COORDINATED FINANCIAL PLANNING CORP
Cincinnati, OH
AUM
$343.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
513-769-3131
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
129 advisers found
EUKLES ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$341.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
513-977-4799
ARDENT CAPITAL MANAGEMENT, INC.
Cincinnati, OH
AUM
$327.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
513-831-9393
HORTER INVESTMENT MANAGEMENT, LLC
Cincinnati, OH
AUM
$314.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-984-9933
GENERATIONS WEALTH, LLC
Cincinnati, OH
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(513) 834-8056
SIMS INVESTMENT MANAGEMENT LLC
Cincinnati, OH
AUM
$304.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
513-278-7467
MBIA CAPITAL ADVISORS
Cincinnati, OH
AUM
$290.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-324-2201
ARG PRIVATE WEALTH, LLC
Cincinnati, OH
AUM
$280.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-488-1600
SAAS CAPITAL, LLC
Cincinnati, OH
AUM
$244.9M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-870-9529
CREW CAPITAL MANAGEMENT, LTD.
Cincinnati, OH
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-245-2620
FOUNTAIN SQUARE ASSET MANAGEMENT
Cincinnati, OH
AUM
$233.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
513-984-9111
FINANCIAL ROUNDS
Cincinnati, OH
AUM
$211.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
513-588-8080
BRIXEY & MEYER CAPITAL LLC
Cincinnati, OH
AUM
$201.8M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-762-2210
FEG CURIO INVESTMENT PARTNERS, LLC
Cincinnati, OH
AUM
$195.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
513-977-4400
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
Cincinnati, OH
AUM
$193.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
513-817-3131
MEYER CAPITAL MANAGEMENT LLC.
Cincinnati, OH
AUM
$190.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
513-772-3600
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
Cincinnati, OH
AUM
$188.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(513) 241-8313
CINTRIFUSE CAPITAL
Cincinnati, OH
AUM
$180.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-246-2706
BENCHMARK WEALTH MANAGEMENT
Cincinnati, OH
AUM
$179.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
513-328-0272
TACTICAL FUND ADVISORS, LLC
Cincinnati, OH
AUM
$169.8M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
513-987-4458
MCCARLEY & COOK FINANCIAL PLANNERS
Cincinnati, OH
AUM
$169.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
513-792-9990
SHEPHERD WEALTH MANAGEMENT
Cincinnati, OH
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(513) 630-2664
RICHWOOD INVESTMENT ADVISORS, LLC
Cincinnati, OH
AUM
$155.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(513) 871-0123
SCHMITT WEALTH ADVISERS, LLC
Cincinnati, OH
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(513) 813-1580