Bartlett Wealth Management

What Bartlett Wealth Management does

Bartlett Wealth Management (legal entity Bartlett & Co. LLC) is a privately held, fee-only Registered Investment Advisor founded in 1898 and headquartered in Cincinnati, Ohio. The firm operates three Midwest offices — Cincinnati, Chicago (added through the 2019 acquisition of Lodestar Investment Counsel), and Louisville (added in 2023 via the Regent Investment Management partnership) — and manages $10.2B in assets under management as of December 31, 2025 with 84 employees including 32 wealth advisors and 40 professional designation holders.

Bartlett's service offering is built around a planning-first wealth management platform that integrates Financial Planning and Investment Management. Investment capabilities include long-term-focused equity management, an in-house Fixed Income team operating since 1983, ESG investing, and alternative investments. Specialized practices cover Family Office Services for complex multigenerational wealth, Business Owner Services via a structured 5-step process, Institutional Management for foundations, endowments and nonprofits, and the WEinvest™ women-focused program. The firm is independently managed while operating as a partner firm of Focus Financial Partners since 2018. There is no proprietary technology platform disclosed; service delivery is relationship-led through dedicated advisory teams, supported by Cleveland-based headquarters operations rather than a digital-first interface.

The firm generates revenue through recurring advisory fees on assets under management plus fees for comprehensive financial planning, consistent with its fee-only fiduciary structure. There are no disclosed pricing schedules; fees are negotiated through individual client engagements. Bartlett has been consecutively recognized on Barron's Top 100 RIA Firms, Forbes America's Top RIA Firms, Financial Advisor Magazine's Top 100, and as a Greater Cincinnati Top Workplaces honoree across multiple years, and it has reported a 98% five-year client retention rate (2021-2025).

Name

Bartlett Wealth Management

Legal name

Bartlett & Co. LLC

Website

https://bartlett1898.com

Company type

Private

Founded year

1898

Operating status

Operating

Headcount range

101–250 employees

Short description

Bartlett Wealth Management is a Cincinnati-based fee-only Registered Investment Advisor managing $10.2B in AUM across Cincinnati, Chicago, and Louisville offices for high-net-worth individuals, families, business owners, and institutions. The firm delivers planning-first wealth management, investment, and family office services built on a 125-year operating history.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Investment advisory
• Financial planning services
• Registered investment advisor
• Fiduciary wealth advisory

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Bartlett Wealth Management operates as a fee-only fiduciary firm, generating revenue through advisory fees based on assets under management and financial planning services. As a Registered Investment Advisor, they charge fees for investment management and comprehensive financial planning services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Bartlett Wealth Management is a fee-only fiduciary Registered Investment Advisor that delivers comprehensive wealth management, financial planning, and investment management services to high-net-worth individuals, families, business owners, and institutional clients. Its offerings include equity management, fixed income, ESG, and alternative investment solutions, supported by dedicated advisory teams across three Midwest offices managing $10.2B in assets.

Product overview

Bartlett Wealth Management offers a unified wealth management platform that integrates Financial Planning and Investment Management services. The core Wealth Management offering brings together professionals in multiple disciplines to design and execute holistic plans customized to client needs. Investment Management capabilities include equity management, dedicated Fixed Income Services (since 1983), ESG Investing, and Alternative Investments. The firm also offers specialized services including Family Office Services for complex family wealth, Business Owner Services through a 5 Step Process, and Institutional Management for nonprofits. Additionally, the firm provides WEinvest™, a program designed specifically for women investors.

Differentiator

Problem solved

Functional benefit

Brands

• WEinvest™: A program of female professionals addressing the unique financial needs of women, offering a community of learning, empowerment, and investment guidance tailored specifically for women.

Products and services

• Wealth Management Core service that brings together professionals in financial planning and investment management to design and execute holistic plans customized to preserve, protect, and nurture client assets. Targeted at high-net-worth individuals, families, business owners, and institutions.
• Financial Planning

Quantifiable outcome

• 98% client retention rate (5-year average, 2021-2025)
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Focus Financial PartnerscoreOthers · 1 January 2018Bartlett joined Focus Financial Partners in 2018, becoming part of a partnership of leading wealth management firms. Focus Financial provides operational support, technology, and shared best practices while Bartlett maintains independence in client service and local decision-making.

Scale indicators9 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Mariner Wealth Advisors: Large, fee-only RIA and multi-family office with a national footprint, a comparable HNW / institutional / business-owner client mix, and similar M&A-driven growth into new geographies. Closest analog in business model and service breadth, though meaningfully larger in AUM.
• Cresset Capital: Independent, fee-only RIA and multi-family office serving HNW families, entrepreneurs, and institutions with a planning-led, relationship-driven model that closely mirrors Bartlett's approach. Comparable size and segment focus.
• Cerity Partners: Fee-only RIA formed through the combination of multiple legacy firms, serving HNW individuals, families, and institutions with integrated wealth management and business-owner services — directly comparable to Bartlett's offering set.
• Plante Moran Financial Advisors: Mid-size, fee-only RIA affiliated with a large accounting firm, with a strong Midwest presence and a similar HNW / business-owner / institutional client mix. Direct peer in scale, geography, and service model.
• Beacon Pointe Advisors: Fee-only RIA serving HNW families, individuals, and institutions with planning-led advice, ESG offerings, and a multi-office footprint. Comparable in size range, services, and client segments.
• Buckingham Strategic Wealth: Fee-only RIA and partner firm of Focus Financial Partners (Bartlett's own affiliate), serving HNW clients with financial planning and investment management. Direct peer by parent affiliation, fee model, and service set.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning and investment management across the wealth spectrum. Larger and broader, but a relevant incumbent benchmark on RIA scale, fee model, and service breadth.

Regional players

• Wintrust Wealth Management: Wealth management arm of Wintrust Financial, serving HNW individuals, families, and businesses primarily across the Midwest. Comparable regional focus and HNW / business-owner service set, though operating inside a bank holding company.
• Huntington Private Client Group: Wealth management division of Huntington Bancshares serving HNW clients across the Midwest, with comparable geographic concentration and HNW / business-owner offerings, though bank-affiliated rather than independent.
• Key Private Client Group: Wealth management arm of KeyCorp serving HNW individuals, families, and institutions across the Midwest. Comparable in geography and client mix, though embedded within a larger regional bank rather than operating as an independent RIA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/bartlett1898

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bartlett Wealth Management