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

31. Foster & Motley Wealth Management

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Foster & Motley Wealth Management, based in Cincinnati, is ranked No. 31 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: $2.7 billion
Accounts Under Management: 857
Years in Business: 28

  • Accepts clients in all 50 states
  • Physical offices in Ohio
  • $1 million minimum asset threshold

Leadership and Contact Information:
Zach Horn, managing partner, investment manager and shareholder
Mark Motley, founder, investment manager and shareholder

fosterandmotley.com
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
(513) 561-6640

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