WEALTH DIMENSIONS GROUP, LTD.
Cincinnati, OH
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
513-554-6000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
129 advisers found
HCM WEALTH ADVISORS
Cincinnati, OH
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-598-5120
HAUSER RETIREMENT SOLUTIONS 2 LLC
Cincinnati, OH
AUM
$1.21B
Wealth MgmtRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-745-9200
RANDOLPH CO INC
Cincinnati, OH
AUM
$1.08B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(513) 891-7144
TIMBER BAY PARTNERS, LLC
Cincinnati, OH
AUM
$1.05B
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
513-898-0500
RITTER DANIHER FINANCIAL ADVISORY LLC
Cincinnati, OH
AUM
$936.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-233-0715
FORMIDABLE ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$903.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
513-655-5566
GEARHART & ASSOCIATES
Cincinnati, OH
AUM
$872.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-985-3450
CANOPY PARTNERS
Cincinnati, OH
AUM
$869.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-766-3770
HPE CAPITAL MANAGEMENT II, LLC
Cincinnati, OH
AUM
$840.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-745-9200
EICHNER INVESTMENT PLANNING, LLC
Cincinnati, OH
AUM
$692.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-290-9170
RC CAPITAL
Cincinnati, OH
AUM
$682.1M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-621-9700
THOR WEALTH MANAGEMENT INC
Cincinnati, OH
AUM
$678.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-271-6777
HERITAGE WEALTH ADVISORS
Cincinnati, OH
AUM
$604.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-440-5475
BRILLIANT ADVICE, LLC
Cincinnati, OH
AUM
$569.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-703-2100
NATIONAL WEALTH MANAGEMENT GROUP, LLC
Cincinnati, OH
AUM
$534.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
513-772-2592
FINANCIAL FREEDOM
Cincinnati, OH
AUM
$443.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
513-697-6400
ARGENTARII, LLC
Cincinnati, OH
AUM
$431.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
5134881600
HACKMAN FINANCIAL GROUP
Cincinnati, OH
AUM
$426.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(513) 891-5300
TRINITY WEALTH MANAGEMENT LLC
Cincinnati, OH
AUM
$425.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
513-794-2870
FAMILY WEALTH ADVISORY GROUP, LLC
Cincinnati, OH
AUM
$396.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-469-8100
KLEINFELDER CAPITAL, INC.
Cincinnati, OH
AUM
$376.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(513) 808-9700
VIKING PARTNERS ADVISORS
Cincinnati, OH
AUM
$375.0M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
513-793-9919
KELLETT WEALTH ADVISORS, LLC
Cincinnati, OH
AUM
$344.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
513-554-1472