{ "path": "/advisors/oh/columbus", "url": "https://advisorcensus.com/advisors/oh/columbus", "page_type": "metro", "title": "Financial advisors in Columbus, OH", "filters": {}, "scope_total": 184, "faq": [ { "q": "How many financial advisory firms are there in Columbus, OH?", "a": "AdvisorCensus lists 184 investment advisory firms with a principal office in the Columbus metro area, from Form ADV filings as of October 2026: 90 SEC-registered, 83 state-registered, and 11 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Columbus, OH?", "a": "56 of the 184 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Columbus, OH offer financial planning?", "a": "134 of the 173 firms in Columbus, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Columbus, OH fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 56 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 184 investment advisory firms with a principal office in the Columbus metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Columbus has 184 investment advisory firms with a principal office in the metro area as of October 2026: 90 SEC-registered, 83 state-registered, and 11 exempt reporting advisers. 56 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 63 report under $100 million in regulatory assets under management. The metro area has 864,663 households, 110,354 of them with income of $200,000 or more, or 600 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Columbus, OH: 184 firms from Form ADV filings as of October 2026.", "total_firms": 184, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 90, "state": 83, "exempt": 11 }, "fee_model_mix": [ { "code": "fee-only", "count": 56 }, { "code": "percentage_of_aum", "count": 156 }, { "code": "hourly", "count": 78 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 119 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 10 }, { "code": "other", "count": 25 }, { "code": "not_reported", "count": 11 } ], "years_registered_distribution": [ { "code": "under_5", "count": 62 }, { "code": "5_to_9", "count": 42 }, { "code": "10_to_19", "count": 40 }, { "code": "20_plus", "count": 40 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 25 }, { "code": "25m_100m", "count": 38 }, { "code": "100m_500m", "count": 54 }, { "code": "500m_1b", "count": 17 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 27 } ], "firms": [ { "crd_number": 120336, "name": "21st Century Equity Advisors Corporation", "name_as_filed": "21ST CENTURY EQUITY ADVISORS CORPORATION", "url": "https://advisorcensus.com/firm/21st-century-equity-advisors-corporation-worthington-oh-120336", "city": "Worthington", "state": "OH", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306362, "name": "4 Star Advisory Services LLC", "name_as_filed": "4 STAR ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/4-star-advisory-services-llc-lancaster-oh-306362", "city": "Lancaster", "state": "OH", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327982, "name": "Access Wealth Group, LLC", "name_as_filed": "ACCESS WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/access-wealth-group-llc-dublin-oh-327982", "city": "Dublin", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145635, "name": "Accolade ASSET/LIABILITY Advisory Services", "name_as_filed": "ACCOLADE ASSET/LIABILITY ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/accolade-asset-liability-advisory-services-columbus-oh-145635", "city": "Columbus", "state": "OH", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119859, "name": "Advanced Asset Management Advisors, Inc.", "name_as_filed": "ADVANCED ASSET MANAGEMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/advanced-asset-management-advisors-inc-dublin-oh-119859", "city": "Dublin", "state": "OH", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152534, "name": "Advocate Wealth Solutions", "name_as_filed": "ADVOCATE WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/advocate-wealth-solutions-dublin-oh-152534", "city": "Dublin", "state": "OH", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121139, "name": "Alexander Financial Planning, Inc.", "name_as_filed": "ALEXANDER FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/alexander-financial-planning-inc-columbus-oh-121139", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119829, "name": "Antolino Wealth Advisors", "name_as_filed": "ANTOLINO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/antolino-wealth-advisors-columbus-oh-119829", "city": "Columbus", "state": "OH", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285407, "name": "Arcadia Financial Partners, LLC", "name_as_filed": "ARCADIA FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/arcadia-financial-partners-llc-pickerington-oh-285407", "city": "Pickerington", "state": "OH", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 318653, "name": "ARD Advisory Services, LLC", "name_as_filed": "ARD ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/ard-advisory-services-llc-dublin-oh-318653", "city": "Dublin", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326865, "name": "Arseneau Financial", "name_as_filed": "ARSENEAU FINANCIAL", "url": "https://advisorcensus.com/firm/arseneau-financial-westerville-oh-326865", "city": "Westerville", "state": "OH", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305999, "name": "Asendo Wealth Advisory", "name_as_filed": "ASENDO WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/asendo-wealth-advisory-columbus-oh-305999", "city": "Columbus", "state": "OH", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329589, "name": "Balance