Investment adviser firms in CINCINNATI, Ohio
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
85 firms · Source months shown: July 2026 and August 2026
- AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")CRD 161853 · CINCINNATI, OH$21,322,579,000.00Regulatory AUM · August 2026
- ARDENT CAPITAL MANAGEMENT, INC.CRD 108264 · CINCINNATI, OH$327,015,414.00Regulatory AUM · August 2026
- ARG PRIVATE WEALTH, LLCCRD 336183 · CINCINNATI, OH$279,970,726.00Regulatory AUM · August 2026
- ARGENTARII, LLCCRD 332112 · CINCINNATI, OH$431,869,342.00Regulatory AUM · August 2026
- ASPIRING VENTURES, LLCCRD 282891 · CINCINNATI, OH$569,522,860.00Regulatory AUM · August 2026
- ATLAS WEALTH LLCCRD 321832 · CINCINNATI, OH$872,588,664.00Regulatory AUM · August 2026
- BAHL & GAYNOR LLCCRD 106139 · CINCINNATI, OH$20,990,587,107.00Regulatory AUM · August 2026
- BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLCCRD 328496 · CINCINNATI, OH$188,215,232.00Regulatory AUM · August 2026
- BARTLETT & CO. WEALTH MANAGEMENT LLCCRD 292246 · CINCINNATI, OH$10,253,059,151.00Regulatory AUM · August 2026
- BRIXEY & MEYER CAPITAL LLCCRD 299465 · CINCINNATI, OH$201,813,282.00Regulatory AUM · August 2026
- CANOPY PARTNERS, LLCCRD 324812 · CINCINNATI, OH$869,015,092.00Regulatory AUM · August 2026
- CINCINNATI ASSET MANAGEMENT INCCRD 104946 · CINCINNATI, OH$2,531,546,094.00Regulatory AUM · August 2026
- CINTRIFUSE FUND MANAGEMENT, LLCCRD 166973 · CINCINNATI, OH$180,103,766.00Regulatory AUM · August 2026
- CLAYMORE CAPITAL PARTNERS, LLCCRD 309944 · CINCINNATI, OH$183,940,042.00Regulatory AUM · August 2026
- COORDINATED FINANCIAL PLANNING CORPCRD 105143 · CINCINNATI, OH$343,168,985.00Regulatory AUM · August 2026
- CREW CAPITAL MANAGEMENT, LTD.CRD 125402 · CINCINNATI, OH$235,415,875.00Regulatory AUM · August 2026
- DAYMARK WEALTH PARTNERS, LLCCRD 320878 · CINCINNATI, OH$5,042,043,338.00Regulatory AUM · August 2026
- EAGLE REALTY CAPITAL PARTNERS, LLCCRD 282903 · CINCINNATI, OHNot availableRegulatory AUM · August 2026
- EICHNER INVESTMENT PLANNING, LLCCRD 128215 · CINCINNATI, OH$692,074,828.00Regulatory AUM · August 2026
- ELTRINGHAM WEALTH PARTNERS, LLCCRD 298885 · CINCINNATI, OH$179,034,817.00Regulatory AUM · August 2026
- EMPEIRIA CAPITAL MANAGEMENT, LLCCRD 285463 · CINCINNATI, OH$339,355,000.00Regulatory AUM · August 2026
- EUKLES ASSET MANAGEMENT, LLCCRD 156649 · CINCINNATI, OH$341,096,800.00Regulatory AUM · August 2026
- FAMILY WEALTH ADVISORY GROUP, LLCCRD 130595 · CINCINNATI, OH$396,234,570.00Regulatory AUM · August 2026
- FEG CURIO INVESTMENT PARTNERS, LLCCRD 323497 · CINCINNATI, OH$195,280,839.00Regulatory AUM · August 2026
- FEG INVESTMENT SERVICES, LLCCRD 281516 · CINCINNATI, OH$2,230,684,322.00Regulatory AUM · August 2026
- FEG PRIVATE INVESTORS, LLCCRD 156458 · CINCINNATI, OH$1,469,185,038.00Regulatory AUM · August 2026
- FIFTH THIRD SECURITIES, INC.CRD 628 · CINCINNATI, OH$10,924,793,999.00Regulatory AUM · August 2026
