Top 10 financial advisor firms in Cincinnati

54 SEC-registered financial advisor firms are headquartered in Cincinnati, OH, with $80.4B in combined regulatory assets under management. The largest by assets are Johnson Investment Counsel ($23B), Bartlett & Co. Wealth Management ($10.3B) and Truepoint ($6.39B).

54
Financial advisor firms: $80.4B
Their combined AUM: $411M
Median firm AUM: 20,379
Clients of the top 10

The 10 largest by assets

1
Johnson Investment Counsel
RIA
$23B
0.50% to 1.00% a year
2
Bartlett & Co. Wealth Management
RIA
$10.3B
0.50% to 1.00% a year
3
Truepoint
RIA
$6.39B
0.45% to 1.00% a year
4
Quadrant Capital Group
RIA
$5.4B
Up to 1.00% a year
5
DayMark Wealth Partners
RIA
$5.04B
Regulatory AUM
6
Foster & Motley
RIA
$2.94B
0.25% to 1.00% a year
7
Wealthquest
RIA
$2.22B
Regulatory AUM
8
Octavia Wealth Advisors
RIA
$2.15B
Up to 2.00% a year
9
Opus Capital Group
RIA
$1.51B
1.00% to 1.00% a year
10
Horan Wealth
RIA
$1.47B
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Johnson Investment Counsel

Johnson Investment Counsel is an investment adviser based in Cincinnati, OH, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies, and corporations and other businesses. Its regulatory assets under management total $23 billion, as filed on 19 May 2026.

Johnson Investment Counsel charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $23B
Clients: 5,470
Advisory staff: 76
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, US Bank
Headquarters: 3777 West Fork Road, Cincinnati, OH 45247
Phone: 513-661-3100
Website: johnsoninv.com

No. 2 · RIA

Bartlett & Co. Wealth Management

Bartlett & Co. Wealth Management is an investment adviser based in Cincinnati, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $10.3 billion, as filed on 31 March 2026.

Bartlett & Co. Wealth Management charges 0.50%–1.00% a year for its Wealth Management Accounts.

Regulatory AUM: $10.3B
Clients: 2,263
Advisory staff: 34
Fee schedule: 0.50% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Fifth Third Securities
Headquarters: 600 Vine Street, Suite 2100, Cincinnati, OH 45202-2466
Phone: 513-621-4612
Website: bartlett1898.com

No. 3 · RIA

Truepoint

Truepoint is an investment adviser based in Cincinnati, OH, registered with the SEC since 1985. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $6.39 billion, as filed on 31 August 2026.

Truepoint charges 0.45%–1.00% a year for its Wealth Management.

Regulatory AUM: $6.39B
Clients: 1,934
Advisory staff: 37
Fee schedule: 0.45% to 1.00% a year
Custodians: Fidelity
Headquarters: 9999 Carver Road, Suite 200, Cincinnati, OH 45242
Phone: 513-792-6648
Website: truepointwealth.com

No. 4 · RIA

Quadrant Capital Group

Quadrant Capital Group is an investment adviser based in Cincinnati, OH, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $5.4 billion, as filed on 30 July 2026.

Quadrant Capital Group charges up to 1.00% a year for its Asset-Based Advisory Fee.

Regulatory AUM: $5.4B
Clients: 417
Advisory staff: 20
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 255 East Fifth St., Suite 3000, Cincinnati, OH 45202
Phone: 513-871-5500
Website: constellation-wealth.com

No. 5 · RIA

DayMark Wealth Partners

DayMark Wealth Partners is an investment adviser based in Cincinnati, OH, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $5.04 billion, as filed on 25 September 2026.

Regulatory AUM: $5.04B
Clients: 2,107
Advisory staff: 21
Custodians: Charles Schwab, Fidelity
Headquarters: 9675 Montgomery Road, Ste 201, Cincinnati, OH 45242
Phone: 513-838-2520
Website: daymarkwealthpartners.com

No. 6 · RIA

Foster & Motley

Foster & Motley is an investment adviser based in Cincinnati, OH, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.94 billion, as filed on 26 March 2026.

Foster & Motley charges 0.25%–1.00% a year for its Wealth Management.

Regulatory AUM: $2.94B
Clients: 926
Advisory staff: 22
Founded: 1997
Fee schedule: 0.25% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
Phone: 513-561-6640
Website: fosterandmotley.com

No. 7 · RIA

Wealthquest

Wealthquest is an investment adviser based in Cincinnati, OH, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.22 billion, as filed on 30 July 2026.

Regulatory AUM: $2.22B
Clients: 1,593
Advisory staff: 16
Founded: 2006
Custodians: Charles Schwab
Headquarters: 50 E-Business Way, Suite 120, Cincinnati, OH 45241
Phone: 513-530-9700
Website: wqcorp.com

No. 8 · RIA

Octavia Wealth Advisors

Octavia Wealth Advisors is an investment adviser based in Cincinnati, OH, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.15 billion, as filed on 2 July 2026.

Octavia Wealth Advisors charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $2.15B
Clients: 3,803
Advisory staff: 31
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 9999 Carver Road, Suite 130, Cincinnati, OH 45242
Phone: 513-762-7701
Website: octaviawa.com

No. 9 · RIA

Opus Capital Group

Opus Capital Group is an investment adviser based in Cincinnati, OH, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $1.51 billion, as filed on 27 March 2026.

Opus Capital Group charges 1.00% a year for its Wealth Management.

Regulatory AUM: $1.51B
Clients: 430
Advisory staff: 3
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 221 East 4th Street, Suite 2850, Cincinnati, OH 45202
Phone: 513-621-6787
Website: opusinc.com

No. 10 · RIA

Horan Wealth

Horan Wealth is an investment adviser based in Cincinnati, OH, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.47 billion, as filed on 26 June 2026.

Regulatory AUM: $1.47B
Clients: 1,436
Advisory staff: 20
Custodians: Charles Schwab, Fidelity
Headquarters: 8044 Montgomery RD,, Ste 640, Cincinnati, OH 45236
Phone: 513-745-0707
Website: horanwealth.com

Questions about financial advisors in Cincinnati

How many financial advisor firms are headquartered in Cincinnati?

54 SEC-registered financial advisor firms report their principal office in Cincinnati, OH, managing $80.4B in regulatory assets between them. The other 28 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Cincinnati?

Johnson Investment Counsel, with $23B in regulatory assets under management on its latest Form ADV. The next largest are Bartlett & Co. Wealth Management ($10.3B) and Truepoint ($6.39B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Cincinnati?

The median firm manages $411M in regulatory assets. That is the midpoint of the 54 firms headquartered in Cincinnati.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Cincinnati charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Cincinnati?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Cincinnati has 54 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Cincinnati

Top financial advisor firms in other Ohio cities