Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Cincinnati, United States

Name: Retirement planning 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 19, 2026 91 companies tracked

RevenueBase identified 91 company matches for retirement planning companies associated with Cincinnati, United States as of September 2026 and tracks 907 professional contacts across them, including 443 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Cincinnati has 91.

This list covers company matches for retirement planning companies 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 19, 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 19, 2026 How this list was built

91Companies

907Contacts tracked

443Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest retirement planning companies based in Cincinnati, United States

Ranked by team size

Top 25 of 91 company matches for retirement planning companies based in Cincinnati, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Bartlett Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	51-200	130 contacts →
	Exact match “At Bartlett, we see life's transitions as opportunities for growth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Augustar Retirement	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	501-1,000	121 contacts →
	Exact match “Don’t think of retirement planning as being scary and unknown.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Pension Corporation Of America	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	51-200	54 contacts →
	Exact match “PCA has over 45 years of experience helping employers provide and manage retirement plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Octavia Wealth Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
5	Horan Wealth	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	11-50	39 contacts →
	Exact match “Overview At HORAN Wealth, your future goals are our top priority.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Yellow Cardinal Advisory Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
7	Creative Retirement Systems, A Strongpoint Partner	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	11-50	27 contacts →
	Exact match “Creative Retirement Systems (CRS) is an Ohio based Third Party Retirement Administration Company proudly serving our customers from all over the country for more than 40 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	HCM Wealth Advisors & Cpas	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	11-50	25 contacts →
	Exact match “A Cincinnati retirement and financial planning firm, HCM is a fiduciary fee-only Registered Investment Advisor firm dedicated to serving families and business owners looking for…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	OJM Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “People get more out of life when they can stop worrying about money.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Total Wealth Planning, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
11	FHT Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
12	Wealth Planning Corporation	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
13	Sims Investment Management, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
14	Opus Capital Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	Saxon Financial Services	Exact match	Cincinnati, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Saxon provides comprehensive Employee Benefits, Wealth Management, Medicare, and Retirement Services to our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Touchpoint Wealth Partners	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “We help our clients achieve their dreams for today, tomorrow, and well into the future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Haberer Registered Investment Advisor, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Souders Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
19	Niehaus Financial Services, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
20	Benchmark Wealth	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Building wealth is only part of the story.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Focus Wealth Management LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
22	Riverpoint Capital Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
23	Pegasus Partners LTD	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “Wealth management consulting with individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Schneider, Male & Strakowski Co., E.A	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “Schneider, Male & Strakowski Co, E.A.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Omega Financial Group - Cincinnati	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 19, 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 19, 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 “retirement planning companies”. 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 91 retirement planning companies based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and access 443 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Retirement planning companies based in Cincinnati, United States at a glance

As of Sep 19, 2026

48.8%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 91 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 “retirement planning companies” 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 443 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 19, 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.

Retirement planning companies 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 “retirement planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Cincinnati, United States?

RevenueBase identified 91 company matches for retirement planning companies 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?

Bartlett Wealth Management 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 retirement planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Cincinnati has 91.

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 443 professional contacts with verified work emails tracked across these 91 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 91 retirement planning companies based in Cincinnati, United States. Start with a free account, no credit card.

Download this list →

Related lists

Retirement planning companies by geography

Browse the directory

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.