Bartlett Wealth Management
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.
- Company typePrivate
- Founded1898
- HeadquartersCincinnati, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
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).
Bartlett Wealth Management firmographics
Firmographics- 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
Bartlett Wealth Management industry classification
Industry- 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
Where Bartlett Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Bartlett Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- 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
Bartlett Wealth Management product offering
Product offeringCore 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
Companies that use Bartlett Wealth Management
Customer profileSegments4 records
Ideal customer profiles4 records
Bartlett Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bartlett Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Focus Financial PartnerscoreBartlett 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
Bartlett Wealth Management competitors and assessment
Company assessmentDirect 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
Bartlett Wealth Management social profiles
Digital presenceBartlett Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bartlett Wealth Management leadership team
Management profileNumber of profiles
Profiles19 records
Bartlett Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bartlett Wealth Management M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bartlett Wealth Management
What does Bartlett Wealth Management do?
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.
Is Bartlett Wealth Management a public or private company?
Bartlett Wealth Management is a private company. It is classified as private equity controlled and is currently operating.
When was Bartlett Wealth Management founded?
Bartlett Wealth Management was founded in 1898. It employs 101 to 250 people.
Where is Bartlett Wealth Management based?
Bartlett Wealth Management is headquartered in Cincinnati, United States, in the North America region.
How does Bartlett Wealth Management make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Bartlett Wealth Management's main competitors?
Direct peers on record are Mariner Wealth Advisors, Cresset Capital, Cerity Partners, Plante Moran Financial Advisors, Beacon Pointe Advisors and Buckingham Strategic Wealth. Edelman Financial Engines is listed as a broad incumbent. Regional players are Wintrust Wealth Management, Huntington Private Client Group and Key Private Client Group.
Does Bartlett Wealth Management have an API?
No public API is recorded for Bartlett Wealth Management.
What industry is Bartlett Wealth Management in?
Bartlett Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.