Ritter Daniher Financial Advisory LLC

RIASEC RegisteredEst. 2022
Total AUM
$936M
Discretionary
$936M
100% of AUM
Avg account
$440K
Accounts
2,129
Employees
15
Advisory reps
8

Firm details

Headquarters
Cincinnati, Ohio
CRD number
321827
Registered since
June 13, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.58%
  • Individuals25.87%
  • Charitable Organizations0.32%
  • Pension & Profit Sharing Plans0.23%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ritter Daniher Financial Advisory LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional investors, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee schedule includes asset-based fees, hourly charges and fixed fees. Filings indicate the firm does not act as a capital allocator and is not positioned as an active ESG investor. The firm maintains relationships across the financial ecosystem, listing affiliations with broker-dealers, other investment advisers, trust companies and insurance companies. Operationally it is not designated as a multi-state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 12%, Cash & Cash Equivalents 3%, State & Local Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Joel Bennett

    Joel Bennett

    CFOCRD 2047878

  • Angela Osborne

    Angela Osborne

    Chief Operating OfficerCRD 4222939

Contacts

3 of 6
  • Yin Yin

    Assistant SecretaryCRD 3219513

  • John Ritter

    John Ritter

    Executive Managing DirectorCRD 2540787

  • Jeffrey Daniher

    Jeffrey Daniher

    Director of Wealth ManagementCRD 3101418

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 277

Active vs passive

$572M in ETFs

Passive

68%

$387M

Active

29%

$185M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$105M140,52918.40%

Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
7661 Beechmont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth