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.

Kapstone Financial Advisors LLC is a reputable investment advisory firm headquartered in Dayton, OH, boasting two well-established offices. With a total of four dedicated professionals on their team, three of them specialize in providing comprehensive investment advisory services. Their average assets under management per investment advisor stand at an impressive $60,870,000, aligning with the industry average. As a client-focused firm, Kapstone Financial Advisors LLC offers a diverse compensation structure, including a percentage of assets under management. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, reflecting their expertise and success in this sector. An impressive 96% of the assets they manage are discretionary, showcasing their clients' trust in their decision-making abilities. With a substantial client base, Kapstone Financial Advisors LLC serves over 450 individual clients, effectively managing assets exceeding $182,607,000. The firm takes pride in the extensive knowledge and experience of their advisors, particularly Roy Mcguffin, David Kronour, and Randall Kronour, who are among the longest-tenured professionals at the firm. Kapstone Financial Advisors LLC has built a strong reputation by providing personalized financial guidance and ensuring the financial well-being of their diverse clientele. Through their expert investment advisory services, the firm consistently delivers optimal results and helps 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.

Brilliant Advice, LLC, headquartered in Cincinnati, Ohio, is a reputable investment advisory firm that caters to a diverse clientele. With over 30 individual clients and an impressive $83,278,000 in assets under management, Brilliant Advice is known for its expertise in managing high net worth individuals' portfolios. The firm operates from two offices and offers a comprehensive range of investment advisory services. While the majority of Brilliant Advice's assets under management are discretionary, they also possess the capability to effectively manage employer funds, although such accounts represent less than 30% of their total assets. The firm's compensation structure is multifaceted, encompassing various types such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored solutions that align with their unique financial goals. With a dedicated team of two registered advisors, each averaging approximately $41,640,000 in assets under management, Brilliant Advice provides personalized attention and exceptional service to its clients. Danya Karram and Cern Basher, two of the longest tenured advisors at the firm, bring a wealth of experience and expertise to their roles. Brilliant Advice, LLC sets itself apart in the investment advisory landscape through its commitment to delivering reliable financial guidance and achieving optimum results for its clients. As a trusted partner, the firm strives to navigate the complexities of the financial markets and help individuals and organizations grow their wealth while mitigating risk.

Souders Financial Advisors, LLC is a prominent local investment advisory firm based out of Cincinnati, OH. With 19 dedicated employees, 13 of whom provide specialized investment advisory services, Souders Financial Advisors brings a wealth of expertise to their clients. Their team of experienced advisors includes industry veterans such as Brian Schweder, Brian Giesting, and David Treft, who have been with the firm for a considerable length of time. With over 950 individual clients and an impressive $697,062,000 in assets under management, Souders Financial Advisors has established itself as a trusted partner in managing wealth. Their average assets under management per investment advisor stands at approximately $76,860,000, which aligns with the industry average. The firm possesses extensive experience in managing employer 401Ks and individual accounts, making them a reliable choice for clients seeking financial guidance in this area. Souders Financial Advisors adopts a flexible compensation structure, offering various options to suit their clients' needs. This includes charging a percentage of assets under management, hourly rates, and fixed fees. With 76% of the assets they manage under discretionary management, the firm demonstrates a commitment to tailored and personalized investment strategies. Operating across seven offices, Souders Financial Advisors ensures accessibility and convenience for their clients. By combining their local presence with a team of knowledgeable advisors, they provide comprehensive financial advisory services to individuals and businesses alike. Souders Financial Advisors, LLC is an esteemed firm that continues to deliver exceptional guidance and support to its clients in the Cincinnati area and beyond.

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.

Anderson Financial Strategies, LLC is a small investment advisory firm based out of Dayton, OH. With 6 dedicated employees, including two seasoned investment advisors, they provide comprehensive financial planning and investment management services. With an average of $75,280,000 in assets under management per investment advisor, Anderson Financial Strategies, LLC maintains an industry-average performance in terms of managing client investments. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts a substantial client base, serving over 100 individual clients with a combined total of more than $205,617,000 in assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Anderson Financial Strategies, LLC possesses the expertise to manage employer funds when required. All the assets managed by Anderson Financial Strategies, LLC are discretionary, reflecting the trust clients place in the firm's expertise and decision-making abilities. The company operates from a single office location in Dayton, OH. Notably, Shon Anderson and Timothy Brown are two of the firm's most experienced and longest-tenured registered advisors, providing clients with a wealth of knowledge and personalized attention. With a commitment to delivering tailored financial strategies and cultivating long-term client relationships, Anderson Financial Strategies, LLC continues to serve individuals and businesses in the Dayton area and beyond, helping them navigate the complexities of the financial landscape.

Foster & Motley Inc, a renowned investment advisory firm headquartered in Cincinnati, OH, boasts an impressive portfolio with over 310 individual clients and a staggering $1,961,366,000 in assets under management. With a local presence and a reputation for excellence, Foster & Motley Inc operates from a single office in Cincinnati. While managing various types of accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, Foster & Motley Inc possesses the expertise and capacity to effectively manage employer funds. Notably, a significant 98% of the assets they oversee are discretionary, allowing them the flexibility to optimize investments on behalf of their clients. The firm predominantly caters to high net worth individuals, and their compensation structure includes multiple options, such as a percentage of assets under management, hourly charges, and fixed fees. This diversified approach ensures that clients have flexible options that align with their unique investment needs. With a total of 47 employees, Foster & Motley Inc leverages the expertise of 21 dedicated investment advisory professionals. The firm maintains an average assets under management per investment advisor of approximately $93,400,000, which aligns with the industry average. Notably, Foster & Motley Inc takes pride in its team of seasoned advisors, with notable figures like David Foster, Elizabeth Green, and Amy Thomas contributing their wealth of experience and knowledge to the firm's success. Their long-standing presence reflects the stability and continuity that clients can expect from Foster & Motley Inc.

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.

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.

Artifex Financial Group, LLC, based out of Oakwood, OH, is a leading local investment advisory firm with a strong track record of success. With seven dedicated employees, including six experienced investment advisors, they provide comprehensive financial services to a diverse client base. With an average of $39,590,000 in assets under management per investment advisor, Artifex Financial Group, LLC demonstrates their expertise in managing significant portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored options to meet their needs. As a testament to their reputation and client satisfaction, Artifex Financial Group, LLC serves over 160 individual clients, overseeing an impressive $202,551,000 in assets under management. Their expertise lies in managing assets for high-net-worth individuals, with the majority of their portfolio dedicated to this segment. While 401(k) and individual accounts comprise less than 30% of their assets under management, they possess the capabilities to efficiently manage employer funds. Operating from three conveniently located offices, Artifex Financial Group, LLC fosters a strong team environment and boasts a roster of highly experienced advisors. Gerald Summers, Darren Harp, and Douglas Kinsey are among the firm's longest-tenured and most trusted advisors, providing invaluable insights and guidance to clients. Artifex Financial Group, LLC's commitment to exceptional service, extensive industry knowledge, and tailored investment strategies has established them as a premier investment advisory firm in the Oakwood, OH area. Clients can trust their assets are in capable hands and can rely on the firm's dedication to helping them achieve their financial goals.