Company lists · Data refreshed October 2026

Top 20 Independent investment banks based in Cincinnati, United States

Name: Independent investment banks based in Cincinnati, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 26 companies tracked

RevenueBase identified 26 company matches for independent investment banks associated with Cincinnati, United States as of October 2026 and tracks 3,198 professional contacts across them, including 1,014 with verified work emails. Across the United States, New York is the largest hub for this category (942 companies); Cincinnati has 26.

This list covers company matches for independent investment banks 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 14, 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 14, 2026 How this list was built

26Companies

3,198Contacts tracked

1,014Verified emails

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The 20 largest independent investment banks based in Cincinnati, United States

Ranked by team size

Top 20 of 26 company matches for independent investment banks based in Cincinnati, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1,001-5,000	2,813 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
2	Fort Washington Investment Advisors, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	51-200	140 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3	Yellow Cardinal Advisory Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	51-200	46 contacts →
	Exact match “Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
4	Horan Wealth	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
5	Arkmalibu	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	11-50	22 contacts →
	Exact match “ArkMalibu is an investment bank dedicated to helping owners maximize value when selling their businesses.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
6	Rkca Investment Banking	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	11-50	21 contacts →
	Exact match “RKCA is privately-held, independent merchant bank focused exclusively on serving the middle-market.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
7	Comstock Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	11-50	16 contacts →
	Exact match “ComStock Advisors is a premier national financial advisory firm that delivers expert, objective, and defensible valuation options, primarily in relation to privately held…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	Tp4 Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1-10	16 contacts →
	Exact match “TP4 Advisors helps owners of closely held businesses maximize value at the moment it matters most: the sale.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
9	Keate Partners	Exact match	Cincinnati, United StatesHQ recorded Oct 14, 2026	1-10	9 contacts →
	Exact match “Business Broker, Mergers & Acquisitions, Valuations - Assist the business owner in the sale of his company including analysis, valuation,"prospectus" preparation (company…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
10	Truce Capital Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1-10	6 contacts →
	Exact match “Truce Capital Advisors ("Truce") is an independent boutique investment bank offering a full spectrum of advisory services to business owners.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	Capital Tactics INC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
12	9258 Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
13	Clarify Wealth Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
14	Stone Financial Retirement Planning	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
15	Silverstone Capital Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match “Silverstone Capital Advisors is entirely committed to its client’s success, to delivering objective, highly qualified financial and transaction advice and providing incomparable…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
16	Broadview Financial Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	51-200	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	Center Stage Financial	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	Cincinnati Wealth Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “At Cincinnati Wealth Management, Inc.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
19	Winters Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “Winters Financial Group is a financial services company based out of 3341 Harrison Ave, Cincinnati, Ohio, United States.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	The Comparadun Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 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 “independent investment banks”. 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 20 of 26 independent investment banks based in Cincinnati, United States

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Independent investment banks based in Cincinnati, United States at a glance

As of Oct 14, 2026

31.7%Verified-email coverage

123.0Average contacts per company

1-10Median size (employees)

Oct 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 26 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 “independent investment banks” 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 1,014 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 14, 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.

Independent investment banks 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 “independent investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many independent investment banks are there based in Cincinnati, United States?

RevenueBase identified 26 company matches for independent investment banks 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?

Western & Southern Financial Group 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 independent investment banks?

New York leads the United States with 942 company records, followed by Chicago (213) and Los Angeles (184). Cincinnati has 26.

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 1,014 professional contacts with verified work emails tracked across these 26 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 14, 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.