Top 10 advisors in Columbus
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 | $24,763,108,831 | 129 advisors | ||
| 2 | $14,591,120,287 | 164 advisors | ||
| 3 | $12,147,000,000 | 401 advisors | ||
| 4 | $3,536,976,886 | 69 advisors | ||
| 5 | $1,618,852,165 | 18 advisors | ||
| 6 | $1,437,269,377 | 15 advisors | ||
| 7 | $1,335,676,374 | 30 advisors | ||
| 8 | $1,039,800,000 | 10 advisors | ||
| 9 | $684,406,547 | 21 advisors | ||
| 10 | $542,057,428 | 14 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.
1. Diamond Hill Capital Management Inc
Assets under management
$24,763,108,831
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Nationwide Asset Management, LLC
Assets under management
$14,591,120,287
Fee structure
A percentage of assets under your management
COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
3. Nationwide Investment Advisors, LLC
Assets under management
$12,147,000,000
Fee structure
A percentage of assets under your management
Services offered
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)
Selection Of Other Advisers
4. Hamilton Capital
Assets under management
$3,536,976,886
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Windsor Advisory Group, LLC
Assets under management
$1,618,852,165
Fee structure
A percentage of assets under your management
Fixed fees
A COMBINATION OF 1 & 4
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
6. Gryphon Financial Partners
Assets under management
$1,437,269,377
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
RETAINER, SERVICE FEES, OR COMBINATION
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)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Summit Financial Strategies Inc
Assets under management
$1,335,676,374
Fee structure
A percentage of assets under your management
FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH
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)
Pension Consulting Services
Selection Of Other Advisers
8. Meyers Wealth Management, LLC
Assets under management
$1,039,800,000
Fee structure
A percentage of assets under your management
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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
9. The Joseph Group Capital Management
Assets under management
$684,406,547
Fee structure
A percentage of assets under your management
Fixed fees
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)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Frazier Financial Advisors, LLC
Assets under management
$542,057,428
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)
Selection Of Other Advisers
Your first meeting is free.