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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Columbus, OH.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

453 financial advisors41 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

41 advisory firmsCompare public facts. Verify experience directly.
453 financial advisors41 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ACCOLADE ASSET/LIABILITY ADVISORY SERVICESCRD 145635

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Banking or thrift institutionsPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANTOLINO WEALTH ADVISORSCRD 119829

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAMBRIDGE FINANCIAL GROUP, INC.CRD 112254

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CAPITAL ASSET MANAGEMENT, INC.CRD 120597

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DEMERS FINANCIAL PLANNINGCRD 106702

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DIAMOND HILL CAPITAL MANAGEMENT INCCRD 110638

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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DRIVE CAPITAL LLCCRD 169002

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINISH WELL RIA LLCCRD 321957

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FRAZIER FINANCIAL ADVISORS, LLCCRD 106649

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Banking or thrift institutionsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FUTURE FINANCES INCCRD 105190

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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G2 CAPITAL MANAGEMENT, LLCCRD 286521

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GARLIKOV ADVISORS INCCRD 112352

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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GERBER, LLCCRD 120039

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GGM FINANCIAL LLCCRD 327008

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GRAVER CAPITAL MANAGEMENT, LLCCRD 312515

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GRYPHON FINANCIAL PARTNERSCRD 288210

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
HAMILTON CAPITALCRD 109116

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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HICKS CAPITAL MANAGEMENT, LLCCRD 158609

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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HUNTINGTON FINANCIAL ADVISORSCRD 16986

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
JOHN E. SESTINA AND COMPANYCRD 108634

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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