Bartlett & Company LLC

Bartlett & Company LLC (CRD# 159973) is a financial advisory firm headquartered in Cincinnati, OH. They manage $3,358,334,069 in 1,159 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,358
    MILLION
  • Total Number of Accounts
    1,159
    ACCOUNTS
  • Average Account Value
    $2,897,614
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Bartlett & Company LLC
Showing 1 - 10 of 20 top financial advisors.
1
Michael S. Cambron
CRD#: 38813
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

Michael Cambron (CRD# 38813) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.

2
Kelley J. Downing
CRD#: 1017205
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

Kelley Downing (CRD# 1017205) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

3
William A. Friedlander
CRD#: 214502
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

William Friedlander (CRD# 214502) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.

4
James B. Hagerty
CRD#: 2546633
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

James Hagerty (CRD# 2546633) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 21 years of experience in the finance industry.

5
Smith Hickenlooper
CRD#: 813065
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

Smith Hickenlooper (CRD# 813065) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.

6
Laura L. Humphrey
CRD#: 4447279
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

Laura Humphrey (CRD# 4447279) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 13 years of experience in the finance industry.

7
Terrence T. Kelly
CRD#: 1103091
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

Terrence Kelly (CRD# 1103091) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 34 years of experience in the finance industry.

8
James A. Miller
CRD#: 822556
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

James Miller (CRD# 822556) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 35 years of experience in the finance industry.

9
James B. Reynolds
CRD#: 374682
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

James Reynolds (CRD# 374682) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.

10
Kenneth L. Schlachter
CRD#: 1078249
600 Vine Street, Suite 2100, Cincinnati, OH 45202
93
Wealthminder
score

Kenneth Schlachter (CRD# 1078249) is an Investment Advisor Representative working at Bartlett & Company LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.