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.

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.

Legacy Financial Advisors, Inc. is a prominent local investment advisory firm based out of Covington, KY. With one office in the area, Legacy Financial Advisors, Inc. has established itself as a trusted financial partner within the community. Boasting a team of 20 highly skilled professionals, including 10 dedicated investment advisors, they deliver comprehensive financial solutions to a diverse range of clients. With an average of $98,760,000 in assets under management per investment advisor, Legacy Financial Advisors, Inc. maintains a competitive position in the industry. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with client goals and objectives. While 401K and individual accounts constitute less than 30% of their assets under management, Legacy Financial Advisors, Inc. possesses the expertise and capability to effectively manage employer funds. All of the assets they manage are discretionary, enabling them to make informed decisions on behalf of their clients. Primarily catering to high-net-worth individuals, Legacy Financial Advisors, Inc. serves over 610 individual clients, overseeing a staggering $987,602,000 in assets under management. Their success can be attributed, in part, to the invaluable expertise of experienced advisors like Robert Scroggins, Paul Sartori, and Michael Maisel, who have played pivotal roles within the firm for an extended period. As Legacy Financial Advisors, Inc. continues to expand its reach and refine its financial strategies, they remain committed to delivering personalized, comprehensive investment advisory services that empower their clients to achieve their financial goals.

Research & Portfolio Management is a small investment advisory firm headquartered in Crescent Springs, KY, with a solid reputation for providing comprehensive financial services. With a team of four dedicated professionals, including three experienced investment advisors, the firm excels in managing clients' portfolios. One remarkable aspect of Research & Portfolio Management is their impressive average assets under management per investment advisor, which stands at approximately $885,530,000. This figure far exceeds the industry average, demonstrating the firm's expertise in handling substantial portfolios. The compensation structure at Research & Portfolio Management is diverse, incorporating various types of fees, including performance-based fees. This ensures that the firm's interests are aligned with those of their clients, fostering a relationship built on trust and shared success. Serving a diverse clientele, Research & Portfolio Management oversees the financial affairs of over 160 individual clients, managing assets exceeding $105,416,000. While the firm predominantly caters to high net worth individuals, they also possess the capability to manage employer funds, making them a versatile option for different types of investors. Research & Portfolio Management boasts an impressive discretionary asset management rate, with 92% of the assets they manage falling under this category. Additionally, the firm offers insurance brokerage services, further enhancing their ability to cater to clients' comprehensive financial needs. Within the firm, Luann Driscoll and Michael Weber stand out as two of the longest-tenured registered advisors, exemplifying the stability and continuity that Research & Portfolio Management offers its clients. Located in Crescent Springs, KY, the firm operates from a single office, providing a personalized and accessible experience for their valued clients.

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.

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.

Bullseye Investment Management, LLC is a highly respected investment advisory firm based out of Cincinnati, Ohio. With 13 dedicated employees, including 8 seasoned professionals who specialize in providing comprehensive investment advisory services, Bullseye Investment Management, LLC has established itself as a trusted partner for individuals and organizations seeking expert financial guidance. The firm's impressive track record is reflected in their average assets under management per investment advisor, which stands at approximately $222,430,000, surpassing the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees, ensuring that clients receive tailored and transparent investment solutions. With over 1,280 individual clients and a total of $166,278,000 in assets under management, Bullseye Investment Management, LLC has earned a strong reputation in managing employer 401Ks and individual portfolios. Their extensive experience in this space accounts for a significant portion of their assets under management, exemplifying their expertise and competence. The firm operates from 15 offices across Cincinnati, establishing a local presence and fostering close relationships with their clients. Notably, Bullseye Investment Management, LLC boasts a team of longstanding advisors, including Robert Stone, Gregory Spickard, and Timothy Guthrie, who bring a wealth of experience and knowledge to the table. With a focus on discretionary management, Bullseye Investment Management, LLC offers personalized investment strategies tailored to each client's unique financial goals and risk tolerance. Their commitment to delivering exceptional service and generating favorable investment outcomes has solidified their position as a leading investment advisory firm in the Cincinnati area.

