Best Financial Advisors in COLUMBUS, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in COLUMBUS
SMI ADVISORY SERVICES, LLC
COLUMBUS, IN · Since 2005
IMC ADVISORS, LLC
COLUMBUS, IN · Since 2002
KESSLER INVESTMENT GROUP, LLC
COLUMBUS, IN · Since 2010
3FOURTEEN & SMI ADVISORY SERVICES, LLC
COLUMBUS, IN · Since 2024
KIRR, MARBACH & COMPANY, LLC
COLUMBUS, IN · Since 1975
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in COLUMBUS?
The median advisory fee in COLUMBUS, IN is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.