Skip to the page

Data / Investment advisers / Ohio / Cincinnati

Investment advisers in Cincinnati, OH: 94 firms, $327 billion in AUM

94 investment advisers have their main office in Cincinnati, Ohio: 84 SEC registered and 10 exempt reporting. The registered advisers report $327 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Fort Washington Investment Advisors Inc with $93.5 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 94Advisers
  • 84SEC registered
  • 10Exempt reporting
  • $327 billionTotal AUM
  • 81Advisers over $100 million
  • 29Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Fort Washington Investment Advisors IncCincinnati$93.47 billion1,65015745(513) 361-7600ohiocapitalfund.comadviserinfo.sec.gov
Touchstone Advisors IncCincinnati$31.09 billion4086Not listed(513) 362-8000touchstoneinvestments.comadviserinfo.sec.gov
Johnson Investment Counsel, Inc.Cincinnati$22.98 billion18,154164Not listed(513) 661-3100johnsoninv.comadviserinfo.sec.gov
American Money Management Corporation ("Ammc")Cincinnati$21.32 billion452514(513) 579-2121adviserinfo.sec.gov
Bahl & Gaynor LLCCincinnati$20.99 billion3,25179Not listed(513) 287-6100bahl-gaynor.comadviserinfo.sec.gov
FegCincinnati$19.71 billion813136Not listed(513) 977-4400adviserinfo.sec.gov
Gateway Investment Advisers, LLCCincinnati$11.59 billion31828Not listed(513) 719-1100adviserinfo.sec.gov
Fifth Third Securities, Inc.Cincinnati$10.92 billion47,0141,353Not listed(888) 889-1025adviserinfo.sec.gov
Bartlett & Co. Wealth Management LLCCincinnati$10.25 billion6,18884Not listed(513) 621-4612adviserinfo.sec.gov
Redtree Investment GroupCincinnati$9.68 billion5389Not listed(888) 596-2293redtreeinv.comadviserinfo.sec.gov
Fifth Third Wealth Advisors LLCCincinnati$7.80 billion2,121833(513) 268-8380adviserinfo.sec.gov
Truepoint, Inc.Cincinnati$6.39 billion9,643103Not listed(513) 792-6648adviserinfo.sec.gov
Constellation Wealth AdvisorsCincinnati$5.40 billion2,095264(513) 871-5500quadrantwealth.comadviserinfo.sec.gov
Daymark Wealth Partners, LLCCincinnati$5.04 billion7,40540Not listed(513) 838-2520music.amazon.comadviserinfo.sec.gov
Pca Investment Advisory Services, Inc.Cincinnati$4.31 billion2,18715Not listed(513) 281-3366adviserinfo.sec.gov
On Investment Management CoCincinnati$3.15 billion14,153196Not listed(855) 262-0913joinonesco.comadviserinfo.sec.gov
Foster & Motley IncCincinnati$2.94 billion92651Not listed(513) 561-6640fosterandmotley.comadviserinfo.sec.gov
Cincinnati Asset Management IncCincinnati$2.53 billion6,03315Not listed(513) 554-8500adviserinfo.sec.gov
Feg Investment Services, LLCCincinnati$2.23 billion11321(513) 977-4400adviserinfo.sec.gov
Wealthquest CorporationCincinnati$2.22 billion5,24142Not listed(513) 530-9700wqcorp.comadviserinfo.sec.gov
Octavia Wealth Advisors LLCCincinnati$2.15 billion6,79545Not listed(513) 762-7701adviserinfo.sec.gov
Opus Capital ManagementCincinnati$1.51 billion4307Not listed(513) 621-6787opus.capitaladviserinfo.sec.gov
Horan Wealth, LLCCincinnati$1.47 billion2,81732Not listed(513) 745-0707horanwealth.comadviserinfo.sec.gov
Feg Private Investors, LLCCincinnati$1.47 billion72427(513) 977-4400adviserinfo.sec.gov
United Advisor GroupCincinnati$1.43 billion6,60069Not listed(888) 242-4912mvfp.netadviserinfo.sec.gov
Souders Financial Advisors, LLCCincinnati$1.41 billion3,61621Not listed(513) 598-2400adviserinfo.sec.gov
Wealth Dimensions Group, LTD.Cincinnati$1.24 billion2,65621Not listed(513) 554-6000adviserinfo.sec.gov
HCM Wealth AdvisorsCincinnati$1.23 billion2,96411Not listed(513) 598-5120adviserinfo.sec.gov
Hauser Retirement Solutions 2 LLCCincinnati$1.21 billion765Not listed(513) 745-9200thehausergroup.comadviserinfo.sec.gov
Randolph Co IncCincinnati$1.08 billion1396Not listed(513) 891-7144therandolphcompany.comadviserinfo.sec.gov
Timber Bay Partners, LLCCincinnati$1.05 billion494(513) 898-0500adviserinfo.sec.gov
Formidable Asset Management, LLCCincinnati$903 million2,196211(513) 655-5566formidableam.comadviserinfo.sec.gov
Gearhart & AssociatesCincinnati$872.6 million2,9037Not listed(513) 985-3450adviserinfo.sec.gov
Canopy PartnersCincinnati$869 million4127Not listed(513) 766-3770canopyfamilyoffice.comadviserinfo.sec.gov
Hpe Capital Management II, LLCCincinnati$840.5 million5611(513) 745-9200hauserprivateequity.comadviserinfo.sec.gov
Wealth Dimensions Family Office, IncCincinnati$716.3 million13416Not listed(513) 945-1030adviserinfo.sec.gov
Eichner Investment Planning, LLCCincinnati$692.1 million3301Not listed(513) 290-9170eichplan.comadviserinfo.sec.gov
RC CapitalCincinnati$682.1 million111811(513) 621-9700rccf.comadviserinfo.sec.gov
Thor Wealth Management IncCincinnati$678.7 million1,69115Not listed(513) 271-6777adviserinfo.sec.gov
Heritage Wealth AdvisorsCincinnati$604.7 million9356Not listed(513) 440-5475yourheritageadvisors.comadviserinfo.sec.gov
Brilliant Advice, LLCCincinnati$569.5 million5692Not listed(513) 703-2100adviserinfo.sec.gov
National Wealth Management Group, LLCCincinnati$534.9 million2,74118Not listed(513) 772-2592adviserinfo.sec.gov
Financial FreedomCincinnati$443.2 million7834Not listed(513) 697-6400finfreeohio.comadviserinfo.sec.gov
Argentarii, LLCCincinnati$431.9 million479106(513) 488-1600adviserinfo.sec.gov
Hackman Financial GroupCincinnati$426.7 million2,0919Not listed(513) 891-5300hackmanfinancial.comadviserinfo.sec.gov
Family Wealth Advisory Group, LLCCincinnati$396.2 million8357Not listed(513) 469-8100adviserinfo.sec.gov
Kleinfelder Capital, Inc.Cincinnati$376.6 million1,0765Not listed(513) 808-9700adviserinfo.sec.gov
Viking Partners AdvisorsCincinnati$375 million929(513) 793-9919adviserinfo.sec.gov
Kellett Wealth Advisors, LLCCincinnati$344 million1,4404Not listed(513) 554-1472kellettwealth.comadviserinfo.sec.gov
Coordinated Financial Planning CorpCincinnati$343.2 million1,1796Not listed(513) 769-3131coordinatedfinancialplanning.comadviserinfo.sec.gov
Eukles Asset Management, LLCCincinnati$341.1 million9435Not listed(513) 977-4799euklesam.comadviserinfo.sec.gov
Empeiria Capital Management, LLCCincinnati$339.4 million847(212) 887-1126adviserinfo.sec.gov
Ardent Capital Management, Inc.Cincinnati$327 million3055Not listed(513) 831-9393ardentcapitalmanagement.comadviserinfo.sec.gov
Horter Investment Management, LLCCincinnati$314.5 million2,29643Not listed(513) 984-9933adviserinfo.sec.gov
Generations Wealth, LLCCincinnati$307.8 million36010Not listed(513) 834-8056generationswealth.comadviserinfo.sec.gov
Sims Investment Management LLCCincinnati$304.6 million1,68612Not listed(513) 278-7467simsinvestment.comadviserinfo.sec.gov
Mbia Capital AdvisorsCincinnati$290.2 million5655Not listed(513) 324-2201adviserinfo.sec.gov
Schulhoff & Co IncCincinnati$286.3 million2064Not listed(513) 241-2900adviserinfo.sec.gov
Arg Private Wealth, LLCCincinnati$280 million5302Not listed(513) 488-1600argprivatewealth.comadviserinfo.sec.gov
Schear Investment Advisors, LLCCincinnati$268.8 million19331(513) 984-5700adviserinfo.sec.gov
W&S Brokerage Services, Inc.Cincinnati$257.2 million963114Not listed(800) 257-2135adviserinfo.sec.gov
Saas Capital, LLCCincinnati$244.9 million999(303) 870-9529saas-capital.comadviserinfo.sec.gov
