Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Cincinnati, United States

RevenueBase identified 53 financial services consultants headquartered in Cincinnati, United States as of September 2026 and tracks 436 professional contacts across them, including 131 with verified work emails. New York is the largest hub.

This list covers financial services 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 16, 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 16, 2026 86% judged on-target in blind review
53Companies
436Contacts tracked
131Verified emails
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The 25 largest financial services consultants based in Cincinnati, United States

Ranked by team size
Top 25 of 53 financial services consultants based in Cincinnati, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 2026201-500166 contacts →

Partial 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 16, 2026
2Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-5039 contacts →

Indirect evidence

“Overview At HORAN Wealth, your future goals are our top priority.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-5021 contacts →

Indirect evidence

“People get more out of life when they can stop worrying about money.”

Source: RevenueBase Database · checked Sep 16, 2026
4Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-5016 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 16, 2026
5Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-5015 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 16, 2026
6Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-1012 contacts →

Partial evidence

“Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984.”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-1011 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 16, 2026
8Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-509 contacts →

Indirect evidence

“We help our clients achieve their dreams for today, tomorrow, and well into the future.”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-107 contacts →

Partial evidence

“At Niehaus Financial Services, we are passionate about providing peace of mind for our clients through planning, implementing, and coaching their financial decisions.”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-107 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 16, 2026
11Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-505 contacts →

Indirect evidence

“Wealth management consulting with individuals, families, and foundations.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-505 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 16, 2026
13Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-104 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 16, 2026
14Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
15Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-103 contacts →

Partial 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 16, 2026
16Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“All of your Investment, Tax, Insurance, and Financial matters in one easy to understand plan.”

Source: RevenueBase Database · checked Sep 16, 2026
17Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“We are a financial services firm committed to helping people pursue their financial goals.”

Source: RevenueBase Database · checked Sep 16, 2026
18Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Welcome to Accleo, where we are dedicated to transforming challenges into opportunities for our clients.”

Source: RevenueBase Database · checked Sep 16, 2026
19Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202651-2001 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
20Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-501 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 16, 2026
21Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“At Cincinnati Wealth Management, Inc.”

Source: RevenueBase Database · checked Sep 16, 2026
22Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial evidence

Financial planning for families, individuals, and small businesses.”

Source: RevenueBase Database · checked Sep 16, 2026
23Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 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 16, 2026
24Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial 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 16, 2026
25Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“RKCA Services, LLC provides financial consulting services to middle-market businesses.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 25 of 53 financial services consultants based in Cincinnati, United States

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Financial services consultants based in Cincinnati, United States at a glance

As of Sep 16, 2026
30.0%Verified-email coverage
8.2Average contacts per company
1-10Median size (employees)
598.1%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
15
51-200
1
201-500
2

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 53 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 services 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 services 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 services 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 services 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, 131 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 16, 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 services consultants 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 services 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 services consultants are there based in Cincinnati, United States?

RevenueBase identified 53 financial services 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 has the most financial services consultants?

New York leads with 317 headquartered companies, followed by Houston (160) and Atlanta (142).

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 131 verified decision-maker contacts tracked across these 53 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 16, 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.