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Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Cincinnati, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 140 companies tracked

RevenueBase identified 140 private client accounting firms headquartered in Cincinnati, United States as of September 2026 and tracks 1,425 professional contacts across them, including 658 with verified work emails. New York is the largest hub.

This list covers private client accounting 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
140Companies
1,425Contacts tracked
658Verified emails
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The 25 largest private client accounting firms based in Cincinnati, United States

Ranked by team size
Top 25 of 140 private client accounting firms based in Cincinnati, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Barnes DennigPartial evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 2026201-500226

“Barnes Dennig has earned a reputation for outstanding accounting, tax and advisory services – as illustrated by the number of national and local awards for innovation…”

Source: company website · checked Sep 5, 2026
2
Fort Washington Investment Advisors, INCIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202651-200134
Source: company website · checked Sep 5, 2026
3
Bartlett Wealth ManagementIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202651-200130

“At Bartlett, we see life's transitions as opportunities for growth.”

Source: company website · checked Sep 5, 2026
4
Rosselot Financial GroupIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5044

“The Rosselot Financial Group is a full service, family owned financial planning company.”

Source: company website · checked Sep 5, 2026
5
Horan WealthIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5039

“Overview At HORAN Wealth, your future goals are our top priority.”

Source: company website · checked Sep 5, 2026
6
Yellow Cardinal Advisory GroupIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202651-20038

“Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc.”

Source: company website · checked Sep 5, 2026
7
Burke Cpas & AdvisorsStrong evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5037

“Burke CPAs & Advisors was formed in 1984 and is a leading regional Cincinnati business consulting, accounting, tax and wealth planning firm with clients in all 50 states as well…”

Source: company website · checked Sep 5, 2026
8
Constellation Wealth AdvisorsIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5031

“Constellation Wealth Advisors disrupts traditional wealth management by serving legacy leaders, growth innovators, and multi-generational families who demand more than portfolio…”

Source: company website · checked Sep 5, 2026
9
Mellott & Mellott, P.L.LPartial evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5025

“For over 60 years, Mellott & Mellott, an independent Certified Public Accounting firm, has offered comprehensive accounting services to individuals and organizations throughout…”

Source: company website · checked Sep 5, 2026
10
OJM GroupIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5021

“People get more out of life when they can stop worrying about money.”

Source: company website · checked Sep 5, 2026
11
Cassady Schiller Cpas & AdvisorsStrong evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202651-20019

“Cassady Schiller specializes in providing professional accounting, tax and business advisory services to privately held businesses, their owners and high net worth individuals.”

Source: company website · checked Sep 5, 2026
12
Total Wealth Planning, LLCIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5016

“What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning.”

Source: company website · checked Sep 5, 2026
13
LSC Longschaefer CPA PFSIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5015

“Our mission is to empower you to address your goals and pursue life on your own terms.”

Source: company website · checked Sep 5, 2026
14
Wealth DimensionsIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5015

“Wealth Dimensions provides comprehensive and personalized wealth management solutions for affluent individuals and families so that they have the clarity and confidence to achieve…”

Source: company website · checked Sep 5, 2026
15
FHT AdvisorsIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5015

“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: company website · checked Sep 5, 2026
16
Flynn & Company, INCIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5014
Source: company website · checked Sep 5, 2026
17
Wealth Planning CorporationIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 20261-1012

“Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984.”

Source: company website · checked Sep 5, 2026
18
Sheldon Reder CpasPartial evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202651-20012

“Sheldon Reder CPAs provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

Source: company website · checked Sep 5, 2026
19
MMB Cpas & AdvisorsStrong evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-5012

“MMB is a Certified Public Accounting (CPA) firm specializing in tax compliance and planning for high net worth individuals, privately owned businesses, their owners, corporate…”

Source: company website · checked Sep 5, 2026
20
Sims Investment Management, LLCPartial evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 20261-1011

“Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly.”

Source: company website · checked Sep 5, 2026
21
Touchpoint Wealth PartnersPartial evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-509

“We help our clients achieve their dreams for today, tomorrow, and well into the future.”

Source: company website · checked Sep 5, 2026
22
Haberer Registered Investment Advisor, INCIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-509
Source: company website · checked Sep 5, 2026
23
Locey, Mitchell & Associates, LTDPartial evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 202611-508

“Locey, Mitchell & Associates takes pride in offering customized, practical solutions for all your tax and accounting needs.”

Source: company website · checked Sep 5, 2026
24
Benchmark WealthIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 20261-107

“Building wealth is only part of the story.”

Source: company website · checked Sep 5, 2026
25
Financial Clarity GroupIndirect evidence
Cincinnati, OH, United StatesHQ checked Sep 5, 20261-107

“Financial Clarity Group Transforms Businesses For More Freedom, Fulfillment, & Prosperity.”

Source: company website · checked Sep 5, 2026

Showing 25 of 140 private client accounting firms based in Cincinnati, United States

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Private client accounting firms based in Cincinnati, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
90
11-50
38
51-200
8
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Cincinnati, over 140 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 private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private client accounting 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 an evidence 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, 658 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 5, 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.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Cincinnati, United States?

RevenueBase identified 140 private client accounting 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?

Barnes Dennig, headquartered in Cincinnati, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 658 verified decision-maker contacts tracked across these 140 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 140 private client accounting firms based in Cincinnati, United States. Start with a free account, no credit card.

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Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New lists

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.

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