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Find The Best Financial Advisors in Cincinnati, Ohio

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.

How To Find The Best Financial Advisors in Cincinnati, Ohio

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.

List of Qualified Financial Advisors in Cincinnati, Ohio

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

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Allworth Financial

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Allworth Financial

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Brent T. Boden

Savvy Wealth

3008 Lindsey Drive

Edgewood, KY 41017

513-278-5045

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Rick Scheeler

Scheeler Financial Group

9078 Union Centre Blvd, Suite 202

West Chester, OH 45069

513-883-6100

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

Top Financial Advisor Firms in Cincinnati, Ohio (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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 Financial Advisors in Cincinnati, Ohio

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone 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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