{ "path": "/advisors/oh/cincinnati/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/oh/cincinnati/for-high-net-worth-individuals", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Cincinnati, OH", "filters": {}, "scope_total": 125, "faq": [ { "q": "Which financial advisors in Cincinnati, OH work with high-net-worth individuals?", "a": "125 investment advisory firms with a principal office in the Cincinnati metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Cincinnati, OH?", "a": "AdvisorCensus lists 188 investment advisory firms with a principal office in the Cincinnati metro area, from Form ADV filings as of October 2026: 114 SEC-registered, 61 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Cincinnati, OH?", "a": "66 of the 188 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Cincinnati, OH offer financial planning?", "a": "118 of the 175 firms in Cincinnati, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Cincinnati, OH fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 66 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 125 investment advisory firms with a principal office in the Cincinnati metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Cincinnati has 188 investment advisory firms with a principal office in the metro area as of October 2026: 114 SEC-registered, 61 state-registered, and 13 exempt reporting advisers. 66 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 57 report under $100 million in regulatory assets under management. The metro area has 906,675 households, 110,288 of them with income of $200,000 or more, or 587 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Cincinnati, OH: 125 firms from Form ADV filings as of October 2026.", "total_firms": 125, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 89, "state": 36, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 51 }, { "code": "percentage_of_aum", "count": 124 }, { "code": "hourly", "count": 50 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 83 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 9 }, { "code": "other", "count": 8 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 45 }, { "code": "5_to_9", "count": 30 }, { "code": "10_to_19", "count": 23 }, { "code": "20_plus", "count": 27 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 16 }, { "code": "25m_100m", "count": 19 }, { "code": "100m_500m", "count": 52 }, { "code": "500m_1b", "count": 10 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "crd_number": 314674, "name": "365 Wealth Management Group", "name_as_filed": "365 WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/365-wealth-management-group-mason-oh-314674", "city": "Mason", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 328624, "name": "AJD Wealth", "name_as_filed": "AJD WEALTH", "url": "https://advisorcensus.com/firm/ajd-wealth-cincinnati-oh-328624", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153650, "name": "Altus Wealth Management, LLC", "name_as_filed": "ALTUS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/altus-wealth-management-llc-ft-mitchell-ky-153650", "city": "Ft. Mitchell", "state": "KY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108264, "name": "Ardent Capital Management, Inc.", "name_as_filed": "ARDENT CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ardent-capital-management-inc-cincinnati-oh-108264", "city": "Cincinnati", "state": "OH", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336183, "name": "ARG Private Wealth, LLC", "name_as_filed": "ARG PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/arg-private-wealth-llc-cincinnati-oh-336183", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332112, "name": "Argentarii, LLC", "name_as_filed": "ARGENTARII, LLC", "url": "https://advisorcensus.com/firm/argentarii-llc-cincinnati-oh-332112", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 319618, "name": "Axim Planning & Wealth", "name_as_filed": "AXIM PLANNING & WEALTH", "url": "https://advisorcensus.com/firm/axim-planning-and-wealth-springboro-oh-319618", "city": "Springboro", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106139, "name": "Bahl & Gaynor LLC", "name_as_filed": "BAHL & GAYNOR LLC", "url": "https://advisorcensus.com/firm/bahl-and-gaynor-llc-cincinnati-oh-106139", "city": "Cincinnati", "state": "OH", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328496, "name": "Barnes Dennig Private Wealth Management, LLC", "name_as_filed": "BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/barnes-dennig-private-wealth-management-llc-cincinnati-oh-328496", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292246, "name": "Bartlett & Co. Wealth Management LLC", "name_as_filed": "BARTLETT & CO. WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bartlett-and-co-wealth-management-llc-cincinnati-oh-292246", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298885, "name": "Benchmark Wealth Management", "name_as_filed": "BENCHMARK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/benchmark-wealth-management-cincinnati-oh-298885", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282891, "name": "Brilliant Advice, LLC", "name_as_filed": "BRILLIANT ADVICE, LLC", "url": "https://advisorcensus.com/firm/brilliant-advice-llc-cincinnati-oh-282891", "city": "Cincinnati", "state": "OH", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147056, "name": "Brown Financial Advisors, LLC", "name_as_filed": "BROWN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brown-financial-advisors-llc-milford-oh-147056", "city": "Milford", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 145158, "name": "Bullseye Investment Management, LLC", "name_as_filed": "BULLSEYE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bullseye-investment-management-llc-cincinnciati-oh-145158", "city": "Cincinnciati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324812, "name": "Canopy Partners", "name_as_filed": "CANOPY PARTNERS", "url": "https://advisorcensus.com/firm/canopy-partners-cincinnati-oh-324812", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121227, "name": "Capital Advisory Services, LLC", "name_as_filed": "CAPITAL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/capital-advisory-services-llc-west-chester-oh-121227", "city": "West Chester", "state": "OH", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311605, "name": "Cincap Asset Management", "name_as_filed": "CINCAP ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/cincap-asset-management-cincinnati-oh-311605", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104946, "name": "Cincinnati Asset Management Inc", "name_as_filed": "CINCINNATI ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cincinnati-asset-management-inc-cincinnati-oh-104946", "city": "Cincinnati", "state": "OH", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291688, "name": "Cincinnati Wealth Management, Inc.", "name_as_filed": "CINCINNATI WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cincinnati-wealth-management-inc-cincinnati-oh-291688", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147253, "name": "Constellation