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Find The Best Financial Advisors in Columbus, Ohio

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Columbus, Ohio, is the most populous city in the state of Ohio, and the second most populous city in the midwest. With year-round temperatures in Columbus that are usually partly cloudy and a cost of living 10% lower than the national average, it may be easy for your financial strategy to become clouded as well. With over 2,000 financial advisors in the Columbus area, choosing the right financial advisor amongst the innumerable advisors may be quite daunting. FinancialAdvisor.net makes connecting with top professional advisors in this low-cost city less intimidating, so you make suitable retirement and investment strategies based on your needs.

How To Find The Best Financial Advisors in Columbus, Ohio
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Columbus, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Columbus, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Columbus, Ohio have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Columbus, Ohio

Edelman Financial Engines, LLC

877-208-7414

Address

Andrew Hayek

Bluestone Wealth Partners / LPL Financial

614-392-7497

Address

162 Wetherby Lane,
Westerville, OH 43081 See Details

Brian Mills

Mills Financial Planning,Inc.

614-504-0402

Address

5910 Wilcox Place,
Suite F,
Dublin, OH 43016 See Details

Doug Kinsey

Artifex Financial Group, LLC

855-752-6644

Address

2305 Far Hills Avenue,
Dayton, OH 45419 See Details

Top Financial Advisor Firms in Columbus, Ohio (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd, Columbus, OH, 43215	109391	$71,982,699,043	134	A Percentage of AUM
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	110638	$24,763,108,831	4149	A Percentage of AUM, Performance Based
NATIONWIDE ASSET MANAGEMENT, LLC One Nationwide Plaza, Mail Code 1-05-602 Columbus, OH, 43215	143668	$14,695,163,226	12	A Percentage of AUM, Other (COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS)
NATIONWIDE INVESTMENT ADVISORS, LLC 10 West Nationwide Blvd, Mail Code 5-02-304j Columbus, OH, 43215	142373	$12,147,000,000	268786	A Percentage of AUM
HUNTINGTON FINANCIAL ADVISORS 41 S. High Street, Columbus, OH, 43215	16986	$4,300,721,252	29200	A Percentage of AUM
ROCKBRIDGE CAPITAL, LLC 4124 Worth Avenue, Columbus, OH, 43219-4026	161078	$3,811,297,229	19	A Percentage of AUM, Performance Based
HAMILTON CAPITAL 5025 Arlington Centre Blvd, Suite 300 Columbus, OH, 43220	109116	$3,757,878,034	7905	A Percentage of AUM, Hourly charges, Fixed Fees
WINDSOR ADVISORY GROUP, LLC 2130 Quarry Trails Dr, 1st Floor Columbus, OH, 43228	122266	$1,878,988,676	1332	A Percentage of AUM, Fixed Fees, Other (A COMBINATION OF 1 & 4)
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES 8700 Orion Place, Suite 100 Columbus, OH, 43240-2078	145635	$1,569,224,381	42	A Percentage of AUM, Fixed Fees
SUMMIT FINANCIAL STRATEGIES INC 4111 Worth Ave., #510 Columbus, OH, 43219-3599	110112	$1,560,747,194	3729	A Percentage of AUM, Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH)
GRYPHON FINANCIAL PARTNERS 325 John H. Mcconnell Blvd., Suite 425 Columbus, OH, 43215	288210	$1,445,704,623	2113	A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER, SERVICE FEES, OR COMBINATION)
FILLMORE CAPITAL PARTNERS, LLC 4145 Powell Rd., Columbus, OH, 43065-8066	139256	$1,400,000,000	3	A Percentage of AUM, Fixed Fees, Performance Based
MEYERS WEALTH MANAGEMENT, LLC 4100 Horizons Drive, Suite 101 Columbus, OH, 43220	289801	$1,090,900,000	660	A Percentage of AUM
AA FINANCIAL ADVISORS, LLC 150 E. Broad St., Suite 100 Columbus, OH, 43215	119829	$725,251,368	1641	A Percentage of AUM, Hourly charges, Fixed Fees
THE JOSEPH GROUP CAPITAL MANAGEMENT 605 South Front Street, Suite 100 Columbus, OH, 43215	165311	$684,406,547	736	A Percentage of AUM, Fixed Fees

Select other cities around Columbus, Ohio to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Columbus, Ohio

How To Find The Best Financial Advisors in Columbus, OhioLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Columbus, Ohio

Edelman Financial Engines, LLC

Address

Andrew Hayek

Bluestone Wealth Partners / LPL Financial

Address

Brian Mills

Mills Financial Planning,Inc.

Address

Doug Kinsey

Artifex Financial Group, LLC

Address

Top Financial Advisor Firms in Columbus, Ohio (Ranked by AUM)

Select other cities around Columbus, Ohio to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Columbus, Ohio
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy