Advisers in Columbus, OH
62 advisers in Columbus — 62 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (51)Hourly fees (24)Flat / fixed fees (39)% of assets managed (58)Retirement plan consulting (17)
Featured spots in Columbus, OH are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Columbus, OH — flat monthly price, no per-lead fees.See pricing
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Alexander Financial Planning, INC.State registeredNo commissions reportedAntolino Wealth AdvisorsSEC registeredNo commissions reportedCambridge Financial and Tax Advisors, LLC.State registeredNo commissions reportedCambridge Financial Group, INC.SEC registeredNo commissions reportedCapital Asset Management, INC.SEC registeredNo commissions reportedCommon Wealth Management LLCState registeredNo commissions reportedDemers Financial PlanningSEC registeredNo commissions reportedDiamond Equity AdvisorsState registeredNo commissions reportedDiamond Hill Capital Management, LLCSEC registeredNo commissions reportedEfs Wealth Management LLCState registeredNo commissions reported
Finish Well Ria LLCSEC registeredNo commissions reportedFrazier Financial Advisors, LLCSEC registeredNo commissions reportedFuture Finances INCSEC registeredNo commissions reportedG2 Capital Management, LLCSEC registeredNo commissions reportedGarlikov Advisors INCSEC registeredNo commissions reportedGerber, LLCSEC registeredNo commissions reportedGgm Financial LLCSEC registeredNo commissions reportedGraver Capital Management, LLCSEC registeredNo commissions reportedGryphon Financial PartnersSEC registeredNo commissions reportedHamilton CapitalSEC registeredNo commissions reportedHicks Capital Management, LLCSEC registeredNo commissions reportedHuntington Financial AdvisorsSEC registeredNo commissions reportedJohn E. Sestina and CompanySEC registeredNo commissions reportedJr Mesenburg and Associates, LLCState registeredNo commissions reportedKipi Financial Planning LLCState registeredNo commissions reportedKurfees Capital Management, LLCState registeredNo commissions reportedKyleshill Financial PlanningState registeredNo commissions reportedLibertas Wealth Management Group, INC.SEC registeredNo commissions reportedMeyers Wealth Management, LLCSEC registeredNo commissions reportedMilestone Wealth StrategiesState registeredNo commissions reportedNationwide Investment Advisors, LLCSEC registeredNo commissions reportedNationwide Securities, LLCSEC registeredNo commissions reportedNorthavenue LLCSEC registeredNo commissions reportedOne Brick Capital, LLCState registeredNo commissions reportedOrganic Wealth, LLCState registeredNo commissions reportedPartnership Financial, LLCState registeredNo commissions reportedPeak Retirement Planning, INC.SEC registeredNo commissions reportedPeb Capital Management LLCSEC registeredNo commissions reportedPeerless WealthSEC registeredNo commissions reportedPhysicians Wealth Solutions, LLCState registeredNo commissions reportedPowers Capital Management, LLCState registeredNo commissions reportedRoss Wealth Advisors, LLCSEC registeredNo commissions reportedSheikh Investments, INC.State registeredNo commissions reportedSignature Equity Partners, LLCSEC registeredNo commissions reportedSky Vision Wealth, LLCState registeredNo commissions reportedSteele Investment Counsel, LTD.State registeredNo commissions reportedStrategic Planning, INC.SEC registeredNo commissions reportedSummit Financial Strategies INCSEC registeredNo commissions reportedSws Advisors, INC.State registeredNo commissions reportedSws Partners, LLCSEC registeredNo commissions reportedThe Joseph Group Capital ManagementSEC registeredNo commissions reportedThe Sherrington GroupState registeredNo commissions reportedThe Wealth Advantage Group, INC.SEC registeredNo commissions reportedTrendcalc DynamicsState registeredNo commissions reportedTricord Wealth AdvisorsState registeredNo commissions reportedTrinity Financial Advisors LLCSEC registeredNo commissions reportedTsg Advice Partners, LLCSEC registeredNo commissions reportedVawter Financial LTDSEC registeredNo commissions reportedWaller Financial Planning Group, INC.SEC registeredNo commissions reportedWeinberg Advisory GroupState registeredNo commissions reportedWindsor Advisory Group, LLCSEC registeredNo commissions reportedWorld Choice Securities, INC.State registeredNo commissions reported
Talking to advisers in Columbus? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.
Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.