Cincinnati, Ohio, home to seven Fortune 500 companies, is a vibrant city with a population of about 310,000. The cost of living in this vibrant city is 8% lower than the national average. Considering Cincinnati’s thriving manufacturing, financial services, and healthcare industries, finding a professional financial advisor would be beneficial. Why not create a solid financial plan and secure your financial future with all the added benefits provided in the city? It’s often challenging to find top financial advisors, with the addition of comparing over 2,000 professional financial advisors in the area. At FinancialAdvisor.net, our mission is to help you connect with vetted financial advisors who would be the best fit for you based on your specific financial situation.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Cincinnati, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 313 non-vetted financial advisors in Cincinnati, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Cincinnati, Ohio have an average of 23 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202 | 107126 | $78,024,335,638 | 1333 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203 | 107028 | $34,631,984,518 | 36 | A percentage of AUM |
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") 301 East Fourth Street, 27th Floor, Cincinnati, OH, 45202 | 161853 | $21,041,000,000 | 42 | A percentage of AUM, Fixed fees, Performance Based |
FEG 201 East Fifth Street, Suite 1600 Cincinnati, OH, 45202 | 121658 | $18,769,851,917 | 339 | A percentage of AUM, Fixed fees |
JOHNSON INVESTMENT COUNSEL, INC. 3777 West Fork Road, Cincinnati, OH, 45247 | 117054 | $18,763,707,876 | 13835 | A percentage of AUM, Fixed fees |
BAHL & GAYNOR INC 255 East Fifth Street, Suite 2700 Cincinnati, OH, 45202 | 106139 | $17,565,552,525 | 2536 | A percentage of AUM, Fixed fees |
GATEWAY INVESTMENT ADVISERS, LLC 312 Walnut Street, Suite 3500 Cincinnati, OH, 45202-9834 | 146681 | $11,556,402,867 | 44 | A percentage of AUM, Fixed fees |
FIFTH THIRD SECURITIES, INC. 34 Fountain Square Plaza, Md 1090am Cincinnati, OH, 45263 | 628 | $8,855,211,800 | 40305 | A percentage of AUM |
BARTLETT & CO. WEALTH MANAGEMENT LLC 600 Vine Street, Suite 2100 Cincinnati, OH, 45202-2466 | 292246 | $8,178,557,495 | 5132 | A percentage of AUM, Fixed fees |
REDTREE INVESTMENT GROUP 4016 Allston Street, Suite 4 Cincinnati, OH, 45209 | 171615 | $6,278,124,033 | 415 | A percentage of AUM, Fixed fees |
TRUEPOINT, INC. 9999 Carver Road, Suite 200 Cincinnati, OH, 45242 | 105664 | $4,642,982,542 | 7095 | A percentage of AUM, Fixed fees |
CONSTELLATION WEALTH ADVISORS 255 East Fifth St., Suite 3000 Cincinnati, OH, 45202 | 147253 | $3,018,105,133 | 1827 | A percentage of AUM, Subscription fees, Fixed fees, Performance Based |
CINCINNATI ASSET MANAGEMENT INC 8845 Governor'S Hill Drive, Suite 230 Cincinnati, OH, 45249-3317 | 104946 | $2,948,407,854 | 7222 | A percentage of AUM |
ON INVESTMENT MANAGEMENT CO One Financial Way, Cincinnati, OH, 45242 | 105662 | $2,613,420,660 | 14889 | A percentage of AUM, Hourly charges, Fixed fees |
FEG INVESTMENT SERVICES, LLC 201 E. Fifth St. Suite 1600, Cincinnati, OH, 45202 | 281516 | $2,588,508,497 | 1 | A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
Allred Harris Group Inquire with Allred | 7755 Montgomery Road, 2nd Floor Cincinnati, OH 45236 | 513-762-5232 |
Brad Vitucci Inquire with Brad | 7755 Montgomery Road - 2nd, Floor Cincinnati, OH 45236 | 513-562-8330 |
Andrew Benson Inquire with Andrew | 7755 Montgomery Road - 2nd, Floor Cincinnati, OH 45236 | 513-562-8319 |
Bart Metzler Inquire with Bart | 225 Pictoria Dr, Ste 110 Cincinnati, OH 45246 | 513-346-1738 |
Brian T. Bascom Inquire with Brian | 7755 Montgomery Road, 2nd Floor Cincinnati, OH 45236 | 513-762-5359 |
Barry Whitt Inquire with Barry | 225 Pictoria Dr, Ste 110 Cincinnati, OH 45246 | 513-931-5400 |
Brian Emery Inquire with Brian | 5887 Cornell Rd, Ste 3 Cincinnati, OH 45242 | 513-469-7526 |
Andrew W Swallender Inquire with Andrew | 7755 Montgomery Road - 2nd, Floor Cincinnati, OH 45236 | 513-762-5272 |
Brian Pangburn Inquire with Brian | 221 East 4th St Atrium Two, 22 Fl Cincinnati, OH 45202 | 513-852-4403 |
Brian Albach Inquire with Brian | 7755 Montgomery Road, 2nd Floor Cincinnati, OH 45236 | 513-762-5366 |
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