RITTER DANIHER FINANCIAL ADVISORY LLC

C39
CRD 321827·SEC 801-125847·CINCINNATI, OH
AUM
$936.5M
$500M-$1B
Est. Revenue
$9.4M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RITTER DANIHER FINANCIAL ADVISORY LLC
CRD
321827
SEC file #
801-125847
EIN
873266878
DBA names

Economics

AUM
$936.5M
AUM band
$500M-$1B
AUM trajectory
'23'26
$493.0M → $936.5M▲ +90%
Client mix
Individuals Other485
Individuals High Net Worth198
Charitable Organizations2
Pension Profit Sharing Plans1

Operations

Employees (total)
15
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'23'26
5 advisors → 10 advisors▲ +100%
Primary office
CINCINNATI OH
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUESPRING WEALTH PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
BLUESPRING WEALTH PARTNERS, LLC
RITTER, JOHN, KENNETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RITTERDANIHER.COM
Rdap Domain Creation Date
2002-05-09T14:03:17Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001936603
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2022-08-11
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0001936603-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3163
Soi Zip Pct 200k Plus
0.1098
Soi Zip Returns 200k Plus
1,250
Soi Zip Total AGI
1,351,441
Fdic Zip Total Deposits
11,221,398,000
Fdic Zip Branch Count
256
Fdic Zip Top Banks
Fifth Third Bank
Fifth Third Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
7661 BEECHMONT AVENUESUITE 200CINCINNATI, OH 45255
Business
7661 BEECHMONT AVENUESUITE 200CINCINNATI, OH 45255
Edgar EIN
873266878
Edgar Recent Filings
13F-HR2026-05-06 · 0001936603-26-000002
13F-HR2026-02-10 · 0001936603-26-000001
Fdic Zip Branches Raw
Society National BankCincinnati, OH
Suburban FSBCincinnati, OH
Fdic Zip HHI
902.76
Fdic Zip Top Bank Share Pct
16.2
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-09T14:03:17Z
Rdap Domain Last Changed
2025-03-10T06:27:42Z
Rdap Nameservers
Katja.ns.cloudflare.comKenneth.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,055
Returns2,570
Stub 2
AGI84,172
Returns2,260
Stub 3
AGI109,028
Returns1,760
Soi Zip Total Business Income
33,543
Soi Zip Total Cap Gains
163,184
Soi Zip Total Dividends
46,959
Soi Zip Total Returns
11,380
Trust Company Affiliate
No