Best Financial Advisors in CINCINNATI, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CINCINNATI
Page 1 of 4 · 83 firms
FEG
CINCINNATI, OH · Since 2002
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
CINCINNATI, OH · Since 2012
CINCINNATI ASSET MANAGEMENT INC
CINCINNATI, OH · Since 1989
BAHL & GAYNOR INC
CINCINNATI, OH · Since 1990
TOUCHSTONE ADVISORS INC
CINCINNATI, OH · Since 1994
REDTREE INVESTMENT GROUP
CINCINNATI, OH · Since 2014
OPUS CAPITAL MANAGEMENT
CINCINNATI, OH · Since 1996
SOUDERS FINANCIAL ADVISORS, LLC
CINCINNATI, OH · Since 2018
SCHULHOFF & CO INC
CINCINNATI, OH · Since 1976
MENCH FINANCIAL INC
CINCINNATI, OH · Since 1995
FINANCIAL FREEDOM
CINCINNATI, OH · Since 2005
FORMIDABLE ASSET MANAGEMENT, LLC
CINCINNATI, OH · Since 2013
ARDENT CAPITAL MANAGEMENT, INC.
CINCINNATI, OH · Since 1994
EUKLES ASSET MANAGEMENT, LLC
CINCINNATI, OH · Since 2015
NATIONAL WEALTH MANAGEMENT GROUP, LLC
CINCINNATI, OH · Since 2015
UNITED ADVISOR GROUP
CINCINNATI, OH · Since 2023
TRINITY WEALTH MANAGEMENT LLC
CINCINNATI, OH · Since 2014
TIMBER BAY PARTNERS, LLC
CINCINNATI, OH · Since 2020
CANOPY PARTNERS
CINCINNATI, OH · Since 2023
MEYER CAPITAL MANAGEMENT LLC.
CINCINNATI, OH · Since 2018
FINANCIAL ROUNDS
CINCINNATI, OH · Since 2021
SAAS CAPITAL, LLC
CINCINNATI, OH · Since 2022
JOHNSON INVESTMENT COUNSEL, INC.
CINCINNATI, OH · Since 2001
SCHEAR INVESTMENT ADVISERS, LLC
CINCINNATI, OH · Since 2022
SIMS INVESTMENT MANAGEMENT LLC
CINCINNATI, OH · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CINCINNATI?
The median advisory fee in CINCINNATI, OH is 0.95% of assets under management per year, based on Form ADV filings from 83 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.