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Find Best Financial Advisors in Columbus, Ohio

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Columbus is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Columbus & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Columbus?

Looking for a qualified financial advisor in Columbus? We can help you by narrowing down your options & listing the best financial advisors in Columbus as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Columbus near you with the list of certified and vetted Columbus financial advisors.

List of Qualified Financial Advisors in Columbus, Ohio

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Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

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Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

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Michael Kelsey

LPL Financial

425 Metro Place North #620

Dublin, OH 43017

614-419-1503

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

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Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

Top Financial Advisor Firms in Ohio (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
ROCKBRIDGE CAPITAL, LLC
4100 Regent Street, Suite G Columbus, OH 43219-6160
161078 $3,502,674,069 20 A percentage of AUM
Performance Based
WINDSOR ADVISORY GROUP, LLC
300 Marconi Blvd., Suite 304 Columbus, OH 43215-4100
122266 $1,726,006,881 3086 A percentage of AUM
Fixed fees
Other (A COMBINATION OF 1 & 4)
GRYPHON FINANCIAL PARTNERS
325 John H. Mcconnell Blvd., Suite 425 Columbus, OH 43215
288210 $1,650,792,828 1967 A percentage of AUM
Hourly charges
Fixed fees
Other (RETAINER, SERVICE FEES, OR COMBINATION)
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
8700 Orion Place, Suite 100 Columbus, OH 43240-2078
145635 $1,356,862,430 39 A percentage of AUM
Fixed fees
GERBER, LLC
580 N Fourth Street, Suite 400 Columbus, OH 43215
120039 $476,596,558 843 A percentage of AUM
Fixed fees
KEIDAN FINANCIAL CONSULTANTS LLC
400 South 5th Street, Suite 100 Columbus, OH 43215
108093 $447,040,441 527 A percentage of AUM
Fixed fees
TCP ASSET MANAGEMENT, LLC
8415 Pulsar Place, Suite 210 Columbus, OH 43240
286037 $416,721,715 2949 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR'S FEES)
TRINITY FINANCIAL ADVISORS LLC
760 Communications Parkway, Suite 200 Columbus, OH 43214
133191 $360,574,741 853 A percentage of AUM
Fixed fees
FULLEN FINANCIAL GROUP, INC.
3720 N. High Street, Columbus, OH 43214-3523
135065 $236,082,578 210 A percentage of AUM
Hourly charges
Fixed fees
CAMBRIDGE FINANCIAL GROUP, INC.
4100 Horizons Drive, Suite 101, Columbus, OH 43220
112254 $231,329,546 226 A percentage of AUM
FUTURE FINANCES INC
100 Northwoods Blvd. Ste "B", Columbus, OH 43235
105190 $222,992,222 590 A percentage of AUM
Fixed fees
VAWTER FINANCIAL LTD
1161 Bethel Road, Suite 304 Columbus, OH 43220
108830 $215,477,134 658 A percentage of AUM
Hourly charges
Fixed fees
HICKS CAPITAL MANAGEMENT, LLC
4200 Regent Street, Suite 200, Columbus, OH 43219
158609 $160,182,174 505 A percentage of AUM
Hourly charges
Fixed fees
PEB CAPITAL MANAGEMENT LLC
1880 Mackenzie Drive, Suite #100 Columbus, OH 43220
315241 $134,284,648 443 A percentage of AUM
Hourly charges
Fixed fees
NATIONWIDE SECURITIES, LLC
10 West Nationwide Blvd, Mailing Code: 5-02-210x Columbus, OH 43215
11173 $0 0 A percentage of AUM

Additional Financial Advisors in Ohio

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy R Edwards
Inquire with Amy
41 South High St, Suite 2700 Columbus, OH 43215 614-460-2669
Alex Joseph
Inquire with Alex
41 South High St, Suite 2700 Columbus, OH 43215 614-460-2680
Benjamin Borich
Inquire with Benjamin
4449 Easton Way, Suite 300 Columbus, OH 43219 614-473-2456
Andy Fugazzi
Inquire with Andy
8008 N High St, Ste 150 Columbus, OH 43235 614-310-0501
Brian Moore
Inquire with Brian
4449 Easton Way, Suite 300 Columbus, OH 43219 614-473-2426
Ann Freeman
Inquire with Ann
41 South High St, Suite 2700 Columbus, OH 43215 312-419-3544
Amanda Gallagher
Inquire with Amanda
4449 Easton Way, Suite 300 Columbus, OH 43219 614-473-2452
Brian Wright
Inquire with Brian
4449 Easton Way, Suite 300 Columbus, OH 43219 614-473-2447
A Squared Financial LLC
Inquire with A
2225 Sheringham Road, Columbus, OH 43220 614-310-0272
Brian J Edwards
Inquire with Brian
4449 Easton Way, Suite 300 Columbus, OH 43219 614-473-2401

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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