City
Wealth management firms in Columbus, Ohio
As of October 2, 2026, 77 wealth management firms, including broker-dealer firms, with their main office in Columbus, Ohio reported $54.4 billion in regulatory assets under management; the largest by assets was Nationwide Investment Advisors, LLC, with $16.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 77
- Regulatory assets under management
- $54.4 billion
- Average per firm
- $706.1 million
- SEC-registered, of those listed
- 37 of 77 (48.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Nationwide Investment Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $16.7 billion | 251,223 |
| 2 | Huntington Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $7.9 billion | 42,399 |
| 3 | Hamilton Capital | SEC | $4.9 billion | 9,562 |
| 4 | Windsor Advisory Group, LLC | SEC | $2.9 billion | 1,704 |
| 5 | Gryphon Financial Partners | SEC | $2.4 billion | 2,819 |
| 6 | Summit Financial Strategies Inc | SEC | $2.3 billion | 4,149 |
| 7 | Meyers Wealth Management, LLC | SEC | $1.9 billion | 860 |
| 8 | Antolino Wealth Advisors | SEC | $1.4 billion | 2,817 |
| 9 | Frazier Financial Advisors, LLC | SEC | $1.2 billion | 4,115 |
| 10 | The Joseph Group Capital Management | SEC | $1.1 billion | 832 |
| 11 | Asendo Wealth Advisory | SEC | $866.5 million | 3,609 |
| 12 | G2 Capital Management, LLC | SEC | $756.5 million | 574 |
| 13 | Waller Financial Planning Group, Inc. | SEC | $747.8 million | 2,081 |
| 14 | John E. Sestina and Company | SEC | $744.0 million | 12,193 |
| 15 | Signature Equity Partners, LLC | SEC | $688.1 million | 2,709 |
| 16 | Trinity Financial Advisors LLC | SEC | $670.0 million | 1,139 |
| 17 | Peak Retirement Planning, Inc. | SEC | $631.0 million | 3,675 |
| 18 | Gerber, LLC | SEC | $592.1 million | 944 |
| 19 | Keidan Financial Consultants LLC | SEC | $574.9 million | 547 |
| 20 | GGM Financial LLC | SEC | $513.0 million | 908 |
| 21 | SWS Partners, LLC | SEC | $442.6 million | 519 |
| 22 | Vawter Financial Ltd | SEC | $394.4 million | 1,155 |
| 23 | Strategic Planning, Inc. | SEC | $376.6 million | 1,156 |
| 24 | Hicks Capital Management, LLC | SEC | $344.7 million | 1,020 |
| 25 | Future Finances Inc | SEC | $304.6 million | 691 |
| 26 | Garlikov Advisors Inc | SEC | $207.6 million | 182 |
| 27 | Northavenue LLC | SEC | $204.8 million | 638 |
| 28 | Capital Asset Management, Inc. | SEC | $199.5 million | 335 |
| 29 | Peb Capital Management LLC | SEC | $171.0 million | 461 |
| 30 | Libertas Wealth Management Group, Inc. | SEC | $163.1 million | 1,184 |
| 31 | Graver Capital Management, LLC | SEC | $153.5 million | 544 |
| 32 | Peerless Wealth | SEC | $148.7 million | 421 |
| 33 | The Wealth Advantage Group, Inc. | SEC | $146.4 million | 516 |
| 34 | Sheikh Investments, Inc. | State | $143.6 million | 183 |
| 35 | Heximer Investment Management Inc. | SEC | $134.1 million | 338 |
| 36 | Demers Financial Planning | SEC | $125.3 million | 190 |
| 37 | Jr Mesenburg and Associates, LLC | State | $118.3 million | 29 |
| 38 | Finish Well RIA LLC | SEC | $109.0 million | 785 |
| 39 | Alexander Financial Planning, Inc. | State | $102.8 million | 436 |
| 40 | Kyleshill Financial Planning | State | $92.5 million | 268 |
| 41 | The Sherrington Group | State | $90.9 million | 232 |
| 42 | Steele Investment Counsel, Ltd. | State | $83.3 million | 50 |
| 43 | SWS Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $60.0 million | 570 |
| 44 | Powers Capital Management, LLC | State | $59.1 million | 91 |
| 45 | Weinberg Advisory Group | State | $55.1 million | 56 |
| 46 | One Brick Capital, LLC | State | $50.5 million | 237 |
| 47 | Physicians Wealth Solutions, LLC | State | $43.3 million | 135 |
| 48 | Sky Vision Wealth, LLC | State | $35.1 million | 167 |
| 49 | Trendcalc Dynamics | State | $35.1 million | 124 |
| 50 | World Choice Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $26.7 million | 43 |
| 51 | Landfall Financial Advisors, Inc. | State | $19.6 million | 22 |
| 52 | Efs Wealth Management LLC | State | $19.5 million | 179 |
| 53 | Milestone Wealth Strategies | State | $19.1 million | 85 |
| 54 | Diamond Equity Advisors | State | $16.4 million | 136 |
| 55 | Clearmind Capital | State | $13.9 million | 64 |
| 56 | Common Wealth Management LLC | State | $9.9 million | 56 |
| 57 | Kurfees Capital Management, LLC | State | $8.5 million | 8 |
| 58 | Tricord Wealth Advisors | State | $7.7 million | 81 |
| 59 | Organic Wealth, LLC | State | $6.5 million | 57 |
| 60 | Kipi Financial Planning LLC | State | $5.5 million | 37 |
| 61 | DBA, Cornerstone Investment Counsel | State | $5.1 million | 21 |
| 62 | Thomas Everett Investments, LLC | State | $4.3 million | 93 |
| 63 | Spencer Hawkins Investment Adviser, LLC | State | $3.2 million | 20 |
| 64 | Finance 180 | State | $1.7 million | 16 |
| 65 | Square Peg Financial Advisory Services, LLC | State | $1.3 million | 13 |
| 66 | Damian Capital Management, LLC | State | $590,228 | 15 |
| 67 | Aspire Capital Management, LLC | State | $0 | 0 |
| 68 | Cambridge Financial and Tax Advisors, LLC. | State | $0 | 0 |
| 69 | Clark Soeten | State | $0 | 0 |
| 70 | FP Investment | State | $0 | 0 |
| 71 | Grant Street Wealth Management, Ltd. | State | $0 | 0 |
| 72 | Highline Wealth Solutions | State | $0 | 0 |
| 73 | Milestones Financial | State | $0 | 0 |
| 74 | Moneyfluent | State | $0 | 0 |
| 75 | Nationwide Securities, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $0 | 0 |
| 76 | Partnership Financial, LLC | State | $0 | 0 |
| 77 | The Hendrickson Advisory Group, Inc. | State | $0 | 0 |
Wealth management firms 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.