Quadrant Family Wealth Advisors

Quadrant Family Wealth Advisors (CRD# 147253) is a financial advisory firm headquartered in Cincinnati, OH. They manage $520,146,794 in 287 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    520
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $1,812,358
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OH

Financial Advisors at Quadrant Family Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Patrick A. Lafley
CRD#: 5529414
255 East Fifth St., Suite 3000, Cincinnati, OH 45202
96
Wealthminder
score

Patrick Lafley (CRD# 5529414) is an Investment Advisor Representative working at Quadrant Family Wealth Advisors in Cincinnati, OH and has over 6 years of experience in the finance industry. Patrick Lafley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James P. Rogers
CRD#: 1873563
255 East Fifth St., Suite 3000, Cincinnati, OH 45202
96
Wealthminder
score

James Rogers (CRD# 1873563) is an Investment Advisor Representative working at Quadrant Family Wealth Advisors in Cincinnati, OH and has over 29 years of experience in the finance industry.

3
John M. Williams
CRD#: 2669535
255 East Fifth St., Suite 3000, Cincinnati, OH 45202
96
Wealthminder
score

John Williams (CRD# 2669535) is an Investment Advisor Representative working at Quadrant Family Wealth Advisors in Cincinnati, OH and has over 21 years of experience in the finance industry.

4
Adam J. Niestradt
CRD#: 6466950
255 East Fifth St., Suite 3000, Cincinnati, OH 45202
90
Wealthminder
score

Adam Niestradt (CRD# 6466950) is an Investment Advisor Representative working at Quadrant Family Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.

5
Emily B. Rose
CRD#: 6435633
255 East Fifth St., Suite 3000, Cincinnati, OH 45202
90
Wealthminder
score

Emily Rose (CRD# 6435633) is an Investment Advisor Representative working at Quadrant Family Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry. Emily Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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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.