AdvisorRanked

Best Financial Advisors in COLUMBUS, Ohio

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

41
Registered Firms
0.95%
Median Fee
of assets/year
$670M
Median AUM
41
Firms Listed
in our database

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Top Rated Established Verified41 firms shown

Top-Ranked Advisors in COLUMBUS

Page 1 of 2 · 41 firms

#1
95

NATIONWIDE INVESTMENT ADVISORS, LLC

COLUMBUS, OH · Since 1996

$16.7B AUM316 clientsFee: 0%
FiduciaryFee-Only
#2
93

NATIONWIDE ASSET MANAGEMENT, LLC

COLUMBUS, OH · Since 2007

$15.2B AUM107 clientsFee: 0%
FiduciaryFee-Only
#3
93

NATIONWIDE FUND ADVISORS

COLUMBUS, OH · Since 1999

$83.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#4
91

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

COLUMBUS, OH · Since 2008

$1.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
87

CAMBRIDGE FINANCIAL GROUP, INC.

COLUMBUS, OH · Since 1986

$331M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
87

STRATEGIC PLANNING, INC.

COLUMBUS, OH · Since 2017

$377M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
85

CAPITAL ASSET MANAGEMENT, INC.

COLUMBUS, OH · Since 2021

$200M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
84

PEAK RETIREMENT PLANNING, INC.

COLUMBUS, OH · Since 2024

$631M AUM16 clientsFee: 0%
FiduciaryFee-Only
#9
83

SUMMIT FINANCIAL STRATEGIES INC

COLUMBUS, OH · Since 1995

$2.3B AUM29 clientsFee: 0%
FiduciaryFee-Only
#10
83

ROCKBRIDGE CAPITAL, LLC

COLUMBUS, OH · Since 2012

$5.0B AUM21 clientsFee: 0%
FiduciaryFee-Only
#11
82

DEMERS FINANCIAL PLANNING

COLUMBUS, OH · Since 2026

$125M AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
82

HAMILTON CAPITAL

COLUMBUS, OH · Since 1997

$4.9B AUM45 clientsFee: 0%
FiduciaryFee-Only
#13
82

DIAMOND HILL CAPITAL MANAGEMENT INC

COLUMBUS, OH · Since 1988

$29.4B AUM42 clientsFee: 0%
FiduciaryFee-Only
#14
82

THE WEALTH ADVANTAGE GROUP, INC.

COLUMBUS, OH · Since 2024

$146M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
82

WINDSOR ADVISORY GROUP, LLC

COLUMBUS, OH · Since 2002

$2.9B AUM14 clientsFee: 0%
FiduciaryFee-Only
#16
82

LIBERTAS WEALTH MANAGEMENT GROUP, INC.

COLUMBUS, OH · Since 2025

$163M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
82

PEERLESS WEALTH

COLUMBUS, OH · Since 2024

$149M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
81

FRAZIER FINANCIAL ADVISORS, LLC

COLUMBUS, OH · Since 1995

$1.2B AUM15 clientsFee: 0%
FiduciaryFee-Only
#19
81

THE JOSEPH GROUP CAPITAL MANAGEMENT

COLUMBUS, OH · Since 2012

$1.1B AUM15 clientsFee: 0%
FiduciaryFee-Only
#20
80

JOHN E. SESTINA AND COMPANY

COLUMBUS, OH · Since 1993

$744M AUM12 clientsFee: 0%
FiduciaryFee-Only
#21
80

GRYPHON FINANCIAL PARTNERS

COLUMBUS, OH · Since 2017

$2.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#22
79

TRINITY FINANCIAL ADVISORS LLC

COLUMBUS, OH · Since 2015

$670M AUM6 clientsFee: 0%
FiduciaryFee-Only
#23
79

WALLER FINANCIAL PLANNING GROUP, INC.

COLUMBUS, OH · Since 2012

$748M AUM11 clientsFee: 0%
FiduciaryFee-Only
#24
78

GERBER, LLC

COLUMBUS, OH · Since 2008

$592M AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
78

SWS PARTNERS, LLC

COLUMBUS, OH · Since 2016

$443M AUM5 clientsFee: 0%
FiduciaryFee-Only

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, OH is 0.95% of assets under management per year, based on Form ADV filings from 41 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.