Wealthquest Receives A
National Award
This year, Wealthquest was pleased to be recognized in the CNBC Financial Advisor 100 List for excellence as a top financial advisory firm in the United States. Thanks to our distinct ‘all under one roof’ service model and the hard work of our tremendous staff, we’ve been proud to deliver top-notch service to our wonderful clients year after year.
The ‘all under one roof’ model has allowed us to serve our clients differently than most wealth management firms. Instead of hiring disconnected financial advisors who specialize in different areas, the financial lives of Wealthquest clients are handled by one team with a coordinated approach. We’re excited to share this strategy with more people through the CNBC highlight of our firm.
What is the CNBC Financial Advisor 100 List?
CNBC created the Financial Advisor 100 list in 2019 as a way to recognize the best financial advisors and advisory firms across the country. Using data analysis through AccuPoint Solutions and the CNBC team’s editorial experience, over 40,000 Registered Investment Advisor (RIA) firms were evaluated in the United States to determine their 2025 Financial Advisor 100 List.
According to CNBC, the ranking process includes consideration of a variety of factors. Beyond a firm’s assets under management, CNBC considers a number of aspects that encapsulate a firm’s methodology for helping clients navigate their financial lives.
CNBC evaluated the 40,000+ firms on 11 different criteria including regulatory and compliance records, years in business, ratio of investment advisors to employees, number of certified financial planners and investment advisors registered with the firm, and number of states where the RIA is registered.2
A History of Excellence, Trust,
and Growth
Our commitment to our clients’ success isn’t new.
Wealthquest was founded in 2006 with a vision to offer holistic wealth management services - all under one roof, for one simple fee. When we opened our doors in our first office in Cincinnati, we had 4 employees who served 132 families with $64 Million of Assets Under Management (AUM). In just 7 years, we expanded and opened Wealthquest’s Chicago office. By 2018, Wealthquest had $1 billion under management.
Twenty years removed from our founding, we’re proud to rank among some of the top advisory firms in the business with our staff of 40 employees serving nearly 1,600 clients across 44 states, and managing $2.2 Billion of AUM.
We attribute this growth to our distinct service model and our staff of professionals who go about their work with excellence and hearts to serve our clients with warmth and humility.
Committed to Our Clients and
Our Staff
This latest ranking closes out a remarkable year for our firm.
In addition to CNBC’s award, Wealthquest has been recognized as one of the Best Places to Work Cincinnati Business Courier 2025 and Best Places to Work Investment News 2025. We were also recognized as a Top 300 Registered Investment Advisor (RIA) by The Financial Times in 2020 and a Top 100 Wealth Manager by RIA Channel in 2019.
We want to thank all of our clients for the trust and confidence they’ve chosen to place in our team throughout the years. We’re proud of our team for this achievement and for the culture of service we’ve built together.
We look forward to serving our clients for many more years to come!
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DISCLOSURES
For additional information regarding any of the third-party rankings listed above, please click the individual hyperlinks to learn more about the ranking process and related criteria. Please note, Wealthquest did not pay a fee to be included in any of the rankings, but does subscribe to services offered by the third parties listed.
For informational purposes only. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Wealthquest Corporation (“Wealthquest”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Wealthquest is not required to update information presented, unless otherwise required by applicable law.
For more information about Wealthquest, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/141473 or contact us at 513-530-9700.
For informational purposes only. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Wealthquest Corporation (“Wealthquest”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Wealthquest is not required to update information presented, unless otherwise required by applicable law. For more information about Wealthquest, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/141473 or contact us at 513-530-9700
