Top Financial Advisors in Columbus, Ohio
Finding the right financial advisor in Columbus is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Columbus, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Columbus, OH.
Find the Best Financial Advisor Firms in Columbus:
HAMILTON CAPITAL
CRD#: 109116
Address: 5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220
Clients: 1,391
Average Clients per Advisor: 30
AUM: $ 3.8B
BUDROS, RUHLIN & ROE
CRD#: 106536
Address: 1801 Watermark Drive, Suite 300, Columbus, OH 43215-7088
Clients: 205
Average Clients per Advisor: 7
AUM: $ 3.4B
WINDSOR ADVISORY GROUP, LLC
CRD#: 122266
Address: 300 Marconi Blvd. Suite 304, Columbus, OH 43215-4100
Clients: 102
Average Clients per Advisor: 11
AUM: $ 1.9B
SUMMIT FINANCIAL STRATEGIES INC
CRD#: 110112
Address: 7965 North High Street Suite 350, Columbus, OH 43235-8446
Clients: 437
Average Clients per Advisor: 16
AUM: $ 1.6B
GRYPHON FINANCIAL PARTNERS
CRD#: 288210
Address: 325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215
Clients: 297
Average Clients per Advisor: 42
AUM: $ 1.4B
MEYERS WEALTH MANAGEMENT, LLC
CRD#: 289801
Address: 4100 Horizons Drive Suite 101, Columbus, OH 43220
Clients: 421
Average Clients per Advisor: 52
AUM: $ 1.1B
How We Chose the Top Financial Advisors in Columbus, Ohio
To create this list of top financial advisor firms in Columbus, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Columbus has to offer.
Search Financial Advisors in Columbus, Ohio
Leslie Ann Lauer
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Rohit Sharma
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul C Carbetta
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian Stephan Austria
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Douglas M. Lynch
Registered Affiliation(s):LYNCH FINANCIAL GROUP
Brandon Thomas Smith
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrea Jean Larason
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nathan Michael Paschel
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
William Phillip Ratcliff
Registered Affiliation(s):REBEL FINANCIAL, LLC
Lynn Rocielle Wright Tramontano
Registered Affiliation(s):EDWARD JONES
Jeremy Micheal Smythe
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ryan Matthew Romer-jordan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mythri Padival
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Wendy S Trout
Registered Affiliation(s):SUMMIT FINANCIAL STRATEGIES INC
Benjamin Earl Osborne
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jason Joseph Gilbert
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian Joseph Truckly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Michael Esposito
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jessica Lynn Simpson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Patrick Hooks
Registered Affiliation(s):EDWARD JONES
Brian James Herald
Registered Affiliation(s):PENSIONMARK FINANCIAL GROUP, LLC
Nathan David Smith
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
William D. Ferriel
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kyle Edwin Hatfield
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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