Truepoint, Inc.

RIASEC RegisteredEst. 1985

Total AUM

$6.4B

Discretionary

$6.3B

99% of AUM

Avg account

$663K

Accounts

9,643

Employees

103

Advisory reps

Firm details

Headquarters: Blue Ash, Ohio
CRD number: 105664
Registered since: October 25, 1985
Website: truepointwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.41%
Charitable Organizations3.85%
Individuals3.41%
Pension & Profit Sharing Plans3.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Truepoint, Inc. is an independent registered investment adviser that has been SEC-registered since 1985 and is owned by individuals. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm also lists accounting among its business activities, indicating an in-house or affiliated accounting capability. Truepoint reports using third-party external managers for alternative strategies and does not identify as an active ESG investor. The firm has received industry recognition over the past several years, including listings by the Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), and Forbes (Top RIA Firms, 2022; America’s Top RIA Firms, 2023; Top RIA Firms, 2024).