City
Independent RIAs in Cincinnati, Ohio
As of October 2, 2026, 116 independent wealth management RIAs with their main office in Cincinnati, Ohio reported $81.4 billion in regulatory assets under management; the largest by assets was Johnson Investment Counsel, Inc., with $23.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 116
- Regulatory assets under management
- $81.4 billion
- Average per firm
- $702.0 million
- SEC-registered, of those listed
- 53 of 100 (53.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Johnson Investment Counsel, Inc. | SEC | $23.0 billion | 18,154 |
| 2 | Bartlett & Co. Wealth Management LLC | SEC | $10.3 billion | 6,188 |
| 3 | Truepoint, Inc. | SEC | $6.4 billion | 9,643 |
| 4 | Constellation Wealth Advisors | SEC | $5.4 billion | 2,095 |
| 5 | Daymark Wealth Partners, LLC | SEC | $5.0 billion | 7,405 |
| 6 | Foster & Motley Inc | SEC | $2.9 billion | 926 |
| 7 | Wealthquest Corporation | SEC | $2.2 billion | 5,241 |
| 8 | Octavia Wealth Advisors LLC | SEC | $2.2 billion | 6,795 |
| 9 | Opus Capital Management | SEC | $1.5 billion | 430 |
| 10 | Horan Wealth, LLC | SEC | $1.5 billion | 2,817 |
| 11 | United Advisor Group | SEC | $1.4 billion | 6,600 |
| 12 | Souders Financial Advisors, LLC | SEC | $1.4 billion | 3,616 |
| 13 | Wealth Dimensions Group, Ltd. | SEC | $1.2 billion | 2,656 |
| 14 | HCM Wealth Advisors | SEC | $1.2 billion | 2,964 |
| 15 | Formidable Asset Management, LLC | SEC | $903.0 million | 2,196 |
| 16 | Gearhart & Associates | SEC | $872.6 million | 2,903 |
| 17 | Canopy Partners | SEC | $869.0 million | 412 |
| 18 | Wealth Dimensions Family Office, Inc | SEC | $716.3 million | 134 |
| 19 | Eichner Investment Planning, LLC | SEC | $692.1 million | 330 |
| 20 | Thor Wealth Management Inc | SEC | $678.7 million | 1,691 |
| 21 | Heritage Wealth Advisors | SEC | $604.7 million | 935 |
| 22 | Brilliant Advice, LLC | SEC | $569.5 million | 569 |
| 23 | National Wealth Management Group, LLC | SEC | $534.9 million | 2,741 |
| 24 | Financial Freedom | SEC | $443.2 million | 783 |
| 25 | Argentarii, LLC | SEC | $431.9 million | 479 |
| 26 | Hackman Financial Group | SEC | $426.7 million | 2,091 |
| 27 | Trinity Wealth Management LLC | SEC | $425.2 million | 937 |
| 28 | Family Wealth Advisory Group, LLC | SEC | $396.2 million | 835 |
| 29 | Kleinfelder Capital, Inc. | SEC | $376.6 million | 1,076 |
| 30 | Kellett Wealth Advisors, LLC | SEC | $344.0 million | 1,440 |
| 31 | Coordinated Financial Planning Corp | SEC | $343.2 million | 1,179 |
| 32 | Ardent Capital Management, Inc. | SEC | $327.0 million | 305 |
| 33 | Horter Investment Management, LLC | SEC | $314.5 million | 2,296 |
| 34 | Generations Wealth, LLC | SEC | $307.8 million | 360 |
| 35 | Sims Investment Management LLC | SEC | $304.6 million | 1,686 |
| 36 | Mbia Capital Advisors | SEC | $290.2 million | 565 |
| 37 | Schulhoff & Co Inc | SEC | $286.3 million | 206 |
| 38 | Arg Private Wealth, LLC | SEC | $280.0 million | 530 |
| 39 | Schear Investment Advisers, LLC | SEC | $268.8 million | 193 |
| 40 | Crew Capital Management, Ltd. | SEC | $235.4 million | 539 |
| 41 | Fountain Square Asset Management | SEC | $233.7 million | 681 |
| 42 | Financial Rounds | SEC | $211.3 million | 610 |
| 43 | Future Financial Wealth Management Group, LLC | SEC | $193.4 million | 595 |
| 44 | Meyer Capital Management LLC. | SEC | $190.8 million | 353 |
| 45 | Barnes Dennig Private Wealth Management, LLC | SEC | $188.2 million | 419 |
| 46 | Benchmark Wealth Management | SEC | $179.0 million | 286 |
| 47 | McCarley & Cook Financial Planners | SEC | $169.1 million | 560 |
| 48 | Shepherd Wealth Management | SEC | $162.1 million | 430 |
| 49 | Richwood Investment Advisors, LLC | SEC | $155.1 million | 449 |
| 50 | Schmitt Wealth Advisers, LLC | SEC | $135.0 million | 320 |
| 51 | Mench Financial Inc | SEC | $130.6 million | 183 |
| 52 | Seven Hills Capital Advisors | SEC | $130.0 million | 361 |
| 53 | Queen City Capital Management, LLC | SEC | $114.4 million | 247 |
| 54 | Omega Wealth Private Capital LLC | State | $102.3 million | 706 |
| 55 | Huffman Wealth Management | State | $85.6 million | 639 |
| 56 | Moy Investment Management, LLC | State | $81.4 million | 91 |
| 57 | Vaultis Private Wealth Ltd | State | $75.2 million | 89 |
| 58 | Isaacs & Associates, LLC | State | $71.8 million | 169 |
| 59 | Quiet Wealth Management | State | $70.1 million | 185 |
| 60 | Julius Arthur Seibert & Company, LLC | State | $65.5 million | 223 |
| 61 | Nottinghill Investment Advisers, Ltd | State | $57.2 million | 75 |
| 62 | Schmerge Executive Planning Services, Inc. | State | $53.4 million | 169 |
| 63 | Retirement Plan Advisors Ltd | State | $48.0 million | 174 |
| 64 | Wealth Transitions, LLC | State | $45.7 million | 127 |
| 65 | Wyoming Wealth Management, LLC | State | $41.0 million | 221 |
| 66 | Dean Financial Advisory, LLC. | State | $36.9 million | 87 |
| 67 | Ten Talents Asset Management | State | $35.0 million | 216 |
| 68 | Silverleaf Investment Group, LLC | State | $34.0 million | 4 |
| 69 | Labrador Investments, LLC | State | $32.4 million | 61 |
| 70 | Dinergy | State | $29.1 million | 88 |
| 71 | Mandel Financial Services | State | $28.2 million | 56 |
| 72 | Dennis Capital Management, L.L.C. | State | $26.4 million | 70 |
| 73 | Ajd Wealth | State | $24.2 million | 239 |
| 74 | Anchor Wealth Advisor | State | $23.7 million | 58 |
| 75 | Investment Analytics, LLC | State | $21.9 million | 66 |
| 76 | Entrypoint Wealth Management | State | $21.5 million | 66 |
| 77 | Qcfo, LLC | State | $20.6 million | 20 |
| 78 | F2 Wealth | State | $20.3 million | 106 |
| 79 | Solido Financial LLC | State | $19.3 million | 26 |
| 80 | Russo Investment Management | State | $16.4 million | 13 |
| 81 | Cincinnati Wealth Management, Inc. | State | $16.2 million | 43 |
| 82 | Kanu Asset Management, LLC | State | $16.0 million | 367 |
| 83 | Linden Ash Capital | State | $15.9 million | 11 |
| 84 | Meritum Wealth Management LLC | State | $13.5 million | 132 |
| 85 | Dunphy Wealth Management, Inc. | State | $13.5 million | 109 |
| 86 | Beechwood Capital Management, Inc. | State | $12.5 million | 47 |
| 87 | Marsh Financial Group | State | $10.5 million | 89 |
| 88 | J1 Capital LLC | State | $9.5 million | 7 |
| 89 | Athyra Financial Partners | State | $8.0 million | 21 |
| 90 | Phase Line Financial | State | $7.3 million | 28 |
| 91 | Vertice Capital Partners, LLC | State | $5.6 million | 82 |
| 92 | Priad Investment Advisers, L.L.C. | State | $4.3 million | 2 |
| 93 | Harvest Money | Invest Your Faith | State | $3.2 million | 33 |
| 94 | Kna Capital | State | $3.1 million | 14 |
| 95 | Robert J Young | State | $1.4 million | 18 |
| 96 | Shawnee Investments & Planning | State | $1.2 million | 23 |
| 97 | Virgil Wealth Advisory | State | $1.2 million | 21 |
| 98 | Live and Give Financial | State | $438,000 | 10 |
| 99 | 1TAXFINANCIAL | State | $0 | 0 |
| 100 | Adams and Co Financial Services | State | $0 | 0 |
Showing the 100 largest of 116 firms. Search by name to find another.
Independent RIAs in Ohio, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.