- FIFTH THIRD WEALTH ADVISORS LLCCRD 313015 · CINCINNATI, OH$7,799,185,568.00Regulatory AUM · August 2026
- FINANCIAL FREEDOM, LLCCRD 118772 · CINCINNATI, OH$443,203,000.00Regulatory AUM · August 2026
- FORMIDABLE ASSET MANAGEMENT, LLCCRD 167555 · CINCINNATI, OH$903,036,940.00Regulatory AUM · August 2026
- FORT WASHINGTON INVESTMENT ADVISORS INCCRD 107126 · CINCINNATI, OH$93,472,911,048.00Regulatory AUM · August 2026
- FOSTER & MOTLEY, INC.CRD 106905 · CINCINNATI, OH$2,936,499,871.00Regulatory AUM · August 2026
- FOUNTAIN SQUARE ASSET MANAGEMENT, LLCCRD 316955 · CINCINNATI, OH$233,708,457.00Regulatory AUM · August 2026
- FUND EVALUATION GROUP, LLCCRD 121658 · CINCINNATI, OH$23,858,830,840.00Regulatory AUM · August 2026
- FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLCCRD 291484 · CINCINNATI, OH$193,418,350.00Regulatory AUM · August 2026
- GATEWAY INVESTMENT ADVISERS, LLCCRD 146681 · CINCINNATI, OH$11,590,221,648.00Regulatory AUM · August 2026
- GENERATIONS WEALTH, LLCCRD 173352 · CINCINNATI, OH$307,757,115.00Regulatory AUM · August 2026
- HAUSER RETIREMENT SOLUTIONS 2 LLCCRD 299959 · CINCINNATI, OH$1,214,865,035.00Regulatory AUM · August 2026
- HENGEHOLD CAPITAL MANAGEMENT LLCCRD 107700 · CINCINNATI, OH$1,230,580,072.00Regulatory AUM · August 2026
- HERITAGE WEALTH MANAGEMENT INC.CRD 312545 · CINCINNATI, OH$604,683,842.00Regulatory AUM · August 2026
- HFG ADVISORS, INC.CRD 282027 · CINCINNATI, OH$426,724,964.00Regulatory AUM · August 2026
- HORAN WEALTH, LLCCRD 333974 · CINCINNATI, OH$1,470,000,000.00Regulatory AUM · August 2026
- HORTER INVESTMENT MANAGEMENT, LLCCRD 119880 · CINCINNATI, OH$314,499,558.00Regulatory AUM · August 2026
- HPE CAPITAL MANAGEMENT II, LLCCRD 283607 · CINCINNATI, OH$840,468,397.00Regulatory AUM · August 2026
- JOHNSON INVESTMENT COUNSEL, INC.CRD 117054 · CINCINNATI, OH$22,984,966,859.00Regulatory AUM · August 2026
- KELLETT WEALTH ADVISORS, LLCCRD 287571 · CINCINNATI, OH$344,003,237.00Regulatory AUM · August 2026
- KINDRED SPIRITS INVESTMENT MANAGEMENT, LLCCRD 171615 · CINCINNATI, OH$9,678,019,924.00Regulatory AUM · August 2026
- KLEINFELDER CAPITAL, INC.CRD 289345 · CINCINNATI, OH$376,572,585.00Regulatory AUM · August 2026
- M&B INVESTMENT ADVISORS, LLCCRD 154255 · CINCINNATI, OH$290,225,013.00Regulatory AUM · August 2026
- MCCARLEY & COOK LLCCRD 310087 · CINCINNATI, OH$169,055,195.00Regulatory AUM · August 2026
- MENCH FINANCIAL INCCRD 106689 · CINCINNATI, OH$130,576,494.00Regulatory AUM · August 2026
- MEYER CAPITAL MANAGEMENT LLC.CRD 106904 · CINCINNATI, OH$190,762,272.00Regulatory AUM · August 2026
- NATIONAL WEALTH MANAGEMENT GROUP, LLCCRD 174883 · CINCINNATI, OH$534,944,698.00Regulatory AUM · August 2026
- OCTAVIA WEALTH ADVISORS LLCCRD 306909 · CINCINNATI, OH$2,153,480,679.00Regulatory AUM · August 2026
- ON INVESTMENT MANAGEMENT COCRD 105662 · CINCINNATI, OH$3,152,519,169.00Regulatory AUM · August 2026
- OPUS CAPITAL GROUP, LLCCRD 106528 · CINCINNATI, OH$1,513,496,825.00Regulatory AUM · August 2026
