City
Wealth management firms in Cincinnati, Ohio
As of October 2, 2026, 122 wealth management firms, including broker-dealer firms, with their main office in Cincinnati, Ohio reported $96.2 billion in regulatory assets under management; the largest by assets was Johnson Investment Counsel, Inc., with $23.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 122
- Regulatory assets under management
- $96.2 billion
- Average per firm
- $788.1 million
- SEC-registered, of those listed
- 58 of 100 (58.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Johnson Investment Counsel, Inc. | SEC | $23.0 billion | 18,154 |
| 2 | Fifth Third Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $10.9 billion | 47,014 |
| 3 | Bartlett & Co. Wealth Management LLC | SEC | $10.3 billion | 6,188 |
| 4 | Truepoint, Inc. | SEC | $6.4 billion | 9,643 |
| 5 | Constellation Wealth Advisors | SEC | $5.4 billion | 2,095 |
| 6 | Daymark Wealth Partners, LLC | SEC | $5.0 billion | 7,405 |
| 7 | On Investment Management Co Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.2 billion | 14,153 |
| 8 | Foster & Motley Inc | SEC | $2.9 billion | 926 |
| 9 | Wealthquest Corporation | SEC | $2.2 billion | 5,241 |
| 10 | Octavia Wealth Advisors LLC | SEC | $2.2 billion | 6,795 |
| 11 | Opus Capital Management | SEC | $1.5 billion | 430 |
| 12 | Horan Wealth, LLC | SEC | $1.5 billion | 2,817 |
| 13 | United Advisor Group | SEC | $1.4 billion | 6,600 |
| 14 | Souders Financial Advisors, LLC | SEC | $1.4 billion | 3,616 |
| 15 | Wealth Dimensions Group, Ltd. | SEC | $1.2 billion | 2,656 |
| 16 | HCM Wealth Advisors | SEC | $1.2 billion | 2,964 |
| 17 | Formidable Asset Management, LLC | SEC | $903.0 million | 2,196 |
| 18 | Gearhart & Associates | SEC | $872.6 million | 2,903 |
| 19 | Canopy Partners | SEC | $869.0 million | 412 |
| 20 | Wealth Dimensions Family Office, Inc | SEC | $716.3 million | 134 |
| 21 | Eichner Investment Planning, LLC | SEC | $692.1 million | 330 |
| 22 | Thor Wealth Management Inc | SEC | $678.7 million | 1,691 |
| 23 | Heritage Wealth Advisors | SEC | $604.7 million | 935 |
| 24 | Brilliant Advice, LLC | SEC | $569.5 million | 569 |
| 25 | National Wealth Management Group, LLC | SEC | $534.9 million | 2,741 |
| 26 | Financial Freedom | SEC | $443.2 million | 783 |
| 27 | Argentarii, LLC | SEC | $431.9 million | 479 |
| 28 | Hackman Financial Group | SEC | $426.7 million | 2,091 |
| 29 | Trinity Wealth Management LLC | SEC | $425.2 million | 937 |
| 30 | Family Wealth Advisory Group, LLC | SEC | $396.2 million | 835 |
| 31 | Kleinfelder Capital, Inc. | SEC | $376.6 million | 1,076 |
| 32 | Kellett Wealth Advisors, LLC | SEC | $344.0 million | 1,440 |
| 33 | Coordinated Financial Planning Corp | SEC | $343.2 million | 1,179 |
| 34 | Eukles Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $341.1 million | 943 |
| 35 | Ardent Capital Management, Inc. | SEC | $327.0 million | 305 |
| 36 | Horter Investment Management, LLC | SEC | $314.5 million | 2,296 |
| 37 | Generations Wealth, LLC | SEC | $307.8 million | 360 |
| 38 | Sims Investment Management LLC | SEC | $304.6 million | 1,686 |
| 39 | Mbia Capital Advisors | SEC | $290.2 million | 565 |
| 40 | Schulhoff & Co Inc | SEC | $286.3 million | 206 |
| 41 | Arg Private Wealth, LLC | SEC | $280.0 million | 530 |
| 42 | Schear Investment Advisers, LLC | SEC | $268.8 million | 193 |
| 43 | W&S Brokerage Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $257.2 million | 963 |
| 44 | Crew Capital Management, Ltd. | SEC | $235.4 million | 539 |
| 45 | Fountain Square Asset Management | SEC | $233.7 million | 681 |
| 46 | Financial Rounds | SEC | $211.3 million | 610 |
