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Find Best Financial Advisors in Cincinnati, Ohio

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Cincinnati is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Cincinnati & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Cincinnati?

Looking for a qualified financial advisor in Cincinnati? We can help you by narrowing down your options & listing the best financial advisors in Cincinnati as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Cincinnati near you with the list of certified and vetted Cincinnati financial advisors.

List of Qualified Financial Advisors in Cincinnati, Ohio

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Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

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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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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Glenn Downs

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Rick Scheeler, CFP®

Scheeler Financial Group

9078 Union Centre Blvd, Suite 202

West Chester, OH 45069

513-883-6100

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Axim Planning & Wealth

Axim Planning & Wealth

4 Sycamore Creek Drive

Springboro, OH 45066

937-291-2060

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Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

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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 Ohio (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100 Cincinnati, OH 45202-4203
107028 $34,631,984,518 36 A percentage of AUM
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
RANDOLPH CO INC
4200 Malsbary Road, Cincinnati, OH 45242
104868 $879,873,087 152 A percentage of AUM
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC
9360 Montgomery Road, Cincinnati, OH 45242
168419 $665,538,255 1112 A percentage of AUM
TIMBER BAY PARTNERS, LLC
600 Vine Street, Suite 1902 Cincinnati, OH 45202
286653 $581,075,782 2 A percentage of AUM
Performance Based
BOWLING PORTFOLIO MANAGEMENT LLC
4030 Smith Road, Suite 140 Cincinnati, OH 45209
133488 $554,781,105 786 A percentage of AUM
EICHNER INVESTMENT PLANNING, LLC
4030 Smith Road, Suite 200 Cincinnati, OH 45209
128215 $445,869,537 249 A percentage of AUM
Fixed fees
CLARIFY WEALTH MANAGEMENT
50 E-Business Way, Suite 100 Cincinnati, OH 45241
172355 $325,548,647 1042 A percentage of AUM
SAAS CAPITAL, LLC
1311 Vine Street, Cincinnati, OH 45202
298213 $185,990,585 6 A percentage of AUM
Performance Based
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
7817 Cooper Road,, Suite D Cincinnati, OH 45242
291484 $157,751,111 642 A percentage of AUM
Hourly charges
Fixed fees
RICHWOOD INVESTMENT ADVISORS, LLC
5082 Wooster Road, Suite 100 Cincinnati, OH 45226
153550 $120,312,261 391 A percentage of AUM
BRILLIANT ADVICE, LLC
8044 Montgomery Road, Suite 260 Cincinnati, OH 45236
282891 $102,918,417 325 A percentage of AUM
Fixed fees
W&S BROKERAGE SERVICES, INC.
400 Broadway, Cincinnati, OH 45202
8099 $20,140,000 70 A percentage of AUM
EAGLE REALTY CAPITAL PARTNERS, LLC
421 East Fourth Street, Cincinnati, OH 45202-4220
282903 $0 0 A percentage of AUM
Fixed fees
Performance Based
Other (STRUCTURING FEES, FINANCING FEES, DISPOSITION FEES)
TACTICAL FUND ADVISORS, LLC
11726 Seven Gables Rd, Cincinnati, OH 45249
298049 $0 0 A percentage of AUM

Additional Financial Advisors in Ohio

* 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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