Crew Capital Management, LTD.Cincinnati$235.4 million5397Not listed(513) 245-2620adviserinfo.sec.gov
Fountain Square Asset ManagementCincinnati$233.7 million6815Not listed(513) 984-9111fsqam.comadviserinfo.sec.gov
Financial RoundsCincinnati$211.3 million6108Not listed(513) 588-8080adviserinfo.sec.gov
Brixey & Meyer Capital LLCCincinnati$201.8 million5155(513) 762-2210brixeyandmeyercapital.comadviserinfo.sec.gov
Feg Curio Investment Partners, LLCCincinnati$195.3 million181720(513) 977-4400feg.comadviserinfo.sec.gov
Future Financial Wealth Management Group, LLCCincinnati$193.4 million5954Not listed(513) 817-3131future-financial.netadviserinfo.sec.gov
Meyer Capital Management LLC.Cincinnati$190.8 million3537Not listed(513) 772-3600meyercapital.comadviserinfo.sec.gov
Barnes Dennig Private Wealth Management, LLCCincinnati$188.2 million4197Not listed(513) 241-8313barnesdennigprivatewealth.comadviserinfo.sec.gov
Claymore Capital PartnersCincinnati$183.9 million656(513) 762-7615adviserinfo.sec.gov
Cintrifuse CapitalCincinnati$180.1 million484(513) 246-2706adviserinfo.sec.gov
Benchmark Wealth ManagementCincinnati$179 million2866Not listed(513) 328-0272adviserinfo.sec.gov
Tactical Fund Advisors, LLCCincinnati$169.8 million47Not listed(513) 987-4458tfafunds.comadviserinfo.sec.gov
McCarley & Cook Financial PlannersCincinnati$169.1 million5602Not listed(513) 792-9990adviserinfo.sec.gov
Shepherd Wealth ManagementCincinnati$162.1 million4304Not listed(513) 630-2664adviserinfo.sec.gov
Richwood Investment Advisors, LLCCincinnati$155.1 million4491Not listed(513) 871-0123richwoodia.comadviserinfo.sec.gov
Schmitt Wealth Advisers, LLCCincinnati$135 million3203Not listed(513) 813-1580prolifeinvestor.comadviserinfo.sec.gov
Mench Financial IncCincinnati$130.6 million1834Not listed(513) 745-5111menchfin.comadviserinfo.sec.gov
Seven Hills Capital AdvisorsCincinnati$130 million3611Not listed(513) 515-31357hca.comadviserinfo.sec.gov
Queen City Capital Management, LLCCincinnati$114.4 million2472Not listed(513) 721-6089qccmonline.comadviserinfo.sec.gov
W&S Advisory Services, LLCCincinnati$5.3 million6,6899Not listed(513) 361-7600meetfabric.comadviserinfo.sec.gov
Allos Venture Management Company, LTD.CincinnatiNot listedNot listedNot listed14(317) 275-6800allosventures.comadviserinfo.sec.gov
CincytechCincinnatiNot listedNot listedNot listed9(513) 263-2720adviserinfo.sec.gov
H Venture PartnersCincinnatiNot listedNot listedNot listed7(844) 552-2554h.venturesadviserinfo.sec.gov
Cincytech, LLCCincinnatiNot listedNot listedNot listed6(513) 263-2720cincytechusa.comadviserinfo.sec.gov
Maywic Management, LLCCincinnatiNot listedNot listedNot listed4(513) 241-1200maywic.comadviserinfo.sec.gov
Refinery Ventures Management, LLCCincinnatiNot listedNot listedNot listed3(513) 476-2323adviserinfo.sec.gov
Ardlussa Capital, LLCCincinnatiNot listedNot listedNot listed2(513) 593-5745adviserinfo.sec.gov
Eta Capital Fund Management, LLCCincinnatiNot listedNot listedNot listed1(513) 579-3144minoritybusinessaccelerator.comadviserinfo.sec.gov
Mariemont Capital LLCCincinnatiNot listedNot listedNot listed1(513) 802-5770mariemontcapital.comadviserinfo.sec.gov
Maywic III GP, LLCCincinnatiNot listedNot listedNot listed1(513) 241-1200maywic.comadviserinfo.sec.gov
Eagle Realty Capital Partners, LLCCincinnatiNot listed022Not listed(513) 361-7700adviserinfo.sec.gov
Navian Investment ManagementCincinnatiNot listed04Not listed(513) 980-3264adviserinfo.sec.gov

Advisers in Cincinnati that manage private funds

