{ "path": "/advisors/oh/cincinnati", "url": "https://advisorcensus.com/advisors/oh/cincinnati/page/3", "page_type": "metro", "title": "Financial advisors in Cincinnati, OH", "filters": {}, "scope_total": 188, "faq": [ { "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 188 investment advisory firms with a principal office in the Cincinnati metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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 in Cincinnati, OH: 188 firms from Form ADV filings as of October 2026.", "total_firms": 188, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 114, "state": 61, "exempt": 13 }, "fee_model_mix": [ { "code": "fee-only", "count": 66 }, { "code": "percentage_of_aum", "count": 168 }, { "code": "hourly", "count": 55 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 104 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 14 }, { "code": "not_reported", "count": 13 } ], "years_registered_distribution": [ { "code": "under_5", "count": 73 }, { "code": "5_to_9", "count": 46 }, { "code": "10_to_19", "count": 37 }, { "code": "20_plus", "count": 32 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 35 }, { "code": "25m_100m", "count": 22 }, { "code": "100m_500m", "count": 62 }, { "code": "500m_1b", "count": 12 }, { "code": "1b_5b", "count": 20 }, { "code": "over_5b", "count": 16 }, { "code": "not_reported", "count": 21 } ], "firms": [ { "crd_number": 330287, "name": "KLD Wealth Management", "name_as_filed": "KLD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/kld-wealth-management-lebanon-oh-330287", "city": "Lebanon", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289345, "name": "Kleinfelder Capital, Inc.", "name_as_filed": "KLEINFELDER CAPITAL, INC.", "url": "https://advisorcensus.com/firm/kleinfelder-capital-inc-cincinnati-oh-289345", "city": "Cincinnati", "state": "OH", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330814, "name": "KNA Capital", "name_as_filed": "KNA CAPITAL", "url": "https://advisorcensus.com/firm/kna-capital-cincinnati-oh-330814", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158675, "name": "Legacy Financial Advisors, Inc.", "name_as_filed": "LEGACY FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/legacy-financial-advisors-inc-covington-ky-158675", "city": "Covington", "state": "KY", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120147, "name": "Linden Ash Capital", "name_as_filed": "LINDEN ASH CAPITAL", "url": "https://advisorcensus.com/firm/linden-ash-capital-cincinnati-oh-120147", "city": "Cincinnati", "state": "OH", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328352, "name": "Live and Give Financial", "name_as_filed": "LIVE AND GIVE FINANCIAL", "url": "https://advisorcensus.com/firm/live-and-give-financial-cincinnati-oh-328352", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335332, "name": "Lloyd Financial Group LLC", "name_as_filed": "LLOYD FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/lloyd-financial-group-llc-union-ky-335332", "city": "Union", "state": "KY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318124, "name": "Mandel Financial Services", "name_as_filed": "MANDEL FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/mandel-financial-services-cincinnati-oh-318124", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282000, "name": "Mariemont Capital LLC", "name_as_filed": "MARIEMONT CAPITAL LLC", "url": "https://advisorcensus.com/firm/mariemont-capital-llc-cincinnati-oh-282000", "city": "Cincinnati", "state": "OH", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335193, "name": "Matson Capital LLC", "name_as_filed": "MATSON CAPITAL LLC", "url": "https://advisorcensus.com/firm/matson-capital-llc-mason-oh-335193", "city": "Mason", "state": "OH", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110425, "name": "Matson Money, Inc.", "name_as_filed": "MATSON MONEY, INC.", "url": "https://advisorcensus.com/firm/matson-money-inc-mason-oh-110425", "city": "Mason", "state": "OH", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 308415, "name": "Maywic III GP, LLC", "name_as_filed": "MAYWIC III GP, LLC", "url": "https://advisorcensus.com/firm/maywic-iii-gp-llc-cincinnati-oh-308415", "city": "Cincinnati", "state": "OH", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331259, "name": "Maywic Management, LLC", "name_as_filed": "MAYWIC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/maywic-management-llc-cincinnati-oh-331259", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154255, "name": "Mbia Capital Advisors", "name_as_filed": "MBIA CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/mbia-capital-advisors-cincinnati-oh-154255", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310087, "name": "McCarley & Cook Financial Planners", "name_as_filed": "MCCARLEY & COOK FINANCIAL PLANNERS", "url": "https://advisorcensus.com/firm/mccarley-and-cook-financial-planners-cincinnati-oh-310087", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 