AdvisorCensus / Financial advisors / Ohio / Columbus, OH / Branch offices
Advisory firms with an office in Columbus, OH, headquartered elsewhere
109 investment advisory firms with a principal office outside the Columbus, OH metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 3A Partners, LLC | Columbus, OH | Austin, TX | Exempt reporting adviser |
| 55IP | Columbus, OH | Boston, MA | SEC-registered investment adviser |
| Adaptation Financial Advisors Inc. | Westerville, OH | Oklahoma City, OK | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Pickerington, OH | Lincoln, NE | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Worthington, OH | Lincoln, NE | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Columbus, OH | Mount Pleasant, SC | SEC-registered investment adviser |
| Arena Private Wealth | Dublin, OH | Chicago, IL | SEC-registered investment adviser |
| Artifex Financial Group, LLC | Columbus, OH | Oakwood, OH | SEC-registered investment adviser |
| Avior Wealth Management, LLC | Columbus, OH | Omaha, NE | SEC-registered investment adviser |
| Axim Planning & Wealth | Columbus, OH | Springboro, OH | SEC-registered investment adviser |
| BCU Wealth Advisors, LLC | Dublin, OH | Vernon Hills, IL | SEC-registered investment adviser |
| Beacon Financial Advisory LLC | Dublin, OH | Cleveland, OH | SEC-registered investment adviser |
| Blue Owl Insurance Solutions | Columbus, OH | New York, NY | SEC-registered investment adviser |
| Brandywine Global Investment Management, LLC | Columbus, OH | Philadelphia, PA | SEC-registered investment adviser |
| Brookstone Capital Management LLC | Worthington, OH | Wheaton, IL | SEC-registered investment adviser |
| Bullseye Investment Management, LLC | Columbus, OH | Cincinnciati, OH | SEC-registered investment adviser |
| Citizens Securities, Inc. | Columbus, OH | Johnston, RI | SEC-registered investment adviser |
| Composition Wealth, LLC | Westerville, OH | Los Angeles, CA | SEC-registered investment adviser |
| Corecap Advisors | Hilliard, OH | Southfield, MI | SEC-registered investment adviser |
| Corient | Columbus, OH | Miami, FL | SEC-registered investment adviser |
| Creative Planning | Columbus, OH | Overland Park, KS | SEC-registered investment adviser |
| Creativeone Wealth, LLC | New Albany, OH | Overland Park, KS | SEC-registered investment adviser |
| CX Institutional, LLC | Columbus, OH | Auburn, IN | SEC-registered investment adviser |
| Discipline Wealth Solutions, Inc. | Lebanon, OH | Greenville, SC | SEC-registered investment adviser |
| Edelman Financial Engines | Columbus, OH | Santa Clara, CA | SEC-registered investment adviser |
| Emerson Equity LLC | Delaware, OH | San Mateo, CA | SEC-registered investment adviser |
| Emvision Capital Advisors, LLC | Dublin, OH | Aurora, OH | SEC-registered investment adviser |
| ESI Financial Advisors | Columbus, OH | Montpelier, VT | SEC-registered investment adviser |
| Fifth Third Securities, Inc. | Columbus, OH | Cincinnati, OH | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Columbus, OH | Alpharetta, GA | SEC-registered investment adviser |
| Gladstone Wealth Partners | Columbus, OH | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Gradient Wealth Management | Dublin, OH | Arden Hills, MN | SEC-registered investment adviser |
| Henderson Brothers Financial Partners LLC | Dublin, OH | Pittsburgh, PA | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Newark, OH | Springfield, IL | SEC-registered investment adviser |
| Horter Investment Management, LLC | Columbus, OH | Cincinnati, OH | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Dublin, OH | Omaha, NE | SEC-registered investment adviser |
| Independence Capital Co., Inc. | Reynoldsburg, OH | Parma, OH | SEC-registered investment adviser |
| Independent Financial Partners | New Albany, OH | Tampa, FL | SEC-registered investment adviser |
| Inspire Advisors, LLC | Columbus, OH | Meridian, ID | SEC-registered investment adviser |
| Invest Capital Partners | Granville, OH | Springboro, OH | SEC-registered investment adviser |
| Invicta Advisors LLC | Worthington, OH | Oakmont, PA | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Columbus, OH | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | Columbus, OH | New York, NY | SEC-registered investment adviser |
| J.p.morgan Wealth Management Solutions Inc. | Columbus, OH | New York, NY | SEC-registered investment adviser |
| Johnson Investment Counsel, Inc. | Columbus, OH | Cincinnati, OH | SEC-registered investment adviser |
| Juncture Wealth Strategies, LLC | Lancaster, OH | Scottsdale, AZ | SEC-registered investment adviser |
| Kingsview Wealth Management, LLC | Marysville, OH | Grants Pass, OR | SEC-registered investment adviser |
| Kintra Wealth, LLC | Dublin, OH | Williamsport, PA | SEC-registered investment adviser |
| Lanark Financial, Inc. | Granville, OH | Birmingham, AL | SEC-registered investment adviser |
| Lido | New Albany, OH | Los Angeles, CA | SEC-registered investment adviser |
| Lincoln Douglas Investments, LLC | Delaware, OH | Mount Vernon, OH | SEC-registered investment adviser |
| LPL Enterprise, LLC | Columbus, OH | Fort Mill, SC | SEC-registered investment adviser |
| Lument Investment Management, LLC | Columbus, OH | New York, NY | SEC-registered investment adviser |
| LVZ, Inc. | Columbus, OH | Holland, MI | SEC-registered investment adviser |
