City
Wealth management firms in Columbus, Indiana
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Columbus, Indiana reported $1.1 billion in regulatory assets under management; the largest by assets was Kirr, Marbach & Company, LLC, with $587.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $225.6 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kirr, Marbach & Company, LLC | SEC | $587.7 million | 281 |
| 2 | Kessler Investment Group, LLC | SEC | $359.7 million | 1,138 |
| 3 | Wwa Planning & Investments | State | $105.7 million | 284 |
| 4 | McAvoy Kemp Wealth Management, LLC | State | $70.5 million | 239 |
| 5 | George Edward Russell DBA Russell and Company | State | $4.5 million | 1 |
Wealth management firms in Indiana, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.