WEALTHQUEST CORPORATION

Overview

Wealthquest Corporation is an independent, SEC‑registered advisory firm formed in 2006 and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, discretionary portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Wealthquest has appeared on industry lists: it was named among the Financial Times’ Top 300 RIA firms in 2020, appeared on FA Magazine’s Top RIA Firms list in 2020, and was included on CNBC’s Top 100 Financial Advisory Firms list in 2025. Its business model and service mix position it as a full‑service RIA that blends planning and institutional-style portfolio work for high‑net‑worth and institutional clients.

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Public Holdings

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Location & Offices