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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | Cincinnati | $93.47 billion | 1,650 | 157 | 45 | (513) 361-7600 | ohiocapitalfund.com | adviserinfo.sec.gov |
| Touchstone Advisors Inc | Cincinnati | $31.09 billion | 40 | 86 | Not listed | (513) 362-8000 | touchstoneinvestments.com | adviserinfo.sec.gov |
| Johnson Investment Counsel, Inc. | Cincinnati | $22.98 billion | 18,154 | 164 | Not listed | (513) 661-3100 | johnsoninv.com | adviserinfo.sec.gov |
| American Money Management Corporation ("Ammc") | Cincinnati | $21.32 billion | 45 | 25 | 14 | (513) 579-2121 | adviserinfo.sec.gov | |
| Bahl & Gaynor LLC | Cincinnati | $20.99 billion | 3,251 | 79 | Not listed | (513) 287-6100 | bahl-gaynor.com | adviserinfo.sec.gov |
| Feg | Cincinnati | $19.71 billion | 813 | 136 | Not listed | (513) 977-4400 | adviserinfo.sec.gov | |
| Gateway Investment Advisers, LLC | Cincinnati | $11.59 billion | 318 | 28 | Not listed | (513) 719-1100 | adviserinfo.sec.gov | |
| Fifth Third Securities, Inc. | Cincinnati | $10.92 billion | 47,014 | 1,353 | Not listed | (888) 889-1025 | adviserinfo.sec.gov | |
| Bartlett & Co. Wealth Management LLC | Cincinnati | $10.25 billion | 6,188 | 84 | Not listed | (513) 621-4612 | adviserinfo.sec.gov | |
| Redtree Investment Group | Cincinnati | $9.68 billion | 538 | 9 | Not listed | (888) 596-2293 | redtreeinv.com | adviserinfo.sec.gov |
| Fifth Third Wealth Advisors LLC | Cincinnati | $7.80 billion | 2,121 | 83 | 3 | (513) 268-8380 | adviserinfo.sec.gov | |
| Truepoint, Inc. | Cincinnati | $6.39 billion | 9,643 | 103 | Not listed | (513) 792-6648 | adviserinfo.sec.gov | |
| Constellation Wealth Advisors | Cincinnati | $5.40 billion | 2,095 | 26 | 4 | (513) 871-5500 | quadrantwealth.com | adviserinfo.sec.gov |
| Daymark Wealth Partners, LLC | Cincinnati | $5.04 billion | 7,405 | 40 | Not listed | (513) 838-2520 | music.amazon.com | adviserinfo.sec.gov |
| Pca Investment Advisory Services, Inc. | Cincinnati | $4.31 billion | 2,187 | 15 | Not listed | (513) 281-3366 | adviserinfo.sec.gov | |
| On Investment Management Co | Cincinnati | $3.15 billion | 14,153 | 196 | Not listed | (855) 262-0913 | joinonesco.com | adviserinfo.sec.gov |
| Foster & Motley Inc | Cincinnati | $2.94 billion | 926 | 51 | Not listed | (513) 561-6640 | fosterandmotley.com | adviserinfo.sec.gov |
| Cincinnati Asset Management Inc | Cincinnati | $2.53 billion | 6,033 | 15 | Not listed | (513) 554-8500 | adviserinfo.sec.gov | |
| Feg Investment Services, LLC | Cincinnati | $2.23 billion | 1 | 13 | 21 | (513) 977-4400 | adviserinfo.sec.gov | |
| Wealthquest Corporation | Cincinnati | $2.22 billion | 5,241 | 42 | Not listed | (513) 530-9700 | wqcorp.com | adviserinfo.sec.gov |
| Octavia Wealth Advisors LLC | Cincinnati | $2.15 billion | 6,795 | 45 | Not listed | (513) 762-7701 | adviserinfo.sec.gov | |
| Opus Capital Management | Cincinnati | $1.51 billion | 430 | 7 | Not listed | (513) 621-6787 | opus.capital | adviserinfo.sec.gov |
| Horan Wealth, LLC | Cincinnati | $1.47 billion | 2,817 | 32 | Not listed | (513) 745-0707 | horanwealth.com | adviserinfo.sec.gov |
| Feg Private Investors, LLC | Cincinnati | $1.47 billion | 7 | 24 | 27 | (513) 977-4400 | adviserinfo.sec.gov | |
| United Advisor Group | Cincinnati | $1.43 billion | 6,600 | 69 | Not listed | (888) 242-4912 | mvfp.net | adviserinfo.sec.gov |
