#1 Barnes Dennig Private Wealth Management, LLC
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
Based in Cincinnati, OH
Call (513) 241-8313 · WebsiteRetirement Plan Advisors in Cincinnati, OH
The top-ranked retirement plan advisors serving Cincinnati, OH are Barnes Dennig Private Wealth Management, LLC, Constellation Wealth Advisors and Feg. We list 37 retirement plan advisors serving Cincinnati, OH. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Cincinnati, OH (Hamilton County). 37 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Cincinnati
#2 Constellation Wealth Advisors
QUADRANT CAPITAL GROUP LLCBased in Cincinnati, OHCall (513) 871-5500 · Website#3 Feg
FUND EVALUATION GROUP, LLCBased in Cincinnati, OHCall (513) 977-4400 · Website#4 Formidable Asset Management, LLC
FORMIDABLE ASSET MANAGEMENT, LLCBased in Cincinnati, OHCall (513) 655-5566 · Website#5 Opus Capital Management
OPUS CAPITAL GROUP, LLCBased in Cincinnati, OHCall (513) 621-6787 · Website#6 Pca Investment Advisory Services, Inc.
PCA INVESTMENT ADVISORY SERVICES, INC.Based in Cincinnati, OHCall (513) 281-3366 · Website#7 Queen City Capital Management, LLC
QUEEN CITY CAPITAL MANAGEMENT, LLCBased in Cincinnati, OHCall (513) 721-6089 · Website#8 Shepherd Wealth Management
SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANYBased in Cincinnati, OHCall (513) 630-2664 · Website#9 Sims Investment Management LLC
SIMS INVESTMENT MANAGEMENT LLCBased in Cincinnati, OHCall (513) 278-7467 · Website#10 The Prosperity People
THE WEALTH ADVISORY TEAM, LLCServes this area from Bellevue, KY (3 mi)Call (859) 331-7755 · Website
20 more providers serving this area
- Crew Capital Management, Ltd., Norwood, OH (3 mi)
- Argentarii, LLC, Norwood, OH (4 mi)
- Arg Private Wealth, LLC, Norwood, OH (4 mi)
- Journey Advisory Group, LLC, Covington, KY (4 mi)
- Principled Wealth Advisors, LLC, Covington, KY (4 mi)
- Johnson Investment Counsel, Inc., Monfort Heights, OH (6 mi)
- Souders Financial Advisors, LLC, Bridgetown, OH (8 mi)
- Gearhart & Associates, Kenwood, OH (8 mi)
- Hauser Retirement Solutions 2 LLC, Kenwood, OH (8 mi)
- Horan Wealth, LLC, Kenwood, OH (8 mi)
- Kleinfelder Capital, Inc., Kenwood, OH (9 mi)
- Kellett Wealth Advisors, LLC, Rossmoyne, OH (9 mi)
- Schear Investment Advisers, LLC, Blue Ash, OH (10 mi)
- Octavia Wealth Advisors LLC, Blue Ash, OH (10 mi)
- Truepoint, Inc., Blue Ash, OH (10 mi)
- National Wealth Management Group, LLC, Sharonville, OH (10 mi)
- Financial Rounds, Blue Ash, OH (10 mi)
- Messmer Capital Advisors LLC, Milford, OH (11 mi)
- Wealthquest Corporation, Sharonville, OH (12 mi)
- Hackman Financial Group, Brecon, OH (13 mi)
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Frequently asked questions
How many retirement plan advisors serve Cincinnati?
We list 37 retirement plan advisors serving Cincinnati, OH: 9 based there and 28 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cincinnati?
The top-ranked retirement plan advisors serving Cincinnati, OH are Barnes Dennig Private Wealth Management, LLC, Constellation Wealth Advisors, Feg, Formidable Asset Management, LLC and Opus Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cincinnati are verified against official records?
10 of the top 10 match an active official record: Barnes Dennig Private Wealth Management, LLC (U.S. Securities and Exchange Commission), Constellation Wealth Advisors (U.S. Securities and Exchange Commission), Feg (U.S. Securities and Exchange Commission), Formidable Asset Management, LLC (U.S. Securities and Exchange Commission) and Opus Capital Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .