Ross, Sinclaire & Associates, LLC

Ross, Sinclaire & Associates, LLC (CRD# 25440) is a financial advisory firm headquartered in Cincinnati, OH. They manage $448,111,150 in 1,104 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    448
    MILLION
  • Total Number of Accounts
    1,104
    ACCOUNTS
  • Average Account Value
    $405,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CO, CT, FL, IL, IN, KY, MA, NC, OH, SC, TN, TX

Financial Advisors at Ross, Sinclaire & Associates, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Peter P. Baden
CRD#: 2184899
700 Walnut St Suite 600, Cincinnati, OH 45202
96
Wealthminder
score

Peter Baden (CRD# 2184899) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Cincinnati, OH and has over 11 years of experience in the finance industry.

2
Andrew R. Paolillo
CRD#: 4931091
One State Street, Suite 300, Boston, MA 02109
96
Wealthminder
score

Andrew Paolillo (CRD# 4931091) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Boston, MA and has over 11 years of experience in the finance industry.

3
John J. Terlau
CRD#: 5313433
700 Walnut St, Suite 600, Cincinnati, OH 45202
96
Wealthminder
score

John Terlau (CRD# 5313433) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry. John Terlau 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.

4
Rick B. Bell
CRD#: 5296037
700 Walnut St Suite 600, Cincinnati, OH 45202
93
Wealthminder
score

Rick Bell (CRD# 5296037) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.

5
Michael S. Games
CRD#: 2773040
700 Walnut St, Suite 600, Cincinnati, OH 45202
93
Wealthminder
score

Michael Games (CRD# 2773040) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

6
Brad C. Pickrell
CRD#: 4690324
325 W Main Street, Suite 300, Lexington, KY 40507
93
Wealthminder
score

Brad Pickrell (CRD# 4690324) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Lexington, KY and has over 12 years of experience in the finance industry.

7
Eric R. Prall
CRD#: 4661975
700 Walnut St Suite 600, Cincinnati, OH 45202
93
Wealthminder
score

Eric Prall (CRD# 4661975) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry.

8
Joseph M. Robertson
CRD#: 2166214
9757 Fairway Drive, Powell, OH 43065
93
Wealthminder
score

Joseph Robertson (CRD# 2166214) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Powell, OH and has over 23 years of experience in the finance industry.

9
Andrew S. Warning
CRD#: 3211861
700 Walnut St Suite 600, Cincinnati, OH 45202
93
Wealthminder
score

Andrew Warning (CRD# 3211861) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry.

10
William K. Weese
CRD#: 2680860
One State Street, Suite 300, Boston, MA 02109
93
Wealthminder
score

William Weese (CRD# 2680860) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Boston, MA and has over 20 years of experience in the finance industry.

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