Company lists · Data refreshed September 2026

Top 21 Low-cost investment advisors based in Cincinnati, United States

Name: Low-cost investment advisors 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 32 companies tracked

RevenueBase identified 32 company matches for low-cost investment advisors associated with Cincinnati, United States as of September 2026 and tracks 293 professional contacts across them, including 169 with verified work emails. Across the United States, New York is the largest hub for this category (93 companies); Cincinnati has 32.

This list covers company matches for low-cost investment advisors 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 20, 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 20, 2026 How this list was built

32Companies

293Contacts tracked

169Verified emails

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The 21 largest low-cost investment advisors based in Cincinnati, United States

Ranked by team size

Top 21 of 32 company matches for low-cost investment advisors based in Cincinnati, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 20, 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 20, 2026 · View company records in RevenueBase
2	Octavia Wealth Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “Octavia helps provide you with the personalized guidance to reach as high as your dreams.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	FHT Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Wealth Planning Corporation	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Sims Investment Management, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Opus Capital Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Haberer Registered Investment Advisor, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Souders Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	Meyer Capital Management LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Niehaus Financial Services, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	365 Wealth Management Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Your financial advisor must have your confidence and trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Omega Financial Group - Cincinnati	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Madison Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Huffman Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Retirement Matters	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	Stone Financial Retirement Planning	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
17	Brilliant Advice	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Will you be ok?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Numovo	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Automated Investing & Expert Support.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Asbury Financial Services	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Asbury Financial Services, a veteran-owned business located in the heart of Cincinnati, Ohio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Altenau Financial SVC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Financial planning for families, individuals, and small businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Lively Financial	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “As a fiduciary, fee-only, Registered Investment Advisor, we always take a Client first approach.” Recorded in the RevenueBase company graph · Sep 20, 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 “low-cost investment advisors”. 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 21 of 32 low-cost investment advisors based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and access 169 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Low-cost investment advisors based in Cincinnati, United States at a glance

As of Sep 20, 2026

57.7%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

Sep 20, 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 32 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 “low-cost investment advisors” 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 169 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 20, 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.

Low-cost investment advisors 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 “low-cost investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many low-cost investment advisors are there based in Cincinnati, United States?

RevenueBase identified 32 company matches for low-cost investment advisors 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 low-cost investment advisors?

New York leads the United States with 93 company records, followed by Houston (72) and San Diego (65). Cincinnati has 32.

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 169 professional contacts with verified work emails tracked across these 32 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 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 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.