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Best financial advisors in Cincinnati, OH

Registered advisers within 25 miles of Cincinnati, OH.

Offices
1,009
Firms
371
Combined AUM
$22.7T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,350,206 clients when Item 5C has a number
Avg / client
$6.78M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BENCHMARK WEALTH MANAGEMENT
MARINER INDEPENDENT
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
BRUIN CAPITAL ALLOCATION, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
W&S BROKERAGE SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PIPER SANDLER & CO.
CREW CAPITAL MANAGEMENT, LTD.
CONSTELLATION WEALTH ADVISORS
BAHL & GAYNOR LLC
WELLS FARGO CLEARING SERVICES, LLC
FEG
FEG CURIO INVESTMENT PARTNERS, LLC
FEG INVESTMENT SERVICES, LLC

Investors

CARL E MCCLURG
RYAN A HOSKINS
DAVID ALLAN ELTRINGHAM
MATTHEW David ELTRINGHAM
Kyle William Trischler
Jarrod Dean Hart
Matthew Walter Tarka
MOLLY ELIZABETH MYERS
PATRICK J. BURKE
JOHN JACOB BURKE
Dean Robert Johns
Joshua Martin Wentz
JUSTIN WILLIAM LEHKAMP
TIMOTHY GLENN POWELL
Nicholas Groman
Ryan Jeffrey Totten
MATTHEW MANN
David Lau
Hunter Rambin
JOSEPH GERARD SUNDERMAN
RUSSELL JAMES NEWSOM
DAVID WILLIAM HECK
Craig Jeffery Theile
CAMERON CHRISTOPHER DRUFFEL
RAPHAEL ORIGHOMISAN OLOMAJEYE
Lucas Daniel Griffith
JEFFERY ALBERT READY
ROBERT FRANCIS FISHER
Alexander John Leugers
DANIEL OWENS
Marchaun Morrison
Jayna Anne Thompson
Mark Molley
BEN JAMES HOLMAN
KEVIN DOUGLAS BURNS
JULIE MARIE CALHOUN
MICHAEL JOSEPH NORDYKE
Nick VORHOLT
CINDY SIN-YI TSAI
Richard Keith Ryan
REMINGTON P TAYLOR
GEORGE MITCHELL KAY
PAUL J KELBLY
THOMAS ERIC ANDERLE
THOMAS JOHN ANDERLE
RICHARD DOYLE HATTON
PETER PAUL BADEN
NICHOLAS CONNOR REILLY
Kevin Byrne Thomas
PATRICK ALAN LAFLEY
ANNA K PFAEHLER
EMILY BUTTERWORTH ROSE
Matthew Woebkenberg
Thomas McConville
Louisa Collier Gehring
CHERYL NICOLE ROSE
JOHN MARSHALL WILLIAMS
ADAM DAVIS MORTON
Nicolas Allen Paxson
David John Snopkowski
JULIE M. KIST
Bradley Rice
RYAN PATRICK WELCH
JOHN PATRICK GALVIN
Kelsey Marie Flannery
Matthew John Carroll
NEAL YOUNG LEE
JOHN P GALVIN
ANTHONY ROBERT SABA
STEVEN ANGELO MAZZUCHELLI
Aaron Krauss
NICOLAS WERTHMAN
JEFFREY DAVID ROSEN
AMY KATHLEEN HENEGAN
BRIAN MICHAEL RIDGEWAY
WILLIAM LAWRENCE MCGARRIE
Christopher Anthony Guy
NICHOLAS JAMES GRIMM
BETHANY NICOLE STRUNK
STEVEN LOUIS FRANK
PAUL COMER LISTERMAN
MYRON TRACY BARKER
ELLEN ANN HEEKIN
CHRISTINA L JIMISON
MARTIN EDWARD WILHELMY
Edward Anton Ullrich
CHRISTOPHER J LEHAN
ETHAN DENNIS CLARK
JENNIFER MARIE EBERHARD
ADAM W LISTERMAN
ALPHONSE BAUTISTA
JULIE MAE WINN
BARBARA MORAN JOHNSON
JOHN ERIC CASEY
MAXWELL MISCHKULNIG
BROOKE O BARKER
BRANDON BARKER
EDWARD THOMAS REISER
DORIS ANN BEUTNER CANDITO
JENNIFER ANN KUYKENDOLL
BRADY JEFFCOTT
JOHN ALLSHOUSE
PETER RAYMOND SALVATOR

Within 25 miles of Cincinnati, OH, Best Investors lists 371 registered investment advisory firms with 1,009 offices nearby, managing about $22.7T in combined regulatory AUM across 3,350,206 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 Cincinnati

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM