Falists

Ohio · 129 advisers

Financial Advisors in Cincinnati, Ohio

Looking for a financial advisor in Cincinnati, Ohio? Falists indexes 129 SEC-registered and state-registered investment advisers in Cincinnati — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 112 firms list a website you can visit directly. Firms in this directory manage up to $93.47B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

129

With website

112

Largest AUM

$93.47B

Financial planning

74

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth111Planning74Trusts87Retirement54Institutional57

Top advisors in Cincinnati

Ranked by AUM · Fees, team & specialties at a glance

View all 129 →

FEG

Cincinnati, OH

AUM

$23.86B

Wealth MgmtTrusts & EstatesInstitutional

Team

74 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

513-977-4400

Full profileVisit site →
View all 129 advisors in Cincinnati

More cities in Ohio

Columbus (82)Cleveland (49)Dublin (38)Akron (21)Beachwood (21)Dayton (18)Independence (17)Westlake (17)Westerville (16)Canton (15)Toledo (14)Pepper Pike (11)

Common questions

How many financial advisors are in Cincinnati, Ohio?
129 registered investment advisers are listed in our Cincinnati directory, sourced from public SEC filings.
What types of advisors are in Cincinnati?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Cincinnati?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.