AdvisorCensus / Financial advisors / Ohio / Cincinnati, OH / Branch offices
Advisory firms with an office in Cincinnati, OH, headquartered elsewhere
109 investment advisory firms with a principal office outside the Cincinnati, OH metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 1919 Investment Counsel, LLC | Cincinnati, OH | Baltimore, MD | SEC-registered investment adviser |
| AE Wealth Management, LLC | Fort Mitchell, KY | Topeka, KS | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Springboro, OH | Lincoln, NE | SEC-registered investment adviser |
| Allworth Financial, L.P. | Blue Ash, OH | Folsom, CA | SEC-registered investment adviser |
| Alphastar Capital Management | Cincinnati, OH | Cornelius, NC | SEC-registered investment adviser |
| American Independent Securities Group, LLC | Fort Thomas, KY | Eagle, ID | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Cincinnati, OH | Minneapolis, MN | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Cincinnati, OH | Lincoln, NE | SEC-registered investment adviser |
| Ameritas Investment Partners, Inc. | Cincinnati, OH | Lincoln, NE | SEC-registered investment adviser |
| Antolino Wealth Advisors | Verona, KY | Columbus, OH | SEC-registered investment adviser |
| Archer Investment Corporation | Cincinnati, OH | Carmel, IN | SEC-registered investment adviser |
| Artifex Financial Group, LLC | Mason, OH | Oakwood, OH | SEC-registered investment adviser |
| Aspiriant, LLC | Cincinnati, OH | Los Angeles, CA | SEC-registered investment adviser |
| Balance Wealth | Liberty Township, OH | Worthington, OH | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Harrison, OH | Cedar Rapids, IA | SEC-registered investment adviser |
| BFC Planning, Inc. | Cincinnati, OH | Cedar Rapids, IA | SEC-registered investment adviser |
| Bluespring Wealth Management, LLC | Cincinnati, OH | Austin, TX | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Cincinnati, OH | Fairfield, IA | SEC-registered investment adviser |
| Capital Investment Advisory Services, LLC | Florence, KY | Raleigh, NC | SEC-registered investment adviser |
| Carnegie Investment Counsel | Cincinnati, OH | Pepper Pike, OH | SEC-registered investment adviser |
| Cerity Partners LLC | Cincinnati, OH | New York, NY | SEC-registered investment adviser |
| Charter Advisory Corporation | Mariemont, OH | Indianapolis, IN | SEC-registered investment adviser |
| Commonwealth Financial Network | Blue Ash, OH | Waltham, MA | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Cincinnati, OH | Woodbury, NY | SEC-registered investment adviser |
| Coordinated Capital Securities, Inc. | Cincinnati, OH | Fort Atkinson, WI | SEC-registered investment adviser |
| Corecap Advisors | Cincinnati, OH | Southfield, MI | SEC-registered investment adviser |
| Creative Financial Designs, Inc. | Cincinnati, OH | Kokomo, IN | SEC-registered investment adviser |
| Creative Planning | Montgomery, OH | Overland Park, KS | SEC-registered investment adviser |
| Creativeone Securities, LLC | Cincinnati, OH | Overland Park, KS | SEC-registered investment adviser |
| CWM, LLC | Cincinnati, OH | Omaha, NE | SEC-registered investment adviser |
| CX Institutional, LLC | Blue Ash, OH | Auburn, IN | SEC-registered investment adviser |
| Duncan Financial Planning Advisors | Cincinnati, OH | Irwin, PA | SEC-registered investment adviser |
| Earned Wealth Advisors, LLC | Cincinnati, OH | Walnut Creek, CA | SEC-registered investment adviser |
| Enhanced Capital Partners, LLC | Cinncinatti, OH | New Orleans, LA | SEC-registered investment adviser |
| EP Wealth Advisors | Fort Wright, KY | Torrance, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Cincinnati, OH | New York, NY | SEC-registered investment adviser |
| Fidelity Institutional Wealth Adviser LLC | Covington, KY | Boston, MA | SEC-registered investment adviser |
| Fiduciary Wealth Group, LLC | Cincinnati, OH | Centerville, OH | SEC-registered investment adviser |
| Founders Financial Securities, LLC | Milford, OH | Towson, MD | SEC-registered investment adviser |
| Golden Reserve Retirement, LLC | Cincinnati, OH | Dublin, OH | SEC-registered investment adviser |
| Goldner Hawn | Cincinnati, OH | Minneapolis, MN | SEC-registered investment adviser |
| Goldstone Financial Group, LLC | Cincinnati, OH | Oakbrook Terrace, IL | SEC-registered investment adviser |
| Gryphon Financial Partners | Cincinnati, OH | Columbus, OH | SEC-registered investment adviser |
| Hightower Advisors, LLC | Cincinnati, OH | Chicago, IL | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Cincinnati, OH | Springfield, IL | SEC-registered investment adviser |
| Huntington Financial Advisors | Cincinnati, OH | Columbus, OH | SEC-registered investment adviser |
| IHT Wealth Management LLC | Covington, KY | Chicago, IL | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Cincinnati, OH | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Cincinnati, OH | Tampa, FL | SEC-registered investment adviser |
| Jessup Wealth Management | Kenwood, OH | Dayton, OH | SEC-registered investment adviser |
| Kingsview Wealth Management, LLC | Cincinnati, OH | Grants Pass, OR | SEC-registered investment adviser |
| KPP Advisory Services LLC | Somerset, KY | Louisville, KY | SEC-registered investment adviser |
| Lanier Financial Group LLC | Lebanon, OH | Athens, GA | SEC-registered investment adviser |
| Lido | Cincinnati, OH | Los Angeles, CA | SEC-registered investment adviser |
| Madison Avenue Securities, LLC | Ft. Mitchell, KY | San Diego, CA | SEC-registered investment adviser |
