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Ritter Daniher Financial Advisory LLC / de
Ritter Daniher Financial Advisory LLC is a fee-only financial advisory firm headquartered in Cincinnati, Ohio. Founded by John Ritter and Jeff Daniher over 25 years ago, the firm emphasizes unbiased, commission-free financial planning and wealth management. It is a registered investment adviser, serving individuals and families by providing personalized, holistic financial advice including retirement, estate, and legacy planning. The firm is recognized for its disciplined, fiduciary-based approach and a focus on long-term client relationships.
Investment Strategy
Ritter Daniher Financial Advisory follows a fiduciary, client-first approach, offering fee-only financial planning and investment management. The firm does not accept commissions, aiming to eliminate conflicts of interest and ensure alignment with client goals. They analyze clients’ comprehensive financial situations to develop custom strategies addressing accumulation, retirement income, and wealth transfer. Their disciplined methodology emphasizes education, objectivity, and a long-term perspective.
Latest 13F Filing Activity
Ritter Daniher Financial Advisory LLC / de filed their most recent 13F report on Jun 30, 2025 disclosing 335 equity positions with a total 13F market value of $407M. The fund increased holdings in Ishares TR, Janus Detroit STR TR, American Centy Etf TR among other positions. Ritter Daniher Financial Advisory LLC / de reduced exposure to Procter and Gamble Co., Apple Inc., J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (335)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 21.61% | $88.0M | 141,719 | $407.58 | $620.90 | +$10.3M |
D DGRO | ISHARES TR | 9.48% | $38.6M | 603,948 | $50.36 | $63.94 | +$2.5M |
I IEFA | ISHARES TR | 7.80% | $31.8M | 380,470 | $62.73 | $83.48 | +$2.5M |
A AVEM | AMERICAN CENTY ETF TR | 7.41% | $30.2M | 440,399 | $53.30 | $68.54 | +$3.3M |
I IJH | ISHARES TR | 7.14% | $29.1M | 468,694 | $48.95 | $62.02 | +$784.1K |
Industry Allocation
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