| Souders Financial Advisors, LLC | Cincinnati | $1.41 billion | 3,616 | 21 | Not listed | (513) 598-2400 | adviserinfo.sec.gov | |
| Wealth Dimensions Group, LTD. | Cincinnati | $1.24 billion | 2,656 | 21 | Not listed | (513) 554-6000 | adviserinfo.sec.gov | |
| HCM Wealth Advisors | Cincinnati | $1.23 billion | 2,964 | 11 | Not listed | (513) 598-5120 | adviserinfo.sec.gov | |
| Hauser Retirement Solutions 2 LLC | Cincinnati | $1.21 billion | 76 | 5 | Not listed | (513) 745-9200 | thehausergroup.com | adviserinfo.sec.gov |
| Randolph Co Inc | Cincinnati | $1.08 billion | 139 | 6 | Not listed | (513) 891-7144 | therandolphcompany.com | adviserinfo.sec.gov |
| Timber Bay Partners, LLC | Cincinnati | $1.05 billion | 4 | 9 | 4 | (513) 898-0500 | adviserinfo.sec.gov | |
| Formidable Asset Management, LLC | Cincinnati | $903 million | 2,196 | 21 | 1 | (513) 655-5566 | formidableam.com | adviserinfo.sec.gov |
| Gearhart & Associates | Cincinnati | $872.6 million | 2,903 | 7 | Not listed | (513) 985-3450 | adviserinfo.sec.gov | |
| Canopy Partners | Cincinnati | $869 million | 412 | 7 | Not listed | (513) 766-3770 | canopyfamilyoffice.com | adviserinfo.sec.gov |
| Hpe Capital Management II, LLC | Cincinnati | $840.5 million | 5 | 6 | 11 | (513) 745-9200 | hauserprivateequity.com | adviserinfo.sec.gov |
| Wealth Dimensions Family Office, Inc | Cincinnati | $716.3 million | 134 | 16 | Not listed | (513) 945-1030 | adviserinfo.sec.gov | |
| Eichner Investment Planning, LLC | Cincinnati | $692.1 million | 330 | 1 | Not listed | (513) 290-9170 | eichplan.com | adviserinfo.sec.gov |
| RC Capital | Cincinnati | $682.1 million | 11 | 18 | 11 | (513) 621-9700 | rccf.com | adviserinfo.sec.gov |
| Thor Wealth Management Inc | Cincinnati | $678.7 million | 1,691 | 15 | Not listed | (513) 271-6777 | adviserinfo.sec.gov | |
| Heritage Wealth Advisors | Cincinnati | $604.7 million | 935 | 6 | Not listed | (513) 440-5475 | yourheritageadvisors.com | adviserinfo.sec.gov |
| Brilliant Advice, LLC | Cincinnati | $569.5 million | 569 | 2 | Not listed | (513) 703-2100 | adviserinfo.sec.gov | |
| National Wealth Management Group, LLC | Cincinnati | $534.9 million | 2,741 | 18 | Not listed | (513) 772-2592 | adviserinfo.sec.gov | |
| Financial Freedom | Cincinnati | $443.2 million | 783 | 4 | Not listed | (513) 697-6400 | finfreeohio.com | adviserinfo.sec.gov |
| Argentarii, LLC | Cincinnati | $431.9 million | 479 | 10 | 6 | (513) 488-1600 | adviserinfo.sec.gov | |
| Hackman Financial Group | Cincinnati | $426.7 million | 2,091 | 9 | Not listed | (513) 891-5300 | hackmanfinancial.com | adviserinfo.sec.gov |
| Family Wealth Advisory Group, LLC | Cincinnati | $396.2 million | 835 | 7 | Not listed | (513) 469-8100 | adviserinfo.sec.gov | |
| Kleinfelder Capital, Inc. | Cincinnati | $376.6 million | 1,076 | 5 | Not listed | (513) 808-9700 | adviserinfo.sec.gov | |
| Viking Partners Advisors | Cincinnati | $375 million | 9 | 2 | 9 | (513) 793-9919 | adviserinfo.sec.gov | |
| Kellett Wealth Advisors, LLC | Cincinnati | $344 million | 1,440 | 4 | Not listed | (513) 554-1472 | kellettwealth.com | adviserinfo.sec.gov |
| Coordinated Financial Planning Corp | Cincinnati | $343.2 million | 1,179 | 6 | Not listed | (513) 769-3131 | coordinatedfinancialplanning.com | adviserinfo.sec.gov |
| Eukles Asset Management, LLC | Cincinnati | $341.1 million | 943 | 5 | Not listed | (513) 977-4799 | euklesam.com | adviserinfo.sec.gov |
