minimum--
Clients2,188
FORT WASHINGTON INVESTMENT ADVISORS INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$84.9B
Minimum--
Clients4,674
FOSTER & MOTLEY INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients889
FOUNTAIN SQUARE ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$206M
Minimum--
Clients615
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$193M
Minimum--
Clients595
GATEWAY INVESTMENT ADVISERS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$10.9B
Minimum--
Clients276
GEARHART & ASSOCIATES
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$724M
Minimum--
Clients1,694
HACKMAN FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$337M
Minimum--
Clients718
HAUSER RETIREMENT SOLUTIONS 2 LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients76
HCM WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients2,964
HERITAGE WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$552M
Minimum--
Clients798
HORAN WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients3,364
HORTER INVESTMENT MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$278M
Minimum--
Clients2,136
HPE CAPITAL MANAGEMENT II, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$600M
Minimum--
Clients5
JOHNSON INVESTMENT COUNSEL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$20.9B
Minimum--
Clients16,634
KELLETT WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$344M
Minimum--
Clients1,440
KLEINFELDER CAPITAL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$377M
Minimum--
Clients1,076
MBIA CAPITAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.75%
AUM$232M
Minimum--
Clients495
MCCARLEY & COOK FINANCIAL PLANNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$141M
Minimum--
Clients612
MENCH FINANCIAL INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$121M
Minimum--
Clients184
MEYER CAPITAL MANAGEMENT LLC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$162M
Minimum--
Clients338
NATIONAL WEALTH MANAGEMENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$326M
Minimum--
Clients1,066
OCTAVIA WEALTH ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.2B
Minimum--
Clients6,795
ON INVESTMENT MANAGEMENT CO
Also Compensated via BrokerageTypical Fee--
AUM$2.4B
Minimum--
Clients12,053
OPUS CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients414
PCA INVESTMENT ADVISORY SERVICES, INC.
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.6B
Minimum--
Clients2,056
QUEEN CITY CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$103M
Minimum--
Clients260
RANDOLPH CO INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients139
RC CAPITAL
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$785M
Minimum--
Clients11
REDTREE INVESTMENT GROUP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$9.7B
Minimum--
Clients538
RICHWOOD INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$137M
Minimum--
Clients442
RITTER DANIHER FINANCIAL ADVISORY LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$606M
Minimum--
Clients1,318
SAAS CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$247M
Minimum--
Clients9
SCHEAR INVESTMENT ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$237M
Minimum--
Clients171
SCHMITT WEALTH ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$135M
Minimum--
Clients320
SCHULHOFF & CO INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$279M
Minimum--
Clients215
SEVEN HILLS CAPITAL ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$113M
Minimum--
Clients367
SHEPHERD WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.81%
AUM$162M
Minimum$100,000
Clients430
SIMS INVESTMENT MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$246M
Minimum--
Clients1,752
SOUDERS FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients3,232
TACTICAL FUND ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$170M
Minimum--
Clients4
THOR WEALTH MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$679M
Minimum--
Clients1,691
TIMBER BAY PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$772M
Minimum--
Clients4
TOTAL WEALTH PLANNING, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients2,989
TOUCHSTONE ADVISORS INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$29.1B
Minimum--
Clients41
TRINITY WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$357M
Minimum--
Clients925
TRUEPOINT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.4B
Minimum--
Clients9,863
UNITED ADVISOR GROUP
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients5,875
VIKING PARTNERS ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$354M
Minimum--
Clients7
W&S ADVISORY SERVICES, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
W&S BROKERAGE SERVICES, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$176M
Minimum--
Clients655
WEALTH DIMENSIONS FAMILY OFFICE, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$626M
Minimum--
Clients134
WEALTH DIMENSIONS GROUP, LTD.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients2,466
WEALTH PLANNING CORP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$518M
Minimum--
Clients454
WEALTHQUEST CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients5,194