Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
129 advisers found
EADVISOR LLC
Cincinnati, OH
AUM
—
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
513-515-9110
INNERWORKS WEALTH MANAGEMENT
Cincinnati, OH
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(404) 234-0400
KELLY FINANCIAL PLANNING, LLC
Cincinnati, OH
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges
513-379-2527
MM ASCEND LIFE INVESTOR SERVICES, LLC
Cincinnati, OH
AUM
—
Team
12 employees
Clients
0
Fees
MAINTAINING REGISTRATION BUT NOT SERVING CLIENTS
513-361-9525
MONEY & CLARITY
Cincinnati, OH
AUM
—
Team
3 advisors
Clients
51-100
Fees
Subscription fees · Fixed fees +1 more
513-563-7526
POMEROY FINANCIAL PLANNING, LLC.
Cincinnati, OH
AUM
—
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
513-802-8898
STILLPOINT CAPITAL
Cincinnati, OH
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614-302-5449
FEG INVESTMENT SERVICES, LLC
Cincinnati, OH
AUM
$2.23B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(513) 977-4400
FEG PRIVATE INVESTORS, LLC
Cincinnati, OH
AUM
$1.47B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
513-977-4400
WEALTH DIMENSIONS FAMILY OFFICE, INC
Cincinnati, OH
AUM
$625.9M
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(513) 945-1030
EMPEIRIA CAPITAL MANAGEMENT, LLC
Cincinnati, OH
AUM
$339.4M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-887-1126
SCHULHOFF & CO INC
Cincinnati, OH
AUM
$286.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
513-241-2900
SCHEAR INVESTMENT ADVISERS, LLC
Cincinnati, OH
AUM
$268.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
513-984-5700
W&S BROKERAGE SERVICES, INC.
Cincinnati, OH
AUM
$257.2M
Team
86 advisors
Clients
—
Fees
Percentage of AUM
800-257-2135
MOY INVESTMENT MANAGEMENT, LLC
Cincinnati, OH
AUM
$81.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
513-247-6102