Company lists · Data refreshed September 2026
Top 25 Asset management and consulting services based in Cincinnati, United States
RevenueBase identified 76 asset management and consulting services headquartered in Cincinnati, United States as of September 2026 and tracks 1,185 professional contacts across them, including 647 with verified work emails. New York is the largest hub.
This list covers asset management and consulting services 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 21, 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.
The 25 largest asset management and consulting services based in Cincinnati, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 166 contacts → | ||||
Partial evidence “FEG is an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 154 contacts → | ||||
Indirect evidence “Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 50 states.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 134 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 130 contacts → | ||||
Indirect evidence “At Bartlett, we see life's transitions as opportunities for growth.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 40 contacts → | ||||
Indirect evidence “Octavia helps provide you with the personalized guidance to reach as high as your dreams.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 39 contacts → | ||||
Indirect evidence “Overview At HORAN Wealth, your future goals are our top priority.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 38 contacts → | ||||
Indirect evidence “Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 37 contacts → | ||||
Indirect evidence “Everybody wants help managing their finances.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 23 contacts → | ||||
Strong evidence “Formidable Asset Management is a registered investment advisory company that offers wealth management, insurance, financial planning, Alternative Investment Management, and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Indirect evidence “People get more out of life when they can stop worrying about money.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 16 contacts → | ||||
Indirect evidence “What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 15 contacts → | ||||
Partial 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 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 15 contacts → | ||||
Indirect 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 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Strong 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 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to help people.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Indirect evidence “We help our clients achieve their dreams for today, tomorrow, and well into the future.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Partial 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 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Indirect 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 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Strong evidence “Wealth management consulting with individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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: asset management and consulting services. 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 asset management and consulting services.
- Partial evidence
- Its own public description names part of asset management and consulting services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management and consulting services. 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 76 asset management and consulting services based in Cincinnati, United States
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Asset management and consulting services based in Cincinnati, United States at a glance
As of Sep 21, 2026Companies by employee count
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 76 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 asset management and consulting services, 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 “asset management and consulting services”. 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 asset management and consulting services), 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 asset management and consulting services, 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, 647 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 21, 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.
Asset management and consulting services by metro in the United States
- Asset management and consulting services in New York585
- Asset management and consulting services in Chicago218
- Asset management and consulting services in Atlanta214
- Asset management and consulting services in Houston194
- Asset management and consulting services in Dallas182
- Asset management and consulting services in Miami168
- Asset management and consulting services in Boston160
- Asset management and consulting services in San Diego136
- Asset management and consulting services in San Francisco130
- Asset management and consulting services in Austin122
- Asset management and consulting services in Los Angeles122
- Asset management and consulting services in Charlotte113
- Asset management and consulting services in Denver113
- Asset management and consulting services in Scottsdale103
- Asset management and consulting services in Tampa97
- Asset management and consulting services in Portland88
- Asset management and consulting services in Newport Beach87
- Asset management and consulting services in Minneapolis78
- Asset management and consulting services in Cincinnati76
- Asset management and consulting services in Irvine74
- Asset management and consulting services in Seattle71
- Asset management and consulting services in San Antonio70
- Asset management and consulting services in Columbus68
- Asset management and consulting services in Raleigh68
- Asset management and consulting services in Overland Park66
- Asset management and consulting services in Pittsburgh65
- Asset management and consulting services in Boca Raton62
- Asset management and consulting services in Indianapolis62
- Asset management and consulting services in Washington59
- Asset management and consulting services in Omaha58
- Asset management and consulting services in Birmingham57
- Asset management and consulting services in Greenville57
- Asset management and consulting services in Las Vegas57
- Asset management and consulting services in Phoenix56
- Asset management and consulting services in Richmond54
- Asset management and consulting services in Bellevue52
- Asset management and consulting services in Greenwood Village52
- Asset management and consulting services in Wilmington51
- Asset management and consulting services in Louisville50
- Asset management and consulting services in Naples50
- Asset management and consulting services in Columbia49
- Asset management and consulting services in Rochester49
- Asset management and consulting services in Grand Rapids48
- Asset management and consulting services in Nashville48
- Asset management and consulting services in Fort Worth47
- Asset management and consulting services in Madison47
- Asset management and consulting services in Pasadena46
- Asset management and consulting services in Sarasota46
- Asset management and consulting services in Lexington44
- Asset management and consulting services in Salt Lake City43
- Asset management and consulting services in Springfield43
- Asset management and consulting services in Fort Lauderdale42
- Asset management and consulting services in Orlando42
- Asset management and consulting services in Cleveland41
- Asset management and consulting services in Jacksonville41
- Asset management and consulting services in Colorado Springs40
- Asset management and consulting services in Memphis40
- Asset management and consulting services in Philadelphia40
- Asset management and consulting services in Walnut Creek40
- Asset management and consulting services in Troy39
- Asset management and consulting services in Stamford38
- Asset management and consulting services in Tucson36
- Asset management and consulting services in Tulsa36
- Asset management and consulting services in Alpharetta34
- Asset management and consulting services in Plano33
- Asset management and consulting services in Virginia Beach33
- Asset management and consulting services in Bethesda31
- Asset management and consulting services in Brentwood31
- Asset management and consulting services in Coral Gables31
- Asset management and consulting services in Franklin31
- Asset management and consulting services in Lake Oswego31
- Asset management and consulting services in Melville31
- Asset management and consulting services in Westlake Village31
- Asset management and consulting services in Baton Rouge30
- Asset management and consulting services in Buffalo30
- Asset management and consulting services in Red Bank30
- Asset management and consulting services in Knoxville29
- Asset management and consulting services in Bloomfield Hills28
- Asset management and consulting services in Oklahoma City28
- Asset management and consulting services in Pittsford28
- Asset management and consulting services in St Louis28
- Asset management and consulting services in Ann Arbor27
- Asset management and consulting services in Boise27
- Asset management and consulting services in Greensboro27
- Asset management and consulting services in Greenwich27
- Asset management and consulting services in St. Louis27
- Asset management and consulting services in The Woodlands27
- Asset management and consulting services in Baltimore26
- Asset management and consulting services in Bloomington26
- Asset management and consulting services in Carmel26
- Asset management and consulting services in Fort Collins26
- Asset management and consulting services in Little Rock26
- Asset management and consulting services in Mclean26
- Asset management and consulting services in Princeton26
- Asset management and consulting services in Reno26
- Asset management and consulting services in Reston26
- Asset management and consulting services in Rockville26
- Asset management and consulting services in Alexandria25
- Asset management and consulting services in Arlington25
- Asset management and consulting services in Charleston25
- Asset management and consulting services in Englewood25
- Asset management and consulting services in Frisco25
- Asset management and consulting services in Jackson25
- Asset management and consulting services in Lafayette25
- Asset management and consulting services in Northbrook25
- Asset management and consulting services in West Chester25
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 asset management and consulting services, 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 asset management and consulting services are there based in Cincinnati, United States?
RevenueBase identified 76 asset management and consulting services 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?
FEG Investment Advisors, headquartered in Cincinnati, tops this list with the largest team on record.
Which city has the most asset management and consulting services?
New York leads with 585 headquartered companies, followed by Chicago (218) and Atlanta (214).
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 647 verified decision-maker contacts tracked across these 76 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 21, 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.
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