Touchstone Advisors: AUM & Ownership

Clients

Touchstone Advisors serves 40 clients. The average client has about $777 million with the firm.

Regulatory assets by client type

Investment companies40 clients100%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Investment companies	40	$31,091,453,599	100.0%	$777.3M
Total	40	$31,091,453,599	100%	$777.3M

Investment companies

Clients: 40
Regulatory AUM: $31,091,453,599
Share: 100.0%
Avg. per client: $777.3M

Total

Clients: 40
Regulatory AUM: $31,091,453,599
Share: 100%
Avg. per client: $777.3M

What it does

Touchstone Advisors provides portfolio management for investment companies and selecting other managers. It is paid through a percentage of assets.

Touchstone Advisors provided financial planning to 0 clients last fiscal year and advises no private funds.

100.0% of assets ($31.09B across 40 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Touchstone Advisors does not have custody of client assets.

Managed account assets by custodian

All other custodians$31.09B100%

Ownership and leadership

Ifs Financial Services owns 75% or more of Touchstone Advisors.

Who owns the firm

Touchstone Advisors Inc· the adviser

Ifs Financial Services
Control person · since December 1993
Owns 75% or more of Touchstone Advisors Inc
- Western-Southern Life Assurance Company
  Control person · since May 2001
  Owns 75% or more of Ifs Financial Services
The Western and Southern Life Insurance Company
Control person · since April 1990
Owns 75% or more of Touchstone Advisors Inc
- Western & Southern Financial Group, Inc.
  Control person · since September 2000
  Owns 75% or more of The Western and Southern Life Insurance Company
  - Western & Southern Mutual Holding Company
    Control person · since September 2000
    Owns 75% or more of Western & Southern Financial Group, Inc.

Leadership

Benjamin Alge
President
Timothy Paulin
SR. Vice President Investment Research & Product Management
Bradley Watterson
Assistant Vice President, Investment Research
Scott Wittman
Vice President, Tax
Terrie Ann Wiedenheft
Chief Financial Officer
Timothy Stearns
VP, Chief Compliance Officer
Matthew Barry
VP, Product Management & Head of Capital Markets
Lindsay Connelly
Avp, Assistant Treasurer
Jay Johnson
VP, Corporate Finance and Treasurer
Anthony Lazzeri
Avp, Product Management & Capital Markets
Teresa Lucas
VP, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax
Jill McGruder
Director
John Musgrove
Avp, Assistant Treasurer
Jonathan Niemeyer
Director
Tyler Renners
Secretary
Thomas Singler
Avp, Investment Strategy Specialist
Julie Smith
VP, Fund Administration and Operations
R Thomas
Avp, Global Market Strategist
Donald Wuebbling
Director

Staff

86 employees
14 in advisory functions
77 state-registered reps
77 broker-dealer reps

Fees

Touchstone Advisors is paid through a percentage of assets under management.

Touchstone Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Touchstone Advisors has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Ohio · 1 listed address

303 Broadway, Suite 1100, CincinnatiHQ

Registration details

Legal name: Touchstone Advisors Inc
Headquarters: 303 Broadway, Suite 1100, Cincinnati, OH 45202-4203
Phone: 513-362-8000
Website: Not reported
SEC file: 801-45963
Structure: Ohio corporation
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Touchstone Advisors have?

Touchstone Advisors has 40 clients and manages $31.1 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Touchstone Advisors offer?

Touchstone Advisors provides portfolio management for investment companies and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Touchstone Advisors have?

Touchstone Advisors has 77 investment adviser representatives registered with state securities authorities, out of 86 employees, and 14 perform investment advisory functions. 77 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Touchstone Advisors?

Touchstone Advisors is owned through a chain of holding companies by Western-Southern Life Assurance Company and Western & Southern Mutual Holding Company. Its direct owners are Ifs Financial Services (75% or more) and the Western and Southern Life Insurance Company (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Touchstone Advisors get paid?

Touchstone Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file