Richwood Investment Advisors, LLC

Richwood Investment Advisors, LLC (CRD# 153550) is a financial advisory firm headquartered in Cincinnati, OH. They manage $54,112,019 in 201 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $269,214
Compensation Options
  • A percentage of assets under your management
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
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.

KY, OH, VA

Financial Advisors at Richwood Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Debora A. Caley
CRD#: 2961803
Cincinnati, OH
93
Wealthminder
score

Debora Caley (CRD# 2961803) is an Investment Advisor Representative working at Richwood Investment Advisors, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.

2
Lori L. Noelcke
CRD#: 2395647
5082 Wooster Road, Suite 100, Cincinnati, OH 45226
93
Wealthminder
score

Lori Noelcke (CRD# 2395647) is an Investment Advisor Representative working at Richwood Investment Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

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