RITTER DANIHER FINANCIAL ADVISORY LLC

https://www.linkedin.com/company/ritter-daniher-financial-advisory-llc/ • CINCINNATI, OH • Investment Advisor How do I update this listing?

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Ritter Daniher Financial Advisory is based out of Cincinnati. Ritter Daniher Financial Advisory is a large advisory firm with 384 clients and discretionary assets under management (AUM) of $492,982,413 (Form ADV from 2022-06-15). Their last reported 13F filing for Q2 2022 included $140,627,000 in managed 13F securities and a top 10 holdings concentration of 73.12%. Ritter Daniher Financial Advisory's largest holding is iShares Core S&P 500 ETF- with shares held of 70,396. Whalewisdom has at least 1 13F filings

06/30/2022

Top Sells (13F)

  • Name% Change

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 5.79%
Performance Last 4 Quarters: 0.0%
Performance Metrics
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View Last Form Adv Compilation Report on Record

RITTER DANIHER FINANCIAL ADVISORY LLC
7661 BEECHMONT AVENUE SUITE 200
CINCINNATI OH    45255
Country: United States
Business Phone: 513-233-0715
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 94,228,800
Total Number of Clients: 384
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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RITTER DANIHER FINANCIAL ADVISORY LLC

ownership team - last updated 2022-06-15
Name Title Start Date Direct/Indirect % Ownership
NORWOOD, ROBERT, BREDT EXECUTIVE VP & GENERAL COUNSEL 09/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
NFP SECURITIES, INC. GENERAL COUNSEL direct 2003-07-01
NFP SECURITIES, INC. SENIOR VICE PRESIDENT, GENERAL COUNSEL, SECRETARY direct 2003-07-01
PROVISE MANAGEMENT GROUP, LLC VICE PRESIDENT, ASSISTANT SECRETARY direct 2016-07-01
KESTRA INSTITUTIONAL SERVICES, LLC EVP, GENERAL COUNSEL direct 2016-04-01
KESTRA ADVISORY SERVICES, LLC EVP, GENERAL COUNSEL direct 2016-04-01
RITTER, JOHN, KENNETH CHIEF COMPLIANCE OFFICER & FOUNDER 07/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
RITTER DANIHER FINANCIAL ADVISORY, LLC MEMBER direct 1999-07-01
RITTER DANIHER FINANCIAL ADVISORY, LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 1999-07-01
DANIHER, JEFFREY, EARL FOUNDER 07/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
RITTER DANIHER FINANCIAL ADVISORY, LLC MEMBER direct 1999-07-01
YIN, YIN CONTROLLER & ASSISTANT SECRETARY 09/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
NFP SECURITIES, INC. CONTROLLER direct 2007-09-01
PROVISE MANAGEMENT GROUP, LLC ASSISTANT SECRETARY direct 2016-07-01
NFP INDESUITE, INC. VICE PRESIDENT, CONTROLLER direct 2009-06-01
KESTRA ADVISORY SERVICES, LLC CONTROLLER direct 2007-09-01
Osborne, Angela, Maren CHIEF OPERATING OFFICER 09/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST REPUBLIC SECURITIES COMPANY, LLC DIRECTOR direct 2013-08-01
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. DIRECTOR, COO direct 2013-08-01
BENNETT, JOEL, VAN CHIEF FINANCIAL OFFICER 09/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
KESTRA PRIVATE WEALTH SERVICES, LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-10-01
KESTRA ADVISORY SERVICES, LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-10-01
KESTRA INSTITUTIONAL SERVICES, LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-10-01
H.D. VEST ADVISORY SERVICES, INC CHIEF FINANCIAL OFFICER direct 2001-07-01 2003-04-17
H.D. VEST ADVISORY SERVICES, INC TREASURER direct 2003-04-01 2016-01-19
H.D. VEST ADVISORY SERVICES, INC TREASURER/DIRECTOR direct 2003-04-01 2016-05-24
Buckner, Harold EXECUTIVE VICE PRESIDENT 09/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
HEDEKER WEALTH LLC EXECUTIVE VICE PRESIDENT direct 2021-07-01
MARKHAM, LORI, ANN ASSISTANT SECRETARY 09/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
HICKORY ASSET MANAGEMENT, INC. ASSISTANT SECRETARY direct 2019-07-01
BLUESPRING WEALTH PARTNERS, LLC OWNER 09/01/2021 Direct 75% or more
Fund Name Position direct/indirect start date end date
HICKORY ASSET MANAGEMENT, INC. OWNER direct 2019-07-01
HICKORY ASSET MANAGEMENT, INC. OWNER indirect 2019-07-01
KINGFISHER HOLDING B, INC. OWNER KESTRA ADVISOR SERVICES HOLDINGS A, INC. 06/01/2019 Indirect 75% or more
Fund Name Position direct/indirect start date end date
KESTRA PRIVATE WEALTH SERVICES, LLC OWNER indirect 2019-06-01
