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Find Top Financial Advisors in Columbus, Ohio

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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 - 16-Mar-2023

Columbus has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 143 non-vetted advisors in your local area. These financial advisors in Columbus, Ohio have an average of 24 years of experience.

NOTE: The list of financial advisors in Columbus, Ohio mentioned below do 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
Brian Mills
CFP®
MILLS FINANCIAL PLANNING,INC.
5910 Wilcox Place,
Suite F,
Dublin, OH 43016
27 $33m $100,000 Fee-Based
Michael Kelsey
LPL FINANCIAL
425 Metro Place North #620,
Dublin, OH 43017
20 $10000000 $25,000 Fee-Based
Doug Kinsey
Certified Divorce Financial Analyst(CDFA), CFP®
ARTIFEX FINANCIAL GROUP, LLC
2305 Far Hills Avenue,
Dayton, OH 45419
25 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Columbus

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# 4292753
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 425 Metro Place North #620,
Dublin,
OH
43017
Phone Number 614-419-1503

Michael Kelsey is an Investment Advisor Representative working at LPL Financial LLC in Dublin, OH and has over 14 years of experience in the finance industry. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. As a seasoned financial advisor, Michael Kelsey offers a process driven approach for strategic financial guidance to individuals, executives, and business owners in areas from wealth accumulation through wealth distribution. Michael is enthusiastic about guiding his clients and strives to build a reputation founded on honesty and integrity.

About LPL Financial

Primarily, we are committed to the individual. We believe in building trustworthy relationships that allows us to truly get to know our clients. We like our clients, and we enjoy working with them. By taking a process driven approach, we can get to know and understand our clients' unique and complex needs. By putting the relationship first, we can offer a client driven experience, one that is guided to each of our client's values and objectives with the ability to adjust to changes along the way.

Advisory Services Provided:

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


Qualifications CRD# 1223159
Firm CRD# 140643


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 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.


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

Firm Name AUM No. of Clients Fee Structure
ROCKBRIDGE CAPITAL, LLC
4100 Regent Street , Suite G,
Columbus, OH 43219-6160
$3,502,674,069 20 A percentage of AUM
Performance Based
WINDSOR ADVISORY GROUP, LLC
300 Marconi Blvd. , Suite 304,
Columbus, OH 43215-4100
$1,726,006,881 3086 A percentage of AUM
Fixed fees
Other (A COMBINATION OF 1 & 4)
GRYPHON FINANCIAL PARTNERS
325 John H. Mcconnell Blvd. , Suite 425,
Columbus, OH 43215
$1,650,792,828 1967 A percentage of AUM
Hourly charges
Fixed fees
Other (RETAINER, SERVICE FEES, OR COMBINATION)
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
8700 Orion Place , Suite 100,
Columbus, OH 43240-2078
$1,356,862,430 39 A percentage of AUM
Fixed fees
GERBER, LLC
580 N Fourth Street , Suite 400,
Columbus, OH 43215
$476,596,558 843 A percentage of AUM
Fixed fees
KEIDAN FINANCIAL CONSULTANTS LLC
400 South 5th Street , Suite 100,
Columbus, OH 43215
$447,040,441 527 A percentage of AUM
Fixed fees
TCP ASSET MANAGEMENT, LLC
8415 Pulsar Place , Suite 210,
Columbus, OH 43240
$416,721,715 2949 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR'S FEES)
TRINITY FINANCIAL ADVISORS LLC
760 Communications Parkway , Suite 200,
Columbus, OH 43214
$360,574,741 853 A percentage of AUM
Fixed fees
FULLEN FINANCIAL GROUP, INC.
3720 N. High Street,
Columbus, OH 43214-3523
$236,082,578 210 A percentage of AUM
Hourly charges
Fixed fees
CAMBRIDGE FINANCIAL GROUP, INC.
4100 Horizons Drive, Suite 101,
Columbus, OH 43220
$231,329,546 226 A percentage of AUM
FUTURE FINANCES INC
100 Northwoods Blvd. Ste "B",
Columbus, OH 43235
$222,992,222 590 A percentage of AUM
Fixed fees
VAWTER FINANCIAL LTD
1161 Bethel Road , Suite 304,
Columbus, OH 43220
$215,477,134 658 A percentage of AUM
Hourly charges
Fixed fees
HICKS CAPITAL MANAGEMENT, LLC
4200 Regent Street, Suite 200,
Columbus, OH 43219
$160,182,174 505 A percentage of AUM
Hourly charges
Fixed fees
PEB CAPITAL MANAGEMENT LLC
1880 Mackenzie Drive , Suite #100,
Columbus, OH 43220
$134,284,648 443 A percentage of AUM
Hourly charges
Fixed fees
NATIONWIDE SECURITIES, LLC
10 West Nationwide Blvd , Mailing Code: 5-02-210x,
Columbus, OH 43215
$0 0 A percentage of AUM

    List of Additional Advisors in Columbus, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy R Edwards
    Inquire with Amy
    41 South High St, Suite 2700, Columbus, OH  43215 614-460-2669
    Alex Joseph
    Inquire with Alex
    41 South High St, Suite 2700, Columbus, OH  43215 614-460-2680
    Benjamin Borich
    Inquire with Benjamin
    4449 Easton Way, Suite 300, Columbus, OH  43219 614-473-2456
    Andy Fugazzi
    Inquire with Andy
    8008 N High St, Ste 150, Columbus, OH  43235 614-310-0501
    Brian Moore
    Inquire with Brian
    4449 Easton Way, Suite 300, Columbus, OH  43219 614-473-2426
    Ann Freeman
    Inquire with Ann
    41 South High St, Suite 2700, Columbus, OH  43215 312-419-3544
    Amanda Gallagher
    Inquire with Amanda
    4449 Easton Way, Suite 300, Columbus, OH  43219 614-473-2452
    Brian Wright
    Inquire with Brian
    4449 Easton Way, Suite 300, Columbus, OH  43219 614-473-2447
    A Squared Financial LLC
    Inquire with A
    2225 Sheringham Road, Columbus, OH  43220 614-310-0272
    Brian J Edwards
    Inquire with Brian
    4449 Easton Way, Suite 300, Columbus, OH  43219 614-473-2401
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