- PCA INVESTMENT ADVISORY SERVICES, INC.CRD 123475 · CINCINNATI, OH$4,314,276,177.00Regulatory AUM · August 2026
- PERSONAL CHOICE FINANCIAL ADVISORS, LLCCRD 110384 · CINCINNATI, OH$211,334,500.00Regulatory AUM · August 2026
- QUADRANT CAPITAL GROUP LLCCRD 147253 · CINCINNATI, OH$5,400,048,804.00Regulatory AUM · August 2026
- QUEEN CITY CAPITAL MANAGEMENT, LLCCRD 162785 · CINCINNATI, OH$114,372,169.00Regulatory AUM · August 2026
- RANDOLPH CO INCCRD 104868 · CINCINNATI, OH$1,082,186,662.00Regulatory AUM · August 2026
- RICHWOOD INVESTMENT ADVISORS, LLCCRD 153550 · CINCINNATI, OH$155,072,855.00Regulatory AUM · August 2026
- RITTER DANIHER FINANCIAL ADVISORY LLCCRD 321827 · CINCINNATI, OH$936,472,327.00Regulatory AUM · July 2026
- RIVER CITIES MANAGEMENT, INC. (F.K.A. MAYFIELD & ROBINSON, INC.)CRD 162297 · CINCINNATI, OH$682,102,163.00Regulatory AUM · August 2026
- SAAS CAPITAL, LLCCRD 298213 · CINCINNATI, OH$244,923,385.00Regulatory AUM · August 2026
- SCHEAR INVESTMENT ADVISERS, LLCCRD 146401 · CINCINNATI, OH$268,765,837.00Regulatory AUM · August 2026
- SCHMITT WEALTH ADVISERS, CORP.CRD 174958 · CINCINNATI, OH$134,959,485.00Regulatory AUM · August 2026
- SCHULHOFF & CO INCCRD 105264 · CINCINNATI, OH$286,285,816.00Regulatory AUM · August 2026
- SEVEN HILLS CAPITAL ADVISORS, LLCCRD 175280 · CINCINNATI, OH$129,999,761.00Regulatory AUM · August 2026
- SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANYCRD 312695 · CINCINNATI, OH$162,081,052.00Regulatory AUM · August 2026
- SIMS INVESTMENT MANAGEMENT LLCCRD 169491 · CINCINNATI, OH$304,571,897.00Regulatory AUM · August 2026
- SOUDERS FINANCIAL ADVISORS, LLCCRD 296780 · CINCINNATI, OH$1,409,251,956.00Regulatory AUM · August 2026
- TACTICAL FUND ADVISORS, LLCCRD 298049 · CINCINNATI, OH$169,804,763.00Regulatory AUM · August 2026
- THOR INVESTMENT MANAGEMENT INCCRD 105902 · CINCINNATI, OH$678,708,777.00Regulatory AUM · August 2026
- TIMBER BAY PARTNERS, LLCCRD 286653 · CINCINNATI, OH$1,052,014,714.00Regulatory AUM · August 2026
- TOUCHSTONE ADVISORS INCCRD 107028 · CINCINNATI, OH$31,091,453,599.00Regulatory AUM · August 2026
- TRINITY WEALTH MANAGEMENT LLCCRD 152355 · CINCINNATI, OH$425,170,000.00Regulatory AUM · August 2026
- TRUEPOINT, INC.CRD 105664 · CINCINNATI, OH$6,392,730,954.00Regulatory AUM · August 2026
- UNITED ADVISOR GROUP, LLCCRD 324205 · CINCINNATI, OH$1,426,464,988.00Regulatory AUM · August 2026
- VIKING PARTNERS ADVISORS, LLCCRD 321989 · CINCINNATI, OH$374,975,017.00Regulatory AUM · August 2026
- W&S ADVISORY SERVICES, LLCCRD 334683 · CINCINNATI, OH$5,292,397.00Regulatory AUM · August 2026
- W&S BROKERAGE SERVICES, INC.CRD 8099 · CINCINNATI, OH$257,179,879.00Regulatory AUM · August 2026
- WEALTH DIMENSIONS FAMILY OFFICE, INCCRD 266787 · CINCINNATI, OH$625,928,679.00Regulatory AUM · August 2026
- WEALTH DIMENSIONS GROUP, LTD.CRD 107618 · CINCINNATI, OH$1,235,179,499.00Regulatory AUM · August 2026
- WEALTHQUEST CORPORATIONCRD 141473 · CINCINNATI, OH$2,223,229,116.00Regulatory AUM · August 2026