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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 - 01-Aug-2022

Columbus has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 142 non-vetted advisors in your local area. These financial advisors in Columbus, Ohio have an average of 21 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
Adam Roslovic
CFP®, Certificate in Blockchain and Digital AssetsSM
EDELMAN FINANCIAL ENGINES, LLC
1 Easton Oval,
Suite 340,
Columbus, OH 43219
26 Not Specified Not Specified Fee-Based
Mark Fissel
CFP®, AIF®
BEACON HILL INVESTMENT ADVISORY
84 South 4th Street,
Columbus, OH 43215
13 $250000 Not Specified Not Specified
Scott Lucas
ChFC®, RFC®
LUCAS FINANCIAL SERVICES, INC
947 Worthington,
Woods Loop,
Worthington, OH 43085
29 $50000 Not Specified Not Specified
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
W. Phil Ratcliff
CFP®, ChFC®, AIF®, CLU®
REBEL FINANCIAL
540 Officenter Place,
Suite 286,
Gahanna, OH 43230
18 Not Specified Not Specified Not Specified
Tim Hamilton
CFP®, MBA
FINANCIALFAMILIES
2828 Carroll-Southern Road NW,
Carroll, OH 43112
20 Not Specified Not Specified Fee-Only
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
Justin Kattau
EDELMAN FINANCIAL ENGINES, LLC
10100 Innovation Drive,
Suite 160,
Miamisburg, OH 45342
14 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Columbus

Qualifications CRD# 5575320
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1 Easton Oval,
Suite 340,
Columbus,
OH
43219
Phone Number 614-454-3393

I graduated from The Ohio State University with a Civil Engineering degree in 1994, attained my MBA in 2001 and the CERTIFIED FINANCIAL PLANNER (CFP®) certification in 2012. My career evolved from insurance risk management into financial planning, as I believe it's my mission to equip people to retire with financial stability. Outside of work, I enjoy spending time with my family, serving at my church and rooting for the Columbus Blue Jackets.

About 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# 5598397

Compensation/Fee Based on Assets, Hourly


Office Location 84 South 4th Street,
Columbus,
OH
43215
Phone Number 614-469-4685

About Beacon Hill Investment Advisory

Your goals and financial security are our priority. Whether you are concerned about retirement planning, transitioning your business wealth to personal wealth, or efficiently passing assets to heirs we can help. We believe you deserve a truly customized portfolio and plan that works to solve your individual issues, not a cookie cutter portfolio.

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


Qualifications CRD# 1489956

Compensation/Fee Based on Assets, Flat Fee, Hourly


Office Location 947 Worthington,
Woods Loop,
Worthington,
OH
43085
Phone Number 614-840-9770

About Lucas Financial Services, Inc

We do not look exclusively at the rate of return when approaching the Financial Planning process. We attempt to go deeper with our clients to best find solutions that will facilitate the type of lifestyle they desire. Helping people make the most of their financial resources and effective financial decision-making will result in what is most important- living a happy, rewarding, low stress,financially secure life.

Advisory Services Provided:

Financial Planning, Wealth Management, Investment Advice & Management


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

Compensation/Fee Fee-Based, Commissions, Hourly


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, Based on Assets, Commissions, Flat Fee


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# 168263

Compensation/Fee Based on Assets, Flat Fee


Office Location 540 Officenter Place,
Suite 286,
Gahanna,
OH
43230
Phone Number 614-441-9605

President and Senior Advisor, W. Phil Ratcliff, is a Certified Financial Planner® (CFP) and the founder of rebel Financial, a financial firm that he started in 2013 that has grown into one of the largest Fee-Only RIAs in the Midwest and fastest organically growing in the country. Phil's hard work, charisma, and true passion for his business have helped him build rebel from the ground up with the unique objective (at least in the financial world) to put People before profits. He specializes in advanced planning (such as executive benefits, stock options, charitable giving, and complex estate/tax planning) and building the business processes that are continuing to drive the firm forward to new heights to deliver ever more value to our clients.

About Rebel Financial

rebel Financial is a truly independent Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5153936
Firm CRD# 170373

Compensation/Fee Fee-Only, Flat Fee


Office Location 2828 Carroll-Southern Road NW,
Carroll,
OH
43112
Phone Number 614-406-7141

Prior to founding FinancialFamilies, in 2014, Tim Hamilton rose to the Managing Director level, through eight years with two boutique wealth management firms. Three additional years with a Fortune 100 financial services corporation, based in Central Ohio, broadened industry exposure. As a Certified Financial Planner (CFP®) and member of the National Association of Personal Financial Advisors (NAPFA), with a Master of Business Administration (MBA) Degree from The Ohio State University Fisher College of Business and a Bachelor's Degree in Biochemistry from Denison University, Tim established FinancialFamilies with a desire to provide fiduciary, fee-only financial advice to loving households, primarily of Central Ohio. When Tim is not in the office, he enjoys spending time with his own college-bound family, pursuing travel, golf, history, and basic leisure together. From his family to yours, he wishes you much success each passing day.

About FinancialFamilies

With a focus on serving loving families and empty-nesters, FinancialFamilies is well positioned to deliver the first-class, fee-only financial planning services that parents, of all ages, should expect from a NAPFA member fiduciary. FinancialFamilies would be honored to help your family bring success home!

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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, 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.


Qualifications CRD# 5425237
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number 937-490-4548

I consider my clients a part of my family, and I'm dedicated to taking care of them and watching them work hard to achieve their financial goals. In my spare time, I enjoy working out and spending time with my family and my three dogs.

About 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.


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
Hourly charges
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
Tsg Advice Partners, Llc
349 W Nationwide Blvd,
Columbus, OH 43215
$501,326,423 3167 A percentage of AUM
Hourly charges
Fixed fees
Gerber, Llc
580 N Fourth Street , Suite 400,
Columbus, OH 43215
$476,596,558 843 A percentage of AUM
Hourly charges
Fixed fees
Keidan Financial Consultants Llc
400 South 5th Street , Suite 100,
Columbus, OH 43215
$447,040,441 527 A percentage of AUM
Hourly charges
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
Vawter Financial Ltd
1161 Bethel Road , Suite 304,
Columbus, OH 43220
$215,477,134 658 A percentage of AUM
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
Hourly charges

    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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