Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in Cincinnati, United States

Name: Advisor-led investment platforms based in Cincinnati, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 61 companies tracked

RevenueBase identified 61 advisor-led investment platforms headquartered in Cincinnati, United States as of September 2026 and tracks 832 professional contacts across them, including 477 with verified work emails. New York is the largest hub.

This list covers advisor-led investment platforms headquartered in Cincinnati, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

61Companies

832Contacts tracked

477Verified emails

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The 25 largest advisor-led investment platforms based in Cincinnati, United States

Ranked by team size

Top 25 of 61 advisor-led investment platforms based in Cincinnati, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Johnson Investment Counsel	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	51-200	154 contacts →
	Partial evidence “Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 50 states.” Source: RevenueBase Database · checked Sep 27, 2026
2	Fort Washington Investment Advisors, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	51-200	134 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
3	Bartlett Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	51-200	130 contacts →
	Indirect evidence “At Bartlett, we see life's transitions as opportunities for growth.” Source: RevenueBase Database · checked Sep 27, 2026
4	Touchstone Investments	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	51-200	118 contacts →
	Indirect evidence “What is Distinctively Active?” Source: RevenueBase Database · checked Sep 27, 2026
5	Octavia Wealth Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	40 contacts →
	Indirect evidence “Octavia helps provide you with the personalized guidance to reach as high as your dreams.” Source: RevenueBase Database · checked Sep 27, 2026
6	Wealth Dimensions	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	15 contacts →
	Indirect evidence “Wealth Dimensions provides comprehensive and personalized wealth management solutions for affluent individuals and families so that they have the clarity and confidence to achieve…” Source: RevenueBase Database · checked Sep 27, 2026
7	FHT Advisors	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	15 contacts →
	Partial evidence “FHT Advisors provides an independently managed source of high quality financial advice and services in which long-term, high-trust relationships are valued over all else.” Source: RevenueBase Database · checked Sep 27, 2026
8	Osborn Williams & Donohoe	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	14 contacts →
	Strong evidence “Osborn Williams & Donohoe is a Registered Investment Advisor based in Cincinnati, Ohio.” Source: RevenueBase Database · checked Sep 27, 2026
9	Wealth Planning Corporation	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	12 contacts →
	Partial evidence “Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984.” Source: RevenueBase Database · checked Sep 27, 2026
10	Sims Investment Management, LLC	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	11 contacts →
	Partial evidence “Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly.” Source: RevenueBase Database · checked Sep 27, 2026
11	Opus Capital Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	11 contacts →
	Strong evidence “Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to help people.” Source: RevenueBase Database · checked Sep 27, 2026
12	Haberer Registered Investment Advisor, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
13	Souders Financial Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	7 contacts →
	Indirect evidence “At Souders Financial Group, our goal is to provide the highest degree of independent thinking, comprehensive advice and exceptional service to the businesses and individual…” Source: RevenueBase Database · checked Sep 27, 2026
14	Meyer Capital Management LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “In early 1996, MCM began providing financial services in a profoundly new way to private investors throughout the United States from our offices in Cincinnati, Ohio.” Source: RevenueBase Database · checked Sep 27, 2026
15	Niehaus Financial Services, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “At Niehaus Financial Services, we are passionate about providing peace of mind for our clients through planning, implementing, and coaching their financial decisions.” Source: RevenueBase Database · checked Sep 27, 2026
16	Clariata	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Partial evidence “Clariata was founded on the belief that wealth advisors have an extraordinary, yet largely untapped, opportunity to elevate their value beyond financial management.” Source: RevenueBase Database · checked Sep 27, 2026
17	Focus Wealth Management LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “Focus Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 27, 2026
18	Riverpoint Capital Management, INC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	6 contacts →
	Strong evidence “With a mission of delivering leading investment advisory services to high-net-worth individuals, families and institutions, RiverPoint provides investment and financial planning…” Source: RevenueBase Database · checked Sep 27, 2026
19	365 Wealth Management Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Partial evidence “Your financial advisor must have your confidence and trust.” Source: RevenueBase Database · checked Sep 27, 2026
20	9258 Wealth Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Strong evidence “Our goal is to provide a level of investment advisory intellect and service that will help you achieve your short-term and long-term goals, such as retirement planning and…” Source: RevenueBase Database · checked Sep 27, 2026
21	Madison Wealth Management	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	11-50	4 contacts →
	Partial evidence “Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in We work closely and confidentially with individuals…” Source: RevenueBase Database · checked Sep 27, 2026
22	Eukles Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Indirect evidence “Eukles Wealth Management offers personalized financial guidance and a comprehensive array of services, including individual wealth management, retirement income strategy…” Source: RevenueBase Database · checked Sep 27, 2026
23	Kleinfelder Capital	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence “Kleinfelder Capital, Inc.” Source: RevenueBase Database · checked Sep 27, 2026
24	Huffman Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence “Huffman Wealth Management was founded on the concept that clients should never feel stressed or overwhelmed when seeking financial advice, so from the moment that you walk into…” Source: RevenueBase Database · checked Sep 27, 2026
25	Retirement Matters	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “All of your Investment, Tax, Insurance, and Financial matters in one easy to understand plan.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: advisor-led investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 61 advisor-led investment platforms based in Cincinnati, United States

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Advisor-led investment platforms based in Cincinnati, United States at a glance

As of Sep 27, 2026

57.3%Verified-email coverage

13.6Average contacts per company

1-10Median size (employees)

606.6%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Cincinnati, so it is reported there. Company counts and contact totals on this page are exact for Cincinnati, over 61 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among advisor-led investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Cincinnati, United States whose own description of what they do matches “advisor-led investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names advisor-led investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among advisor-led investment platforms, and records with no verified work email. Companies headquartered outside Cincinnati are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 477 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Advisor-led investment platforms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names advisor-led investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many advisor-led investment platforms are there based in Cincinnati, United States?

RevenueBase identified 61 advisor-led investment platforms headquartered in Cincinnati, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Johnson Investment Counsel, headquartered in Cincinnati, tops this list with the largest team on record.

Which city has the most advisor-led investment platforms?

New York leads with 370 headquartered companies, followed by Atlanta (150) and Chicago (143).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 477 verified decision-maker contacts tracked across these 61 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.