Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Cincinnati, United States

Name: Association financial advisory firms based in Cincinnati, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 87 companies tracked

RevenueBase identified 87 association financial advisory firms headquartered in Cincinnati, United States as of September 2026 and tracks 3,630 professional contacts across them, including 1,224 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms 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 19, 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 19, 2026 86% judged on-target in blind review

87Companies

3,630Contacts tracked

1,224Verified emails

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The 25 largest association financial advisory firms based in Cincinnati, United States

Ranked by team size

Top 25 of 87 association financial advisory firms based in Cincinnati, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: 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	Western & Southern Financial Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,725 contacts →
	Partial evidence “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
2	Bartlett Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	51-200	130 contacts →
	Indirect evidence “At Bartlett, we see life's transitions as opportunities for growth.” Source: RevenueBase Database · checked Sep 19, 2026
3	Augustar Retirement	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	501-1,000	121 contacts →
	Indirect evidence “Don’t think of retirement planning as being scary and unknown.” Source: RevenueBase Database · checked Sep 19, 2026
4	Octavia Wealth Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 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 19, 2026
5	Horan Wealth	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	39 contacts →
	Indirect evidence “Overview At HORAN Wealth, your future goals are our top priority.” Source: RevenueBase Database · checked Sep 19, 2026
6	Wealthquest	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	37 contacts →
	Indirect evidence “Everybody wants help managing their finances.” Source: RevenueBase Database · checked Sep 19, 2026
7	Formidable Asset Management LLC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	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 19, 2026
8	OJM Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “People get more out of life when they can stop worrying about money.” Source: RevenueBase Database · checked Sep 19, 2026
9	Comstock Advisors	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Strong evidence “ComStock Advisors is a premier national financial advisory firm that delivers expert, objective, and defensible valuation options, primarily in relation to privately held…” Source: RevenueBase Database · checked Sep 19, 2026
10	Total Wealth Planning, LLC	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial 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 19, 2026
11	Wealth Dimensions	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 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 19, 2026
12	FHT Advisors	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Strong 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 19, 2026
13	Wealth Planning Corporation	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 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 19, 2026
14	Sims Investment Management, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect 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 19, 2026
15	Opus Capital Management	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to help people.” Source: RevenueBase Database · checked Sep 19, 2026
16	W&s Financial Group Distributors	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	201-500	10 contacts →
	Partial evidence “OUR COMPANY: STRENGTH & SECURITY We are a member of one of the financially strongest life insurance groups in the world - Western & Southern Financial Group.” Source: RevenueBase Database · checked Sep 19, 2026
17	Touchpoint Wealth Partners	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “We help our clients achieve their dreams for today, tomorrow, and well into the future.” Source: RevenueBase Database · checked Sep 19, 2026
18	Larmann Financial	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “For over 50 years, we have specialized in helping clients pave a path to financial independence.” Source: RevenueBase Database · checked Sep 19, 2026
19	Souders Financial Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial 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 19, 2026
20	Niehaus Financial Services, LLC	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial 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 19, 2026
21	Benchmark Wealth	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Building wealth is only part of the story.” Source: RevenueBase Database · checked Sep 19, 2026
22	Focus Wealth Management LLC	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1-10	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 19, 2026
23	The Insurance Connection	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Our vision at The Insurance Connection is to create an alliance of independent agencies who want to grow and flourish through collective strength.” Source: RevenueBase Database · checked Sep 19, 2026
24	365 Wealth Management Group	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Your financial advisor must have your confidence and trust.” Source: RevenueBase Database · checked Sep 19, 2026
25	Pegasus Partners LTD	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “Wealth management consulting with individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 19, 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: association financial advisory firms. 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 association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory firms. 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 87 association financial advisory firms based in Cincinnati, United States

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Association financial advisory firms based in Cincinnati, United States at a glance

As of Sep 19, 2026

33.7%Verified-email coverage

41.7Average contacts per company

1-10Median size (employees)

352.9%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 87 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 association financial advisory firms, 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 “association financial advisory firms”. 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 association financial advisory firms), 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 association financial advisory firms, 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, 1,224 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 19, 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.

Association financial advisory firms 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 association financial advisory firms, 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 association financial advisory firms are there based in Cincinnati, United States?

RevenueBase identified 87 association financial advisory firms 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?

Western & Southern Financial Group, headquartered in Cincinnati, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 1,224 verified decision-maker contacts tracked across these 87 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 19, 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.