AdvisorRanked

Best Financial Advisors in CINCINNATI, Ohio

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

83
Registered Firms
0.95%
Median Fee
of assets/year
$605M
Median AUM
83
Firms Listed
in our database

Top-Ranked Advisors in CINCINNATI

#1
100

CINCINNATI ASSET MANAGEMENT INC

CINCINNATI, OH · Since 1989

$2.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#2
100

SCHULHOFF & CO INC

CINCINNATI, OH · Since 1976

$286M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

BAHL & GAYNOR INC

CINCINNATI, OH · Since 1990

$21.0B AUM47 clientsFee: 0%
FiduciaryFee-Only
#4
100

OPUS CAPITAL MANAGEMENT

CINCINNATI, OH · Since 1996

$1.5B AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
100

MENCH FINANCIAL INC

CINCINNATI, OH · Since 1995

$131M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

MEYER CAPITAL MANAGEMENT LLC.

CINCINNATI, OH · Since 2018

$191M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
100

TOUCHSTONE ADVISORS INC

CINCINNATI, OH · Since 1994

$31.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#8
100

ARDENT CAPITAL MANAGEMENT, INC.

CINCINNATI, OH · Since 1994

$327M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

FINANCIAL ROUNDS

CINCINNATI, OH · Since 2021

$211M AUM6 clientsFee: 0%
FiduciaryFee-Only
#10
100

FINANCIAL FREEDOM

CINCINNATI, OH · Since 2005

$443M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
100

FEG

CINCINNATI, OH · Since 2002

$23.9B AUM74 clientsFee: 0%
FiduciaryFee-Only
#12
100

SCHEAR INVESTMENT ADVISERS, LLC

CINCINNATI, OH · Since 2022

$269M AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
100

TRINITY WEALTH MANAGEMENT LLC

CINCINNATI, OH · Since 2014

$425M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
100

RICHWOOD INVESTMENT ADVISORS, LLC

CINCINNATI, OH · Since 2021

$155M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
100

EUKLES ASSET MANAGEMENT, LLC

CINCINNATI, OH · Since 2015

$341M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
100

AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")

CINCINNATI, OH · Since 2012

$21.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#17
100

CINTRIFUSE CAPITAL

CINCINNATI, OH · Since 2022

$180M AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
100

FORMIDABLE ASSET MANAGEMENT, LLC

CINCINNATI, OH · Since 2013

$903M AUM14 clientsFee: 0%
FiduciaryFee-Only
#19
100

SIMS INVESTMENT MANAGEMENT LLC

CINCINNATI, OH · Since 2022

$305M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
100

REDTREE INVESTMENT GROUP

CINCINNATI, OH · Since 2014

$9.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#21
100

NATIONAL WEALTH MANAGEMENT GROUP, LLC

CINCINNATI, OH · Since 2015

$535M AUM18 clientsFee: 0%
FiduciaryFee-Only
#22
100

SEVEN HILLS CAPITAL ADVISORS

CINCINNATI, OH · Since 2025

$130M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
100

TIMBER BAY PARTNERS, LLC

CINCINNATI, OH · Since 2020

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#24
100

KELLETT WEALTH ADVISORS, LLC

CINCINNATI, OH · Since 2021

$344M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
100

SOUDERS FINANCIAL ADVISORS, LLC

CINCINNATI, OH · Since 2018

$1.4B AUM14 clientsFee: 0%
FiduciaryFee-Only
#26
100

SAAS CAPITAL, LLC

CINCINNATI, OH · Since 2022

$245M AUM6 clientsFee: 0%
FiduciaryFee-Only
#27
100

SHEPHERD WEALTH MANAGEMENT

CINCINNATI, OH · Since 2024

$162M AUM4 clientsFee: 0%
FiduciaryFee-Only
#28
100

FOUNTAIN SQUARE ASSET MANAGEMENT

CINCINNATI, OH · Since 2021

$234M AUM3 clientsFee: 0%
FiduciaryFee-Only
#29
100

FEG CURIO INVESTMENT PARTNERS, LLC

CINCINNATI, OH · Since 2022

$195M AUM5 clientsFee: 0%
FiduciaryFee-Only
#30
100

UNITED ADVISOR GROUP

CINCINNATI, OH · Since 2023

$1.4B AUM51 clientsFee: 0%
FiduciaryFee-Only
#31
100

CANOPY PARTNERS

CINCINNATI, OH · Since 2023

$869M AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
100

BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

CINCINNATI, OH · Since 2024

$188M AUM3 clientsFee: 0%
FiduciaryFee-Only
#33
100

W&S ADVISORY SERVICES, LLC

CINCINNATI, OH · Since 2025

$5M AUM9 clientsFee: 0%
FiduciaryFee-Only
#34
95

W&S BROKERAGE SERVICES, INC.

CINCINNATI, OH · Since 2018

$257M AUM86 clientsFee: 0%
Broker-Dealer
#35
95

RANDOLPH CO INC

CINCINNATI, OH · Since 1986

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#36
95

COORDINATED FINANCIAL PLANNING CORP

CINCINNATI, OH · Since 1983

$343M AUM4 clientsFee: 0%
FiduciaryFee-Only
#37
95

TRUEPOINT, INC.

CINCINNATI, OH · Since 1985

$6.4B AUM37 clientsFee: 0%
FiduciaryFee-Only
#38
95

THOR WEALTH MANAGEMENT INC

CINCINNATI, OH · Since 1992

$679M AUM7 clientsFee: 0%
FiduciaryFee-Only
#39
95

FOSTER & MOTLEY INC

CINCINNATI, OH · Since 1996

$2.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#40
95

FORT WASHINGTON INVESTMENT ADVISORS INC

CINCINNATI, OH · Since 1990

$93.5B AUM72 clientsFee: 0%
FiduciaryFee-Only
#41
95

WEALTH DIMENSIONS GROUP, LTD.

CINCINNATI, OH · Since 1990

$1.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#42
95

HCM WEALTH ADVISORS

CINCINNATI, OH · Since 1990

$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#43
95

JOHNSON INVESTMENT COUNSEL, INC.

CINCINNATI, OH · Since 2001

$23.0B AUM76 clientsFee: 0%
FiduciaryFee-Only
#44
95

PCA INVESTMENT ADVISORY SERVICES, INC.

CINCINNATI, OH · Since 2006

$4.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#45
95

CREW CAPITAL MANAGEMENT, LTD.

CINCINNATI, OH · Since 2020

$235M AUM7 clientsFee: 0%
FiduciaryFee-Only
#46
95

EICHNER INVESTMENT PLANNING, LLC

CINCINNATI, OH · Since 2018

$692M AUM1 clientsFee: 0%
FiduciaryFee-Only
#47
95

FAMILY WEALTH ADVISORY GROUP, LLC

CINCINNATI, OH · Since 2004

$396M AUM3 clientsFee: 0%
FiduciaryFee-Only
#48
95

WEALTHQUEST CORPORATION

CINCINNATI, OH · Since 2006

$2.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#49
95

CONSTELLATION WEALTH ADVISORS

CINCINNATI, OH · Since 2008

$5.4B AUM20 clientsFee: 0%
FiduciaryFee-Only
#50
95

MBIA CAPITAL ADVISORS

CINCINNATI, OH · Since 2024

$290M AUM4 clientsFee: 0%
FiduciaryFee-Only
#51
95

FEG PRIVATE INVESTORS, LLC

CINCINNATI, OH · Since 2011

$1.5B AUM16 clientsFee: 0%
FiduciaryFee-Only
#52
95

RC CAPITAL

CINCINNATI, OH · Since 2021

$682M AUM15 clientsFee: 0%
FiduciaryFee-Only
#53
95

QUEEN CITY CAPITAL MANAGEMENT, LLC

CINCINNATI, OH · Since 2012

$114M AUM1 clientsFee: 0%
FiduciaryFee-Only
#54
95

GENERATIONS WEALTH, LLC

CINCINNATI, OH · Since 2014

$308M AUM6 clientsFee: 0%
FiduciaryFee-Only
#55
95

SCHMITT WEALTH ADVISERS, LLC

CINCINNATI, OH · Since 2025

$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#56
95

WEALTH DIMENSIONS FAMILY OFFICE, INC

CINCINNATI, OH · Since 2015

$626M AUM10 clientsFee: 0%
FiduciaryFee-Only
#57
95

FEG INVESTMENT SERVICES, LLC

CINCINNATI, OH · Since 2016

$2.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#58
95

HACKMAN FINANCIAL GROUP

CINCINNATI, OH · Since 2017

$427M AUM6 clientsFee: 0%
FiduciaryFee-Only
#59
95

BRILLIANT ADVICE, LLC

CINCINNATI, OH · Since 2024

$570M AUM2 clientsFee: 0%
FiduciaryFee-Only
#60
95

EAGLE REALTY CAPITAL PARTNERS, LLC

CINCINNATI, OH · Since 2016

$0 AUM22 clientsFee: 0%
FiduciaryFee-Only
#61
95

EMPEIRIA CAPITAL MANAGEMENT, LLC

CINCINNATI, OH · Since 2017

$339M AUM3 clientsFee: 0%
FiduciaryFee-Only
#62
95

KLEINFELDER CAPITAL, INC.