Wealth", "name_as_filed": "BALANCE WEALTH", "url": "https://advisorcensus.com/firm/balance-wealth-worthington-oh-329589", "city": "Worthington", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148463, "name": "Beacon Hill Investment Advisory, LLC", "name_as_filed": "BEACON HILL INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/beacon-hill-investment-advisory-llc-dublin-oh-148463", "city": "Dublin", "state": "OH", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143638, "name": "Buckeye Wealth Management LLC", "name_as_filed": "BUCKEYE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/buckeye-wealth-management-llc-westerville-oh-143638", "city": "Westerville", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145773, "name": "Cambridge Financial and Tax Advisors, LLC.", "name_as_filed": "CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/cambridge-financial-and-tax-advisors-llc-columbus-oh-145773", "city": "Columbus", "state": "OH", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 112254, "name": "Cambridge Financial Group, Inc.", "name_as_filed": "CAMBRIDGE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/cambridge-financial-group-inc-columbus-oh-112254", "city": "Columbus", "state": "OH", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120597, "name": "Capital Asset Management, Inc.", "name_as_filed": "CAPITAL ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/capital-asset-management-inc-columbus-oh-120597", "city": "Columbus", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134008, "name": "Capital City Asset Management Group, LLC", "name_as_filed": "CAPITAL CITY ASSET MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/capital-city-asset-management-group-llc-powell-oh-134008", "city": "Powell", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105467, "name": "Capital Investors Advisory Corporation", "name_as_filed": "CAPITAL INVESTORS ADVISORY CORPORATION", "url": "https://advisorcensus.com/firm/capital-investors-advisory-corporation-dublin-oh-105467", "city": "Dublin", "state": "OH", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 130238, "name": "Capital Management Analytics", "name_as_filed": "CAPITAL MANAGEMENT ANALYTICS", "url": "https://advisorcensus.com/firm/capital-management-analytics-lewis-center-oh-130238", "city": "Lewis Center", "state": "OH", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 152524, "name": "Capstone Wealth Partners", "name_as_filed": "CAPSTONE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/capstone-wealth-partners-dublin-oh-152524", "city": "Dublin", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289001, "name": "CME Financial Services, LLC", "name_as_filed": "CME FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/cme-financial-services-llc-columbus-oh-289001", "city": "Columbus", "state": "OH", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157870, "name": "Colburn Wealth Management, LLC", "name_as_filed": "COLBURN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/colburn-wealth-management-llc-grove-city-oh-157870", "city": "Grove City", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104595, "name": "Columbus Investment Advisory Inc.", "name_as_filed": "COLUMBUS INVESTMENT ADVISORY INC.", "url": "https://advisorcensus.com/firm/columbus-investment-advisory-inc-new-albany-oh-104595", "city": "New Albany", "state": "OH", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 301788, "name": "Columbus Street Wealth Management, LLC", "name_as_filed": "COLUMBUS STREET WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/columbus-street-wealth-management-llc-dublin-oh-301788", "city": "Dublin", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317480, "name": "Columbus Wealth Management", "name_as_filed": "COLUMBUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/columbus-wealth-management-dublin-oh-317480", "city": "Dublin", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150464, "name": "Common Wealth Management LLC", "name_as_filed": "COMMON WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/common-wealth-management-llc-columbus-oh-150464", "city": "Columbus", "state": "OH", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 130867, "name": "Compass Financial Group, Inc.", "name_as_filed": "COMPASS FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/compass-financial-group-inc-dublin-oh-130867", "city": "Dublin", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119695, "name": "Consolidated Financial", "name_as_filed": "CONSOLIDATED FINANCIAL", "url": "https://advisorcensus.com/firm/consolidated-financial-dublin-oh-119695", "city": "Dublin", "state": "OH", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 287852, "name": "Core Investment Advisors LLC", "name_as_filed": "CORE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/core-investment-advisors-llc-columbus-oh-287852", "city": "Columbus", "state": "OH", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173691, "name": "COX & Cook Wealth Advisors", "name_as_filed": "COX & COOK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/cox-and-cook-wealth-advisors-dublin-oh-173691", "city": "Dublin", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342138, "name": "Darby Creek Financial Advisors LLC", "name_as_filed": "DARBY CREEK FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/darby-creek-financial-advisors-llc-plain-city-oh-342138", "city": "Plain City", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164736, "name": "Delta Capital Management, Inc.", "name_as_filed": "DELTA CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/delta-capital-management-inc-dublin-oh-164736", "city": "Dublin", "state": "OH", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106702, "name": "Demers Financial Planning", "name_as_filed": "DEMERS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/demers-financial-planning-columbus-oh-106702", "city": "Columbus", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 306451, "name": "Diamond Equity Advisors", "name_as_filed": "DIAMOND EQUITY ADVISORS", "url": "https://advisorcensus.com/firm/diamond-equity-advisors-columbus-oh-306451", "city": "Columbus", "state": "OH", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110638, "name": "Diamond Hill Capital Management, LLC", "name_as_filed": "DIAMOND HILL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/diamond-hill-capital-management-llc-columbus-oh-110638", "city": "Columbus", "state": "OH", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333086, "name": "Dorsey Groomes Wealth Management", "name_as_filed": "DORSEY GROOMES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/dorsey-groomes-wealth-management-dublin-oh-333086", "city": "Dublin", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169002, "name": "Drive Capital LLC", "name_as_filed": "DRIVE CAPITAL LLC", "url": "https://advisorcensus.com/firm/drive-capital-llc-columbus-oh-169002", "city": "Columbus", "state": "OH", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 146957, "name": "Eastwind Capital Wealth Management", "name_as_filed": "EASTWIND CAPITAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/eastwind-capital-wealth-management-westerville-oh-146957", "city": "Westerville", "state": "OH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 314709, "name": "EFS Wealth Management LLC", "name_as_filed": "EFS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/efs-wealth-management-llc-columbus-oh-314709", "city": "Columbus", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171488, "name": "Egsi Investment Management", "name_as_filed": "EGSI INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/egsi-investment-management-dublin-oh-171488", "city": "Dublin", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343814, "name": "Elevate Wealth Management", "name_as_filed": "ELEVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/elevate-wealth-management-new-albany-oh-343814", "city": "New Albany", "state": "OH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 120906, "name": "Elevation Financial Partners, LLC", "name_as_filed": "ELEVATION FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/elevation-financial-partners-llc-westerville-oh-120906", "city": "Westerville", "state": "OH", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107091, "name": "Everhart Advisors", "name_as_filed": "EVERHART ADVISORS", "url": "https://advisorcensus.com/firm/everhart-advisors-dublin-oh-107091", "city": "Dublin", "state": "OH", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286381, "name": "FC Wealth Solutions LLC", "name_as_filed": "FC WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/fc-wealth-solutions-llc-westerville-oh-286381", "city": "Westerville", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308015, "name": "Ferraro Wealth Management, LLC", "name_as_filed": "FERRARO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ferraro-wealth-management-llc-dublin-oh-308015", "city": "Dublin", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338281, "name": "Fiducia Wealth Management", "name_as_filed": "FIDUCIA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fiducia-wealth-management-upper-arlington-oh-338281", "city": "Upper Arlington", "state": "OH", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139256, "name": "Fillmore Capital Partners, LLC", "name_as_filed": "FILLMORE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/fillmore-capital-partners-llc-powell-oh-139256", "city": "Powell", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 321957, "name": "Finish Well RIA LLC", "name_as_filed": "FINISH WELL RIA LLC", "url": "https://advisorcensus.com/firm/finish-well-ria-llc-columbus-oh-321957", "city": "Columbus", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/oh", "label": "Financial advisors in Ohio" }, "metro": { "path": "/advisors/oh/columbus", "label": "Financial advisors in Columbus, OH" }, "city_pages": [ { "path": "/advisors/oh/columbus/dublin", "label": "Financial advisors in Dublin, OH", "firm_count": 39 }, { "path": "/advisors/oh/columbus/westerville", "label": "Financial advisors in Westerville, OH", "firm_count": 16 } ], "fee_pages": [ { "path": "/advisors/oh/columbus/fee-only", "label": "Fee-only financial advisors in Columbus, OH", "firm_count": 56 }, { "path": "/advisors/oh/columbus/flat-fee", "label": "Flat-fee financial advisors in Columbus, OH", "firm_count": 119 }, { "path": "/advisors/oh/columbus/hourly", "label": "Hourly financial advisors in Columbus, OH", "firm_count": 78 } ], "niche_pages": [ { "path": "/advisors/oh/columbus/corporate-executives", "firm_count": 1, "label": "Financial advisors for corporate executives in Columbus, OH" } ] }, "csv": "https://advisorcensus.com/advisors/oh/columbus.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 9, "sec_registered_at_start": 85, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 9 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }