Best Investors Account Sign in

Best financial advisors in CINCINATTI, OH

Registered advisers within 25 miles of CINCINATTI, OH.

Offices
6
Firms
6
Combined AUM
$89.3B
Firm-wide filings, not assets booked only here
Clients
43
43 clients when Item 5C has a number
Avg / client
$2.08B
Combined AUM ÷ clients

Nearby offices

Firms

ALIGHT FINANCIAL ADVISORS, LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
NATIONAL WEALTH MANAGEMENT GROUP, LLC
NAVIAN ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

TIMOTHY PATRICK BARRY
BRIAN FRANCIS ANTENUCCI
JASON MARTIN KATZ
DAVID PHILIP FRANCIS
CRAIG M SAREMBOCK
KYLE WILLIAM POHLMAN
CHRISTOPHER DOUGLAS ROBBINS
LORI BETH POOLE
JAMES BRIAN HAGERTY
HOLLY HIRT MAZZOCCA
MICHAEL SAYERS CAMBRON
WOODROW HUNTER UIBLE
KENNETH LAWRENCE SCHLACHTER
Douglas Enders
BRENT MICHAEL GARGANO
BRADEN VINCENT BEALS
TARA DANIELLE YORK
LETITIA G FULKERSON

Within 25 miles of CINCINATTI, OH, Best Investors lists 6 registered investment advisory firms with 6 offices nearby, managing about $89.3B in combined regulatory AUM across 43 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in CINCINATTI

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 ALIGHT FINANCIAL ADVISORS, LLC 68 advisers $35.1B AUM 2 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 237 advisers $30.5B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 BARTLETT & CO. WEALTH MANAGEMENT LLC 25 clients · 34 advisers $10.3B AUM 5 NATIONAL WEALTH MANAGEMENT GROUP, LLC 18 clients · 18 advisers $535M AUM