| Empeiria Capital Management, LLC | Cincinnati | $339.4 million | 8 | 4 | 7 | (212) 887-1126 | adviserinfo.sec.gov | |
| Ardent Capital Management, Inc. | Cincinnati | $327 million | 305 | 5 | Not listed | (513) 831-9393 | ardentcapitalmanagement.com | adviserinfo.sec.gov |
| Horter Investment Management, LLC | Cincinnati | $314.5 million | 2,296 | 43 | Not listed | (513) 984-9933 | adviserinfo.sec.gov | |
| Generations Wealth, LLC | Cincinnati | $307.8 million | 360 | 10 | Not listed | (513) 834-8056 | generationswealth.com | adviserinfo.sec.gov |
| Sims Investment Management LLC | Cincinnati | $304.6 million | 1,686 | 12 | Not listed | (513) 278-7467 | simsinvestment.com | adviserinfo.sec.gov |
| Mbia Capital Advisors | Cincinnati | $290.2 million | 565 | 5 | Not listed | (513) 324-2201 | adviserinfo.sec.gov | |
| Schulhoff & Co Inc | Cincinnati | $286.3 million | 206 | 4 | Not listed | (513) 241-2900 | adviserinfo.sec.gov | |
| Arg Private Wealth, LLC | Cincinnati | $280 million | 530 | 2 | Not listed | (513) 488-1600 | argprivatewealth.com | adviserinfo.sec.gov |
| Schear Investment Advisors, LLC | Cincinnati | $268.8 million | 193 | 3 | 1 | (513) 984-5700 | adviserinfo.sec.gov | |
| W&S Brokerage Services, Inc. | Cincinnati | $257.2 million | 963 | 114 | Not listed | (800) 257-2135 | adviserinfo.sec.gov | |
| Saas Capital, LLC | Cincinnati | $244.9 million | 9 | 9 | 9 | (303) 870-9529 | saas-capital.com | adviserinfo.sec.gov |
| Crew Capital Management, LTD. | Cincinnati | $235.4 million | 539 | 7 | Not listed | (513) 245-2620 | adviserinfo.sec.gov | |
| Fountain Square Asset Management | Cincinnati | $233.7 million | 681 | 5 | Not listed | (513) 984-9111 | fsqam.com | adviserinfo.sec.gov |
| Financial Rounds | Cincinnati | $211.3 million | 610 | 8 | Not listed | (513) 588-8080 | adviserinfo.sec.gov | |
| Brixey & Meyer Capital LLC | Cincinnati | $201.8 million | 5 | 15 | 5 | (513) 762-2210 | brixeyandmeyercapital.com | adviserinfo.sec.gov |
| Feg Curio Investment Partners, LLC | Cincinnati | $195.3 million | 18 | 17 | 20 | (513) 977-4400 | feg.com | adviserinfo.sec.gov |
| Future Financial Wealth Management Group, LLC | Cincinnati | $193.4 million | 595 | 4 | Not listed | (513) 817-3131 | future-financial.net | adviserinfo.sec.gov |
| Meyer Capital Management LLC. | Cincinnati | $190.8 million | 353 | 7 | Not listed | (513) 772-3600 | meyercapital.com | adviserinfo.sec.gov |
| Barnes Dennig Private Wealth Management, LLC | Cincinnati | $188.2 million | 419 | 7 | Not listed | (513) 241-8313 | barnesdennigprivatewealth.com | adviserinfo.sec.gov |
| Claymore Capital Partners | Cincinnati | $183.9 million | 6 | 5 | 6 | (513) 762-7615 | adviserinfo.sec.gov | |
| Cintrifuse Capital | Cincinnati | $180.1 million | 4 | 8 | 4 | (513) 246-2706 | adviserinfo.sec.gov | |
| Benchmark Wealth Management | Cincinnati | $179 million | 286 | 6 | Not listed | (513) 328-0272 | adviserinfo.sec.gov | |
| Tactical Fund Advisors, LLC | Cincinnati | $169.8 million | 4 | 7 | Not listed | (513) 987-4458 | tfafunds.com | adviserinfo.sec.gov |
| McCarley & Cook Financial Planners | Cincinnati | $169.1 million | 560 | 2 | Not listed | (513) 792-9990 | adviserinfo.sec.gov | |
| Shepherd Wealth Management | Cincinnati | $162.1 million | 430 | 4 | Not listed | (513) 630-2664 | adviserinfo.sec.gov | |
| Richwood Investment Advisors, LLC | Cincinnati | $155.1 million | 449 | 1 | Not listed | (513) 871-0123 | richwoodia.com | adviserinfo.sec.gov |
