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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 11 vetted financial advisors and 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 24 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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Dan Brown

National Wealth Management Group / LPL Financial

513-391-3187

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Dave Wilder

Total Wealth Planning LLC.

513-984-6696

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Mark Josaitis

Barnwood Capital Management

859-279-3361

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Rick Scheeler

Scheeler Financial Group

513-883-6100

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David Bailey

Edelman Financial Engines, LLC

937-431-1925

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Doug Kinsey

Artifex Financial Group, LLC

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 $71,037,804,050 1405 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100
Cincinnati, OH, 45202-4203
107028 $23,643,699,112 40 A Percentage of AUM
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
301 East Fourth Street, 27th Floor,
Cincinnati, OH, 45202
161853 $19,958,935,000 51 A Percentage of AUM, Fixed Fees, Performance Based
FEG
201 East Fifth Street, Suite 1600
Cincinnati, OH, 45202
121658 $16,616,287,284 174 A Percentage of AUM, Fixed Fees, Performance Based
BAHL & GAYNOR INC
255 East Fifth Street, Suite 2700
Cincinnati, OH, 45202
106139 $16,346,243,189 2870 A Percentage of AUM, Fixed Fees
JOHNSON INVESTMENT COUNSEL, INC.
3777 West Fork Road,
Cincinnati, OH, 45247
117054 $16,313,911,333 14346 A Percentage of AUM, Fixed Fees
GATEWAY INVESTMENT ADVISERS, LLC
312 Walnut Street, Suite 3500
Cincinnati, OH, 45202-9834
146681 $8,592,744,527 46 A Percentage of AUM, Fixed Fees
FIFTH THIRD SECURITIES, INC.
34 Fountain Square Plaza, Md 1090am
Cincinnati, OH, 45263
628 $7,311,047,248 41519 A Percentage of AUM
REDTREE INVESTMENT GROUP
5050 Section Avenue, Suite 420
Cincinnati, OH, 45212
171615 $7,240,028,513 455 A Percentage of AUM, Fixed Fees
BARTLETT & CO. WEALTH MANAGEMENT LLC
600 Vine Street, Suite 2100
Cincinnati, OH, 45202-2466
292246 $6,948,868,876 5301 A Percentage of AUM, Fixed Fees
TRUEPOINT, INC.
9999 Carver Road, Suite 200
Cincinnati, OH, 45242
105664 $4,210,571,024 8663 A Percentage of AUM, Fixed Fees
CONSTELLATION WEALTH ADVISORS
255 East Fifth St., Suite 3000
Cincinnati, OH, 45202
147253 $3,047,335,087 1975 A Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based
PCA INVESTMENT ADVISORY SERVICES, INC.
2133 Luray Avenue,
Cincinnati, OH, 45206
123475 $2,542,928,756 1777 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))
CINCINNATI ASSET MANAGEMENT INC
8845 Governor'S Hill Drive, Suite 230
Cincinnati, OH, 45249-3317
104946 $2,325,063,034 6437 A Percentage of AUM
ON INVESTMENT MANAGEMENT CO
One Financial Way,
Cincinnati, OH, 45242
105662 $2,078,480,898 12239 A Percentage of AUM, Hourly charges, Fixed Fees

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