29 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Fort Washington Investment Advisors IncCincinnatiOH45437Not listedNot listed$6.54 billion$93.47 billionadviserinfo.sec.gov
Feg Private Investors, LLCCincinnatiOH27Not listed5Not listedNot listed$1.47 billion$1.47 billionadviserinfo.sec.gov
Feg Investment Services, LLCCincinnatiOH2123Not listedNot listed$4.88 billion$2.23 billionadviserinfo.sec.gov
Feg Curio Investment Partners, LLCCincinnatiOH20411Not listed1$379.1 million$195.3 millionadviserinfo.sec.gov
American Money Management Corporation ("Ammc")CincinnatiOH14Not listedNot listedNot listedNot listed$4.14 billion$21.32 billionadviserinfo.sec.gov
Allos Venture Management Company, LTD.CincinnatiOH14Not listedNot listed14Not listed$206.1 millionNot listedadviserinfo.sec.gov
Hpe Capital Management II, LLCCincinnatiOH11Not listed54Not listed$1.16 billion$840.5 millionadviserinfo.sec.gov
RC CapitalCincinnatiOH11Not listed11Not listedNot listed$487.6 million$682.1 millionadviserinfo.sec.gov
Viking Partners AdvisorsCincinnatiOH9Not listedNot listedNot listed9$375 million$375 millionadviserinfo.sec.gov
Saas Capital, LLCCincinnatiOH9Not listedNot listedNot listedNot listed$244.9 million$244.9 millionadviserinfo.sec.gov
CincytechCincinnatiOH9Not listedNot listed9Not listed$117 millionNot listedadviserinfo.sec.gov
Empeiria Capital Management, LLCCincinnatiOH7Not listed7Not listedNot listed$322.1 million$339.4 millionadviserinfo.sec.gov
H Venture PartnersCincinnatiOH7Not listedNot listed7Not listed$41.6 millionNot listedadviserinfo.sec.gov
Argentarii, LLCCincinnatiOH6Not listedNot listedNot listed5$25.2 million$431.9 millionadviserinfo.sec.gov
Claymore Capital PartnersCincinnatiOH6Not listed6Not listedNot listed$356.9 million$183.9 millionadviserinfo.sec.gov
Cincytech, LLCCincinnatiOH6Not listed24Not listed$60.1 millionNot listedadviserinfo.sec.gov
Brixey & Meyer Capital LLCCincinnatiOH5Not listed5Not listedNot listed$201.8 million$201.8 millionadviserinfo.sec.gov
Constellation Wealth AdvisorsCincinnatiOH4Not listed4Not listedNot listed$1.19 billion$5.40 billionadviserinfo.sec.gov
Timber Bay Partners, LLCCincinnatiOH4Not listed4Not listedNot listed$1.05 billion$1.05 billionadviserinfo.sec.gov
Cintrifuse CapitalCincinnatiOH4Not listedNot listed1Not listed$180.1 million$180.1 millionadviserinfo.sec.gov
Maywic Management, LLCCincinnatiOH4Not listedNot listed4Not listed$72.4 millionNot listedadviserinfo.sec.gov
Fifth Third Wealth Advisors LLCCincinnatiOH3Not listed2Not listed1$3.4 million$7.80 billionadviserinfo.sec.gov
Refinery Ventures Management, LLCCincinnatiOH3Not listedNot listed3Not listed$54.7 millionNot listedadviserinfo.sec.gov
Ardlussa Capital, LLCCincinnatiOH2Not listed2Not listedNot listed$143.1 millionNot listedadviserinfo.sec.gov
Formidable Asset Management, LLCCincinnatiOH11Not listedNot listedNot listed$1.8 million$903 millionadviserinfo.sec.gov
Schear Investment Advisors, LLCCincinnatiOH11Not listedNot listedNot listed$12.2 million$268.8 millionadviserinfo.sec.gov
Eta Capital Fund Management, LLCCincinnatiOH1Not listedNot listed1Not listed$26.3 millionNot listedadviserinfo.sec.gov
Mariemont Capital LLCCincinnatiOH1Not listedNot listedNot listedNot listed$45.3 millionNot listedadviserinfo.sec.gov
Maywic III GP, LLCCincinnatiOH1Not listedNot listed1Not listed$28.3 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Cincinnati

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Navian Investment ManagementCincinnatiOHAugust 24, 2026Not listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.