| Schmitt Wealth Advisers, LLC | Cincinnati | $135 million | 320 | 3 | Not listed | (513) 813-1580 | prolifeinvestor.com | adviserinfo.sec.gov |
| Mench Financial Inc | Cincinnati | $130.6 million | 183 | 4 | Not listed | (513) 745-5111 | menchfin.com | adviserinfo.sec.gov |
| Seven Hills Capital Advisors | Cincinnati | $130 million | 361 | 1 | Not listed | (513) 515-3135 | 7hca.com | adviserinfo.sec.gov |
| Queen City Capital Management, LLC | Cincinnati | $114.4 million | 247 | 2 | Not listed | (513) 721-6089 | qccmonline.com | adviserinfo.sec.gov |
| W&S Advisory Services, LLC | Cincinnati | $5.3 million | 6,689 | 9 | Not listed | (513) 361-7600 | meetfabric.com | adviserinfo.sec.gov |
| Allos Venture Management Company, LTD. | Cincinnati | Not listed | Not listed | Not listed | 14 | (317) 275-6800 | allosventures.com | adviserinfo.sec.gov |
| Cincytech | Cincinnati | Not listed | Not listed | Not listed | 9 | (513) 263-2720 | adviserinfo.sec.gov | |
| H Venture Partners | Cincinnati | Not listed | Not listed | Not listed | 7 | (844) 552-2554 | h.ventures | adviserinfo.sec.gov |
| Cincytech, LLC | Cincinnati | Not listed | Not listed | Not listed | 6 | (513) 263-2720 | cincytechusa.com | adviserinfo.sec.gov |
| Maywic Management, LLC | Cincinnati | Not listed | Not listed | Not listed | 4 | (513) 241-1200 | maywic.com | adviserinfo.sec.gov |
| Refinery Ventures Management, LLC | Cincinnati | Not listed | Not listed | Not listed | 3 | (513) 476-2323 | adviserinfo.sec.gov | |
| Ardlussa Capital, LLC | Cincinnati | Not listed | Not listed | Not listed | 2 | (513) 593-5745 | adviserinfo.sec.gov | |
| Eta Capital Fund Management, LLC | Cincinnati | Not listed | Not listed | Not listed | 1 | (513) 579-3144 | minoritybusinessaccelerator.com | adviserinfo.sec.gov |
| Mariemont Capital LLC | Cincinnati | Not listed | Not listed | Not listed | 1 | (513) 802-5770 | mariemontcapital.com | adviserinfo.sec.gov |
| Maywic III GP, LLC | Cincinnati | Not listed | Not listed | Not listed | 1 | (513) 241-1200 | maywic.com | adviserinfo.sec.gov |
| Eagle Realty Capital Partners, LLC | Cincinnati | Not listed | 0 | 22 | Not listed | (513) 361-7700 | adviserinfo.sec.gov | |
| Navian Investment Management | Cincinnati | Not listed | 0 | 4 | Not listed | (513) 980-3264 | adviserinfo.sec.gov |
Advisers in Cincinnati that manage private funds
29 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | Cincinnati | OH | 45 | 4 | 37 | Not listed | Not listed | $6.54 billion | $93.47 billion | adviserinfo.sec.gov |
| Feg Private Investors, LLC | Cincinnati | OH | 27 | Not listed | 5 | Not listed | Not listed | $1.47 billion | $1.47 billion | adviserinfo.sec.gov |
| Feg Investment Services, LLC | Cincinnati | OH | 21 | 2 | 3 | Not listed | Not listed | $4.88 billion | $2.23 billion | adviserinfo.sec.gov |
| Feg Curio Investment Partners, LLC | Cincinnati | OH | 20 | 4 | 11 | Not listed | 1 | $379.1 million | $195.3 million | adviserinfo.sec.gov |
| American Money Management Corporation ("Ammc") | Cincinnati | OH | 14 | Not listed | Not listed | Not listed | Not listed | $4.14 billion | $21.32 billion | adviserinfo.sec.gov |
| Allos Venture Management Company, LTD. | Cincinnati | OH | 14 | Not listed | Not listed | 14 | Not listed | $206.1 million | Not listed | adviserinfo.sec.gov |
| Hpe Capital Management II, LLC | Cincinnati | OH | 11 | Not listed | 5 | 4 | Not listed | $1.16 billion | $840.5 million | adviserinfo.sec.gov |
