Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Cincinnati, United States

RevenueBase identified 68 specialist investment managers headquartered in Cincinnati, United States as of September 2026 and tracks 991 professional contacts across them, including 543 with verified work emails. New York is the largest hub.

This list covers specialist investment managers 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
68Companies
991Contacts tracked
543Verified emails
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The 25 largest specialist investment managers based in Cincinnati, United States

Ranked by team size
Top 25 of 68 specialist investment managers based in Cincinnati, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202651-200154 contacts →

Partial 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, 2026
2Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202651-200134 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202651-200130 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
4Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202651-200118 contacts →

Indirect evidence

“What is Distinctively Active?”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202651-20038 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, 2026
6Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-5031 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, 2026
7Strong evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-5023 contacts →

Strong evidence

“Formidable Asset Management is a registered investment advisory company that offers wealth management, insurance, financial planning, Alternative Investment Management, and…”

Source: RevenueBase Database · checked Sep 22, 2026
8Strong evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-5022 contacts →

Strong evidence

“Johnson Asset Management is an independent investment management firm focused on both investment grade fixed income and domestic equity securities.”

Source: RevenueBase Database · checked Sep 22, 2026
9Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-5021 contacts →

Partial evidence

“Founded in 1977, Gateway provides nearly 50-years of expertise in options-based investment solutions and experience with quantitatively driven equity strategies – offering…”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-5021 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
11Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-5015 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 22, 2026
12Strong evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-1012 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
13Strong evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-1011 contacts →

Strong 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 22, 2026
14Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-1011 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 22, 2026
15Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-509 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
16Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-108 contacts →

Partial evidence

“We provide investors multi-level diversification across various fund mandates, subclass strategies, vintage year, fund size, geography and industry in one investment vehicle.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
19Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-107 contacts →

Partial 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, 2026
20Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-106 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 22, 2026
21Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-506 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, 2026
22Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-505 contacts →

Partial evidence

“Wealth management consulting with individuals, families, and foundations.”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-505 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 22, 2026
24Partial evidenceCincinnati, OH, United StatesHQ checked Sep 22, 20261-105 contacts →

Partial 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, 2026
25Strong evidenceCincinnati, OH, United StatesHQ checked Sep 22, 202611-504 contacts →

Strong 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, 2026

Showing 25 of 68 specialist investment managers based in Cincinnati, United States

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Specialist investment managers based in Cincinnati, United States at a glance

As of Sep 22, 2026
54.8%Verified-email coverage
14.6Average contacts per company
1-10Median size (employees)
1501.5%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
17
51-200
8
1,001-5,000
1

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 68 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 specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 543 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.

Specialist investment managers 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 specialist investment managers, 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 specialist investment managers are there based in Cincinnati, United States?

RevenueBase identified 68 specialist investment managers 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 specialist investment managers?

New York leads with 1021 headquartered companies, followed by Chicago (270) and Miami (238).

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 543 verified decision-maker contacts tracked across these 68 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.