City
Independent RIAs in Columbus, Ohio
As of October 2, 2026, 72 independent wealth management RIAs with their main office in Columbus, Ohio reported $29.7 billion in regulatory assets under management; the largest by assets was Hamilton Capital, with $4.9 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 72
- Regulatory assets under management
- $29.7 billion
- Average per firm
- $412.0 million
- SEC-registered, of those listed
- 34 of 72 (47.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hamilton Capital | SEC | $4.9 billion | 9,562 |
| 2 | Windsor Advisory Group, LLC | SEC | $2.9 billion | 1,704 |
| 3 | Gryphon Financial Partners | SEC | $2.4 billion | 2,819 |
| 4 | Summit Financial Strategies Inc | SEC | $2.3 billion | 4,149 |
| 5 | Meyers Wealth Management, LLC | SEC | $1.9 billion | 860 |
| 6 | Antolino Wealth Advisors | SEC | $1.4 billion | 2,817 |
| 7 | Frazier Financial Advisors, LLC | SEC | $1.2 billion | 4,115 |
| 8 | The Joseph Group Capital Management | SEC | $1.1 billion | 832 |
| 9 | Asendo Wealth Advisory | SEC | $866.5 million | 3,609 |
| 10 | G2 Capital Management, LLC | SEC | $756.5 million | 574 |
| 11 | Waller Financial Planning Group, Inc. | SEC | $747.8 million | 2,081 |
| 12 | John E. Sestina and Company | SEC | $744.0 million | 12,193 |
| 13 | Signature Equity Partners, LLC | SEC | $688.1 million | 2,709 |
| 14 | Trinity Financial Advisors LLC | SEC | $670.0 million | 1,139 |
| 15 | Peak Retirement Planning, Inc. | SEC | $631.0 million | 3,675 |
| 16 | Gerber, LLC | SEC | $592.1 million | 944 |
| 17 | Keidan Financial Consultants LLC | SEC | $574.9 million | 547 |
| 18 | GGM Financial LLC | SEC | $513.0 million | 908 |
| 19 | SWS Partners, LLC | SEC | $442.6 million | 519 |
| 20 | Vawter Financial Ltd | SEC | $394.4 million | 1,155 |
| 21 | Strategic Planning, Inc. | SEC | $376.6 million | 1,156 |
| 22 | Hicks Capital Management, LLC | SEC | $344.7 million | 1,020 |
| 23 | Future Finances Inc | SEC | $304.6 million | 691 |
| 24 | Garlikov Advisors Inc | SEC | $207.6 million | 182 |
| 25 | Northavenue LLC | SEC | $204.8 million | 638 |
| 26 | Capital Asset Management, Inc. | SEC | $199.5 million | 335 |
| 27 | Peb Capital Management LLC | SEC | $171.0 million | 461 |
| 28 | Libertas Wealth Management Group, Inc. | SEC | $163.1 million | 1,184 |
| 29 | Graver Capital Management, LLC | SEC | $153.5 million | 544 |
| 30 | Peerless Wealth | SEC | $148.7 million | 421 |
| 31 | The Wealth Advantage Group, Inc. | SEC | $146.4 million | 516 |
| 32 | Sheikh Investments, Inc. | State | $143.6 million | 183 |
| 33 | Heximer Investment Management Inc. | SEC | $134.1 million | 338 |
| 34 | Demers Financial Planning | SEC | $125.3 million | 190 |
| 35 | Jr Mesenburg and Associates, LLC | State | $118.3 million | 29 |
| 36 | Finish Well RIA LLC | SEC | $109.0 million | 785 |
| 37 | Alexander Financial Planning, Inc. | State | $102.8 million | 436 |
| 38 | Kyleshill Financial Planning | State | $92.5 million | 268 |
| 39 | The Sherrington Group | State | $90.9 million | 232 |
| 40 | Steele Investment Counsel, Ltd. | State | $83.3 million | 50 |
| 41 | Powers Capital Management, LLC | State | $59.1 million | 91 |
| 42 | Weinberg Advisory Group | State | $55.1 million | 56 |
| 43 | One Brick Capital, LLC | State | $50.5 million | 237 |
| 44 | Physicians Wealth Solutions, LLC | State | $43.3 million | 135 |
| 45 | Sky Vision Wealth, LLC | State | $35.1 million | 167 |
| 46 | Trendcalc Dynamics | State | $35.1 million | 124 |
| 47 | Landfall Financial Advisors, Inc. | State | $19.6 million | 22 |
| 48 | Efs Wealth Management LLC | State | $19.5 million | 179 |
| 49 | Milestone Wealth Strategies | State | $19.1 million | 85 |
| 50 | Diamond Equity Advisors | State | $16.4 million | 136 |
| 51 | Clearmind Capital | State | $13.9 million | 64 |
| 52 | Common Wealth Management LLC | State | $9.9 million | 56 |
| 53 | Kurfees Capital Management, LLC | State | $8.5 million | 8 |
| 54 | Tricord Wealth Advisors | State | $7.7 million | 81 |
| 55 | Organic Wealth, LLC | State | $6.5 million | 57 |
| 56 | Kipi Financial Planning LLC | State | $5.5 million | 37 |
| 57 | DBA, Cornerstone Investment Counsel | State | $5.1 million | 21 |
| 58 | Thomas Everett Investments, LLC | State | $4.3 million | 93 |
| 59 | Spencer Hawkins Investment Adviser, LLC | State | $3.2 million | 20 |
| 60 | Finance 180 | State | $1.7 million | 16 |
| 61 | Square Peg Financial Advisory Services, LLC | State | $1.3 million | 13 |
| 62 | Damian Capital Management, LLC | State | $590,228 | 15 |
| 63 | Aspire Capital Management, LLC | State | $0 | 0 |
| 64 | Cambridge Financial and Tax Advisors, LLC. | State | $0 | 0 |
| 65 | Clark Soeten | State | $0 | 0 |
| 66 | FP Investment | State | $0 | 0 |
| 67 | Grant Street Wealth Management, Ltd. | State | $0 | 0 |
| 68 | Highline Wealth Solutions | State | $0 | 0 |
| 69 | Milestones Financial | State | $0 | 0 |
| 70 | Moneyfluent | State | $0 | 0 |
| 71 | Partnership Financial, LLC | State | $0 | 0 |
| 72 | The Hendrickson Advisory Group, Inc. | State | $0 | 0 |
Independent RIAs in Ohio, 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.