Company lists · Data refreshed September 2026
Top 15 Financial management consultants based in Cincinnati, United States
RevenueBase identified 28 financial management consultants headquartered in Cincinnati, United States as of September 2026 and tracks 285 professional contacts across them, including 92 with verified work emails. Across the United States, New York is the largest hub for this category (208 companies); Cincinnati has 28.
This list covers financial management consultants 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.
The 15 largest financial management consultants based in Cincinnati, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 166 contacts → | ||||
Strong evidence “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Partial evidence “Wealth management consulting with individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Partial evidence “Silverstone Capital Advisors is entirely committed to its client’s success, to delivering objective, highly qualified financial and transaction advice and providing incomparable…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “We are a financial services firm committed to helping people pursue their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “Welcome to Accleo, where we are dedicated to transforming challenges into opportunities for our clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “Burke & Schindler was formed in 1984 and is a leading regional Cincinnati business consulting, accounting, tax and wealth planning firm with clients in all 50 states as well as…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “Financial planning for families, individuals, and small businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Partial evidence “Winters Financial Group is a financial services company based out of 3341 Harrison Ave, Cincinnati, Ohio, United States.” Source: RevenueBase Database · checked Sep 28, 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: financial management consultants. 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 management consultants.
- Partial evidence
- Its own public description names part of financial management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial management consultants. 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 15 of 28 financial management consultants based in Cincinnati, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 92 reachable decision-makers.
Free signup · no credit card
Financial management consultants based in Cincinnati, United States at a glance
As of Sep 28, 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 28 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 management consultants, 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 management consultants”. 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 management consultants), 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 management consultants, 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, 92 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 management consultants by metro in the United States
- Financial management consultants in New York208
- Financial management consultants in Atlanta98
- Financial management consultants in Houston98
- Financial management consultants in Chicago96
- Financial management consultants in Los Angeles76
- Financial management consultants in Miami75
- Financial management consultants in Austin73
- Financial management consultants in Dallas71
- Financial management consultants in Denver65
- Financial management consultants in Charlotte53
- Financial management consultants in San Francisco49
- Financial management consultants in Washington47
- Financial management consultants in San Diego46
- Financial management consultants in Boston41
- Financial management consultants in Tampa38
- Financial management consultants in Seattle32
- Financial management consultants in Columbus31
- Financial management consultants in Minneapolis31
- Financial management consultants in Orlando30
- Financial management consultants in Phoenix30
- Financial management consultants in Newport Beach27
- Financial management consultants in Portland27
- Financial management consultants in Scottsdale27
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 management consultants, 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 management consultants are there based in Cincinnati, United States?
RevenueBase identified 28 financial management consultants 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?
Synfiny Advisors, headquartered in Cincinnati, tops this list with the largest team on record.
Which city in the United States has the most financial management consultants?
New York leads the United States with 208 headquartered companies, followed by Atlanta (98) and Houston (98). Cincinnati has 28.
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 92 verified decision-maker contacts tracked across these 28 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.
Ready to reach these companies? Verified emails and direct dials for all 28 financial management consultants based in Cincinnati, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial management consultants by geography
- Financial management consultants based in Brisbane, Australia
- Financial management consultants based in Melbourne, Australia
- Financial management consultants based in Sydney, Australia
- Financial management consultants based in Belo Horizonte, Brazil
- Financial management consultants based in Campinas, Brazil
- Financial management consultants based in Curitiba, Brazil
- Financial management consultants based in Porto Alegre, Brazil
- Financial management consultants based in Recife, Brazil
- Financial management consultants based in Rio De Janeiro, Brazil
- Financial management consultants based in Sao Paulo, Brazil
- Financial management consultants based in Calgary, Canada
- Financial management consultants based in Mississauga, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial management consultants based in Brisbane, Australia
- Financial management consultants based in Melbourne, Australia
- Financial management consultants based in Sydney, Australia
- Financial management consultants based in Belo Horizonte, Brazil
- Financial management consultants based in Campinas, Brazil
- Financial management consultants based in Curitiba, Brazil