CRD: 321827
Ritter Daniher Financial Advisory LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1999
- Office Locations
- 1
Office Locations
About Ritter Daniher Financial Advisory LLC
Ritter Daniher Financial Advisory provides holistic financial planning, wealth management, and investment management for individuals and families, aligning goals and values across life stages. The firm emphasizes a “high tech/high touch” process and customized plans that integrate the full financial picture. It operates on an unbiased, commission-free, fully disclosed advisory-fee model, with many client relationships spanning 25+ years.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOEL VAN BENNETT
Chief Financial Officer
- CRD
- #2047878
- Ownership
- Less than 5%
Harold Buckner
EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $936,472,327 | $439,865 |
| Non-Discretionary | $0 | -- |
| Total | $936,472,327 | $439,865 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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