AdvisorCensus / Financial advisors / Ohio / Cincinnati, OH / Fidelity Investments
Financial advisors in Cincinnati, OH using Fidelity Investments
21 SEC-registered investment advisory firms headquartered in the Cincinnati, OH metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Benchmark Wealth Management | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Daymark Wealth Partners, LLC | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Family Wealth Advisory Group, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| FEG Curio Investment Partners, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Fifth Third Securities, Inc. | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Fifth Third Wealth Advisors LLC | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Financial Freedom | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Gateway Investment Advisers, LLC | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Horan Wealth, LLC | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Kleinfelder Capital, Inc. | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Financial Advisors, Inc. | Covington | SEC-registered investment adviser | $1 billion to $5 billion |
| McCarthy Wealth & Tax Advisors | Springboro | 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 |
| PCA Investment Advisory Services, Inc. | Cincinnati | SEC-registered investment adviser | $1 billion to $5 billion |
| Queen City Capital Management, LLC | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| RIK Saylor Financial, Inc. | Fairfield | SEC-registered investment adviser | $100 million to $500 million |
| Schulhoff & Co Inc | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Seven Hills Capital Advisors | Cincinnati | SEC-registered investment adviser | $100 million to $500 million |
| Truepoint, Inc. | Cincinnati | SEC-registered investment adviser | Over $5 billion |
| Wealth Dimensions Family Office, Inc | Cincinnati | SEC-registered investment adviser | $500 million to $1 billion |
| Wealth Dimensions Group, Ltd. | 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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Cincinnati, OH using Fidelity Investments. https://advisorcensus.com/advisors/oh/cincinnati/custodians/fidelity https://advisorcensus.com/advisors/oh/cincinnati/custodians/fidelity