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RITTER DANIHER FINANCIAL ADVISORY LLC

CINCINNATI, OH · CRD 321827 · IAPD ↗ · ritterdaniher.com · 513-233-0715

$936.5MRegulatory AUM
10Advisory reps
15Employees
7Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2026 — RITTER DANIHER FINANCIAL ADVISORY LLC (CINCINNATI, OH) left the SEC roster (was $936.5M RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2026 — RITTER DANIHER FINANCIAL ADVISORY LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — RITTER DANIHER FINANCIAL ADVISORY LLC reported RAUM up 55% ($605.9M -> $936.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — RITTER DANIHER FINANCIAL ADVISORY LLC notice-filed in NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — RITTER DANIHER FINANCIAL ADVISORY LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
December 2025 — RITTER DANIHER FINANCIAL ADVISORY LLC grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — RITTER DANIHER FINANCIAL ADVISORY LLC crossed $500M in regulatory AUM ($447.3M -> $534.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.