| RC Capital | Cincinnati | OH | 11 | Not listed | 11 | Not listed | Not listed | $487.6 million | $682.1 million | adviserinfo.sec.gov |
| Viking Partners Advisors | Cincinnati | OH | 9 | Not listed | Not listed | Not listed | 9 | $375 million | $375 million | adviserinfo.sec.gov |
| Saas Capital, LLC | Cincinnati | OH | 9 | Not listed | Not listed | Not listed | Not listed | $244.9 million | $244.9 million | adviserinfo.sec.gov |
| Cincytech | Cincinnati | OH | 9 | Not listed | Not listed | 9 | Not listed | $117 million | Not listed | adviserinfo.sec.gov |
| Empeiria Capital Management, LLC | Cincinnati | OH | 7 | Not listed | 7 | Not listed | Not listed | $322.1 million | $339.4 million | adviserinfo.sec.gov |
| H Venture Partners | Cincinnati | OH | 7 | Not listed | Not listed | 7 | Not listed | $41.6 million | Not listed | adviserinfo.sec.gov |
| Argentarii, LLC | Cincinnati | OH | 6 | Not listed | Not listed | Not listed | 5 | $25.2 million | $431.9 million | adviserinfo.sec.gov |
| Claymore Capital Partners | Cincinnati | OH | 6 | Not listed | 6 | Not listed | Not listed | $356.9 million | $183.9 million | adviserinfo.sec.gov |
| Cincytech, LLC | Cincinnati | OH | 6 | Not listed | 2 | 4 | Not listed | $60.1 million | Not listed | adviserinfo.sec.gov |
| Brixey & Meyer Capital LLC | Cincinnati | OH | 5 | Not listed | 5 | Not listed | Not listed | $201.8 million | $201.8 million | adviserinfo.sec.gov |
| Constellation Wealth Advisors | Cincinnati | OH | 4 | Not listed | 4 | Not listed | Not listed | $1.19 billion | $5.40 billion | adviserinfo.sec.gov |
| Timber Bay Partners, LLC | Cincinnati | OH | 4 | Not listed | 4 | Not listed | Not listed | $1.05 billion | $1.05 billion | adviserinfo.sec.gov |
| Cintrifuse Capital | Cincinnati | OH | 4 | Not listed | Not listed | 1 | Not listed | $180.1 million | $180.1 million | adviserinfo.sec.gov |
| Maywic Management, LLC | Cincinnati | OH | 4 | Not listed | Not listed | 4 | Not listed | $72.4 million | Not listed | adviserinfo.sec.gov |
| Fifth Third Wealth Advisors LLC | Cincinnati | OH | 3 | Not listed | 2 | Not listed | 1 | $3.4 million | $7.80 billion | adviserinfo.sec.gov |
| Refinery Ventures Management, LLC | Cincinnati | OH | 3 | Not listed | Not listed | 3 | Not listed | $54.7 million | Not listed | adviserinfo.sec.gov |
| Ardlussa Capital, LLC | Cincinnati | OH | 2 | Not listed | 2 | Not listed | Not listed | $143.1 million | Not listed | adviserinfo.sec.gov |
| Formidable Asset Management, LLC | Cincinnati | OH | 1 | 1 | Not listed | Not listed | Not listed | $1.8 million | $903 million | adviserinfo.sec.gov |
| Schear Investment Advisors, LLC | Cincinnati | OH | 1 | 1 | Not listed | Not listed | Not listed | $12.2 million | $268.8 million | adviserinfo.sec.gov |
| Eta Capital Fund Management, LLC | Cincinnati | OH | 1 | Not listed | Not listed | 1 | Not listed | $26.3 million | Not listed | adviserinfo.sec.gov |
| Mariemont Capital LLC | Cincinnati | OH | 1 | Not listed | Not listed | Not listed | Not listed | $45.3 million | Not listed | adviserinfo.sec.gov |
| Maywic III GP, LLC | Cincinnati | OH | 1 | Not listed | Not listed | 1 | Not listed | $28.3 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Cincinnati
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Navian Investment Management | Cincinnati | OH | August 24, 2026 | Not listed | adviserinfo.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.