# Financial advisors for high-net-worth individuals in Cincinnati, OH

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/cincinnati/for-high-net-worth-individuals/page/2

## At a glance

- Investment advisory firms: 125
- Registration: SEC-registered investment adviser: 89, State-registered investment adviser: 36
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 51 (41%); Percentage of assets 124 (99%); Hourly charges 50 (40%); Subscription fees (newsletter or periodical) 2 (2%); Fixed fees 83 (66%); Commissions 6 (5%); Performance-based fees 9 (7%); Other 8 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 16 (13%); $25 million to $100 million 19 (15%); $100 million to $500 million 52 (42%); $500 million to $1 billion 10 (8%); $1 billion to $5 billion 16 (13%); Over $5 billion 12 (10%)
- Years registered: Under 5 years 45 (36%); 5 to 9 years 30 (24%); 10 to 19 years 23 (18%); 20 years or more 27 (22%)

## Firms (page 2 of 3, 51 to 100 of 125, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Heritage Wealth Advisors](https://advisorcensus.com/firm/heritage-wealth-advisors-cincinnati-oh-312545) ([md](https://advisorcensus.com/firm/heritage-wealth-advisors-cincinnati-oh-312545.md)) | 312545 | Cincinnati, OH | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Horan Wealth, LLC](https://advisorcensus.com/firm/horan-wealth-llc-cincinnati-oh-333974) ([md](https://advisorcensus.com/firm/horan-wealth-llc-cincinnati-oh-333974.md)) | 333974 | Cincinnati, OH | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Horter Investment Management, LLC](https://advisorcensus.com/firm/horter-investment-management-llc-cincinnati-oh-119880) ([md](https://advisorcensus.com/firm/horter-investment-management-llc-cincinnati-oh-119880.md)) | 119880 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Huffman Wealth Management](https://advisorcensus.com/firm/huffman-wealth-management-cincinnati-oh-322238) ([md](https://advisorcensus.com/firm/huffman-wealth-management-cincinnati-oh-322238.md)) | 322238 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Infinity Wealth Counsel, LLC](https://advisorcensus.com/firm/infinity-wealth-counsel-llc-loveland-oh-171959) ([md](https://advisorcensus.com/firm/infinity-wealth-counsel-llc-loveland-oh-171959.md)) | 171959 | Loveland, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Invest Capital Partners](https://advisorcensus.com/firm/invest-capital-partners-springboro-oh-287987) ([md](https://advisorcensus.com/firm/invest-capital-partners-springboro-oh-287987.md)) | 287987 | Springboro, OH | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Investment Analytics, LLC](https://advisorcensus.com/firm/investment-analytics-llc-cincinnati-oh-321918) ([md](https://advisorcensus.com/firm/investment-analytics-llc-cincinnati-oh-321918.md)) | 321918 | Cincinnati, OH | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |
| [Ironkoor Retirement, LLC](https://advisorcensus.com/firm/ironkoor-retirement-llc-west-chester-oh-327162) ([md](https://advisorcensus.com/firm/ironkoor-retirement-llc-west-chester-oh-327162.md)) | 327162 | West Chester, OH | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Isaacs & Associates, LLC](https://advisorcensus.com/firm/isaacs-and-associates-llc-cincinnati-oh-324222) ([md](https://advisorcensus.com/firm/isaacs-and-associates-llc-cincinnati-oh-324222.md)) | 324222 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Johnson Investment Counsel, Inc.](https://advisorcensus.com/firm/johnson-investment-counsel-inc-cincinnati-oh-117054) ([md](https://advisorcensus.com/firm/johnson-investment-counsel-inc-cincinnati-oh-117054.md)) | 117054 | Cincinnati, OH | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee |
| [Journey Advisory Group, LLC](https://advisorcensus.com/firm/journey-advisory-group-llc-covington-ky-171919) ([md](https://advisorcensus.com/firm/journey-advisory-group-llc-covington-ky-171919.md)) | 171919 | Covington, KY | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Julius Arthur Seibert & Company, LLC](https://advisorcensus.com/firm/julius-arthur-seibert-and-company-llc-cincinnati-oh-142288) ([md](https://advisorcensus.com/firm/julius-arthur-seibert-and-company-llc-cincinnati-oh-142288.md)) | 142288 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Kanu Asset Management, LLC](https://advisorcensus.com/firm/kanu-asset-management-llc-cincinnati-oh-168070) ([md](https://advisorcensus.com/firm/kanu-asset-management-llc-cincinnati-oh-168070.md)) | 168070 | Cincinnati, OH | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [Kapstone Financial Advisors LLC](https://advisorcensus.com/firm/kapstone-financial-advisors-llc-lebanon-oh-318885) ([md](https://advisorcensus.com/firm/kapstone-financial-advisors-llc-lebanon-oh-318885.md)) | 318885 | Lebanon, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Kellett Wealth Advisors, LLC](https://advisorcensus.com/firm/kellett-wealth-advisors-llc-cincinnati-oh-287571) ([md](https://advisorcensus.com/firm/kellett-wealth-advisors-llc-cincinnati-oh-287571.md)) | 287571 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Kiplinger Wealth Advisors](https://advisorcensus.com/firm/kiplinger-wealth-advisors-springboro-oh-116726) ([md](https://advisorcensus.com/firm/kiplinger-wealth-advisors-springboro-oh-116726.md)) | 116726 | Springboro, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Commissions, Other |