| MAI Capital Management, LLC | Cincinnati, OH | Cleveland, OH | SEC-registered investment adviser |
| Mariner | Blue Ash, OH | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Cincinnati, OH | Overland Park, KS | SEC-registered investment adviser |
| Mariner Institutional, LLC | Cincinnati, OH | Winter Park, FL | SEC-registered investment adviser |
| MCF Advisors, LLC | Cincinnati, OH | Lexington, KY | SEC-registered investment adviser |
| Milagre Wealth Management, Inc. | Cincinnati, OH | White Plains, NY | SEC-registered investment adviser |
| Northrock Partners, LLC | Blue Ash, OH | Minneapolis, MN | SEC-registered investment adviser |
| Northwest Asset Management | Cincinnati, OH | Mercer Island, WA | SEC-registered investment adviser |
| Oneseven | Ash, OH | Beachwood, OH | SEC-registered investment adviser |
| Oxford Financial Group, Ltd | Cincinnati, OH | Carmel, IN | SEC-registered investment adviser |
| Park Avenue Securities LLC | Cincinnati, OH | New York, NY | SEC-registered investment adviser |
| PNC Wealth Management | Cincinnati, OH | Pittsburgh, PA | SEC-registered investment adviser |
| Portfolio Medics, LLC | Cincinnati, OH | Bonita Springs, FL | SEC-registered investment adviser |
| PPC Enterprises LLC | Cincinnati, OH | New York, NY | SEC-registered investment adviser |
| Prairieview Wealth & Tax Advisors | Cincinnati, OH | Frankfort, IL | SEC-registered investment adviser |
| Primerica Advisors | Ft Wright, KY | Duluth, GA | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Cincinnati, OH | Dallas, TX | SEC-registered investment adviser |
| Provenance Wealth Advisors | Mason, OH | Fort Lauderdale, FL | SEC-registered investment adviser |
| Red Cedar Investment Management | Cincinnati, OH | Grand Rapids, MI | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Hamilton, OH | Minneapolis, MN | SEC-registered investment adviser |
| Retirement Plan Advisors, LLC | Lebanon, OH | Chicago, IL | SEC-registered investment adviser |
| Retirement Planning Solutions, LLC | Covington, KY | Louisville, KY | SEC-registered investment adviser |
| RFG Advisory, LLC | Williamstown, KY | Vestavia Hills, AL | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Cincinnati, OH | Milwaukee, WI | SEC-registered investment adviser |
| Rockefeller Capital Management | Cincinnati, OH | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Cincinnati, OH | New York, NY | SEC-registered investment adviser |
| Savant Wealth Management | Cincinnatti, OH | Rockford, IL | SEC-registered investment adviser |
| Saxony Capital Management, LLC | Hamilton, OH | Saint Louis, MO | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Cincinnati, OH | Jackson, TN | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Mason, OH | St. George, UT | SEC-registered investment adviser |
| Southland Equity Partners, LLC. | West Chester, OH | Charlottesville, VA | SEC-registered investment adviser |
| SPC | Florence, KY | Ann Arbor, MI | SEC-registered investment adviser |
| Stonex Advisors Inc. | Brookville, IN | Birmingham, AL | SEC-registered investment adviser |
| Strategic Advisers LLC | Cincinnati, OH | Boston, MA | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Mason, OH | Louisville, KY | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Cincinnati, OH | Beachwood, OH | SEC-registered investment adviser |
| Strength Capital Partners, LLC | Cincinnati, OH | Birmingham, MI | SEC-registered investment adviser |
| Teeple Snyder Newsome Wealth & Tax Management | Blue Ash, OH | Brownsburg, IN | SEC-registered investment adviser |
| The Mather Group, LLC | Cincinnati, OH | Chicago, IL | SEC-registered investment adviser |
| The Retirement Guys Formula | Cincinnati, OH | Maumee, OH | SEC-registered investment adviser |
| Towers Watson Investment Services, Inc. | Cincinnati, OH | Chicago, IL | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Cincinnati, OH | Philadelphia, PA | SEC-registered investment adviser |
| U.S. Bancorp Advisors, LLC | Cincinnati, OH | Saint Paul, MN | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Cincinnati, OH | Minneapolis, MN | SEC-registered investment adviser |
| UBS Financial Services Inc. | Cincinnati, OH | Weehawken, NJ | SEC-registered investment adviser |
| Valmark Advisers, Inc. | Cincinnati, OH | Akron, OH | SEC-registered investment adviser |
| Victory Capital Management Inc. | Cincinnati, OH | San Antonio, TX | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Dayton, KY | Brentwood, TN | SEC-registered investment adviser |
| Waverly Advisors, LLC | Cincinnati, OH | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Blue Ash, OH | Plymouth, MN | SEC-registered investment adviser |
| Wesbanco Securities, Inc. | Newport, KY | St Clairsville, OH | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | Deer Park, OH | Mansfield, OH | SEC-registered investment adviser |
| Wurz Financial Services, LLC | Cincinnati, OH | Holland, OH | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Cincinnati, OH | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Cincinnati, OH on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Altiora Financial Group, LLC | Cincinnati, OH | SEC-registered investment adviser |
| Latitude Advisors, LLC | Florence, KY | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Cincinnati, OH, headquartered elsewhere. https://advisorcensus.com/advisors/oh/cincinnati/branch-offices https://advisorcensus.com/advisors/oh/cincinnati/branch-offices