Top Financial Advisors in Cincinnati, Ohio
Finding the right financial advisor in Cincinnati is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Cincinnati, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Cincinnati, OH.
Find the Best Financial Advisor Firms in Cincinnati:
JOHNSON INVESTMENT COUNSEL, INC.
CRD#: 117054
Address: 3777 West Fork Road, Cincinnati, OH 45247
Clients: 2,182
Average Clients per Advisor: 29
AUM: $ 20.9B
BAHL & GAYNOR INC
CRD#: 106139
Address: 255 East Fifth Street Suite 2700, Cincinnati, OH 45202
AUM: $ 20.1B
BARTLETT & CO. WEALTH MANAGEMENT LLC
CRD#: 292246
Address: 600 Vine Street Suite 2100, Cincinnati, OH 45202-2466
Clients: 796
Average Clients per Advisor: 22
AUM: $ 9.4B
FIFTH THIRD SECURITIES, INC.
CRD#: 628
Address: 34 Fountain Square Plaza Md 1090am, Cincinnati, OH 45263
Clients: 40,945
In Business for: 101 Years
Average Clients per Advisor: 51
AUM: $ 9.1B
Disclosures: 57
FIFTH THIRD WEALTH ADVISORS LLC
CRD#: 313015
Address: 38 Fountain Square Plaza, Cincinnati, OH 45263
Clients: 863
Average Clients per Advisor: 16
AUM: $ 6.1B
TRUEPOINT, INC.
CRD#: 105664
Address: 9999 Carver Road Suite 200, Cincinnati, OH 45242
Clients: 860
Average Clients per Advisor: 23
AUM: $ 5.4B
How We Chose the Top Financial Advisors in Cincinnati, Ohio
To create this list of top financial advisor firms in Cincinnati, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Cincinnati has to offer.
Search Financial Advisors in Cincinnati, Ohio
Jamie Mittiga Powell
Registered Affiliation(s):CAPITAL ADVISORY SERVICES, LLC
Thomas E Buchheit
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Jahn Dorab Gazder
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Elizabeth Clark Armitage
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark Joseph Bodnar
Registered Affiliation(s):OCTAVIA WEALTH ADVISORS LLC
Jacquelin M Kunkel
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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