Hackman Financial Group, a local investment advisory firm based out of Cincinnati, OH, is dedicated to providing comprehensive financial planning and investment management services. With over 180 individual clients, they currently oversee an impressive $234,811,000 in assets under management. Hackman Financial Group distinguishes itself by its ability to handle employer funds in addition to 401K and individual accounts, accounting for less than 30% of their total assets. The firm's expertise lies in managing discretionary assets, with 100% of the assets they handle falling under this category. Catering primarily to high-net-worth individuals, they possess the knowledge and experience to navigate complex financial landscapes and meet the unique needs of their affluent clientele. Hackman Financial Group's compensation structure offers clients flexibility, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of 10 dedicated professionals, including five experienced investment advisors, the firm maintains an average of approximately $46,960,000 in assets under management per advisor, aligning well with industry standards. A testament to their commitment to excellence, Hackman Financial Group boasts a team of seasoned advisors, some of whom have been with the firm for many years. Notable among them are Joseph Jones, John Spencer, and Steven Nguyen, who bring a wealth of experience and expertise to the table. With their client-centered approach, Hackman Financial Group is well-positioned to guide individuals and businesses towards achieving their financial goals and securing their financial futures.

Family Wealth Advisory Group, LLC, based out of Cincinnati, OH, is a small investment advisory firm with a strong focus on high net worth individuals. With over 110 individual clients, they currently manage assets worth more than $232,267,000. The firm operates from a single office and employs a total of six individuals, three of whom specialize in providing investment advisory services. While 401K and individual accounts make up less than 30% of their assets under management, Family Wealth Advisory Group, LLC possesses the capability to effectively manage employer funds. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to the specific needs of their clients. Notably, 67% of the assets under their management are discretionary, providing clients with the benefit of professional expertise and decision-making. The firm's investment advisors handle an average of approximately $77,420,000 in assets, which aligns with the industry average. Family Wealth Advisory Group, LLC takes pride in its team of experienced professionals. Among the firm's longest-tenured advisors are James Hoskins, Susan Rushworth, and Robert Grossheim, who bring a wealth of knowledge and expertise to their client engagements. Through their personalized approach and commitment to excellence, Family Wealth Advisory Group, LLC aims to provide comprehensive wealth management solutions that help clients achieve their financial goals.

Harvest Financial Advisors, LLC, based out of West Chester, OH, is a local investment advisory firm that prides itself on providing comprehensive financial planning services. With 10 dedicated employees, including 5 experienced investment advisors, they offer personalized strategies to help their clients achieve their financial goals. With an average of approximately $79,270,000 in assets under management per investment advisor, Harvest Financial Advisors maintains an average standing within the industry. Their compensation structure is diverse, encompassing a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for their clients. Boasting a substantial client base of over 390 individuals, Harvest Financial Advisors manages an impressive $406,329,000 in assets. Their expertise shines in the management of employer 401Ks and individual portfolios, which constitute nearly half of their assets under management. Notably, 96% of the assets they oversee are under discretionary management, demonstrating their clients' trust in their expertise. Situated in West Chester, OH, Harvest Financial Advisors operates from a single office location. Their team features seasoned advisors with significant tenure, including Paul Burgdorf, Marc Henn, and Bruce Mason, who bring a wealth of experience to the firm. Overall, Harvest Financial Advisors, LLC is a reputable investment advisory firm that combines personalized financial planning with a range of compensation options. Their commitment to delivering exceptional service and their extensive experience in managing assets, particularly in the employer 401K space, make them a reliable choice for individuals seeking expert financial guidance.

Monetary Solutions, Ltd., a small investment advisory firm based out of Dayton, OH, is dedicated to providing personalized financial solutions to its clients. With over 130 individual clients and more than $116,803,000 in assets under management, the firm has established a solid reputation in the industry. They specialize in managing employer 401Ks and individual investments, boasting extensive experience in this sector. The company's investment approach is entirely discretionary, allowing them to make informed decisions based on their clients' goals and risk tolerance. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment method that aligns with their preferences and needs. Monetary Solutions, Ltd. operates from a single office in Dayton, OH, and currently employs two dedicated professionals who provide comprehensive investment advisory services. On average, each investment advisor manages approximately $58,400,000 in assets, which is consistent with the industry average. With a commitment to delivering exceptional service and tailored financial strategies, Monetary Solutions, Ltd. has cultivated enduring relationships with its clients. Among the firm's notable registered advisors are Michael Lamb and Brian Walker, both of whom have demonstrated extensive knowledge and commitment to their clients' financial well-being. By leveraging their expertise and focusing on client satisfaction, Monetary Solutions, Ltd. continues to thrive as a trusted partner in the ever-changing financial landscape.

Horan Capital Advisors, LLC is a reputable small investment advisory firm headquartered in Cincinnati, Ohio. With over 110 individual clients and an impressive $483,464,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office, strategically located in Cincinnati. While Horan Capital Advisors manages a diverse portfolio of assets, it is noteworthy that 401K and individual accounts make up less than 30% of their total assets under management. Nevertheless, they possess the necessary expertise to efficiently handle employer funds. Their discretionary management accounts for a significant 91% of the assets they oversee, demonstrating their commitment to providing tailored and personalized investment strategies. The firm primarily focuses on high net worth individuals, with the majority of their assets being managed for this esteemed clientele. Horan Capital Advisors' compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring that their clients receive a fair and transparent pricing model. Employing a team of ten dedicated professionals, Horan Capital Advisors boasts four investment advisors who are committed to delivering exceptional advisory services. On average, each investment advisor manages approximately $120,870,000 in assets, aligning with industry standards. Notably, the firm takes pride in the tenure of some of its advisors, including Matthew Antenucci, David Templeton, and Mark Bennett, who have been instrumental in building enduring relationships with clients. With their extensive experience, diverse expertise, and client-centric approach, Horan Capital Advisors, LLC remains a trusted partner for individuals seeking comprehensive investment advisory services.

Heritage Wealth Advisors, a reputable investment advisory firm headquartered in Cincinnati, OH, is committed to providing exceptional financial services. With one office location, the firm has established itself as a trusted partner in wealth management. Among its five dedicated employees, three specialize in investment advisory services, ensuring personalized attention to clients' financial needs. The investment advisors at Heritage Wealth Advisors manage an impressive average of approximately $150,680,000 in assets under management per advisor, surpassing the industry average. This figure attests to their expertise in handling substantial portfolios. The firm's compensation structure is designed to offer flexibility and align with clients' preferences. It includes options such as a percentage-based fee tied to assets under management and fixed fees, ensuring transparency and client satisfaction. Although 401K and individual accounts account for less than 30% of their assets under management, Heritage Wealth Advisors possesses the capability to effectively manage employer funds. Notably, 87% of the assets they manage are discretionary, reflecting the high level of trust clients place in their expertise. Catering primarily to high-net-worth individuals, Heritage Wealth Advisors diligently oversees the financial portfolios of over 100 individual clients, amounting to more than $452,043,000 in assets under management. In addition to investment advisory services, the firm also provides insurance broker or agent services, further enhancing the comprehensive range of solutions they offer. Heritage Wealth Advisors takes pride in its team of experienced advisors, including Lindsey Meredith, David Holwadel, and Jeffrey Thompson, who have demonstrated long-term dedication to the firm. Through their expertise and commitment to excellence, Heritage Wealth Advisors continues to establish itself as a trusted advisor in guiding clients towards their financial goals.

PCA Investment Advisory Services, Inc. is a reputable local investment advisory firm based out of Cincinnati, OH, operating from two offices. With a team of 10 dedicated professionals, all experts in the field, PCA provides comprehensive investment advisory services to a diverse client base. Demonstrating their prowess in managing finances, PCA boasts an impressive average of $254,290,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. While PCA primarily manages less than 30% of their assets under management in 401K and individual accounts, they possess the necessary capabilities to handle employer funds, expanding their reach and expertise. Of the assets managed by PCA, an impressive 45% are discretionary, highlighting the trust clients place in the firm's ability to make informed investment decisions. With a substantial client base of over 680 individuals, PCA effectively manages a staggering $2,542,929,000 in assets. The firm's success is further exemplified by the presence of highly experienced advisors like James Eckerle, Zachary Burns, and Mark Holly, who have been instrumental in the firm's growth and longevity. PCA Investment Advisory Services, Inc. distinguishes itself with its commitment to providing exceptional investment advisory services and its ability to consistently deliver results that exceed expectations. As a trusted partner, PCA works diligently to help clients achieve their financial goals and secure a prosperous future.

With a strong presence in Cincinnati, OH, Clarify Wealth Management is a reputable local investment advisory firm. Operating from their sole office, the company boasts a dedicated team of 11 employees, of which 8 specialize in providing expert investment advisory services. Each investment advisor manages an average of $41,200,000 in assets under management, ensuring that clients' portfolios are in capable hands. Clarify Wealth Management implements a diverse compensation structure, incorporating various models such as a percentage of assets under management. While their asset portfolio is primarily composed of non-401K and non-individual accounts, comprising less than 30% of their total assets under management, the firm is fully equipped to handle employer funds. Notably, all of the assets managed by Clarify Wealth Management are done so on a discretionary basis, showcasing their expertise in making strategic investment decisions on behalf of their clients. Boasting an impressive client base, Clarify Wealth Management serves over 490 individual clients, overseeing a substantial $329,625,000 in assets under management. The firm takes pride in its long-serving advisors, including industry veterans such as Thomas Clark, Martin Kubik, and James Brandenburgh. These experienced professionals contribute to the firm's stellar reputation and commitment to delivering exceptional investment advisory services to their valued clients. Overall, Clarify Wealth Management is a trusted local firm offering comprehensive wealth management solutions to individuals and organizations in Cincinnati, OH. With their knowledgeable team, robust compensation structure, and a track record of successful portfolio management, they continue to build strong relationships with clients and help them achieve their financial goals.

