If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it.
The RIA market across the United States consists of over 36,000 firms, which means that while there are plenty to choose from when looking for new clients, narrowing down the list to only those that allocate to outside managers is going to be key.
Here at Dakota, we’ve raised over $6 billion from over 350 RIAs, and that has been possible because we qualify and curate our list to only RIAs that allocate to outside managers.
In an effort to help narrow down the sheer size of the market, we’ve put together a list of the top 10 RIAs in each major metro area across the country. To determine our list, we looked for three things:
We have qualified 20 RIAs with AUMs ranging from $64.8B to $322M in Cincinnati that meet our criteria.
Below are the top 10 RIAs in Cincinnati from that list. However, this is by no means a “best of” list, as there are so many high quality RIAs in Cincinnati and around the country. We just wanted to give you a place to start.
About the firm: Fort Washington Investment Advisors is a diversified asset management firm offering a wide range of investment solutions to a diverse set of clients and valued partners, including insurance companies, endowments, foundations, religious orders, not-for-profits, public employee retirement systems, Taft-Hartley entities, corporations operating in numerous industries, as well as individuals and families.
About the firm: The Johnson Investment Counsel mission is to “Deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve.” This is what has guided their clients through challenges, whether personal, economic, or market-related. With 55 years of experience, they are confident that holding to time-tested principles will allow them to ultimately achieve financial goals.
About the firm: Bartlett Wealth Counsel brings you a personal team of accomplished financial professionals – investment advisors and a client relationship associate plus a behind-the-scenes group of research analysts and support staff. All are chosen for their skill and depth of knowledge as well as for their unwavering commitment to their clients.
About the firm: Truepoint Wealth Counsel is independent and nationally recognized, founded in 1990 as one of the region’s first fee-only firms. Since then, their focus has been creating the best personal financial advisory experience possible.
About the firm: According to The Wealth Management division, they provide investment management and wealth creation services to individuals & families and successful privately-owned businesses / shareholders. Their experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. They believe that successful outcomes are the result of a disciplined and prudent approach.
About the firm: Constellation Wealth Advisors is a privately held wealth management firm dedicated to improving the (financial) lives of our clients and making a positive impact on our industry and community.
From Foster & Motley themselves, they are proud of the professional, experienced financial planners and investment managers who provide credible and reliable advice to their clients every day.
About the firm: In Wealthquest's own words, they offer comprehensive financial planning and wealth management services. Everything coordinated by one team of professionals, all under one roof, for one simple fee.
About the firm: 9258 Wealth Management's goal is to provide a level of investment advisory intellect and service that will help you achieve your short-term and long-term goals, such as retirement planning and thoughtful wealth creation.
About the firm: In Hengehold Capital Management was founded in 1990 with one simple goal: make sure anyone who worked hard and saved well could achieve a secure and financially independent retirement.
Written By: Gui Costin, Founder, CEO
Gui Costin is the Founder and CEO of Dakota.
925 West Lancaster Ave
Bryn Mawr, PA 19010
Tel: (610) 642-1481