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 Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?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 says

Financial ADVSR advisor directory · SEC adviser records

Gearhart & Associates financial advisors in Cincinnati, OH

Every SEC-registered investment adviser representative at a Gearhart & Associates office in Cincinnati, A to Z.

4 registered advisors work at Gearhart & Associates in Cincinnati, out of 5 at the firm nationwide; it ranks number 86 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Gearhart & Associates advisors in Cincinnati, A to Z

Every Gearhart & Associates advisor →

Gearhart & Associates advisors in every city and state →Gearhart & Associates: assets, clients and custodians →Advisor Moves: who changed firms this week →

Gearhart & Associates advisors in other cities

Windsor, CA 1

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 Gearhart & Associates have in Cincinnati?

4 investment adviser representatives are registered at Gearhart & Associates offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Gearhart & Associates one of the largest advisor employers in Cincinnati?

Gearhart & Associates ranks number 86 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.

How do I check a Gearhart & Associates 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 Gearhart & Associates 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.