Company lists · Data refreshed September 2026
Top 18 Single family offices based in Cincinnati, United States
RevenueBase identified 34 single family offices headquartered in Cincinnati, United States as of September 2026 and tracks 518 professional contacts across them, including 280 with verified work emails. New York is the largest hub.
This list covers single family offices 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 22, 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.
The 18 largest single family offices based in Cincinnati, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 154 contacts → | ||||
Indirect evidence “Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 50 states.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 134 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 contacts → | ||||
Indirect evidence “Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 31 contacts → | ||||
Partial evidence “Constellation Wealth Advisors disrupts traditional wealth management by serving legacy leaders, growth innovators, and multi-generational families who demand more than portfolio…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 contacts → | ||||
Indirect evidence “Building wealth is only part of the story.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Focus Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Strong 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 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “Wealth management consulting with individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “Future Financial is a family-oriented practice with more than 75 years of experience in wealth management and financial planning services.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Strong evidence “kANU Asset Management, LLC, delivers world-class advice and resources to a distinct discerning high net-worth clientele, through a Family Office Structure – a virtual family…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “J.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “True wealth is about more than money.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “Every family deserves a trustworthy advocate when it comes to untangling the intricacies of family ownership and trusts.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “Your Wealth Center offers all-encompassing services for our clients which can be best described as a family office.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 22, 2026Thanks. The Data Team will review it. | |||||
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: single family offices. 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 single family offices.
- Partial evidence
- Its own public description names part of single family offices, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name single family offices. 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 18 of 34 single family offices based in Cincinnati, United States
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Single family offices based in Cincinnati, United States at a glance
As of Sep 22, 2026Companies by employee count
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 34 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 single family offices, 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 “single family offices”. 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 single family offices), 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 single family offices, 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, 280 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 22, 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.
Single family offices by metro in the United States
- Single family offices in New York275
- Single family offices in Dallas118
- Single family offices in Houston102
- Single family offices in Miami102
- Single family offices in Atlanta99
- Single family offices in Chicago99
- Single family offices in Boston70
- Single family offices in San Francisco68
- Single family offices in San Diego67
- Single family offices in Los Angeles66
- Single family offices in Denver65
- Single family offices in Austin54
- Single family offices in Scottsdale54
- Single family offices in Charlotte43
- Single family offices in Newport Beach41
- Single family offices in Tampa37
- Single family offices in Irvine35
- Single family offices in Boca Raton34
- Single family offices in Cincinnati34
- Single family offices in Seattle33
- Single family offices in Minneapolis31
- Single family offices in Indianapolis30
- Single family offices in Pittsburgh30
- Single family offices in Portland30
- Single family offices in Overland Park29
- Single family offices in Bellevue28
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 single family offices, 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 single family offices are there based in Cincinnati, United States?
RevenueBase identified 34 single family offices 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?
Johnson Investment Counsel, headquartered in Cincinnati, tops this list with the largest team on record.
Which city has the most single family offices?
New York leads with 275 headquartered companies, followed by Dallas (118) and Houston (102).
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 280 verified decision-maker contacts tracked across these 34 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 22, 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.
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