Find a Financial Advisor in Columbus, OH

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We did the hard work of finding trustworthy partners in Columbus, OH.

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We Only Work With The Best Columbus Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Columbus, OH


  • Financial Advisor Close to Columbus, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Columbus, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Columbus, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Columbus financial advisors.
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How Retirement-Friendly is Columbus, OH?

  • Population: 878,553
  • % of Population 62 Years and Over: 13%
  • Average Home Value: $157,100
  • Average Monthly Housing Cost: $1,013
  • Average Household Income: $69,315
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)



The Top Financial Advisor Firms in Columbus, OH

 

VAWTER FINANCIAL LTD

Website

(614) 451-1002

1161 Bethel Road
Suite 304
Columbus, OH 43220

SEC#: 801-112975
Years in Business: 4 years

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Website

(614) 816-2694

8700 Orion Place
Suite 100
Columbus, OH 43240

SEC#: 801-68695
Years in Business: 14 years

GRYPHON FINANCIAL PARTNERS

Website

(614) 929-2880

325 John H. Mcconnell Blvd.
Suite 425
Columbus, OH 43215

SEC#: 801-110583
Years in Business: 4 years

KEIDAN FINANCIAL CONSULTANTS LLC

Website

(614) 469-5003

400 South 5th Street
Suite 100
Columbus, OH 43215

SEC#: 801-57002
Years in Business: 22 years

HICKS CAPITAL MANAGEMENT, LLC

Website

(614) 944-5210

4200 Regent Street, Suite 200

Columbus, OH 43219

SEC#: 801-113560
Years in Business: 3 years

TSG ADVICE PARTNERS, LLC

Website

(614) 697-2750

349 W Nationwide Blvd

Columbus, OH 43215

SEC#: 801-117566
Years in Business: 2 years

SWS PARTNERS, LLC

Website

(614) 670-5733

985 North High Street
Suite 220
Columbus, OH 43201

SEC#: 801-107254
Years in Business: 6 years

WINDSOR ADVISORY GROUP, LLC

Website

(614) 545-0300

300 Marconi Blvd.
Suite 304
Columbus, OH 43215

SEC#: 801-61372
Years in Business: 19 years

TRINITY FINANCIAL ADVISORS LLC

Website

(614) 848-7667

760 Communications Parkway
Suite 200
Columbus, OH 43214

SEC#: 801-81196
Years in Business: 7 years

 


Columbus, OH Financial Advisor FAQs

Columbus, Ohio's state capital and largest city, is the state's most populous city. Franklin County's county seat, Columbus, also extends into Delaware and Fairfield counties. L Brands is the largest employer in Columbus, Ohio. It employs 59,950 people and generates $12.6 billion in annual revenue. Columbus is known for a number of things, including having one of the country's largest universities and (renowned) football schools, as well as having one of the country's best zoos. It's also regarded for having one of the best municipal park systems in the country, with 16 parks spanning 24,000 acres. Financial advisors are serving in Columbus, OH, the state capital and the most populous city in its state. It is known to be the county seat of Franklin County and it also extends to Delaware and Fairfield Counties. The city got its name from Christopher Columbus, a 15th-century Italian explorer. It has been tagged as the "city of neighborhoods" because of the wide diversity of neighborhoods. Some of its neighborhoods include the Arena District, the Brewery District, Clintonville, Franklinton, German Village, The Short North, and Victorian Village. Visit the links below if you need to connect with financial advisors serving close to the area.

Ask for an advisor's educational background, review the types of investments they specialize in, understand how they charge their clients, and find out if there are any conflicts of interest.

There is no "typical" pricing schedule because it can vary from service to service and person to person for a variety of reasons including but not limited to geographic location and experience.

Finding the right financial advisor is about finding an advisor who you can trust. Look for advisors that are members of the Financial Planning Association, Certified Financial Planners, or Chartered Life Underwriters.

Depending on the size of the client's portfolio, financial advisors may design portfolios by selecting securities based on risk- tolerance, return-seeking capacity, and their clients' goals. They also invest client funds in mutual fund or other investments.