Wealth Advisors", "name_as_filed": "CONSTELLATION WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/constellation-wealth-advisors-cincinnati-oh-147253", "city": "Cincinnati", "state": "OH", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 105143, "name": "Coordinated Financial Planning Corp", "name_as_filed": "COORDINATED FINANCIAL PLANNING CORP", "url": "https://advisorcensus.com/firm/coordinated-financial-planning-corp-cincinnati-oh-105143", "city": "Cincinnati", "state": "OH", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125402, "name": "Crew Capital Management, Ltd.", "name_as_filed": "CREW CAPITAL MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/crew-capital-management-ltd-cincinnati-oh-125402", "city": "Cincinnati", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 320878, "name": "Daymark Wealth Partners, LLC", "name_as_filed": "DAYMARK WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/daymark-wealth-partners-llc-cincinnati-oh-320878", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 286403, "name": "Dinergy", "name_as_filed": "DINERGY", "url": "https://advisorcensus.com/firm/dinergy-cincinnati-oh-286403", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 128622, "name": "Dunphy Wealth Management, Inc.", "name_as_filed": "DUNPHY WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/dunphy-wealth-management-inc-cincinnati-oh-128622", "city": "Cincinnati", "state": "OH", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128215, "name": "Eichner Investment Planning, LLC", "name_as_filed": "EICHNER INVESTMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/eichner-investment-planning-llc-cincinnati-oh-128215", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310922, "name": "Entrypoint Wealth Management", "name_as_filed": "ENTRYPOINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/entrypoint-wealth-management-cincinnati-oh-310922", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288351, "name": "Equitta Advisors LLC", "name_as_filed": "EQUITTA ADVISORS LLC", "url": "https://advisorcensus.com/firm/equitta-advisors-llc-milford-oh-288351", "city": "Milford", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156649, "name": "Eukles Asset Management, LLC", "name_as_filed": "EUKLES ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/eukles-asset-management-llc-cincinnati-oh-156649", "city": "Cincinnati", "state": "OH", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323559, "name": "F2 Wealth", "name_as_filed": "F2 WEALTH", "url": "https://advisorcensus.com/firm/f2-wealth-cincinnati-oh-323559", "city": "Cincinnati", "state": "OH", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167822, "name": "Faith Financial Advisors, Inc.", "name_as_filed": "FAITH FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/faith-financial-advisors-inc-loveland-oh-167822", "city": "Loveland", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 130595, "name": "Family Wealth Advisory Group, LLC", "name_as_filed": "FAMILY WEALTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/family-wealth-advisory-group-llc-cincinnati-oh-130595", "city": "Cincinnati", "state": "OH", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121658, "name": "FEG", "name_as_filed": "FEG", "url": "https://advisorcensus.com/firm/feg-cincinnati-oh-121658", "city": "Cincinnati", "state": "OH", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 628, "name": "Fifth Third Securities, Inc.", "name_as_filed": "FIFTH THIRD SECURITIES, INC.", "url": "https://advisorcensus.com/firm/fifth-third-securities-inc-cincinnati-oh-628", "city": "Cincinnati", "state": "OH", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313015, "name": "Fifth Third Wealth Advisors LLC", "name_as_filed": "FIFTH THIRD WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/fifth-third-wealth-advisors-llc-cincinnati-oh-313015", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119969, "name": "Financial Counseling, Inc.", "name_as_filed": "FINANCIAL COUNSELING, INC.", "url": "https://advisorcensus.com/firm/financial-counseling-inc-springboro-oh-119969", "city": "Springboro", "state": "OH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118772, "name": "Financial Freedom", "name_as_filed": "FINANCIAL FREEDOM", "url": "https://advisorcensus.com/firm/financial-freedom-cincinnati-oh-118772", "city": "Cincinnati", "state": "OH", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110384, "name": "Financial Rounds", "name_as_filed": "FINANCIAL ROUNDS", "url": "https://advisorcensus.com/firm/financial-rounds-cincinnati-oh-110384", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167555, "name": "Formidable Asset Management, LLC", "name_as_filed": "FORMIDABLE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/formidable-asset-management-llc-cincinnati-oh-167555", "city": "Cincinnati", "state": "OH", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 107126, "name": "Fort Washington Investment Advisors Inc", "name_as_filed": "FORT WASHINGTON INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/fort-washington-investment-advisors-inc-cincinnati-oh-107126", "city": "Cincinnati", "state": "OH", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 106905, "name": "Foster & Motley Inc", "name_as_filed": "FOSTER & MOTLEY INC", "url": "https://advisorcensus.com/firm/foster-and-motley-inc-cincinnati-oh-106905", "city": "Cincinnati", "state": "OH", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316955, "name": "Fountain Square Asset Management", "name_as_filed": "FOUNTAIN SQUARE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/fountain-square-asset-management-cincinnati-oh-316955", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291484, "name": "Future Financial Wealth Management Group, LLC", "name_as_filed": "FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/future-financial-wealth-management-group-llc-cincinnati-oh-291484", "city": "Cincinnati", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146681, "name": "Gateway Investment Advisers, LLC", "name_as_filed": "GATEWAY INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/gateway-investment-advisers-llc-cincinnati-oh-146681", "city": "Cincinnati", "state": "OH", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321832, "name": "Gearhart & Associates", "name_as_filed": "GEARHART & ASSOCIATES", "url": "https://advisorcensus.com/firm/gearhart-and-associates-cincinnati-oh-321832", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173352, "name": "Generations Wealth, LLC", "name_as_filed": "GENERATIONS WEALTH, LLC", "url": "https://advisorcensus.com/firm/generations-wealth-llc-cincinnati-oh-173352", "city": "Cincinnati", "state": "OH", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338977, "name": "Greene Wealth Management LLC", "name_as_filed": "GREENE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/greene-wealth-management-llc-liberty-township-oh-338977", "city": "Liberty Township", "state": "OH", 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