Vault-13

Managers in Cincinnati, OH

United States · 82 asset managers within 25 km (74 in Cincinnati itself) · 167 wealth managers, banks and others

CincinnatiWest ChesterLovelandCovingtonFishersIndianapolisZionsvilleColumbusLewis CenterWesterville
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: West Chester, OH 4 · Covington, KY 3 · Loveland, OH 2 · Mason, OH 2 · Lebanon, OH 2 · Latonia, KY 1 · Ft Mitchell, KY 1 · Springboro, OH 1

Asset managers in and around Cincinnati

#Manager People here Assets Visa salary
51 Ritter Daniher Financial Advisory LLC / DE Cincinnati $656.8m based here $656.8m
52 BRASS TAX WEALTH MANAGEMENT, INC Cincinnati $601.5m based here $601.5m
53 Wealth Dimensions Group, Ltd. Cincinnati $558.3m based here $558.3m
54 MADISON WEALTH MANAGEMENT Cincinnati $475.8m based here $475.8m
55 O'Dell Group, LLC Cincinnati $466.1m based here $466.1m
56 Bowling Portfolio Management LLC Cincinnati $364.2m based here $364.2m
57 PCA Investment Advisory Services Inc. Cincinnati $358.4m based here $358.4m
58 Canopy Partners, LLC Cincinnati $332.4m based here $332.4m
59 Schear Investment Advisers, LLC Cincinnati $299.0m based here $299.0m
60 Horan Capital Advisors, LLC. Cincinnati $296.6m based here $296.6m
61 Cassady Schiller Wealth Management, LLC Cincinnati $272.6m based here $272.6m
62 Financial Freedom, LLC Cincinnati $217.9m based here $217.9m
63 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Cincinnati $180.8m based here $180.8m
64 Clear Perspectives Financial Planning, LLC Cincinnati $178.4m based here $178.4m
65 Bullseye Investment Management, LLC Cincinnati $164.3m based here $164.3m
66 Future Financial Wealth Managment LLC Cincinnati $160.4m based here $160.4m
67 HFG Advisors, Inc. Cincinnati $160.3m based here $160.3m
68 SIENA CAPITAL LLC Cincinnati $153.4m based here $153.4m
69 Infinity Wealth Counsel, LLC Loveland $123.8m based here $123.8m
70 Total Wealth Planning, LLC Cincinnati $46.7m based here $46.7m
71 SHCP, LLC Cincinnati based here
72 ALLOS VENTURE MANAGEMENT COMPANY, LTD. venture · Cincinnati office
73 ARDLUSSA CAPITAL, LLC private equity · Cincinnati office
74 CINCYTECH venture · Cincinnati office
75 CINCYTECH, LLC private equity, venture · Cincinnati office
76 EGATEWAY CAPITAL, LLC venture · Covington office
77 ETA CAPITAL FUND MANAGEMENT, LLC venture · Cincinnati office
78 H VENTURE PARTNERS venture · Cincinnati office
79 MARIEMONT CAPITAL LLC Cincinnati office
80 MAYWIC III GP, LLC venture · Cincinnati MAYWIC III GP, LLC, MAYWIC MANAGEMENT, LLC 2 offices
81 REFINERY VENTURES MANAGEMENT, LLC venture · Cincinnati office
82 UPRETY CAPITAL hedge funds · West Chester office

82 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.