CINCINNATI, OH · Since 2017

$377M AUM4 clientsFee: 0%
FiduciaryFee-Only
#63
95

BARTLETT & CO. WEALTH MANAGEMENT LLC

CINCINNATI, OH · Since 2018

$10.3B AUM34 clientsFee: 0%
FiduciaryFee-Only
#64
95

BENCHMARK WEALTH MANAGEMENT

CINCINNATI, OH · Since 2024

$179M AUM4 clientsFee: 0%
FiduciaryFee-Only
#65
95

BRIXEY & MEYER CAPITAL LLC

CINCINNATI, OH · Since 2025

$202M AUM13 clientsFee: 0%
FiduciaryFee-Only
#66
95

OCTAVIA WEALTH ADVISORS LLC

CINCINNATI, OH · Since 2020

$2.2B AUM31 clientsFee: 0%
FiduciaryFee-Only
#67
95

MCCARLEY & COOK FINANCIAL PLANNERS

CINCINNATI, OH · Since 2022

$169M AUM2 clientsFee: 0%
FiduciaryFee-Only
#68
95

HERITAGE WEALTH ADVISORS

CINCINNATI, OH · Since 2021

$605M AUM3 clientsFee: 0%
FiduciaryFee-Only
#69
95

FIFTH THIRD WEALTH ADVISORS LLC

CINCINNATI, OH · Since 2021

$7.8B AUM58 clientsFee: 0%
FiduciaryFee-Only
#70
95

DAYMARK WEALTH PARTNERS, LLC

CINCINNATI, OH · Since 2022

$5.0B AUM21 clientsFee: 0%
FiduciaryFee-Only
#71
95

RITTER DANIHER FINANCIAL ADVISORY LLC

CINCINNATI, OH · Since 2022

$936M AUM10 clientsFee: 0%
FiduciaryFee-Only
#72
95

VIKING PARTNERS ADVISORS

CINCINNATI, OH · Since 2022

$375M AUM2 clientsFee: 0%
FiduciaryFee-Only
#73
95

ARGENTARII, LLC

CINCINNATI, OH · Since 2024

$432M AUM5 clientsFee: 0%
FiduciaryFee-Only
#74
92

FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

CINCINNATI, OH · Since 2018

$193M AUM2 clientsFee: 0%
FiduciaryFee-Only
#75
92

HORAN WEALTH, LLC

CINCINNATI, OH · Since 2025

$1.5B AUM20 clientsFee: 0%
FiduciaryFee-Only
#76
90

GATEWAY INVESTMENT ADVISERS, LLC

CINCINNATI, OH · Since 2008

$11.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#77
90

TACTICAL FUND ADVISORS, LLC

CINCINNATI, OH · Since 2018

$170M AUM3 clientsFee: 0%
FiduciaryFee-Only
#78
87

GEARHART & ASSOCIATES

CINCINNATI, OH · Since 2022

$873M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#79
85

HORTER INVESTMENT MANAGEMENT, LLC

CINCINNATI, OH · Since 2007

$314M AUM29 clientsFee: 0%
FiduciaryFee-Only
#80
84

ON INVESTMENT MANAGEMENT CO

CINCINNATI, OH · Since 1971

$3.2B AUM196 clientsFee: 0%
Broker-Dealer1 complaint
#81
80

HPE CAPITAL MANAGEMENT II, LLC

CINCINNATI, OH · Since 2019

$840M AUM5 clientsFee: 0%
FiduciaryFee-Only
#82
80

HAUSER RETIREMENT SOLUTIONS 2 LLC

CINCINNATI, OH · Since 2019

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#83
74

FIFTH THIRD SECURITIES, INC.

CINCINNATI, OH · Since 2004

$10.9B AUM848 clientsFee: 0%
Broker-Dealer2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.