135875, "name": "McCarthy Wealth & Tax Advisors", "name_as_filed": "MCCARTHY WEALTH & TAX ADVISORS", "url": "https://advisorcensus.com/firm/mccarthy-wealth-and-tax-advisors-springboro-oh-135875", "city": "Springboro", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106689, "name": "Mench Financial Inc", "name_as_filed": "MENCH FINANCIAL INC", "url": "https://advisorcensus.com/firm/mench-financial-inc-cincinnati-oh-106689", "city": "Cincinnati", "state": "OH", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305387, "name": "Messmer Capital Advisors LLC", "name_as_filed": "MESSMER CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/messmer-capital-advisors-llc-milford-oh-305387", "city": "Milford", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106904, "name": "Meyer Capital Management LLC.", "name_as_filed": "MEYER CAPITAL MANAGEMENT LLC.", "url": "https://advisorcensus.com/firm/meyer-capital-management-llc-cincinnati-oh-106904", "city": "Cincinnati", "state": "OH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125046, "name": "Meyer Gates Financial Advisors, Inc", "name_as_filed": "MEYER GATES FINANCIAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/meyer-gates-financial-advisors-inc-west-chester-oh-125046", "city": "West Chester", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 36451, "name": "MM Ascend Life Investor Services, LLC", "name_as_filed": "MM ASCEND LIFE INVESTOR SERVICES, LLC", "url": "https://advisorcensus.com/firm/mm-ascend-life-investor-services-llc-cincinnati-oh-36451", "city": "Cincinnati", "state": "OH", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 166461, "name": "Money & Clarity", "name_as_filed": "MONEY & CLARITY", "url": "https://advisorcensus.com/firm/money-and-clarity-cincinnati-oh-166461", "city": "Cincinnati", "state": "OH", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 150924, "name": "MOY Investment Management, LLC", "name_as_filed": "MOY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/moy-investment-management-llc-cincinnati-oh-150924", "city": "Cincinnati", "state": "OH", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 174883, "name": "National Wealth Management Group, LLC", "name_as_filed": "NATIONAL WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/national-wealth-management-group-llc-cincinnati-oh-174883", "city": "Cincinnati", "state": "OH", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338787, "name": "Navian Asset Management, LLC", "name_as_filed": "NAVIAN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/navian-asset-management-llc-cincinnati-oh-338787", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343784, "name": "Navian Investment Management", "name_as_filed": "NAVIAN INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/navian-investment-management-cincinnati-oh-343784", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146980, "name": "Northpoint Financial Planning LLC", "name_as_filed": "NORTHPOINT FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/northpoint-financial-planning-llc-milford-oh-146980", "city": "Milford", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106804, "name": "Nottinghill Investment Advisers, Ltd", "name_as_filed": "NOTTINGHILL INVESTMENT ADVISERS, LTD", "url": "https://advisorcensus.com/firm/nottinghill-investment-advisers-ltd-cincinnati-oh-106804", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription", "other" ], "enhanced": false }, { "crd_number": 306909, "name": "Octavia Wealth Advisors LLC", "name_as_filed": "OCTAVIA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/octavia-wealth-advisors-llc-cincinnati-oh-306909", "city": "Cincinnati", "state": "OH", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318012, "name": "Omega Wealth Private Capital LLC", "name_as_filed": "OMEGA WEALTH PRIVATE CAPITAL LLC", "url": "https://advisorcensus.com/firm/omega-wealth-private-capital-llc-cincinnati-oh-318012", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105662, "name": "On Investment Management Co", "name_as_filed": "ON INVESTMENT MANAGEMENT CO", "url": "https://advisorcensus.com/firm/on-investment-management-co-cincinnati-oh-105662", "city": "Cincinnati", "state": "OH", "years_registered": 54, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106528, "name": "Opus Capital Management", "name_as_filed": "OPUS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/opus-capital-management-cincinnati-oh-106528", "city": "Cincinnati", "state": "OH", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123475, "name": "PCA Investment Advisory Services, Inc.", "name_as_filed": "PCA INVESTMENT ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/pca-investment-advisory-services-inc-cincinnati-oh-123475", "city": "Cincinnati", "state": "OH", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 120409, "name": "Pomeroy Financial Planning, LLC.", "name_as_filed": "POMEROY FINANCIAL