AdvisorCensus / Financial advisors / Ohio / Cincinnati, OH / Charles Schwab
Financial advisors in Cincinnati, OH using Charles Schwab
57 SEC-registered investment advisory firms headquartered in the Cincinnati, OH metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 365 Wealth Management Group | Mason | SEC-registered investment adviser | $100 million to $500 million |
| Altus Wealth Management, LLC | Ft. Mitchell | SEC-registered investment adviser | $100 million to $500 million |
| Axim Planning & Wealth | Springboro | SEC-registered investment adviser | $100 million to $500 million |
| Bahl & Gaynor LLC | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Barnes Dennig Private Wealth Management, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Bartlett & Co. Wealth Management LLC | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Benchmark Wealth Management | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Brilliant Advice, LLC | Cincinnati | SEC-registered investment adviser | $500 million to $1 billion |
| Brown Financial Advisors, LLC | Milford | SEC-registered investment adviser | $100 million to $500 million |
| Canopy Partners | Cincinnati | SEC-registered investment adviser | $500 million to $1 billion |
| Cincinnati Asset Management Inc | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Constellation Wealth Advisors | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Coordinated Financial Planning Corp | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Crew Capital Management, Ltd. | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Daymark Wealth Partners, LLC | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Eichner Investment Planning, LLC | Cincinnati | SEC-registered investment adviser | $500 million to $1 billion |
| FEG | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| FEG Curio Investment Partners, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Financial Counseling, Inc. | Springboro | SEC-registered investment adviser | $100 million to $500 million |
| Financial Rounds | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Formidable Asset Management, LLC | Cincinnati | SEC-registered investment adviser | $500 million to $1 billion |
| Foster & Motley Inc | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Future Financial Wealth Management Group, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Gateway Investment Advisers, LLC | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Generations Wealth, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| HCM Wealth Advisors | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Horan Wealth, LLC | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Horter Investment Management, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Infinity Wealth Counsel, LLC | Loveland | SEC-registered investment adviser | $100 million to $500 million |
| Invest Capital Partners | Springboro | SEC-registered investment adviser | $100 million to $500 million |
| Johnson Investment Counsel, Inc. | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Journey Advisory Group, LLC | Covington | SEC-registered investment adviser | $1 billion to $5 billion |
| Kellett Wealth Advisors, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Kiplinger Wealth Advisors | Springboro | SEC-registered investment adviser | $100 million to $500 million |
| Matson Money, Inc. | Mason | SEC-registered investment adviser | Over $5 billion |
| Mbia Capital Advisors | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| McCarley & Cook Financial Planners | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Mench Financial Inc | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Messmer Capital Advisors LLC | Milford | SEC-registered investment adviser | $100 million to $500 million |
| Meyer Gates Financial Advisors, Inc | West Chester | SEC-registered investment adviser | $100 million to $500 million |
| National Wealth Management Group, LLC | Cincinnati | SEC-registered investment adviser | $500 million to $1 billion |
| Octavia Wealth Advisors LLC | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Opus Capital Management | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| PCA Investment Advisory Services, Inc. | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Randolph Co Inc | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Richwood Investment Advisors, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Schear Investment Advisers, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Schmitt Wealth Advisers, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Shepherd Wealth Management | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Sims Investment Management LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Souders Financial Advisors, LLC | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Summit Financial Advisors, Inc. | Middletown | SEC-registered investment adviser | $100 million to $500 million |
| The Prosperity People | Bellevue | SEC-registered investment adviser | $100 million to $500 million |
| Thor Wealth Management Inc | Cincinnati | SEC-registered investment adviser | $500 million to $1 billion |
| United Advisor Group | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Vanweelden Wealth Management, LLC | West Chester Township | SEC-registered investment adviser | $100 million to $500 million |
| Wealthquest Corporation | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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