Research Report · 2026-06-30
Institutional Registered Investment Advisers in Cincinnati
SEC-registered investment advisers in Cincinnati ranked by reported institutional client assets.
Firms
62
Total AUM
$295.20B
Median AUM
$887.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC | CINCINNATI | 107126 | $93.47B | 157 | 2026-06-30 | → |
| 2 | FUND EVALUATION GROUP, LLC | CINCINNATI | 121658 | $23.86B | 136 | 2026-03-31 | → |
| 3 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | CINCINNATI | 161853 | $21.32B | 25 | 2026-03-31 | → |
| 4 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | CINCINNATI | 171615 | $9.68B | 9 | 2026-02-28 | → |
| 5 | BAHL & GAYNOR INC | CINCINNATI | 106139 | $20.99B | 79 | 2026-02-28 | → |
| 6 | FIFTH THIRD WEALTH ADVISORS LLC | CINCINNATI | 313015 | $7.80B | 83 | 2026-03-31 | → |
| 7 | JOHNSON INVESTMENT COUNSEL, INC. | CINCINNATI | 117054 | $22.98B | 164 | 2026-05-31 | → |
| 8 | PCA INVESTMENT ADVISORY SERVICES, INC. | CINCINNATI | 123475 | $4.31B | 15 | 2026-03-31 | → |
| 9 | BARTLETT & CO. WEALTH MANAGEMENT LLC | CINCINNATI | 292246 | $10.25B | 84 | 2026-03-31 | → |
| 10 | HAUSER RETIREMENT SOLUTIONS 2 LLC | CINCINNATI | 299959 | $1.21B | 5 | 2026-04-30 | → |
| 11 | RANDOLPH CO INC | CINCINNATI | 104868 | $1.08B | 6 | 2026-03-31 | → |
| 12 | OPUS CAPITAL GROUP, LLC | CINCINNATI | 106528 | $1.51B | 7 | 2026-03-31 | → |
| 13 | CINCINNATI ASSET MANAGEMENT INC | CINCINNATI | 104946 | $2.53B | 15 | 2026-03-31 | → |
| 14 | TRUEPOINT, INC. | CINCINNATI | 105664 | $6.39B | 103 | 2026-03-31 | → |
| 15 | GATEWAY INVESTMENT ADVISERS, LLC | CINCINNATI | 146681 | $11.59B | 28 | 2026-04-30 | → |
| 16 | OCTAVIA WEALTH ADVISORS LLC | CINCINNATI | 306909 | $2.15B | 45 | 2026-06-30 | → |
| 17 | DAYMARK WEALTH PARTNERS, LLC | CINCINNATI | 320878 | $5.04B | 40 | 2026-02-28 | → |
| 18 | SOUDERS FINANCIAL ADVISORS, LLC | CINCINNATI | 296780 | $1.41B | 21 | 2026-03-31 | → |
| 19 | THE O'DELL GROUP, LLC | CINCINNATI | 119850 | $803.3M | 15 | 2025-03-31 | → |
| 20 | FIFTH THIRD SECURITIES, INC. | CINCINNATI | 628 | $10.92B | 13,533 | 2026-06-30 | → |
| 21 | ON INVESTMENT MANAGEMENT CO | CINCINNATI | 105662 | $3.15B | 196 | 2026-04-30 | → |
| 22 | L.M. KOHN & COMPANY | CINCINNATI | 27913 | $2.09B | 85 | 2025-04-30 | → |
| 23 | WEALTH DIMENSIONS GROUP, LTD. | CINCINNATI | 107618 | $1.24B | 21 | 2026-03-31 | → |
| 24 | EICHNER INVESTMENT PLANNING, LLC | CINCINNATI | 128215 | $692.1M | 1 | 2026-03-31 | → |
| 25 | HENGEHOLD CAPITAL MANAGEMENT LLC | CINCINNATI | 107700 | $1.23B | 11 | 2026-03-31 | → |
| 26 | HORAN WEALTH, LLC | CINCINNATI | 333974 | $1.47B | 32 | 2026-06-30 | → |
| 27 | UNITED ADVISOR GROUP, LLC | CINCINNATI | 324205 | $1.43B | 69 | 2026-04-30 | → |
| 28 | FOSTER & MOTLEY, INC. | CINCINNATI | 106905 | $2.94B | 51 | 2026-03-31 | → |
| 29 | HORAN CAPITAL ADVISORS, LLC | CINCINNATI | 152888 | $595.9M | 14 | 2025-03-31 | → |
| 30 | QUADRANT CAPITAL GROUP LLC | CINCINNATI | 147253 | $5.40B | 26 | 2026-02-28 | → |
| 31 | SCHULHOFF & CO INC | CINCINNATI | 105264 | $286.3M | 4 | 2026-03-31 | → |
| 32 | MENCH FINANCIAL INC | CINCINNATI | 106689 | $130.6M | 4 | 2026-03-31 | → |
| 33 | WEALTH PLANNING CORP | CINCINNATI | 105369 | $518.2M | 10 | 2025-03-31 | → |
| 34 | SCHEAR INVESTMENT ADVISERS, LLC | CINCINNATI | 146401 | $268.8M | 3 | 2026-05-31 | → |
| 35 | THOR INVESTMENT MANAGEMENT INC | CINCINNATI | 105902 | $678.7M | 15 | 2026-05-31 | → |
| 36 | ATLAS WEALTH LLC | CINCINNATI | 321832 | $872.6M | 7 | 2026-04-30 | → |
| 37 | ARDENT CAPITAL MANAGEMENT, INC. | CINCINNATI | 108264 | $327.0M | 5 | 2026-03-31 | → |
| 38 | KELLETT WEALTH ADVISORS, LLC | CINCINNATI | 287571 | $344.0M | 4 | 2026-02-28 | → |
| 39 | HORTER INVESTMENT MANAGEMENT, LLC | CINCINNATI | 119880 | $314.5M | 43 | 2026-04-30 | → |
| 40 | HORAN SECURITIES, INC. | CINCINNATI | 40794 | $698.2M | 27 | 2025-03-31 | → |
| 41 | HFG ADVISORS, INC. | CINCINNATI | 282027 | $426.7M | 9 | 2026-04-30 | → |
| 42 | WEALTHQUEST CORPORATION | CINCINNATI | 141473 | $2.22B | 42 | 2026-03-31 | → |
| 43 | ASPIRING VENTURES, LLC | CINCINNATI | 282891 | $569.5M | 2 | 2026-06-30 | → |
| 44 | TOTAL WEALTH PLANNING, LLC | CINCINNATI | 174434 | $1.18B | 20 | 2025-12-31 | → |
| 45 | EUKLES ASSET MANAGEMENT, LLC | CINCINNATI | 156649 | $341.1M | 5 | 2026-03-31 | → |
| 46 | BRASS TAX WEALTH MANAGEMENT, INC. | CINCINNATI | 285249 | $860.2M | 29 | 2025-03-31 | → |
| 47 | ARG PRIVATE WEALTH, LLC | CINCINNATI | 336183 | $280.0M | 2 | 2026-06-30 | → |
| 48 | NATIONAL WEALTH MANAGEMENT GROUP, LLC | CINCINNATI | 174883 | $534.9M | 18 | 2026-04-30 | → |
| 49 | SIMS INVESTMENT MANAGEMENT LLC | CINCINNATI | 169491 | $304.6M | 12 | 2026-05-31 | → |
| 50 | RITTER DANIHER FINANCIAL ADVISORY LLC | CINCINNATI | 321827 | $936.5M | 15 | 2026-03-31 | → |
| 51 | FOUNTAIN SQUARE ASSET MANAGEMENT, LLC | CINCINNATI | 316955 | $233.7M | 5 | 2026-03-31 | → |
| 52 | FORMIDABLE ASSET MANAGEMENT, LLC | CINCINNATI | 167555 | $903.0M | 21 | 2026-03-31 | → |
| 53 | BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC | CINCINNATI | 328496 | $188.2M | 7 | 2026-03-31 | → |
| 54 | KLEINFELDER CAPITAL, INC. | CINCINNATI | 289345 | $376.6M | 5 | 2026-02-28 | → |
| 55 | COORDINATED FINANCIAL PLANNING CORP | CINCINNATI | 105143 | $343.2M | 6 | 2026-06-30 | → |
| 56 | FEG CURIO INVESTMENT PARTNERS, LLC | CINCINNATI | 323497 | $195.3M | 17 | 2026-03-31 | → |
| 57 | MCCARLEY & COOK LLC | CINCINNATI | 310087 | $169.1M | 2 | 2026-03-31 | → |
| 58 | FAMILY WEALTH ADVISORY GROUP, LLC | CINCINNATI | 130595 | $396.2M | 7 | 2026-06-30 | → |
| 59 | ELTRINGHAM WEALTH PARTNERS, LLC | CINCINNATI | 298885 | $179.0M | 6 | 2026-03-31 | → |
| 60 | SCHMITT WEALTH ADVISERS, CORP. | CINCINNATI | 174958 | $135.0M | 3 | 2026-04-30 | → |
| 61 | SEVEN HILLS CAPITAL ADVISORS, LLC | CINCINNATI | 175280 | $130.0M | 1 | 2026-03-31 | → |
| 62 | M&B INVESTMENT ADVISORS, LLC | CINCINNATI | 154255 | $290.2M | 5 | 2026-03-31 | → |
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