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 Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Bartlett & Co. Wealth Management LLC financial advisors in Cincinnati, OH

Every SEC-registered investment adviser representative at a Bartlett & Co. Wealth Management LLC office in Cincinnati, A to Z.

9 registered advisors work at Bartlett & Co. Wealth Management LLC in Cincinnati, out of 28 at the firm nationwide; it ranks number 53 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Bartlett & Co. Wealth Management LLC advisors in Cincinnati, A to Z

Every Bartlett & Co. Wealth Management LLC advisor →

Bartlett & Co. Wealth Management LLC advisors in every city and state →Bartlett & Co. Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bartlett & Co. Wealth Management LLC advisors in other cities

Cincinatti, OH 10Chicago, IL 7Louisville, KY 2

Other firms in Cincinnati

All Cincinnati advisors →

Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44

Questions

How many financial advisors does Bartlett & Co. Wealth Management LLC have in Cincinnati?

9 investment adviser representatives are registered at Bartlett & Co. Wealth Management LLC offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Bartlett & Co. Wealth Management LLC one of the largest advisor employers in Cincinnati?

Bartlett & Co. Wealth Management LLC ranks number 53 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.

How do I check a Bartlett & Co. Wealth Management LLC advisor in Cincinnati?

Each advisor below links to a profile with their registrations, exams, designations 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 Bartlett & Co. Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.