KESTRA INSTITUTIONAL SERVICES, LLC OWNER indirect 2019-06-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2019-06-01
KINGFISHER HOLDING A, INC. OWNER KINGFISHER HOLDING B, INC. 06/01/2019 Indirect 75% or more
Fund Name Position direct/indirect start date end date
KESTRA PRIVATE WEALTH SERVICES, LLC OWNER indirect 2019-06-01
KESTRA INSTITUTIONAL SERVICES, LLC OWNER indirect 2019-06-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2019-06-01
KESTRA INSTITUTIONAL SERVICES, LLC OWNER indirect 2019-06-01
KINGFISHER HOLDING, L.P. OWNER KINGFISHER HOLDING A, INC. 06/01/2019 Indirect 75% or more
Fund Name Position direct/indirect start date end date
KESTRA PRIVATE WEALTH SERVICES, LLC OWNER indirect 2019-06-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2019-06-01
KESTRA INSTITUTIONAL SERVICES, LLC OWNER indirect 2019-06-01
KINGFISHER HOLDING, G.P., LLC GENERAL PARTNER KINGFISHER HOLDING, L.P. 06/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
KESTRA PRIVATE WEALTH SERVICES, LLC GENERAL PARTNER indirect 2019-06-01
KESTRA INSTITUTIONAL SERVICES, LLC GENERAL PARTNER indirect 2019-06-01
KESTRA ADVISORY SERVICES, LLC GENERAL PARTNER indirect 2019-06-01
WARBURG PINCUS FINANCIAL SECTOR, L.P. LIMITED PARTNER KINGFISHER HOLDING, L.P. 06/01/2019 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ONEK FINANCIAL, INC. SHAREHOLDER direct 2018-08-01
KESTRA ADVISOR SERVICES HOLDINGS A, INC. OWNER KESTRA ADVISOR SERVICES HOLDINGS B, INC. 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NFP ADVISOR SERVICES, LLC OWNER indirect 2014-10-01
PROVISE MANAGEMENT GROUP, LLC OWNER indirect 2014-10-01
PROVISE MANAGEMENT GROUP, LLC OWNER indirect 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. OWNER indirect 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. OWNER indirect 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. OWNER indirect 2014-10-01
NFP RIA SERVICES, LLC OWNER indirect 2014-10-01
KESTRA INSTITUTIONAL SERVICES, LLC OWNER indirect 2014-10-01
KESTRA PRIVATE WEALTH SERVICES, LLC OWNER indirect 2014-10-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2014-10-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2014-10-01
KESTRA ADVISOR SERVICES HOLDINGS B, INC. OWNER KESTRA ADVISOR SERVICES HOLDINGS C, INC. 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NFP ADVISOR SERVICES, LLC OWNER indirect 2014-10-01
PROVISE MANAGEMENT GROUP, LLC OWNER indirect 2014-10-01
PROVISE MANAGEMENT GROUP, LLC OWNER indirect 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. OWNER indirect 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. OWNER indirect 2014-10-01
NFP RIA SERVICES, LLC OWNER indirect 2014-10-01
KESTRA INSTITUTIONAL SERVICES, LLC OWNER indirect 2014-10-01
KESTRA PRIVATE WEALTH SERVICES, LLC OWNER indirect 2014-10-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2014-10-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2014-10-01
KESTRA ADVISOR SERVICES HOLDINGS C, INC. OWNER KESTRA FINANCIAL, INC. 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NFP ADVISOR SERVICES, LLC OWNER indirect 2014-10-01
PROVISE MANAGEMENT GROUP, LLC OWNER indirect 2014-10-01
PROVISE MANAGEMENT GROUP, LLC OWNER indirect 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. OWNER indirect 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. OWNER indirect 2014-10-01
NFP RIA SERVICES, LLC OWNER indirect 2014-10-01
KESTRA INSTITUTIONAL SERVICES, LLC OWNER indirect 2014-10-01
KESTRA PRIVATE WEALTH SERVICES, LLC OWNER indirect 2014-10-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2014-10-01
KESTRA ADVISORY SERVICES, LLC OWNER indirect 2014-10-01
NFP ADVISOR SERVICES LLC OWNER indirect 2014-10-01
KESTRA FINANCIAL, INC. OWNER BLUESPRING WEALTH PARTNERS, LLC 09/01/2021 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NFP ADVISOR SERVICES, LLC SOLE MEMBER direct 2014-10-01
PROVISE MANAGEMENT GROUP, LLC SOLE MEMBER direct 2014-10-01
PROVISE MANAGEMENT GROUP, LLC MANAGING MEMBER direct 2014-10-01
PROVISE MANAGEMENT GROUP, LLC SHAREHOLDER direct 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. SHAREHOLDER direct 2014-10-01
BEACON RETIREMENT PLANNING SERVICES INC. MANAGING MEMBER direct 2014-10-01
NFP RIA SERVICES, LLC SOLE MEMBER direct 2014-10-01
KESTRA INSTITUTIONAL SERVICES, LLC MANAGING MEMBER direct 2014-10-01
KESTRA ADVISORY SERVICES, LLC MANAGING MEMBER direct 2014-10-01
KESTRA ADVISORY SERVICES, LLC SOLE MEMBER direct 2014-10-01

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