Columbus, OH
wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Columbus, Ohio

Columbus, Ohio, the state capital of Ohio, is the most populous city in the entire state of Ohio and second most populous city in the midwest just behind Chicago. Compared to other midwestern cities, Columbus is known for its low cost of living, at 10% lower than the national average; but, since the wages are lower than the national average as well, getting an experienced financial advisor to provide you with the right advice could be crucial to planning for your financial future. Choosing which financial advisor would work best for your financial situation could be daunting with almost 2000 or more financial advisors to choose from. That's where WiserAdvisor comes in: it's our mission to help you connect with vetted fiduciary financial advisors that would best suit your requirements.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Columbus, Ohio.

Finding the Top Financial Advisor in Columbus, Ohio

Last Updated - May 17, 2024

Columbus has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Columbus, Ohio have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Columbus, Ohio mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Columbus, Ohio.

Qualified Financial Advisors in Columbus, Ohio

Financial Advisor Experience AUM Minimum Assets Fee Structure
Ian Gedminas
CFP®
EDELMAN FINANCIAL ENGINES, LLC
8800 Lyra Drive,
Suite 220,
Columbus, OH 43219
10 Years Not Specified Not Specified Fee-Based
Andrew Hayek
BLUESTONE WEALTH PARTNERS / LPL FINANCIAL
162 Wetherby Lane,
Westerville, OH 43081
24 Years $72,000,000 Not Specified Not Specified
Brian Mills
CFP®
MILLS FINANCIAL PLANNING,INC.
5910 Wilcox Place,
Suite F,
Dublin, OH 43016
27 Years $0 $100,000 Fee-Based
Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
ARTIFEX FINANCIAL GROUP, LLC
2305 Far Hills Avenue,
Dayton, OH 45419
25 Years Not Specified $500,000 Not Specified
David Bailey
EDELMAN FINANCIAL ENGINES, LLC
10100 Innovation Drive,
Suite 160,
Miamisburg, OH 45342
24 Years Not Specified Not Specified Fee-Based

Are you a Financial Advisor in Columbus?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Columbus, Ohio

Qualifications CRD# 6778003
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 8800 Lyra Drive,
Suite 220,
Columbus,
OH
43219
Phone Number 614-454-3390

I am passionate about helping Americans achieve their financial goals through comprehensive, ongoing financial planning. I love getting to know my clients and being a resource for them when they have questions about any aspect of their lives that involves a dollar sign. Outside of work I enjoy golfing, running and spending time with my wife, daughter, and our two cats and two dogs.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4390780
Firm CRD# 6413


Office Location 162 Wetherby Lane,
Westerville,
OH
43081
Phone Number 614-392-7497

Andrew joined Bluestone Wealth Partners / LPL Financial in August 2023. He brings 24 years of experience in the financial services industry. He has worked as a financial advisor with both Morgan Stanley and JP Morgan. In addition to working with investors he has also instructed other financial advisors on operating financial planning software. He obtained his Certified Financial Planner designation in 2008. Andrew's passion is working with individuals and couples planning for retirement and creating distribution strategies that will not only last their lifetime, but also allow them to leave a legacy for future generations. Andrew is a graduate of Penn State University with a Bachelor of Science and Case Western University where he was awarded a Masters of Business Administration as well as the Heart and Soul Award. When not at work, Andrew enjoys time with his family. He has served as a volunteer coach in the Dublin Soccer League and is an active member of St Brigid of Kildare. Andrew has a great interest in working with youth to enable them to understand responsible money management and to that end has given presentations to middle school students. His interests include cycling and all things outdoors and his favorite family vacation destinations are Orlando, FL and Cape May, NJ.

About Bluestone Wealth Partners / LPL Financial

Bluestone Wealth Partners / LPL Financial

Bluestone Wealth Partners is dedicated to helping people accumulate wealth and preserve it. We are committed to listening to our clients, understanding their current situation and learning about their goals for the future. We help bring to their attention ideas and solutions befitting their needs, and importantly guide them to take action towards a more secure future for their families and their legacy. Our clientele consists of professionals and retirees who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Many of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63

Compensation/Fee Fee-Based, Hourly, Commissions


Office Location 5910 Wilcox Place,
Suite F,
Dublin,
OH
43016
Phone Number 614-504-0402

Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. He is currently teaching financial planning courses at Franklin University as an adjunct professor.

About Mills Financial Planning,Inc.

We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 1223159
Firm CRD# 140643

Compensation/Fee Flat Fee, Based on Assets


Office Location 2305 Far Hills Avenue,
Dayton,
OH
45419
Phone Number 855-752-6644

Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program. Dougs passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor. Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.

