Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cincinatti, OH

Every SEC-registered investment adviser representative at a firm office in Cincinatti, with the firms that employ the most of them.

14 registered advisors work in Cincinatti; the most are at Bartlett & Co. Wealth Management LLC (10). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Cincinatti

FirmAdvisors in Cincinatti
Bartlett & Co. Wealth Management LLC10
Alight Financial Advisors, LLC1
Knights Of Columbus Asset Advisors LLC1
Navian Asset Management, LLC1
State Farm Investment Management Corp.1

Advisors in Cincinatti, A to Z

Search all of Ohio →

Other cities in Ohio

All of Ohio →

Cincinnati 2,487Columbus 2,045Cleveland 663Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108

Questions

How many financial advisors are in Cincinatti, OH?

14 investment adviser representatives are registered at firm offices in Cincinatti, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Cincinatti?

Bartlett & Co. Wealth Management LLC, with 10 registered advisors in Cincinatti, followed by Alight Financial Advisors, LLC with 1.

How do I check a financial advisor in Cincinatti?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.