Best Financial Advisors in COLUMBUS, Indiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$588M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in COLUMBUS
#1
100
IMC ADVISORS, LLC
COLUMBUS, IN · Since 2002
$540M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
SMI ADVISORY SERVICES, LLC
COLUMBUS, IN · Since 2005
$949M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100
KESSLER INVESTMENT GROUP, LLC
COLUMBUS, IN · Since 2010
$360M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100
3FOURTEEN & SMI ADVISORY SERVICES, LLC
COLUMBUS, IN · Since 2024
$723M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
95
KIRR, MARBACH & COMPANY, LLC
COLUMBUS, IN · Since 1975
$588M AUM7 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.