Company lists · Data refreshed September 2026

Top 25 Portfolio management firms based in Cincinnati, United States

Name: Portfolio management 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 54 companies tracked

RevenueBase identified 54 company matches for portfolio management firms associated with Cincinnati, United States as of September 2026 and tracks 656 professional contacts across them, including 342 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Cincinnati has 54.

This list covers company matches for portfolio management firms 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

54Companies

656Contacts tracked

342Verified emails

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The 25 largest portfolio management firms based in Cincinnati, United States

Ranked by team size

Top 25 of 54 company matches for portfolio management firms 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	Fort Washington Investment Advisors, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	51-200	134 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Touchstone Investments	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	51-200	118 contacts →
	Exact match “What is Distinctively Active?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	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
4	Yellow Cardinal Advisory Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	51-200	38 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 · Sep 20, 2026 · View company records in RevenueBase
5	Wealthquest	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “Everybody wants help managing their finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Total Wealth Planning, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	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
8	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
9	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
10	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
11	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
12	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
13	Focus Wealth Management LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Focus Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Riverpoint Capital Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “With a mission of delivering leading investment advisory services to high-net-worth individuals, families and institutions, RiverPoint provides investment and financial planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Pegasus Partners LTD	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Wealth management consulting with individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	9258 Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
17	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
18	Eukles Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Eukles Wealth Management offers personalized financial guidance and a comprehensive array of services, including individual wealth management, retirement income strategy…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	J. Nelson Financial Group, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Cullen Cioffi Capital Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Cullen Cioffi Capital Management was born from the partnership of two award-winning firms, Cullen Investment Group and Vertice Capital Partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Clarify Wealth Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Kleinfelder Capital	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Kleinfelder Capital, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	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
24	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
25	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

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 “portfolio management firms”. 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 25 of 54 portfolio management firms based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and access 342 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio management firms based in Cincinnati, United States at a glance

As of Sep 20, 2026

52.1%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

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 54 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 “portfolio management firms” 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 342 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.

Portfolio management firms 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Cincinnati, United States?

RevenueBase identified 54 company matches for portfolio management firms 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?

Fort Washington Investment Advisors, INC 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Cincinnati has 54.

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 342 professional contacts with verified work emails tracked across these 54 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.