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RITTER DANIHER FINANCIAL ADVISORY LLC
CRD 321827 · SEC 801-125847
7661 BEECHMONT AVENUE, SUITE 200, CINCINNATI, OH, 45255, United States
Phone
513-233-0715
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$936.5M
Discretionary AUM
$936.5M
Team
15 total employees; 10 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 485 | $242.3M |
| High net worth individuals | 198 | $689.1M |
| Pension/profit sharing plans | 1 | $2.2M |
| Charitable organizations | 2 | $3.0M |
States served
CA, GA, IL, IN, KY, MI, NJ, NY, NC, OH, PA, TN, MO, TX, FL
All web addresses on file
- https://www.ritterdaniher.com/
- https://www.instagram.com/ritterdaniherfinancialadvisory/
- https://www.linkedin.com/company/ritter-daniher-financial-advisory-llc/
- https://www.facebook.com/RitterDaniher
- https://twitter.com/RitterDaniher
- https://www.linkedin.com/company/hickoryassetmanagement/
- https://www.hickoryassetmanagement.com/
- https://www.facebook.com/HickoryAssetManagement/
Official SEC filing: View on IAPD