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
Economics
Client mix
| Individuals Other | 485 |
| Individuals High Net Worth | 198 |
| Charitable Organizations | 2 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'23 · 5 advisors
'25 · 10 advisors
'26 · 10 advisors
'23'26
5 advisors → 10 advisors▲ +100%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7661 BEECHMONT AVENUESUITE 200CINCINNATI, OH 45255
Business
7661 BEECHMONT AVENUESUITE 200CINCINNATI, OH 45255
Edgar Recent Filings
13F-HR2026-05-06 · 0001936603-26-000002
13F-HR2026-02-10 · 0001936603-26-000001
Soi Zip Distribution
Stub 1
| AGI | 31,055 |
| Returns | 2,570 |
Stub 2
| AGI | 84,172 |
| Returns | 2,260 |
Stub 3
| AGI | 109,028 |
| Returns | 1,760 |
People (17)
17IAR · Executive Officer · 2.5%
IAR · Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
IAR
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IAR
IAR
IAR
IAR
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