| [KLD Wealth Management](https://advisorcensus.com/firm/kld-wealth-management-lebanon-oh-330287) ([md](https://advisorcensus.com/firm/kld-wealth-management-lebanon-oh-330287.md)) | 330287 | Lebanon, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Kleinfelder Capital, Inc.](https://advisorcensus.com/firm/kleinfelder-capital-inc-cincinnati-oh-289345) ([md](https://advisorcensus.com/firm/kleinfelder-capital-inc-cincinnati-oh-289345.md)) | 289345 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [KNA Capital](https://advisorcensus.com/firm/kna-capital-cincinnati-oh-330814) ([md](https://advisorcensus.com/firm/kna-capital-cincinnati-oh-330814.md)) | 330814 | Cincinnati, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Legacy Financial Advisors, Inc.](https://advisorcensus.com/firm/legacy-financial-advisors-inc-covington-ky-158675) ([md](https://advisorcensus.com/firm/legacy-financial-advisors-inc-covington-ky-158675.md)) | 158675 | Covington, KY | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Live and Give Financial](https://advisorcensus.com/firm/live-and-give-financial-cincinnati-oh-328352) ([md](https://advisorcensus.com/firm/live-and-give-financial-cincinnati-oh-328352.md)) | 328352 | Cincinnati, OH | State-registered investment adviser | Under $25 million | 2 | Hourly, Fixed fee |
| [Lloyd Financial Group LLC](https://advisorcensus.com/firm/lloyd-financial-group-llc-union-ky-335332) ([md](https://advisorcensus.com/firm/lloyd-financial-group-llc-union-ky-335332.md)) | 335332 | Union, KY | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Mandel Financial Services](https://advisorcensus.com/firm/mandel-financial-services-cincinnati-oh-318124) ([md](https://advisorcensus.com/firm/mandel-financial-services-cincinnati-oh-318124.md)) | 318124 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Matson Money, Inc.](https://advisorcensus.com/firm/matson-money-inc-mason-oh-110425) ([md](https://advisorcensus.com/firm/matson-money-inc-mason-oh-110425.md)) | 110425 | Mason, OH | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Other |
| [Mbia Capital Advisors](https://advisorcensus.com/firm/mbia-capital-advisors-cincinnati-oh-154255) ([md](https://advisorcensus.com/firm/mbia-capital-advisors-cincinnati-oh-154255.md)) | 154255 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [McCarley & Cook Financial Planners](https://advisorcensus.com/firm/mccarley-and-cook-financial-planners-cincinnati-oh-310087) ([md](https://advisorcensus.com/firm/mccarley-and-cook-financial-planners-cincinnati-oh-310087.md)) | 310087 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [McCarthy Wealth & Tax Advisors](https://advisorcensus.com/firm/mccarthy-wealth-and-tax-advisors-springboro-oh-135875) ([md](https://advisorcensus.com/firm/mccarthy-wealth-and-tax-advisors-springboro-oh-135875.md)) | 135875 | Springboro, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Mench Financial Inc](https://advisorcensus.com/firm/mench-financial-inc-cincinnati-oh-106689) ([md](https://advisorcensus.com/firm/mench-financial-inc-cincinnati-oh-106689.md)) | 106689 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets |
| [Messmer Capital Advisors LLC](https://advisorcensus.com/firm/messmer-capital-advisors-llc-milford-oh-305387) ([md](https://advisorcensus.com/firm/messmer-capital-advisors-llc-milford-oh-305387.md)) | 305387 | Milford, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Meyer Capital Management LLC.](https://advisorcensus.com/firm/meyer-capital-management-llc-cincinnati-oh-106904) ([md](https://advisorcensus.com/firm/meyer-capital-management-llc-cincinnati-oh-106904.md)) | 106904 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Meyer Gates Financial Advisors, Inc](https://advisorcensus.com/firm/meyer-gates-financial-advisors-inc-west-chester-oh-125046) ([md](https://advisorcensus.com/firm/meyer-gates-financial-advisors-inc-west-chester-oh-125046.md)) | 125046 | West Chester, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [MOY Investment Management, LLC](https://advisorcensus.com/firm/moy-investment-management-llc-cincinnati-oh-150924) ([md](https://advisorcensus.com/firm/moy-investment-management-llc-cincinnati-oh-150924.md)) | 150924 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Other |
| [National Wealth Management Group, LLC](https://advisorcensus.com/firm/national-wealth-management-group-llc-cincinnati-oh-174883) ([md](https://advisorcensus.com/firm/national-wealth-management-group-llc-cincinnati-oh-174883.md)) | 174883 | Cincinnati, OH | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Northpoint Financial Planning LLC](https://advisorcensus.com/firm/northpoint-financial-planning-llc-milford-oh-146980) ([md](https://advisorcensus.com/firm/northpoint-financial-planning-llc-milford-oh-146980.md)) | 146980 | Milford, OH | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Nottinghill Investment Advisers, Ltd](https://advisorcensus.com/firm/nottinghill-investment-advisers-ltd-cincinnati-oh-106804) ([md](https://advisorcensus.com/firm/nottinghill-investment-advisers-ltd-cincinnati-oh-106804.md)) | 106804 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Subscription, Other |
| [Octavia Wealth Advisors LLC](https://advisorcensus.com/firm/octavia-wealth-advisors-llc-cincinnati-oh-306909) ([md](https://advisorcensus.com/firm/octavia-wealth-advisors-llc-cincinnati-oh-306909.md)) | 306909 | Cincinnati, OH | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Omega Wealth Private Capital LLC](https://advisorcensus.com/firm/omega-wealth-private-capital-llc-cincinnati-oh-318012) ([md](https://advisorcensus.com/firm/omega-wealth-private-capital-llc-cincinnati-oh-318012.md)) | 318012 | Cincinnati, OH | State-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [On Investment Management Co](https://advisorcensus.com/firm/on-investment-management-co-cincinnati-oh-105662) ([md](https://advisorcensus.com/firm/on-investment-management-co-cincinnati-oh-105662.md)) | 105662 | Cincinnati, OH | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets, Hourly, Fixed fee |
| [Opus Capital Management](https://advisorcensus.com/firm/opus-capital-management-cincinnati-oh-106528) ([md](https://advisorcensus.com/firm/opus-capital-management-cincinnati-oh-106528.md)) | 106528 | Cincinnati, OH | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets |
| [PCA Investment Advisory Services, Inc.](https://advisorcensus.com/firm/pca-investment-advisory-services-inc-cincinnati-oh-123475) ([md](https://advisorcensus.com/firm/pca-investment-advisory-services-inc-cincinnati-oh-123475.md)) | 123475 | Cincinnati, OH | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Principled Wealth Advisors, LLC](https://advisorcensus.com/firm/principled-wealth-advisors-llc-covington-ky-138143) ([md](https://advisorcensus.com/firm/principled-wealth-advisors-llc-covington-ky-138143.md)) | 138143 | Covington, KY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Queen City Capital Management, LLC](https://advisorcensus.com/firm/queen-city-capital-management-llc-cincinnati-oh-162785) ([md](https://advisorcensus.com/firm/queen-city-capital-management-llc-cincinnati-oh-162785.md)) | 162785 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Randolph Co Inc](https://advisorcensus.com/firm/randolph-co-inc-cincinnati-oh-104868) ([md](https://advisorcensus.com/firm/randolph-co-inc-cincinnati-oh-104868.md)) | 104868 | Cincinnati, OH | SEC-registered investment adviser | $1 billion to $5 billion | 39 | % of assets |
| [Renaissance Investment Management](https://advisorcensus.com/firm/renaissance-investment-management-covington-ky-105916) ([md](https://advisorcensus.com/firm/renaissance-investment-management-covington-ky-105916.md)) | 105916 | Covington, KY | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets |
| [Research & Portfolio Management](https://advisorcensus.com/firm/research-and-portfolio-management-crescent-springs-ky-157609) ([md](https://advisorcensus.com/firm/research-and-portfolio-management-crescent-springs-ky-157609.md)) | 157609 | Crescent Springs, KY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Retire Right Wealth Management](https://advisorcensus.com/firm/retire-right-wealth-management-mason-oh-324285) ([md](https://advisorcensus.com/firm/retire-right-wealth-management-mason-oh-324285.md)) | 324285 | Mason, OH | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Retirement Plan Advisors Ltd](https://advisorcensus.com/firm/retirement-plan-advisors-ltd-cincinnati-oh-158882) ([md](https://advisorcensus.com/firm/retirement-plan-advisors-ltd-cincinnati-oh-158882.md)) | 158882 | Cincinnati, OH | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Richwood Investment Advisors, LLC](https://advisorcensus.com/firm/richwood-investment-advisors-llc-cincinnati-oh-153550) ([md](https://advisorcensus.com/firm/richwood-investment-advisors-llc-cincinnati-oh-153550.md)) | 153550 | Cincinnati, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [RIK Saylor Financial, Inc.](https://advisorcensus.com/firm/rik-saylor-financial-inc-fairfield-oh-165484) ([md](https://advisorcensus.com/firm/rik-saylor-financial-inc-fairfield-oh-165484.md)) | 165484 | Fairfield, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Schear Capital, Inc.](https://advisorcensus.com/firm/schear-capital-inc-cincinnati-oh-283168) ([md](https://advisorcensus.com/firm/schear-capital-inc-cincinnati-oh-283168.md)) | 283168 | Cincinnati, OH | State-registered investment adviser | Under $25 million | 9 | % of assets, Performance fee |

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## Questions people ask

**Which financial advisors in Cincinnati, OH work with high-net-worth individuals?**
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.

**How many financial advisory firms are there in Cincinnati, OH?**
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.

**How many fee-only financial advisors are in Cincinnati, OH?**
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.

**How many financial advisors in Cincinnati, OH offer financial planning?**
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.

**Are the financial advisors in Cincinnati, OH fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Ohio](https://advisorcensus.com/advisors/oh) (https://advisorcensus.com/advisors/oh.md)
- [Financial advisors in Cincinnati, OH](https://advisorcensus.com/advisors/oh/cincinnati) (https://advisorcensus.com/advisors/oh/cincinnati.md)
- [Fee-only financial advisors in Cincinnati, OH](https://advisorcensus.com/advisors/oh/cincinnati/fee-only) (https://advisorcensus.com/advisors/oh/cincinnati/fee-only.md)
- [Flat-fee financial advisors in Cincinnati, OH](https://advisorcensus.com/advisors/oh/cincinnati/flat-fee) (https://advisorcensus.com/advisors/oh/cincinnati/flat-fee.md)
- [Hourly financial advisors in Cincinnati, OH](https://advisorcensus.com/advisors/oh/cincinnati/hourly) (https://advisorcensus.com/advisors/oh/cincinnati/hourly.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Cincinnati, OH: 125 firms from Form ADV filings as of October 2026.