Company lists · Data refreshed October 2026

Top 25 Financial advisors for healthcare professionals based in Cincinnati, United States

Name: Financial advisors for healthcare professionals based in Cincinnati, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 64 companies tracked

RevenueBase identified 64 company matches for financial advisors for healthcare professionals associated with Cincinnati, United States as of October 2026 and tracks 554 professional contacts across them, including 99 with verified work emails. Across the United States, New York is the largest hub for this category (165 companies); Cincinnati has 64.

This list covers company matches for financial advisors for healthcare professionals associated with Cincinnati, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

64Companies

554Contacts tracked

99Verified emails

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The 25 largest financial advisors for healthcare professionals based in Cincinnati, United States

Ranked by team size

Top 25 of 64 company matches for financial advisors for healthcare professionals based in Cincinnati, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Horan Wealth	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	42 contacts →
	Exact match “Overview At HORAN Wealth, your future goals are our top priority.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Sims Investment Management, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	16 contacts →
	Exact match “Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	FHT Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Opus Capital Management	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	13 contacts →
	Exact match “Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to help people.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	OJM Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “People get more out of life when they can stop worrying about money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Touchpoint Wealth Partners	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “We help our clients achieve their dreams for today, tomorrow, and well into the future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Focus Wealth Management LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “Focus Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	365 Wealth Management Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “Your financial advisor must have your confidence and trust.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Meyer Capital Management LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Niehaus Financial Services, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “At Niehaus Financial Services, we are passionate about providing peace of mind for our clients through planning, implementing, and coaching their financial decisions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Total Wealth Planning, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Saxon Financial Services	Exact match	Cincinnati, United StatesHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “Saxon provides comprehensive Employee Benefits, Wealth Management, Medicare, and Retirement Services to our clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Riverpoint Capital Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “With a mission of delivering leading investment advisory services to high-net-worth individuals, families and institutions, RiverPoint provides investment and financial planning…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Omega Financial Group - Cincinnati	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “The Omega Financial Group is a team of financial professionals and staff serving clients in over 30 states.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Horter Financial Companies	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	5 contacts →
	Exact match “At Horter Financial Companies, we don’t just manage your retirement, we design, integrate, and coordinate every aspect of your financial life.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	R & L Insurance Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	4 contacts →
	Exact match “Our team has a collective 80+ years of experience in the insurance and financial services industries.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Pegasus Partners LTD	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	4 contacts →
	Exact match “Wealth management consulting with individuals, families, and foundations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Wealth Planning Corporation	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Eukles Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Eukles Wealth Management offers personalized financial guidance and a comprehensive array of services, including individual wealth management, retirement income strategy…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	J. Nelson Financial Group, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Huffman Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Stone Financial Retirement Planning	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “We are a financial services firm committed to helping people pursue their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Ohana Wealth And Life Planning	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Ohana Wealth & Life Planning is a financial life planning firm that focuses on helping medical or university professionals to discover what's next, Whether you're looking to…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Retirement Matters	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “All of your Investment, Tax, Insurance, and Financial matters in one easy to understand plan.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Madison Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	11-50	2 contacts →
	Exact match “Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in We work closely and confidentially with individuals…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial advisors for healthcare professionals”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 64 financial advisors for healthcare professionals based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and access 99 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors for healthcare professionals based in Cincinnati, United States at a glance

As of Oct 12, 2026

17.9%Verified-email coverage

8.7Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 64 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Cincinnati, United States whose business descriptions match “financial advisors for healthcare professionals” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 99 professional contacts with verified work emails across the full matched dataset. 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 October 12, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial advisors for healthcare professionals by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial advisors for healthcare professionals”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors for healthcare professionals are there based in Cincinnati, United States?

RevenueBase identified 64 company matches for financial advisors for healthcare professionals associated with Cincinnati, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Horan Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial advisors for healthcare professionals?

New York leads the United States with 165 company records, followed by Houston (136) and Atlanta (128). Cincinnati has 64.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 99 professional contacts with verified work emails tracked across these 64 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 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 SmartSearch, 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.