MENCH FINANCIAL INC
Cincinnati, OH
AUM
$130.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-745-5111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
129 advisers found
SEVEN HILLS CAPITAL ADVISORS
Cincinnati, OH
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
513-515-3135
QUEEN CITY CAPITAL MANAGEMENT, LLC
Cincinnati, OH
AUM
$114.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(513) 721-6089
OMEGA WEALTH PRIVATE CAPITAL LLC
Cincinnati, OH
AUM
$102.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
513-657-1072
HUFFMAN WEALTH MANAGEMENT
Cincinnati, OH
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
513-866-5800
ISAACS & ASSOCIATES, LLC
Cincinnati, OH
AUM
$71.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
513-474-5102
JULIUS ARTHUR SEIBERT & COMPANY, LLC
Cincinnati, OH
AUM
$65.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(513) 277-0916
NOTTINGHILL INVESTMENT ADVISERS, LTD
Cincinnati, OH
AUM
$57.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
513-624-3000
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
Cincinnati, OH
AUM
$53.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
513-241-2110
RETIREMENT PLAN ADVISORS LTD
Cincinnati, OH
AUM
$48.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
513-834-9383
WYOMING WEALTH MANAGEMENT, LLC
Cincinnati, OH
AUM
$41.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
513-334-7334
CINCAP ASSET MANAGEMENT
Cincinnati, OH
AUM
$34.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
513-725-4841
DINERGY
Cincinnati, OH
AUM
$29.1M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
513-878-0200
INVESTMENT ANALYTICS, LLC
Cincinnati, OH
AUM
$21.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
513-960-6403
ENTRYPOINT WEALTH MANAGEMENT
Cincinnati, OH
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-203-1414
F2 WEALTH
Cincinnati, OH
AUM
$20.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
513-278-8064
CINCINNATI WEALTH MANAGEMENT, INC.
Cincinnati, OH
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
513-235-9126
KANU ASSET MANAGEMENT, LLC
Cincinnati, OH
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(513) 769-2700
BRUIN CAPITAL ALLOCATION, LLC
Cincinnati, OH
AUM
$13.8M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-620-6801
DUNPHY WEALTH MANAGEMENT, INC.
Cincinnati, OH
AUM
$13.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
513-232-6333
BEECHWOOD CAPITAL MANAGEMENT, INC.
Cincinnati, OH
AUM
$12.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
513-793-3777
W&S ADVISORY SERVICES, LLC
Cincinnati, OH
AUM
$5.3M
Financial PlanningWealth Mgmt
Team
9 advisors
Clients
1-10
Fees
Fixed fees
513-361-7600
VIRGIL WEALTH ADVISORY
Cincinnati, OH
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
513-334-7054
ALLOS VENTURE MANAGEMENT COMPANY, LTD.
Cincinnati, OH
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
317-275-6800