Financial advisors and lenders · Ohio

Financial advisors and lenders in Cincinnati, OH

900 financial advisors in Cincinnati with phone numbers, 232 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Cincinnati list freeSee a sample
900
businesses
100%
have a phone number
26%
have an email address (232)
—
average Google rating
Sample

A sample of financial advisors and lenders in Cincinnati

Twelve of the 900 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Montgomery License BureauGovernment Building; Financial Service; Legal Service—Yes(513) •••-••••Available
Omega Financial GroupFinancial Planner—Yes(513) •••-••••Available
Premier Planning GroupFinancial Planner—Yes(513) •••-••••Available
Somerville & Co. CPAFinancial Service; Legal Service—Yes(513) •••-••••Available
Great ExpectationsFinancial Planner—Yes(513) •••-••••Available
Jonathan Hardy | Keller Williams Seven HIlls RealtyReal Estate Agency; Financial Service; Legal Service—Yes(513) •••-••••Available
Dabbelt InsuranceInsurance Agency; Financial Service; Legal Service—Yes(513) •••-••••Available
Day Trade FunFinancial Service; Legal Service—Yes(513) •••-••••Available
Fifth Third Preferred - Alisha MerkelFinancial Service; Legal Service—Yes(513) •••-••••Available
Bartlett & Co.Financial Planner—Yes(513) •••-••••Available
Dunphy Wealth ManagementFinancial Planner—Yes(513) •••-••••Available
kANU Asset Management, LLCBusiness Service; Financial Service; Legal Service—Yes(513) •••-••••Available

Showing 12 of 900. Data refreshed October 2026.

The market

What Cincinnati's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 900 have no rating yet — prime prospects for review and reputation services.
160 (18%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service406
  • Financial Planner156
  • Financial Service; Legal Service; Business Service83
  • Loans Agency73
  • Business Service; Financial Service; Legal Service60
  • Insurance Agency; Financial Service; Legal Service27

Area codes

  • (513)849
  • (800)6
  • (866)5
  • (888)5
  • (937)5
  • (740)4
Playbook

How to sell to financial advisors in Cincinnati

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Cincinnati financial advisors leads

How many financial advisors and lenders in Cincinnati, OH are in the database?
900 financial advisors and lenders in Cincinnati, OH, as of October 2026. 900 of them have a phone number and 232 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Cincinnati list of 900 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Columbus, OHCleveland, OHDayton, OHToledo, OHAkron, OHDublin, OHWesterville, OHCanton, OHAll financial advisors and lenders →

Other businesses in Cincinnati

HVAC companiesPlumbing companiesRoofing companiesElectrical contractorsConstruction companiesLandscaping companiesPainting companiesCleaning companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesAccounting firmsVets and pet businessesOptometrists and optical shopsDaycares, tutors and schoolsPhotographersMoving and storage companiesEvent and wedding businessesSenior care providersHotels and innsFuneral homesIT service companiesStaffing agenciesMarketing agenciesConsultantsSoftware companiesEverything in Cincinnati →

Start calling Cincinnati financial advisors today

25 free credits, no card. Search "financial advisors in Cincinnati" and unlock your first 25 contacts.

Get these leads freeSee pricing