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
WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cincinnati, OH

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

2,306 registered advisors work in Cincinnati; the most are at Strategic Advisers LLC (196). 401 list the CFP designation and 1,665 are also registered broker representatives.

Firms with the most advisors in Cincinnati

FirmAdvisors in Cincinnati
Strategic Advisers LLC196
UBS Financial Services Inc. news188
Morgan Stanley news128
Merrill Lynch, Pierce, Fenner & Smith Incorporated news118
Fifth Third Securities, Inc.92
Touchstone Advisors Inc.59
Johnson Investment Counsel, Inc.57
Pfs Investments Inc.56
Wells Fargo Clearing Services, LLC news56
Ameriprise Financial Services, LLC news51
LPL Financial LLC news49
Cambridge Investment Research Advisors, Inc. news44
Mariner news36
Equitable Advisors, LLC news32
J.P. Morgan Securities LLC news28
Truepoint, Inc.28
U.S. Bancorp Advisors, LLC28
Foster & Motley Inc.26
Osaic Wealth, Inc. news26
Transamerica Financial Advisors, LLC26
MML Investors Services, LLC24
Robert W. Baird & Co. Incorporated news24
United Advisor Group24
Northwestern Mutual Investment Services, LLC23
Park Avenue Securities LLC23

Advisors in Cincinnati, A to Z (first 300 of 2,306)

CFP advisors in Cincinnati →

Other cities in Ohio

All of Ohio →

Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102Perrysburg 96

Questions

How many financial advisors are in Cincinnati, OH?

2,306 investment adviser representatives are registered at firm offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 1,665 of them are also registered as broker representatives, and 401 list the CFP designation.

Which firm has the most financial advisors in Cincinnati?

Strategic Advisers LLC, with 196 registered advisors in Cincinnati, followed by UBS Financial Services Inc. with 188.

How do I check a financial advisor in Cincinnati?

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.