Company lists · Data refreshed September 2026

Top 24 Investment companies based in Cincinnati, United States

Name: Investment 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 20, 2026 41 companies tracked

RevenueBase identified 41 investment companies headquartered in Cincinnati, United States as of September 2026 and tracks 3,133 professional contacts across them, including 1,039 with verified work emails. New York is the largest hub.

This list covers investment companies 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 20, 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 20, 2026 86% judged on-target in blind review

41Companies

3,133Contacts tracked

1,039Verified emails

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The 24 largest investment companies based in Cincinnati, United States

Ranked by team size

Top 24 of 41 investment companies based in Cincinnati, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: 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	Western & Southern Financial Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,725 contacts →
	Indirect evidence “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
2	Fort Washington Investment Advisors, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	51-200	134 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
3	Touchstone Investments	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	51-200	118 contacts →
	Indirect evidence “What is Distinctively Active?” Source: RevenueBase Database · checked Sep 20, 2026
4	Brixey & Meyer Capital	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Strong evidence “At Brixey & Meyer Capital, we seek investment opportunities that are poised for tremendous growth but are lacking the necessary capital and/or operational excellence to achieve…” Source: RevenueBase Database · checked Sep 20, 2026
5	Wealth Planning Corporation	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Strong evidence “Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984.” Source: RevenueBase Database · checked Sep 20, 2026
6	Sims Investment Management, LLC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong 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 20, 2026
7	Opus Capital Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to help people.” Source: RevenueBase Database · checked Sep 20, 2026
8	Claymore Capital Partners	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “We provide investors multi-level diversification across various fund mandates, subclass strategies, vintage year, fund size, geography and industry in one investment vehicle.” Source: RevenueBase Database · checked Sep 20, 2026
9	Meyer Capital Management LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “In early 1996, MCM began providing financial services in a profoundly new way to private investors throughout the United States from our offices in Cincinnati, Ohio.” Source: RevenueBase Database · checked Sep 20, 2026
10	Niehaus Financial Services, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect 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 20, 2026
11	Focus Wealth Management LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 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 20, 2026
12	Riverpoint Capital Management, INC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 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 20, 2026
13	9258 Wealth Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Strong 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 20, 2026
14	Madison Wealth Management	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Strong evidence “Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in We work closely and confidentially with individuals…” Source: RevenueBase Database · checked Sep 20, 2026
15	Maywic Select Investments	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Strong evidence “Maywic Select Investments was founded by Fred Mayerson and Chad Wick.” Source: RevenueBase Database · checked Sep 20, 2026
16	Eukles Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 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 20, 2026
17	Clarify Wealth Management, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
18	Dusold Financial Services, LLC	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Securities Offered Through CFD Investments, Inc, Registered Broker/Dealer, Member FINRA & SIPC, and Advisory Services Offered Through Creative Financial Designs, Inc, Registered…” Source: RevenueBase Database · checked Sep 20, 2026
19	Huffman Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect 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 20, 2026
20	Stone Financial Retirement Planning	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “We are a financial services firm committed to helping people pursue their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
21	Ardent Capital Management, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Ardent focuses on fundamental equity analysis and active portfolio management for the long-term investor.” Source: RevenueBase Database · checked Sep 20, 2026
22	Broadview Financial Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	51-200	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
23	Winters Financial Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Winters Financial Group is a financial services company based out of 3341 Harrison Ave, Cincinnati, Ohio, United States.” Source: RevenueBase Database · checked Sep 20, 2026
24	Center Stage Financial	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect 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 20, 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: investment companies. 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 investment companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment companies. 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 24 of 41 investment companies based in Cincinnati, United States

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Investment companies based in Cincinnati, United States at a glance

As of Sep 20, 2026

33.2%Verified-email coverage

76.4Average contacts per company

1-10Median size (employees)

1985.4%Largest-city concentration · New York

Sep 20, 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 41 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 investment companies, 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 “investment companies”. 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 investment companies), 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 investment companies, 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, 1,039 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 20, 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.

Investment companies 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 investment companies, 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 investment companies are there based in Cincinnati, United States?

RevenueBase identified 41 investment companies 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?

Western & Southern Financial Group, headquartered in Cincinnati, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 1,039 verified decision-maker contacts tracked across these 41 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 20, 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.