| MAI Capital Management, LLC | Columbus, OH | Cleveland, OH | SEC-registered investment adviser |
| Manning & Napier Advisors, LLC | Dublin, OH | Fairport, NY | SEC-registered investment adviser |
| Mariner | Columbus, OH | Overland Park, KS | SEC-registered investment adviser |
| Mercer Investments LLC | Columbus, OH | Boston, MA | SEC-registered investment adviser |
| Messmer Capital Advisors LLC | Newark, OH | Milford, OH | SEC-registered investment adviser |
| Miami Valley Portfolio Management Inc | Dublin, OH | Brookville, OH | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Columbus, OH | Rock Island, IL | SEC-registered investment adviser |
| Namcoa | Hilliard,, OH | Mooresville, NC | SEC-registered investment adviser |
| National Wealth Management Group, LLC | Gahanna, OH | Cincinnati, OH | SEC-registered investment adviser |
| Nectarine | Worthington, OH | San Diego, CA | SEC-registered investment adviser |
| Newedge Advisors | Gahanna, OH | New Orleans, LA | SEC-registered investment adviser |
| Northrock Partners, LLC | Columbus, OH | Minneapolis, MN | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Columbus, OH | Indianapolis, IN | SEC-registered investment adviser |
| Oneseven | Delaware, OH | Beachwood, OH | SEC-registered investment adviser |
| Packerland Brokerage Services, Inc. | Hebron, OH | Green Bay, WI | SEC-registered investment adviser |
| Park Avenue Securities LLC | Columbus, OH | New York, NY | SEC-registered investment adviser |
| Pinnacle Advisors | Columbus, OH | Mansfield, OH | SEC-registered investment adviser |
| Plante Moran Financial Advisors | Grandview Heights, OH | Southfield, MI | SEC-registered investment adviser |
| Primerica Advisors | Worthington, OH | Duluth, GA | SEC-registered investment adviser |
| Private Client Services, LLC | Worthington, OH | Louisville, KY | SEC-registered investment adviser |
| Prosperity Capital Advisors | Gahanna, OH | Westlake, OH | SEC-registered investment adviser |
| Rainier Investment Management LLC | Dublin, OH | Seattle, WA | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Dublin, OH | St. Petersburg, FL | SEC-registered investment adviser |
| REA Wealth Management | Dublin, OH | New Philadelphia, OH | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Columbus, OH | Miami, FL | SEC-registered investment adviser |
| Schneider Downs Wealth Management Advisors, LP | Columbus, OH | Pittsburgh, PA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Dublin, OH | Akron, OH | SEC-registered investment adviser |
| Shepherd Financial Investment Advisory LLC | Columbus, OH | Carmel, IN | SEC-registered investment adviser |
| Simplicity Wealth | Lewis Center, OH | Summit, NJ | SEC-registered investment adviser |
| Smith & Wyatt | Dublin, OH | College Station, TX | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Columbus, OH | St. George, UT | SEC-registered investment adviser |
| Stonex Advisors Inc. | Worthington, OH | Birmingham, AL | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Dublin, OH | Beachwood, OH | SEC-registered investment adviser |
| Stratos Wealth Partners, Ltd | Columbus, OH | Beachwood, OH | SEC-registered investment adviser |
| Summit Financial, LLC | Columbus, OH | Parsippany, NJ | SEC-registered investment adviser |
| Summit Wealth Management LLC | Columbus, OH | Akron, OH | SEC-registered investment adviser |
| SVB Wealth | Canal Winchester, OH | Boston, MA | SEC-registered investment adviser |
| The Ameriflex Group | Columbus, OH | Las Vegas, NV | SEC-registered investment adviser |
| The Mather Group, LLC | Columbus, OH | Chicago, IL | SEC-registered investment adviser |
| TLG Advisors, Inc. | Columbus, OH | Summit, NJ | SEC-registered investment adviser |
| Trek Financial | Dublin, OH | Scottsdale, AZ | SEC-registered investment adviser |
| True Wealth Design, LLC | Gahanna, OH | Akron, OH | SEC-registered investment adviser |
| Truvestments Capital LLC | Lewis Center, OH | Sarasota, FL | SEC-registered investment adviser |
| Valmark Advisers, Inc. | Newark, OH | Akron, OH | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Columbus,, OH | Woodbury, NY | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Grove City, OH | Brentwood, TN | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Columbus, OH | Windsor, CT | SEC-registered investment adviser |
| W&S Advisory Services, LLC | Heath, OH | Cincinnati, OH | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Columbus, OH | Cincinnati, OH | SEC-registered investment adviser |
| Waverly Advisors, LLC | Westerville, OH | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Columbus, OH | Plymouth, MN | SEC-registered investment adviser |
| Wesbanco Securities, Inc. | Columbus, OH | St Clairsville, OH | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | Dublin, OH | Mansfield, OH | SEC-registered investment adviser |
| William Blair & Company L.L.C. | Powell, OH | Chicago, IL | SEC-registered investment adviser |
| World Investment Advisors, LLC | Columbus, OH | Lincroft, NJ | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Columbus, OH on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Wellth Advisory Services, LLC | Westerville, OH | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Columbus, OH, headquartered elsewhere. https://advisorcensus.com/advisors/oh/columbus/branch-offices https://advisorcensus.com/advisors/oh/columbus/branch-offices