17 advisors with offices in Cincinnati. Credentials, fee structures, and minimums are disclosed on each listing.
Cincinnati, Ohio
Bank-Affiliated
Ascent Private Capital Management is a bank-affiliated financial planning firm based in Cincinnati, Ohio. The firm provides financial planning services to clients. Additional details regarding specialties, fee structure, and team credentials were not available.
View detailsCincinnati, Ohio
Independent RIA
Aspiriant Wealth Management is an independent registered investment advisor based in Cincinnati, Ohio, offering financial planning and investment management services. The firm operates on a fiduciary basis and employs advisors holding the CLU credential. Specific fee information is not publicly listed; prospective clients should contact the firm directly for pricing details.
View detailsCincinnati, Ohio
Bob Nienaber, President-Advisory Services and Wealth Advisor at The Lyon Group, LLC, is based in Cincinnati, Ohio. The firm provides financial planning services to clients.
View detailsCincinnati, Ohio
Cerity Partners is an investment advisor based in Cincinnati, Ohio. The firm serves clients seeking professional financial guidance and investment management services.
View detailsCincinnati, Ohio
Corient is an investment advisory firm located in Cincinnati, Ohio. The firm provides advisory services to clients. Additional details about specialties, service offerings, and fee structure are not currently available.
View detailsCincinnati, Ohio
Credent Wealth Management is located in Cincinnati, Ohio and provides financial planning and investment management services. The firm specializes in investment management and wealth management.
View detailsCincinnati, Ohio
HORAN Wealth is a financial planning firm in Cincinnati, Ohio that specializes in estate planning. The firm provides financial planning services and operates in English. With a 4.2 rating across 13 Google reviews, it serves clients seeking guidance on wealth transfer and related financial matters.
View detailsCincinnati, Ohio
Horter Investment Management, LLC is an investment management firm based in Cincinnati, Ohio. The firm provides financial planning and investment management services to clients. Horter Investment Management holds a 4.7 rating on Google based on 35 client reviews.
View detailsCincinnati, Ohio
Wirehouse
Merrill Lynch Wealth Management operates in Cincinnati, Ohio as a wirehouse offering financial planning and investment management services. The firm provides wealth management support to clients seeking guidance on portfolio construction and financial strategy. Service specifics, fee structures, and advisor credentials are available upon inquiry.
View detailsCincinnati, Ohio
Nova Capital is a Cincinnati-based firm providing financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and operates in English. It has a 5-star rating across 27 Google reviews.
View detailsCincinnati, Ohio
Raymond James & Associates operates in Cincinnati, Ohio and specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials and serves clients primarily in English.
View detailsCincinnati, Ohio
Richard Jackson, Financial Advisor at Jackson Wealth Strategies, Ltd operates in Cincinnati, Ohio, providing financial planning services with specialization in retirement planning and investment management. The firm works with clients in English and offers guidance across these core service areas.
View detailsCincinnati, Ohio
SaveMake is an investment advisory firm based in Cincinnati, Ohio, serving clients in English. The firm maintains a 5-star rating on Google based on three client reviews.
View detailsCincinnati, Ohio
The Original Tax Place on Main Street, powered by Hicks & Mann Wealth Management, is located in Cincinnati, Ohio. The firm provides financial planning, investment management, and tax planning services. It holds a 4.7 rating based on 41 Google reviews.
View detailsCincinnati, Ohio
Fee-Only
Wealth Dimensions Group is a fee-only fiduciary advisor based in Cincinnati, Ohio. The firm specializes in investment management, wealth management, and guidance for small business owners.
View detailsCincinnati, Ohio
Wealth Enhancement Group is a financial planning and investment management firm located in Cincinnati, Ohio. The firm provides financial planning and investment management services to clients. More detailed information about specialties, fee structure, and team credentials is not currently available.
View detailsCincinnati, Ohio
Wealthquest is a Cincinnati-based firm offering estate planning, financial planning, investment management, and tax planning services. The firm specializes in estate planning and serves clients in English.
View detailsAdvisors serving Cincinnati specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.