Skip to main content
Fidelon
← All firms
Market Standing · 2026

The most transparent firms in Cincinnati.

272 scored firmsTop 10 recognizedfidelon.com/markets/cincinnati-oh-ky-in
1IA-only$24.3M92.5Arank within Top 10; below the 80 standard
2IA-only$344M92.2ARecognized · Top 10
3IA-only$211M91.5ARecognized · Top 10
4IA-only$162M91.3ARecognized · Top 10
5
Fein Advisors
CRD 130002
IA-only—91Arank within Top 10; below the 80 standard
6IA-only$44.9M91ARecognized · Top 10
7
1taxfinancial
CRD 175364
IA-only—91Arank within Top 10; below the 80 standard
8IA-only—91Arank within Top 10; below the 80 standard
9IA-only$45.7M91ARecognized · Top 10
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only—91A—
12
Belay Finance
CRD 334807
IA-only—91A—
13
O2 Investments
CRD 337334
IA-only—91A—
14IA-only—91A—
15IA-only—91A—
16IA-only—91A—
17IA-only—91A—
18IA-only—91A—
19IA-only—91A—
20IA-only—90.9A—
21
Eadvisor
CRD 173803
IA-only—90.9A—
22IA-only—90.9A—
23IA-only$1.4M90.9A—
24IA-only$4.3M90.8A—
25IA-only$7.3M90.6A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Cincinnati

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    CHRISTOPHER HAROLD HANSEN
    FINANCIAL ROUNDS · Cincinnati, OH
    Sign in to view — free
  2. 2
    JEFFREY JOSEPH SPITZMILLER
    QUEEN CITY CAPITAL MANAGEMENT, LLC · Cincinnati, OH
    Sign in to view — free
  3. 3
    CHRISTOPHER JAMES DONABEDIAN
    ARDENT CAPITAL MANAGEMENT, INC. · Milford, OH
    Sign in to view — free
  4. 4
    DEBORAH ANNE SAAS
    CENTER FOR WEALTH MANAGEMENT ADVISORY · Cincinnati, OH
    Sign in to view — free
  5. 5
    SHARON E MILLER
    FINANCIAL ROUNDS · Cincinnati, OH
    Sign in to view — free
  6. 6
    DEBORA ANN CALEY
    RICHWOOD INVESTMENT ADVISORS, LLC · Cincinnati, OH
    Sign in to view — free
  7. 7
    MICHAEL LOUIS MASTERSON
    MASTERSON INVESTMENT COUNSEL · Maineville, OH
    Sign in to view — free
  8. 8
    JOHN MEISER SCHULHOFF
    SCHULHOFF & CO INC · Cincinnati, OH
    Sign in to view — free
  9. 9
    Benjamin Alexander Dobler
    FINANCIAL ROUNDS · Cincinnati, OH
    Sign in to view — free
  10. 10
    ALLEN AGLE OSGOOD JR
    FINANCIAL FREEDOM · Cincinnati, OH
    Sign in to view — free
All financial advisors in CincinnatiFinancial advisory firms in Cincinnati