Birchcreek Wealth Management, LLC, based in Miami Township, OH, is a distinguished investment advisory firm catering to a diverse clientele. With over 90 individual clients and a staggering $199,572,000 in assets under management, Birchcreek provides expert financial guidance to individuals seeking to optimize their wealth. Although 401K and individual accounts make up less than 30% of their portfolio, Birchcreek possesses the capability to effectively manage employer funds, making them a versatile partner for businesses. Boasting a discretionary asset management approach, Birchcreek handles a remarkable 97% of the assets they oversee, showcasing their expertise in navigating market trends and capitalizing on opportunities. Catering primarily to high net worth individuals, the firm specializes in developing customized strategies to suit each client's unique financial goals. Birchcreek's compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose the most suitable arrangement for their needs. With a dedicated team of six employees, including four investment advisors, Birchcreek ensures that their clients receive personalized attention and comprehensive financial planning services. The firm's investment advisors boast extensive industry experience, with notable figures such as Jacob Bartel, Matthew Will, and Daniel Johnson among the longest-tenured professionals at Birchcreek. Their collective expertise, coupled with an average of approximately $49,890,000 in assets under management per investment advisor, positions Birchcreek on par with industry standards. As Birchcreek Wealth Management, LLC continues to thrive in the competitive financial landscape, their commitment to exceptional client service, tailored strategies, and experienced professionals remains steadfast.

Horan Wealth Management is a highly reputable local investment advisory firm based out of Cincinnati, OH, with two offices. With a total of 26 dedicated professionals, their team includes seven experienced advisors who specialize in providing top-notch investment advisory services. These advisors have an impressive average of approximately $220,500,000 in assets under management, which exceeds the industry average, demonstrating their expertise in managing substantial portfolios. As a forward-thinking firm, Horan Wealth Management ensures their compensation structure caters to diverse client needs. They offer various types of compensation, including a percentage of assets under management and fixed fees, allowing clients to choose the option that aligns best with their financial goals. The firm boasts an extensive client base, serving over 1,920 individual clients and managing assets totaling over $510,837,000. Notably, nearly half of their assets under management are derived from employer 401Ks and individual accounts, showcasing their strong track record and experience in this space. Horan Wealth Management excels in discretionary asset management, as a staggering 99% of the assets they oversee fall under this category. This discretion ensures that clients' investments are handled with expertise and tailored to their unique financial objectives. Additionally, Horan Wealth Management extends its services as an insurance broker or agent, enabling clients to benefit from comprehensive financial solutions under one roof. With several highly experienced advisors at the firm, including Timothy Powell, David Lohre, and Terence Horan, who have proven their commitment and expertise over the years, Horan Wealth Management has built a solid reputation as a trusted and knowledgeable partner for individuals and businesses seeking superior investment advisory services in the Cincinnati area and beyond.

Gearhart & Associates is a reputable investment advisory firm based out of Cincinnati, OH. With its headquarters situated in the heart of the city, the firm operates from a single office to serve its diverse clientele. Led by a team of seasoned professionals, Gearhart & Associates comprises a total of six dedicated employees, four of whom specialize in providing comprehensive investment advisory services. Renowned for its exceptional track record, Gearhart & Associates manages an impressive average of approximately $145,360,000 in assets under management per investment advisor, significantly surpassing the industry average. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with client objectives and needs. Gearhart & Associates holds a strong foothold in the employer 401K and individual investment market, with roughly half of its assets under management derived from these sources. The firm's extensive experience in this sector contributes to its ability to deliver tailored solutions and expert guidance. As a testament to their expertise, Gearhart & Associates exercises discretionary control over 99% of the assets they manage. This level of trust empowers the firm to make informed investment decisions on behalf of their clients, leading to optimized portfolio performance. With an extensive client base comprising over 1,580 individuals, Gearhart & Associates currently oversees a substantial $581,440,000 in assets under management. The firm takes pride in its longevity, with advisors like Alexandra Rice, Kenton Gearhart, and Kendall Harden boasting remarkable tenures within the organization. Gearhart & Associates' commitment to providing personalized, results-driven investment advisory services has solidified its position as a trusted partner in wealth management within the Cincinnati region and beyond.