Top financial advisors in Columbus, IN
We’ve curated a list of the best financial advisors in Columbus, take a look at it below
Find an advisor in Columbus| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $186,578,333 | 7 advisors | ||
| 2 | $53,838,731 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Columbus, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Columbus. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Kessler Investment Group, LLC
Kessler Investment Group, LLC is a financial advisory firm based in Columbus, Indiana. It currently has approximately $186,578,333 of assets under management and employs about 7 people. Kessler Investment Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$186,578,333
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-71393
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Mcavoy Kemp Wealth Management, LLC
Mcavoy Kemp Wealth Management, LLC is a financial advisory firm based in Columbus, Indiana. It currently has approximately $53,838,731 of assets under management and employs about 3 people. Mcavoy Kemp Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$53,838,731
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-67784
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Tax Planning/returns, Educational Programs, Risk Management And Financial Coaching
Your first meeting is free.