Company lists · Data refreshed September 2026

Top 24 Philanthropic advisory firms based in Cincinnati, United States

Name: Philanthropic advisory 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 20, 2026 42 companies tracked

RevenueBase identified 42 philanthropic advisory firms headquartered in Cincinnati, United States as of September 2026 and tracks 254 professional contacts across them, including 116 with verified work emails. New York is the largest hub.

This list covers philanthropic advisory 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 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

42Companies

254Contacts tracked

116Verified emails

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The 24 largest philanthropic advisory firms based in Cincinnati, United States

Ranked by team size

Top 24 of 42 philanthropic advisory firms 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 philanthropic advisory 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	Ignite Philanthropy	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	36 contacts →
	Partial evidence “Aspiring to maximize the power of giving, Ignite Philanthropy works with private donors and non-profit organizations to leverage their resources and ideas to achieve greater…” Source: RevenueBase Database · checked Sep 20, 2026
2	FHT Advisors	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 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 20, 2026
3	Skystone Partners	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “Advancing Philanthropy Throughout the World Skystone Partners and its diverse team of fundraising consultants have counseled various nonprofits with varying goals, with campaigns…” Source: RevenueBase Database · checked Sep 20, 2026
4	Sims Investment Management, LLC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	11 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 20, 2026
5	Opus Capital Management	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial 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
6	Touchpoint Wealth Partners	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “We help our clients achieve their dreams for today, tomorrow, and well into the future.” Source: RevenueBase Database · checked Sep 20, 2026
7	Souders Financial Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Benchmark Wealth	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Building wealth is only part of the story.” Source: RevenueBase Database · checked Sep 20, 2026
9	The Yunker Group, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Founded as Smith Beers Yunker & Company in 1995 on the principle Helping Others Make a Difference®, The Yunker Group offers guidance to volunteer leaders to help them govern more…” Source: RevenueBase Database · checked Sep 20, 2026
10	Canopy Partners, LLC	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Canopy Partners is a shared family office and SEC-registered investment advisor (RIA) dedicated to helping families of generational wealth grow, preserve, and transition to an…” Source: RevenueBase Database · checked Sep 20, 2026
11	Family Wealth Advisory Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Family Wealth Advisory Group,LLC is a fee-only financial advisory organization on a mission to continually assist our clients in identifying, utilizing and transferring their…” Source: RevenueBase Database · checked Sep 20, 2026
12	Riverpoint Capital Management, INC	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial 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	Pegasus Partners LTD	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Wealth management consulting with individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 20, 2026
14	Madison Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect 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	Incline Wealth Advisors, LLC	Indirect evidence	Cincinnati, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We help families by adding clarity and simplicity to their complex financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
16	Callahan Financial	Indirect evidence	Cincinnati, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future.” Source: RevenueBase Database · checked Sep 20, 2026
17	Mccarley & Cook	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “True wealth is about more than money.” Source: RevenueBase Database · checked Sep 20, 2026
18	CFO Resource Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “The CFO Resource Group partners with growth companies and nonprofit organizations to provide strategic planning and critical financial function support.” Source: RevenueBase Database · checked Sep 20, 2026
19	The Family Enterprise Office	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Every family deserves a trustworthy advocate when it comes to untangling the intricacies of family ownership and trusts.” Source: RevenueBase Database · checked Sep 20, 2026
20	Engaged Generosity	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Engaged Generosity applies field-tested principles and practices that have a track record of success in philanthropy to your organization’s specific needs.” Source: RevenueBase Database · checked Sep 20, 2026
21	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
22	Tusculum Consulting	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Tusculum Consulting provides advising services to organizations, foundations, networks, and coalitions to develop strategies that spark impact.” Source: RevenueBase Database · checked Sep 20, 2026
23	Center Stage Financial	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	1 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 20, 2026
24	Personal Choice Financial Advisors	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Welcome to Personal Choice Financial Advisors, LLC.” 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: philanthropic advisory 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 philanthropic advisory firms.
Partial evidence: Its own public description names part of philanthropic advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name philanthropic advisory 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 24 of 42 philanthropic advisory firms based in Cincinnati, United States

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Philanthropic advisory firms based in Cincinnati, United States at a glance

As of Sep 20, 2026

45.7%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

647.6%Largest-city concentration · New York

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 42 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 philanthropic advisory 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 “philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory 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, 116 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.

Philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory firms are there based in Cincinnati, United States?

RevenueBase identified 42 philanthropic advisory 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?

Ignite Philanthropy, headquartered in Cincinnati, tops this list with the largest team on record.

Which city has the most philanthropic advisory firms?

New York leads with 272 headquartered companies, followed by Chicago (135) and Washington (107).

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 116 verified decision-maker contacts tracked across these 42 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.