wiseradvisor

BARTLETT & CO. WEALTH MANAGEMENT LLC

Tel: 513-621-4612
600 Vine Street
Suite 2100
Cincinnati, Ohio  45202-2466

About BARTLETT & CO. WEALTH MANAGEMENT LLC

BARTLETT & CO. WEALTH MANAGEMENT LLC is a Cincinnati, Ohio based financial advisory firm with nearly $8,441,109,220 in assets under management and provides investment advisory services for 5859 clients. There are currently 77 financial advisors at the firm.


General Information

Firm CRD#:   292246
SEC#:   801-112635
Assets under Management:   $8,441,109,220
No. of Clients:   5859
No. of Advisors:   77
Advisory Services Provided:   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)
Fee Structure:   A percentage of AUM, Fixed fees

More Financial Advisor Firms in Cincinnati, Ohio

Financial Advisory Firm Firm CRD# SEC# No. of Clients No. of Advisors AUM
NATIONWIDE INVESTMENT ADVISORS, LLC 142373 801-52664 273511 429 $14,333,000,000
FIFTH THIRD SECURITIES, INC. 628 801-63623 40143 1228 $7,982,892,401
STRATOS WEALTH PARTNERS, LTD 153184 801-71457 37396 562 $12,533,266,805
HUNTINGTON FINANCIAL ADVISORS 16986 801-58015 32956 483 $5,196,750,113
VALMARK ADVISERS, INC. 108050 801-55564 17262 260 $7,029,587,820
BARTLETT & CO. WEALTH MANAGEMENT LLC 292246 801-112635 5859 77 $8,441,109,220
CBIZ INVESTMENT ADVISORY SERVICES, LLC 286002 801-108996 2257 94 $8,859,446,751
REDTREE INVESTMENT GROUP 171615 801-79797 514 9 $8,690,883,404
HIGHLAND CONSULTING ASSOCIATES INC. 109834 801-46040 425 31 $17,835,470,311
GATEWAY INVESTMENT ADVISERS, LLC 146681 801-68972 39 21 $8,827,745,567
ORG PORTFOLIO MANAGEMENT LLC 130198 801-62718 23 22 $5,838,163,109
PEPPERTREE CAPITAL MANAGEMENT INC. 163215 801-80031 22 33 $6,500,844,610
NATIONWIDE ASSET MANAGEMENT, LLC 143668 801-67833 14 203 $13,593,232,338
IDR INVESTMENT MANAGEMENT, LLC 286208 801-108809 6 14 $5,054,401,612
CONSTELLATION INVESTMENTS, INC. 107528 801-51396 2 21 $11,745,374,185
Explore More Financial Advisor Firms in Cincinnati, Ohio >>