Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in Cincinnati, United States

Name: Financial advisor recruitment 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 28, 2026 50 companies tracked

RevenueBase identified 50 financial advisor recruitment firms headquartered in Cincinnati, United States as of September 2026 and tracks 487 professional contacts across them, including 190 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Cincinnati has 50.

This list covers financial advisor recruitment 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 28, 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 28, 2026 86% judged on-target in blind review

50Companies

487Contacts tracked

190Verified emails

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The 25 largest financial advisor recruitment firms based in Cincinnati, United States

Ranked by team size

Top 25 of 50 financial advisor recruitment firms based in Cincinnati, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisor recruitment 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 28, 2026	51-200	130 contacts →
	Indirect evidence “At Bartlett, we see life's transitions as opportunities for growth.” Source: RevenueBase Database · checked Sep 28, 2026
2	Hunter Hamilton	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	51-200	48 contacts →
	Indirect evidence “Hunter Hamilton is a member of the Staffmark Group family of brands, part of the Recruit Holdings Global Network.” Source: RevenueBase Database · checked Sep 28, 2026
3	Edis Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Indirect evidence “EDIS Group is a specialized, boutique search firm built on over 60+ years’ of experience.” Source: RevenueBase Database · checked Sep 28, 2026
4	OJM Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
5	Wealth Dimensions	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
6	FHT Advisors	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
7	Sims Investment Management, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
8	Touchpoint Wealth Partners	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
9	Larmann Financial	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
10	Souders Financial Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
11	Benchmark Wealth	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Building wealth is only part of the story.” Source: RevenueBase Database · checked Sep 28, 2026
12	Focus Wealth Management LLC	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
13	Riverpoint Capital Management, INC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
14	Capital Tactics INC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “Capital Tactics is a Financial Advisory Services organization whose mission is to provide guidance and professional services to companies in areas of Mergers and Acquisitions…” Source: RevenueBase Database · checked Sep 28, 2026
15	Omega Financial Group - Cincinnati	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “The Omega Financial Group is a team of financial professionals and staff serving clients in over 30 states.” Source: RevenueBase Database · checked Sep 28, 2026
16	Callahan Financial	Partial evidence	Cincinnati, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future.” Source: RevenueBase Database · checked Sep 28, 2026
17	Eukles Wealth Management	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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 28, 2026
18	Pillar Recruiting	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Pillar Recruiting is a professional recruiting firm that specializes in the areas of accounting/finance, sales, and executive level positions.” Source: RevenueBase Database · checked Sep 28, 2026
19	Dusold Financial Services, LLC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Securities Offered Through CFD Investments, Inc, Registered Broker/Dealer, Member FINRA & SIPC, and Advisory Services Offered Through Creative Financial Designs, Inc, Registered…” Source: RevenueBase Database · checked Sep 28, 2026
20	Kleinfelder Capital	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Kleinfelder Capital, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
21	Retirement Matters	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 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 28, 2026
22	Mccarley & Cook	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “True wealth is about more than money.” Source: RevenueBase Database · checked Sep 28, 2026
23	Midwest Executive Search Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “Midwest Executive Search Group is the region’s premier executive search and professional staffing firm specializing in corporate finance, human resources, accounting, and…” Source: RevenueBase Database · checked Sep 28, 2026
24	Broadview Financial Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	51-200	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	Cincinnati Wealth Management, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “At Cincinnati Wealth Management, Inc.” Source: RevenueBase Database · checked Sep 28, 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: financial advisor recruitment 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 financial advisor recruitment firms.
Partial evidence: Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisor recruitment 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 financial advisor recruitment firms based in Cincinnati, United States

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Financial advisor recruitment firms based in Cincinnati, United States at a glance

As of Sep 28, 2026

39.0%Verified-email coverage

9.7Average contacts per company

1-10Median size (employees)

Sep 28, 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 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 financial advisor recruitment 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 “financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment 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, 190 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 28, 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.

Financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment firms are there based in Cincinnati, United States?

RevenueBase identified 50 financial advisor recruitment 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 financial advisor recruitment firms?

New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162). 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 190 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 28, 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.