PLANNING, LLC.", "url": "https://advisorcensus.com/firm/pomeroy-financial-planning-llc-cincinnati-oh-120409", "city": "Cincinnati", "state": "OH", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138143, "name": "Principled Wealth Advisors, LLC", "name_as_filed": "PRINCIPLED WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/principled-wealth-advisors-llc-covington-ky-138143", "city": "Covington", "state": "KY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162785, "name": "Queen City Capital Management, LLC", "name_as_filed": "QUEEN CITY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/queen-city-capital-management-llc-cincinnati-oh-162785", "city": "Cincinnati", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104868, "name": "Randolph Co Inc", "name_as_filed": "RANDOLPH CO INC", "url": "https://advisorcensus.com/firm/randolph-co-inc-cincinnati-oh-104868", "city": "Cincinnati", "state": "OH", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162297, "name": "RC Capital", "name_as_filed": "RC CAPITAL", "url": "https://advisorcensus.com/firm/rc-capital-cincinnati-oh-162297", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171615, "name": "Redtree Investment Group", "name_as_filed": "REDTREE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/redtree-investment-group-cincinnati-oh-171615", "city": "Cincinnati", "state": "OH", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330622, "name": "Refinery Ventures Management, LLC", "name_as_filed": "REFINERY VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/refinery-ventures-management-llc-cincinnati-oh-330622", "city": "Cincinnati", "state": "OH", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105916, "name": "Renaissance Investment Management", "name_as_filed": "RENAISSANCE INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/renaissance-investment-management-covington-ky-105916", "city": "Covington", "state": "KY", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157609, "name": "Research & Portfolio Management", "name_as_filed": "RESEARCH & PORTFOLIO MANAGEMENT", "url": "https://advisorcensus.com/firm/research-and-portfolio-management-crescent-springs-ky-157609", "city": "Crescent Springs", "state": "KY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324285, "name": "Retire Right Wealth Management", "name_as_filed": "RETIRE RIGHT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/retire-right-wealth-management-mason-oh-324285", "city": "Mason", "state": "OH", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158882, "name": "Retirement Plan Advisors Ltd", "name_as_filed": "RETIREMENT PLAN ADVISORS LTD", "url": "https://advisorcensus.com/firm/retirement-plan-advisors-ltd-cincinnati-oh-158882", "city": "Cincinnati", "state": "OH", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337562, "name": "Retirement Planning Group, LLC", "name_as_filed": "RETIREMENT PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/retirement-planning-group-llc-mason-oh-337562", "city": "Mason", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153550, "name": "Richwood Investment Advisors, LLC", "name_as_filed": "RICHWOOD INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/richwood-investment-advisors-llc-cincinnati-oh-153550", "city": "Cincinnati", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165484, "name": "RIK Saylor Financial, Inc.", "name_as_filed": "RIK SAYLOR FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/rik-saylor-financial-inc-fairfield-oh-165484", "city": "Fairfield", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328081, "name": "Rina Partners LLC", "name_as_filed": "RINA PARTNERS LLC", "url": "https://advisorcensus.com/firm/rina-partners-llc-cincinnati-oh-328081", "city": "Cincinnati", "state": "OH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286116, "name": "Riskneutral, LLC", "name_as_filed": "RISKNEUTRAL, LLC", "url": "https://advisorcensus.com/firm/riskneutral-llc-mason-oh-286116", "city": "Mason", "state": "OH", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 298213, "name": "Saas Capital, LLC", "name_as_filed": "SAAS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/saas-capital-llc-cincinnati-oh-298213", "city": "Cincinnati", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/oh", "label": "Financial advisors in Ohio" }, "metro": { "path": "/advisors/oh/cincinnati", "label": "Financial advisors in Cincinnati, OH" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/oh/cincinnati/fee-only", "label": "Fee-only financial advisors in Cincinnati, OH", "firm_count": 66 }, { "path": "/advisors/oh/cincinnati/flat-fee", "label": "Flat-fee financial advisors in Cincinnati, OH", "firm_count": 104 }, { "path": "/advisors/oh/cincinnati/hourly", "label": "Hourly financial advisors in Cincinnati, OH", "firm_count": 55 } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/oh/cincinnati.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }