Asset manager · Cincinnati, OH
Touchstone Advisors Inc
SEC-registered investment adviser · CRD 107028 · SEC 801-45963
At a glance
Touchstone Advisors Inc is an SEC-registered investment adviser based in Cincinnati, Ohio, with $31.1 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 285th of 3,218 asset managers and 632nd of 17,210 SEC-registered advisers by assets.
Main office 513-362-8000touchstoneinvestments.comAs filed on Form ADV
- Regulatory AUM
- $31B
- Rank among asset managers
- #285 of 3,218
- Rank among all SEC RIAs
- #632 of 17,210
- Rank in Ohio
- #8 of 403
- Clients
- 40
- Accounts
- 40
- Discretionary
- 100% of AUM
- Employees
- 86
- Advisory staff
- 14
- Offices
- 1
Owners and executives on its Form ADV
- Terrie Ann WiedenheftChief Financial Officer
- Donald Joseph WuebblingDirector
- Jill Tripp McGruderDirector
- Timothy D. PaulinSR. Vice President Investment Research & Product Management
- Timothy Steven StearnsVP, Chief Compliance Officer
- Jonathan David NiemeyerDirector
- Matthew R. BarryVP, Product Management & Head of Capital Markets
- Teresa A. LucasVP, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax
- John S MusgroveAVP, Assistant Treasurer
- Julie L. SmithVP, Fund Administration and Operations
- R C. ThomasAVP, Global Market Strategist
- Jay Vincent JohnsonVP, Corporate Finance and Treasurer
Custody and brokerage
Custodian
Touchstone Advisors Inc’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Touchstone Advisors Inc is a hybrid RIA: 77 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Touchstone Securities, LLC and W&s Brokerage Services, Inc..
- Touchstone Securities, LLC ↗CRD 1526
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- W&s Brokerage Services, Inc. ↗CRD 8099
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 40 | $31B | 100% |
Disciplinary disclosures
Touchstone Advisors Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗touchstoneinvestments.com ↗
AtlasMembers
The full record on Touchstone Advisors Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 362 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 19 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Touchstone Advisors Inc manage?
Touchstone Advisors Inc reports $31.1 billion in regulatory assets under management across 40 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Touchstone Advisors Inc?
Touchstone Advisors Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Touchstone Advisors Inc’s clients?
By assets, its largest client types are investment companies ($31.1 billion, 40 clients).
Does Touchstone Advisors Inc have any disciplinary history?
Touchstone Advisors Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Touchstone Advisors Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →