The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

70. Wealthquest Corporation

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Wealthquest Corporation, based in Cincinnati, is ranked No. 70 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.1 billion
Accounts Under Management: 1,582
Years in Business: 19

  • Accepts clients in all 50 states
  • Physical offices in Illinois and Ohio
  • No minimum asset threshold

Leadership and Contact Information:
Wade Daniel, chief executive officer
David Kern, president
Steve King, vice president

wqcorp.com
50 E-Business Way, Suite 120, Cincinnati, OH 45241
(513) 530-9700

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