About Artifex Financial Group, LLC

Artifex Financial Group, LLC

Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are. In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services. We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.


Qualifications CRD# 4175828
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number 937-431-1925

I'm a financial planner who specializes in retirement income strategies and planning for financial goals. I have a passion for helping my clients and their families achieve a brighter financial future. In my spare time, Im usually spending time with my family or attending sporting events in the area.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Columbus, Ohio (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd, Columbus, OH 43215
133 134 $71,982,699,043
A Percentage of AUM
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200, Columbus, OH 43215
129 4149 $24,763,108,831
A Percentage of AUM, Performance Based
NATIONWIDE ASSET MANAGEMENT, LLC
One Nationwide Plaza, Mail Code 1-05-602, Columbus, OH 43215
164 12 $14,695,163,226
A Percentage of AUM, Other (COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS)
NATIONWIDE INVESTMENT ADVISORS, LLC
10 West Nationwide Blvd, Mail Code 5-02-304j, Columbus, OH 43215
401 268786 $12,147,000,000
A Percentage of AUM
HUNTINGTON FINANCIAL ADVISORS
41 S. High Street, Columbus, OH 43215
432 29200 $4,300,721,252
A Percentage of AUM
ROCKBRIDGE CAPITAL, LLC
4124 Worth Avenue, Columbus, OH 43219-4026
82 19 $3,811,297,229
A Percentage of AUM, Performance Based
HAMILTON CAPITAL
5025 Arlington Centre Blvd, Suite 300, Columbus, OH 43220
69 7905 $3,757,878,034
A Percentage of AUM, Hourly charges, Fixed Fees
WINDSOR ADVISORY GROUP, LLC
2130 Quarry Trails Dr, 1st Floor, Columbus, OH 43228
18 1332 $1,878,988,676
A Percentage of AUM, Fixed Fees, Other (A COMBINATION OF 1 & 4)
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
8700 Orion Place, Suite 100, Columbus, OH 43240-2078
4 42 $1,569,224,381
A Percentage of AUM, Fixed Fees
SUMMIT FINANCIAL STRATEGIES INC
4111 Worth Ave., #510, Columbus, OH 43219-3599
30 3729 $1,560,747,194
A Percentage of AUM, Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH)
GRYPHON FINANCIAL PARTNERS
325 John H. Mcconnell Blvd., Suite 425, Columbus, OH 43215
15 2113 $1,445,704,623
A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER, SERVICE FEES, OR COMBINATION)
FILLMORE CAPITAL PARTNERS, LLC
4145 Powell Rd., Columbus, OH 43065-8066
27 3 $1,400,000,000
A Percentage of AUM, Fixed Fees, Performance Based
MEYERS WEALTH MANAGEMENT, LLC
4100 Horizons Drive, Suite 101, Columbus, OH 43220
10 660 $1,090,900,000
A Percentage of AUM
AA FINANCIAL ADVISORS, LLC
150 E. Broad St., Suite 100, Columbus, OH 43215
14 1641 $725,251,368
A Percentage of AUM, Hourly charges, Fixed Fees
THE JOSEPH GROUP CAPITAL MANAGEMENT
605 South Front Street, Suite 100, Columbus, OH 43215
21 736 $684,406,547
A Percentage of AUM, Fixed Fees

    Frequently Asked Questions

    To know if a financial advisor in Ohio is legitimate and properly licensed, you can check their registration status with appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Ohio State Securities Board. It's also important to review each financial advisor for their years of experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and client testimonials to verify their credibility. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    Financial advisors in Ohio can be compensated through a variety of fee structures. Some advisors can charge fees based on a percentage of assets under management or hourly rates for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the fee structure of a financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the various fee structures advisors use, explore the costs of hiring a financial advisor.

    A financial advisor in Ohio can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.

    When choosing a financial advisor in Ohio, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Financial advisors listed on our directory for the state of Ohio typically offer multiple financial services to help their clients, including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial services they offer.

    How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, your can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.

    A financial advisor in Ohio can help you by creating a personalized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. They will help you set realistic goals, select suitable retirement accounts like 401(k)s or IRAs, and develop an investment strategy for optimal retirement income. The advisor can also help you navigate complex retirement matters like Social Security and taxes, and offer ongoing monitoring and adjustments to ensure your plan stays on track. If you are seeking to connect with a financial advisor that can assist you in planning for retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.

    When choosing a financial advisor in Ohio, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.