Company lists · Data refreshed September 2026

Top 25 Athlete wealth management firms based in Cincinnati, United States

Name: Athlete wealth management 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 30, 2026 50 companies tracked

RevenueBase identified 50 athlete wealth management firms headquartered in Cincinnati, United States as of September 2026 and tracks 447 professional contacts across them, including 241 with verified work emails. Across the United States, New York is the largest hub for this category (162 companies); Cincinnati has 50.

This list covers athlete wealth management 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 30, 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 30, 2026 86% judged on-target in blind review

50Companies

447Contacts tracked

241Verified emails

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The 25 largest athlete wealth management firms based in Cincinnati, United States

Ranked by team size

Top 25 of 50 athlete wealth management firms based in Cincinnati, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to athlete wealth management 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	Bartlett Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	51-200	130 contacts →
	Indirect evidence “At Bartlett, we see life's transitions as opportunities for growth.” Source: RevenueBase Database · checked Sep 30, 2026
2	Yellow Cardinal Advisory Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	51-200	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 30, 2026
3	Wealthquest	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	37 contacts →
	Indirect evidence “Everybody wants help managing their finances.” Source: RevenueBase Database · checked Sep 30, 2026
4	Constellation Wealth Advisors	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	31 contacts →
	Strong evidence “Constellation Wealth Advisors disrupts traditional wealth management by serving legacy leaders, growth innovators, and multi-generational families who demand more than portfolio…” Source: RevenueBase Database · checked Sep 30, 2026
5	OJM Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 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 30, 2026
6	Total Wealth Planning, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	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 30, 2026
7	LSC Longschaefer CPA PFS	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	15 contacts →
	Indirect evidence “Our mission is to empower you to address your goals and pursue life on your own terms.” Source: RevenueBase Database · checked Sep 30, 2026
8	FHT Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	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 30, 2026
9	Wealth Planning Corporation	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	12 contacts →
	Strong evidence “Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984.” Source: RevenueBase Database · checked Sep 30, 2026
10	Sims Investment Management, LLC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	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 30, 2026
11	Focus Wealth Management LLC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Strong 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 30, 2026
12	Riverpoint Capital Management, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	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 30, 2026
13	Pegasus Partners LTD	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	5 contacts →
	Strong evidence “Wealth management consulting with individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 30, 2026
14	9258 Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	5 contacts →
	Indirect 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 30, 2026
15	Madison Wealth Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	11-50	4 contacts →
	Strong 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 30, 2026
16	Eukles Wealth Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong 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 30, 2026
17	J. Nelson Financial Group, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence “J.” Source: RevenueBase Database · checked Sep 30, 2026
18	Huffman Wealth Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Strong 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 30, 2026
19	Retirement Matters	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “All of your Investment, Tax, Insurance, and Financial matters in one easy to understand plan.” Source: RevenueBase Database · checked Sep 30, 2026
20	Management One, LLC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Strong evidence “For the past 22 years, Management One has helped athletes grow into well-rounded, successful individuals who are ongoing assets to their community.” Source: RevenueBase Database · checked Sep 30, 2026
21	Clarity Wealth Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Strong evidence “At Clarity Wealth Management, our mission is to provide clarity and confidence through comprehensive financial planning, helping corporate professionals align their wealth with…” Source: RevenueBase Database · checked Sep 30, 2026
22	Broadview Financial Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	51-200	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
23	Center Stage Financial	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Indirect evidence “LET’S CONNECT IF YOU ARE: • Seeking a thoughtful and thorough financial advisory team for you and your family • Interested in a second opinion on your current financial situation…” Source: RevenueBase Database · checked Sep 30, 2026
24	Hyde Park Wealth Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
25	Cincinnati Wealth Management, INC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Strong evidence “At Cincinnati Wealth Management, Inc.” Source: RevenueBase Database · checked Sep 30, 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: athlete wealth management 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 athlete wealth management firms.
Partial evidence: Its own public description names part of athlete wealth management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name athlete wealth management 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 50 athlete wealth management firms based in Cincinnati, United States

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Athlete wealth management firms based in Cincinnati, United States at a glance

As of Sep 30, 2026

53.9%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 50 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 athlete wealth management 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 “athlete wealth management 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 athlete wealth management 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 athlete wealth management 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, 241 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 30, 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.

Athlete wealth management 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 athlete wealth management 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 athlete wealth management firms are there based in Cincinnati, United States?

RevenueBase identified 50 athlete wealth management 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?

Bartlett Wealth Management, headquartered in Cincinnati, tops this list with the largest team on record.

Which city in the United States has the most athlete wealth management firms?

New York leads the United States with 162 headquartered companies, followed by Atlanta (94) and Dallas (92). Cincinnati has 50.

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 241 verified decision-maker contacts tracked across these 50 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 30, 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.