Top 10 advisors in Cincinnati
We’ve curated a list of the best financial advisors in Cincinnati, take a look at it below
Find an advisor in Cincinnati| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $70,711,246,753 | 151 advisors | ||
| 2 | $23,643,699,112 | 83 advisors | ||
| 3 | $9,116,055,704 | 130 advisors | ||
| 4 | $8,592,744,527 | 21 advisors | ||
| 5 | $7,147,472,300 | 8 advisors | ||
| 6 | $6,911,173,579 | 71 advisors | ||
| 7 | $2,325,063,034 | 15 advisors | ||
| 8 | $1,913,321,129 | 47 advisors | ||
| 9 | $1,701,638,280 | 30 advisors | ||
| 10 | $1,491,108,151 | 38 advisors |
How we came up with this list
To generate our top financial advisors list in Cincinnati, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cincinnati. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Fort Washington Investment Advisors Inc
Assets under management
$70,711,246,753
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Sub-advisory
2. Touchstone Advisors Inc
Assets under management
$23,643,699,112
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Selection Of Other Advisers
3. Feg
Assets under management
$9,116,055,704
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Research Services
4. Gateway Investment Advisers, LLC
Assets under management
$8,592,744,527
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Redtree Investment Group
Assets under management
$7,147,472,300
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Bartlett & Co. Wealth Management LLC
Assets under management
$6,911,173,579
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Credit And Cash Management Solutions; Insurance Solutions
- Not sure which one to choose?Use our smart matching tool
7. Cincinnati Asset Management Inc
Assets under management
$2,325,063,034
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Foster & Motley Inc
Assets under management
$1,913,321,129
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
9. Constellation Wealth Advisors
Assets under management
$1,701,638,280
Fee structure
A percentage of assets under your management
Subscription fees
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Wealthquest Corporation
Assets under management
$1,491,108,151
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Tax Return Prep
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