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Find Retirement Advisors for Retirement Planning in Cincinnati, Ohio
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Cincinnati, Ohio
Last Updated - May 5, 2025Cincinnati has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 82 non-vetted advisors in your local area. These retirement advisors in Cincinnati, Ohio have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Cincinnati, Ohio
VERIFIEDDan Brown
CWS
National Wealth Management Group / LPL Financial
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Minimum Assets Required
$25,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDRetirement Corporation of America
AWMA®, CFP®, CRPS®, CRPC®, APMA®
Qualifications
CRD# 6315979
Firm CRD# 283816
Series 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning
Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)
Minimum Assets Required
$5,000
Advisory Services:
Financial Advice & Consulting
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJourney Advisory Group
CPA, CFP®, CMT®, CFA®
Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMark Josaitis
ChFC®
Barnwood Capital Management
Qualifications
CRD# 5998829
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDRick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Scheeler Financial Group
Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
CRD# 5169351
Firm CRD# 304207
Minimum Assets Required
$500,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only
VERIFIEDDoug Kinsey
CFP®, CIMA®, AIF®
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Since 1998
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Top 15 Retirement Planning firms in Cincinnati, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 303 Broadway, Suite 1200 Cincinnati, OH, 45202 | $79,457,379,980 | 1444 | 158 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 2 | 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203 | $26,738,929,617 | 39 | 84 | A percentage of AUM |
| 3 | 255 East Fifth Street, Suite 2700 Cincinnati, OH, 45202 | $20,095,080,277 | 3173 | 80 | A percentage of AUM, Fixed fees |
| 4 | 201 East Fifth Street, Suite 1600 Cincinnati, OH, 45202 | $19,848,561,829 | 185 | 133 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 301 East Fourth Street, 27th Floor, Cincinnati, OH, 45202 | $19,747,131,000 | 53 | 25 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 3777 West Fork Road, Cincinnati, OH, 45247 | $18,609,057,968 | 15436 | 151 | A percentage of AUM, Fixed fees |
| 7 | 312 Walnut Street, Suite 3500 Cincinnati, OH, 45202-9834 | $8,827,745,567 | 39 | 21 | A percentage of AUM, Fixed fees |
| 8 | 5050 Section Avenue, Suite 420 Cincinnati, OH, 45212 | $8,690,883,404 | 514 | 9 | A percentage of AUM, Fixed fees |
| 9 | 600 Vine Street, Suite 2100 Cincinnati, OH, 45202-2466 | $8,441,109,220 | 5859 | 77 | A percentage of AUM, Fixed fees |
| 10 | 34 Fountain Square Plaza, Md 1090am Cincinnati, OH, 45263 | $7,982,892,401 | 40143 | 1228 | A percentage of AUM |
| 11 | 9999 Carver Road, Suite 200 Cincinnati, OH, 45242 | $4,935,598,041 | 10678 | 93 | A percentage of AUM, Fixed fees |
| 12 | 9675 Montgomery Road, Ste 201 Cincinnati, OH, 45242 | $3,939,833,944 | 6073 | 31 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 255 East Fifth St., Suite 3000 Cincinnati, OH, 45202 | $3,900,159,084 | 2231 | 31 | A percentage of AUM, Subscription fees, Fixed fees, Performance Based |
| 14 | 2133 Luray Avenue, Cincinnati, OH, 45206 | $3,582,880,777 | 2056 | 13 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE)) |
| 15 | 8845 Governor'S Hill Drive, Suite 230 Cincinnati, OH, 45249-3317 | $2,392,092,125 | 6312 | 16 | A percentage of AUM |
Information on Top Retirement Planning firms in Cincinnati, Ohio
QualificationsFirm CRD# 107126
Assets Under Management $79,457,379,980
No. Of Clients1444
Clients Per Financial Advisor9
FORT WASHINGTON INVESTMENT ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $79B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1444 clients. The team consists of 158 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (SUB-ADVISORY)
QualificationsFirm CRD# 107028
Assets Under Management $26,738,929,617
No. Of Clients39
Clients Per Financial Advisor0
TOUCHSTONE ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 84 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 106139
Assets Under Management $20,095,080,277
No. Of Clients3173
Clients Per Financial Advisor40
BAHL & GAYNOR INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3173 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 121658
Assets Under Management $19,848,561,829
No. Of Clients185
Clients Per Financial Advisor1
FEG is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 185 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (RESEARCH SERVICES)
QualificationsFirm CRD# 161853
Assets Under Management $19,747,131,000
No. Of Clients53
Clients Per Financial Advisor2
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 117054
Assets Under Management $18,609,057,968
No. Of Clients15436
Clients Per Financial Advisor102
JOHNSON INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15436 clients. The team consists of 151 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 146681
Assets Under Management $8,827,745,567
No. Of Clients39
Clients Per Financial Advisor2
GATEWAY INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 171615
Assets Under Management $8,690,883,404
No. Of Clients514
Clients Per Financial Advisor57
REDTREE INVESTMENT GROUP is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 292246
Assets Under Management $8,441,109,220
No. Of Clients5859
Clients Per Financial Advisor76
BARTLETT & CO. WEALTH MANAGEMENT LLC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5859 clients. The team consists of 77 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)
QualificationsFirm CRD# 628
Assets Under Management $7,982,892,401
No. Of Clients40143
Clients Per Financial Advisor33
FIFTH THIRD SECURITIES, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40143 clients. The team consists of 1228 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (SPONSOR WRAP FEE PROGRAM)
QualificationsFirm CRD# 105664
Assets Under Management $4,935,598,041
No. Of Clients10678
Clients Per Financial Advisor115
TRUEPOINT, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10678 clients. The team consists of 93 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 320878
Assets Under Management $3,939,833,944
No. Of Clients6073
Clients Per Financial Advisor196
DAYMARK WEALTH PARTNERS, LLC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6073 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 147253
Assets Under Management $3,900,159,084
No. Of Clients2231
Clients Per Financial Advisor72
CONSTELLATION WEALTH ADVISORS is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2231 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 123475
Assets Under Management $3,582,880,777
No. Of Clients2056
Clients Per Financial Advisor158
PCA INVESTMENT ADVISORY SERVICES, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2056 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 104946
Assets Under Management $2,392,092,125
No. Of Clients6312
Clients Per Financial Advisor395
CINCINNATI ASSET MANAGEMENT INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6312 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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Looking for more choices? Use our free match service to compare retirement planners serving your area.