Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Cincinnati, United States

Name: Financial planning outsourcing companies 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 75 companies tracked

RevenueBase identified 75 company matches for financial planning outsourcing companies associated with Cincinnati, United States as of September 2026 and tracks 562 professional contacts across them, including 203 with verified work emails. Across the United States, New York is the largest hub for this category (241 companies); Cincinnati has 75.

This list covers company matches for financial planning outsourcing companies 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 September 28, 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 Sep 28, 2026 How this list was built

75Companies

562Contacts tracked

203Verified emails

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The 25 largest financial planning outsourcing companies based in Cincinnati, United States

Ranked by team size

Top 25 of 75 company matches for financial planning outsourcing companies based in Cincinnati, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Truepoint Wealth Counsel	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	51-200	106 contacts →
	Exact match “Since our founding in 1990 in Cincinnati, OH, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Rosselot Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	44 contacts →
	Exact match “The Rosselot Financial Group is a full service, family owned financial planning company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Horan Wealth	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	39 contacts →
	Exact match “Overview At HORAN Wealth, your future goals are our top priority.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	OJM Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “People get more out of life when they can stop worrying about money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Total Wealth Planning, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	16 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 · Sep 28, 2026 · View company records in RevenueBase
6	FHT Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
7	Wealth Planning Corporation	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	1-10	12 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 · Sep 28, 2026 · View company records in RevenueBase
8	Opus Capital Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	1-10	11 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 · Sep 28, 2026 · View company records in RevenueBase
9	Touchpoint Wealth Partners	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “We help our clients achieve their dreams for today, tomorrow, and well into the future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Haberer Registered Investment Advisor, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Larmann Financial	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “For over 50 years, we have specialized in helping clients pave a path to financial independence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Souders Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Niehaus Financial Services, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
14	Focus Wealth Management LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	1-10	7 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 · Sep 28, 2026 · View company records in RevenueBase
15	Howard, Nunn & Bloom, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “A modern firm providing services for growing small businesses in: Tax compliance & planning Fractional CFO & Controllership services Business advisory services Personal income tax…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Pegasus Partners LTD	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “Wealth management consulting with individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Omega Financial Group - Cincinnati	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
18	R & L Insurance Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
19	Madison Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	11-50	4 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 · Sep 28, 2026 · View company records in RevenueBase
20	Eukles Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
21	J. Nelson Financial Group, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Clarify Wealth Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Ohana Wealth And Life Planning	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
24	Huffman Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
25	Retirement Matters	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 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 · Sep 28, 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 planning outsourcing companies”. 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 75 financial planning outsourcing companies based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and access 203 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning outsourcing companies based in Cincinnati, United States at a glance

As of Sep 28, 2026

36.1%Verified-email coverage

7.5Average 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 75 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 planning outsourcing companies” 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 203 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 September 28, 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 planning outsourcing companies 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 planning outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning outsourcing companies are there based in Cincinnati, United States?

RevenueBase identified 75 company matches for financial planning outsourcing companies associated with Cincinnati, United States as of September 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?

Truepoint Wealth Counsel 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 planning outsourcing companies?

New York leads the United States with 241 company records, followed by Houston (176) and Atlanta (161). Cincinnati has 75.

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 203 professional contacts with verified work emails tracked across these 75 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 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 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.