| 47 | Future Financial Wealth Management Group, LLC | SEC | $193.4 million | 595 |
| 48 | Meyer Capital Management LLC. | SEC | $190.8 million | 353 |
| 49 | Barnes Dennig Private Wealth Management, LLC | SEC | $188.2 million | 419 |
| 50 | Benchmark Wealth Management | SEC | $179.0 million | 286 |
| 51 | McCarley & Cook Financial Planners | SEC | $169.1 million | 560 |
| 52 | Shepherd Wealth Management | SEC | $162.1 million | 430 |
| 53 | Richwood Investment Advisors, LLC | SEC | $155.1 million | 449 |
| 54 | Schmitt Wealth Advisers, LLC | SEC | $135.0 million | 320 |
| 55 | Mench Financial Inc | SEC | $130.6 million | 183 |
| 56 | Seven Hills Capital Advisors | SEC | $130.0 million | 361 |
| 57 | Queen City Capital Management, LLC | SEC | $114.4 million | 247 |
| 58 | Omega Wealth Private Capital LLC | State | $102.3 million | 706 |
| 59 | Huffman Wealth Management | State | $85.6 million | 639 |
| 60 | Moy Investment Management, LLC | State | $81.4 million | 91 |
| 61 | Vaultis Private Wealth Ltd | State | $75.2 million | 89 |
| 62 | Isaacs & Associates, LLC | State | $71.8 million | 169 |
| 63 | Quiet Wealth Management | State | $70.1 million | 185 |
| 64 | Julius Arthur Seibert & Company, LLC | State | $65.5 million | 223 |
| 65 | Nottinghill Investment Advisers, Ltd | State | $57.2 million | 75 |
| 66 | Schmerge Executive Planning Services, Inc. | State | $53.4 million | 169 |
| 67 | Retirement Plan Advisors Ltd | State | $48.0 million | 174 |
| 68 | Wealth Transitions, LLC | State | $45.7 million | 127 |
| 69 | Wyoming Wealth Management, LLC | State | $41.0 million | 221 |
| 70 | Dean Financial Advisory, LLC. | State | $36.9 million | 87 |
| 71 | Ten Talents Asset Management | State | $35.0 million | 216 |
| 72 | Cincap Asset Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $34.3 million | 4 |
| 73 | Silverleaf Investment Group, LLC | State | $34.0 million | 4 |
| 74 | Labrador Investments, LLC | State | $32.4 million | 61 |
| 75 | Dinergy | State | $29.1 million | 88 |
| 76 | Mandel Financial Services | State | $28.2 million | 56 |
| 77 | Dennis Capital Management, L.L.C. | State | $26.4 million | 70 |
| 78 | Ajd Wealth | State | $24.2 million | 239 |
| 79 | Anchor Wealth Advisor | State | $23.7 million | 58 |
| 80 | Investment Analytics, LLC | State | $21.9 million | 66 |
| 81 | Entrypoint Wealth Management | State | $21.5 million | 66 |
| 82 | Qcfo, LLC | State | $20.6 million | 20 |
| 83 | F2 Wealth | State | $20.3 million | 106 |
| 84 | Solido Financial LLC | State | $19.3 million | 26 |
| 85 | Russo Investment Management | State | $16.4 million | 13 |
| 86 | Cincinnati Wealth Management, Inc. | State | $16.2 million | 43 |
| 87 | Kanu Asset Management, LLC | State | $16.0 million | 367 |
| 88 | Linden Ash Capital | State | $15.9 million | 11 |
| 89 | Meritum Wealth Management LLC | State | $13.5 million | 132 |
| 90 | Dunphy Wealth Management, Inc. | State | $13.5 million | 109 |
| 91 | Beechwood Capital Management, Inc. | State | $12.5 million | 47 |
| 92 | Marsh Financial Group | State | $10.5 million | 89 |
| 93 | J1 Capital LLC | State | $9.5 million | 7 |
| 94 | Athyra Financial Partners | State | $8.0 million | 21 |
| 95 | Phase Line Financial | State | $7.3 million | 28 |
| 96 | Vertice Capital Partners, LLC | State | $5.6 million | 82 |
| 97 | W&S Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $5.3 million | 6,689 |
| 98 | Priad Investment Advisers, L.L.C. | State | $4.3 million | 2 |
| 99 | Harvest Money | Invest Your Faith | State | $3.2 million | 33 |
| 100 | Kna Capital | State | $3.1 million | 14 |
Showing the 100 largest of 122 firms. Search by name to find another.
Wealth management firms 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.