ARDENT CAPITAL MANAGEMENT, INC., headquartered in Cincinnati, Ohio, is a small yet prominent investment advisory firm operating with a team of 5 dedicated professionals. With a focus on delivering exceptional financial services, Ardent Capital Management stands out in the industry with its impressive average of approximately $2,170,830,000 in assets under management per investment advisor, a figure significantly higher than the industry norm. Their compensation structure is multifaceted and includes various types of fees, such as a percentage of assets under management and performance-based fees. The firm boasts a robust client base, catering to over 40 individual clients who entrust Ardent Capital Management with more than $234,180,000 in assets under management. Primarily serving high net worth individuals, the company predominantly manages assets for this esteemed clientele, although they also possess the capability to oversee employer funds. With a strong emphasis on discretionary management, Ardent Capital Management demonstrates its ability to make independent investment decisions, accounting for a substantial 73% of the assets they manage. The firm operates from a single office and takes pride in its long-standing registered advisors, Christopher Donabedian and Brian Wade, who have contributed their expertise and experience to the company's continued success. Ardent Capital Management, Inc. distinguishes itself in the investment advisory landscape through its exceptional asset management figures, dedication to providing tailored financial solutions, and a team of skilled professionals committed to delivering outstanding service to their esteemed clientele.

Brown Financial Advisors, LLC, based out of Milford, OH, is a small investment advisory firm specializing in providing expert financial guidance to individuals and employers. With a team of three highly skilled professionals, Brown Financial Advisors offers comprehensive investment advisory services to a diverse clientele. With an impressive average of approximately $304,940,000 in assets under management per investment advisor, Brown Financial Advisors stands above the industry average, showcasing their exceptional proficiency in managing substantial portfolios. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and hourly charges. Catering to over 640 individual clients, Brown Financial Advisors has amassed an impressive total of over $257,042,000 in assets under management. Notably, they have garnered a strong foothold in the employer 401K and individual investment market, with these assets accounting for nearly half of their total managed funds. Their extensive experience in this sector makes them a trusted partner for individuals and businesses seeking reliable financial advice. Brown Financial Advisors operates from five offices strategically located throughout Milford, OH, ensuring accessibility and convenience for their valued clients. The firm boasts a team of seasoned advisors, including Myron Borth, Alexander Brown, and Gregory Brown, who have been instrumental in the company's long-standing success. With a commitment to delivering personalized and prudent financial strategies, Brown Financial Advisors, LLC is dedicated to helping clients achieve their financial goals while maintaining the highest standards of integrity and professionalism.

Johnson Investment Counsel, Inc. is a highly regarded regional investment advisory firm based out of Cincinnati, OH. With six strategically located offices, they provide comprehensive financial planning and investment management services to a diverse client base. Boasting a team of 131 professionals, including 70 dedicated investment advisors, Johnson Investment Counsel, Inc. demonstrates a commitment to personalized and expert guidance. With an average of $233,060,000 in assets under management per investment advisor, Johnson Investment Counsel, Inc. surpasses the industry average, reflecting their proficiency in managing substantial portfolios. Their compensation structure offers various options, such as a percentage of assets under management and fixed fees, ensuring alignment with client interests. A notable feature of Johnson Investment Counsel, Inc. is their discretion over 99% of the assets they manage. This discretionary authority grants them the flexibility to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Johnson Investment Counsel, Inc. holds the designation of a commodity pool operator or commodity trading advisor, regardless of registration status. This expanded scope of services demonstrates their commitment to meeting the diverse financial needs of their clients. Boasting over 2,200 individual clients and an impressive $16,313,911,000 in assets under management, Johnson Investment Counsel, Inc. has established a strong reputation in the industry. The firm takes pride in its team of seasoned advisors, including Timothy Gehner, Dean Moulas, and Bret Parrish, who have built long-standing relationships with their clients. Overall, Johnson Investment Counsel, Inc. stands out as a trusted partner, offering exceptional financial expertise and comprehensive wealth management solutions to individuals and families throughout the region.

Wealthquest Corporation, based in Cincinnati, OH, is a prominent local investment advisory firm with a stellar track record in managing wealth. With over 1,090 individual clients and an impressive $1,493,991,000 in assets under management, Wealthquest has firmly established itself as a trusted partner for individuals seeking expert financial guidance. Operating from three offices, Wealthquest Corporation caters to a diverse range of clients, serving their unique investment needs and goals. While the firm manages a substantial portion of assets for high net worth individuals, it also possesses the expertise to effectively handle employer funds. Notably, all assets managed by Wealthquest Corporation are discretionary, allowing clients to entrust their investments with confidence. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees. This flexible approach ensures alignment with clients' interests and enables them to choose the most suitable arrangement for their specific requirements. With a total of 38 dedicated employees, Wealthquest Corporation maintains a team of 15 investment advisors who provide personalized and comprehensive advisory services. These professionals have an average of $99,600,000 in assets under management per advisor, placing them on par with industry standards. Among the firm's esteemed advisors are Mark Bates, Stephen King, and James Oliger, who have contributed their expertise to the company over the long term. Wealthquest Corporation's commitment to excellence, combined with their deep industry knowledge and personalized approach, makes them a go-to choice for individuals and organizations seeking exceptional wealth management services in the Cincinnati area and beyond.