We are thrilled to announce that Wealthquest has once again been named to the CNBC Financial Advisor 100 List, which recognizes excellent financial advisory firms across the United States. Earning a spot on this list again in 2026, is a testament to our distinct “all under one roof” service model and the relentless dedication of our team. It is also indicative of the trust our clients place in us every day.
CNBC’s Ranking Criteria
Created in 2019, the CNBC Financial Advisor 100 list is a competitive ranking process for the wealth management industry. Now in its 8th year, CNBC started their process by evaluating over 41,000 Registered Investment Advisor (RIA) firms across the United States. Through a blend of data analysis and editorial review, CNBC narrowed their field of candidates down to 1,015 and eventually curated their Financial Advisor 100 list.
The ranking process considers factors beyond a firm’s size and how many years they’ve been in business. Rather, the ranking is meant to holistically judge a firm’s ability to guide its clients. The evaluation criteria include 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. These are among the components evaluated to move Wealthquest up the ranking two spots from CNBC’s 2025 rankings.
A Legacy of Rapid Growth, Holistic Service Model and Deep Client Relationships
This national recognition coincides with a special milestone for our firm.
When Wealthquest opened its doors in Cincinnati in 2006, our team consisted of just four people serving 132 local families with $64 million in AUM. By 2013, we expanded our physical presence into Chicago, and by 2018 we crossed $1 billion in AUM.
After two decades being in business, we now have 42 dedicated team members who have the privilege of serving nearly 1,700 families in 44 states, and our assets under management have grown to nearly $2.5 billion.
The catalyst to this growth is our holistic service model of offering tax preparation & planning, investment management, financial planning, and estate planning services under one roof, for one simple fee. Maintaining this growth is due to the excellent work our staff does and the deep relationship we’ve cultivated with our clients over the years.
So, as we celebrate being named to CNBC’s Financial Advisor 100 list during our 20th year of business, we are humbled by the growth we’ve experienced and thankful for our clients that we get to serve.
Honoring our Firm Culture and Our Clients
In addition to CNBC’s award, Wealthquest has also been recognized as one of the Best Places to Work Cincinnati Business Courier 2025 and Best Places to Work Investment News 2025, as well as a Top 300 Registered Investment Advisor (RIA) by The Financial Times and a Top 100 Wealth Manager by RIA Channel.
We want to extend our gratitude to the families that place their trust in our partnership. We also extend our thanks to our talented team who continues to serve our clients and their families with warmth and excellence.
Here’s to another year of guiding and growing together!
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 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.
