Company lists · Data refreshed September 2026

Top 25 High net worth accounting firms based in Cincinnati, United States

Name: High net worth accounting 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 88 companies tracked

RevenueBase identified 88 high net worth accounting firms headquartered in Cincinnati, United States as of September 2026 and tracks 861 professional contacts across them, including 396 with verified work emails. Across the United States, New York is the largest hub for this category (386 companies); Cincinnati has 88.

This list covers high net worth accounting 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

88Companies

861Contacts tracked

396Verified emails

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The 25 largest high net worth accounting firms based in Cincinnati, United States

Ranked by team size

Top 25 of 88 high net worth accounting 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 high net worth accounting 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	Barnes Dennig	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	201-500	226 contacts →
	Partial evidence “Barnes Dennig has earned a reputation for outstanding accounting, tax and advisory services – as illustrated by the number of national and local awards for innovation…” Source: RevenueBase Database · checked Sep 28, 2026
2	Yellow Cardinal Advisory Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	51-200	38 contacts →
	Indirect evidence “Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
3	Wealthquest	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Everybody wants help managing their finances.” Source: RevenueBase Database · checked Sep 28, 2026
4	Burke Cpas & Advisors	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “Burke CPAs & Advisors 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…” Source: RevenueBase Database · checked Sep 28, 2026
5	Constellation Wealth Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “Constellation Wealth Advisors disrupts traditional wealth management by serving legacy leaders, growth innovators, and multi-generational families who demand more than portfolio…” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	Cassady Schiller Cpas & Advisors	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	51-200	19 contacts →
	Strong evidence “Cassady Schiller specializes in providing professional accounting, tax and business advisory services to privately held businesses, their owners and high net worth individuals.” Source: RevenueBase Database · checked Sep 28, 2026
8	Total Wealth Planning, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect 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, 2026
9	LSC Longschaefer CPA PFS	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Our mission is to empower you to address your goals and pursue life on your own terms.” Source: RevenueBase Database · checked Sep 28, 2026
10	FHT Advisors	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	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, 2026
11	Flynn & Company, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
12	MMB Cpas & Advisors	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “MMB is a Certified Public Accounting (CPA) firm specializing in tax compliance and planning for high net worth individuals, privately owned businesses, their owners, corporate…” Source: RevenueBase Database · checked Sep 28, 2026
13	Locey, Mitchell & Associates, LTD	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Locey, Mitchell & Associates takes pride in offering customized, practical solutions for all your tax and accounting needs.” Source: RevenueBase Database · checked Sep 28, 2026
14	Financial Clarity Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Financial Clarity Group Transforms Businesses For More Freedom, Fulfillment, & Prosperity.” Source: RevenueBase Database · checked Sep 28, 2026
15	Focus Wealth Management LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect 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
16	Howard, Nunn & Bloom, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “A modern firm providing services for growing small businesses in: Tax compliance & planning Fractional CFO & Controllership services Business advisory services Personal income tax…” Source: RevenueBase Database · checked Sep 28, 2026
17	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
18	Pegasus Partners LTD	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “Wealth management consulting with individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 28, 2026
19	9258 Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “Our goal is to provide a level of investment advisory intellect and service that will help you achieve your short-term and long-term goals, such as retirement planning and…” Source: RevenueBase Database · checked Sep 28, 2026
20	Kanu Asset Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “kANU Asset Management, LLC, delivers world-class advice and resources to a distinct discerning high net-worth clientele, through a Family Office Structure – a virtual family…” Source: RevenueBase Database · checked Sep 28, 2026
21	Robison LAW Firm Strategic Property Exchanges Allstates 1031 Exchange Facilitator	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Experienced Ohio Tax Planning Since 1986, Stephen L.” Source: RevenueBase Database · checked Sep 28, 2026
22	Hartlaub CPA	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “We are a locally based, growing, certified public accounting (CPA) firm that focuses on the tax planning, tax preparation and the financial and business planning needs of…” Source: RevenueBase Database · checked Sep 28, 2026
23	Eukles Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect 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
24	J. Nelson Financial Group, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “J.” Source: RevenueBase Database · checked Sep 28, 2026
25	Clarify Wealth Management, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence 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: high net worth accounting 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 high net worth accounting firms.
Partial evidence: Its own public description names part of high net worth accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name high net worth accounting 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 88 high net worth accounting firms based in Cincinnati, United States

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High net worth accounting firms based in Cincinnati, United States at a glance

As of Sep 28, 2026

46.0%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 88 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 high net worth accounting 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 “high net worth accounting 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 high net worth accounting 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 high net worth accounting 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, 396 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.

High net worth accounting 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 high net worth accounting 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 high net worth accounting firms are there based in Cincinnati, United States?

RevenueBase identified 88 high net worth accounting 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?

Barnes Dennig, headquartered in Cincinnati, tops this list with the largest team on record.

Which city in the United States has the most high net worth accounting firms?

New York leads the United States with 386 headquartered companies, followed by Houston (222) and Atlanta (192). Cincinnati has 88.

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 396 verified decision-maker contacts tracked across these 88 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.