AdvisorCensus / Financial advisors / Ohio / Columbus, OH / Charles Schwab
Financial advisors in Columbus, OH using Charles Schwab
56 SEC-registered investment advisory firms headquartered in the Columbus, OH metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Antolino Wealth Advisors | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| Balance Wealth | Worthington | SEC-registered investment adviser | $100 million to $500 million |
| Cambridge Financial Group, Inc. | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Capital Asset Management, Inc. | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Capstone Wealth Partners | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| Colburn Wealth Management, LLC | Grove City | SEC-registered investment adviser | $100 million to $500 million |
| Columbus Investment Advisory Inc. | New Albany | SEC-registered investment adviser | $100 million to $500 million |
| Columbus Street Wealth Management, LLC | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| Consolidated Financial | Dublin | SEC-registered investment adviser | $500 million to $1 billion |
| COX & Cook Wealth Advisors | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| Demers Financial Planning | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Egsi Investment Management | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| Everhart Advisors | Dublin | SEC-registered investment adviser | $1 billion to $5 billion |
| Finish Well RIA LLC | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Frazier Financial Advisors, LLC | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| G2 Capital Management, LLC | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| Golden Reserve Retirement, LLC | Dublin | SEC-registered investment adviser | $500 million to $1 billion |
| Graver Capital Management, LLC | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Gryphon Financial Partners | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| Hamilton Capital | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| Harding Financial Group | Westerville | SEC-registered investment adviser | $100 million to $500 million |
| Jericho Financial | Westerville | SEC-registered investment adviser | $100 million to $500 million |
| John E. Sestina and Company | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| Keeler & Nadler Family Wealth | Dublin | SEC-registered investment adviser | $500 million to $1 billion |
| Kennon-Green & Co. | New Albany | SEC-registered investment adviser | $100 million to $500 million |
| Libertas Wealth Management Group, Inc. | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Meeder Advisory Services, Inc. | Dublin | SEC-registered investment adviser | $1 billion to $5 billion |
| Meyers Wealth Management, LLC | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| Northavenue LLC | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Nvest Wealth Strategies, Inc. | Powell | SEC-registered investment adviser | $100 million to $500 million |
| PDS Planning Inc | Dublin | SEC-registered investment adviser | $1 billion to $5 billion |
| PEB Capital Management LLC | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Peerless Wealth | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Polaris Financial Partners, LLC | Westerville | SEC-registered investment adviser | $100 million to $500 million |
| Rebel Financial, LLC | Groveport | SEC-registered investment adviser | $100 million to $500 million |
| Ross Wealth Advisors, LLC | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Royal Oak Financial Group | Worthington | SEC-registered investment adviser | $100 million to $500 million |
| Safe Harbor Wealth Advisors, LLC | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| Shuttleworth & Company | Powell | SEC-registered investment adviser | $100 million to $500 million |
| Signature Equity Partners, LLC | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| Strategic Planning, Inc. | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Summit Financial Strategies Inc | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| Swisher Financial Concepts, Inc. | Westerville | SEC-registered investment adviser | $100 million to $500 million |
| SWS Partners, LLC | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| TCP Asset Management, LLC | Upper Arlington | SEC-registered investment adviser | $1 billion to $5 billion |
| The Joseph Group Capital Management | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| The Pension Group | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| The Wealth Advantage Group, Inc. | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Trinity Financial Advisors LLC | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| Van Winkle Wealth Management Group LLC | Newark | SEC-registered investment adviser | $100 million to $500 million |
| Vawter Financial Ltd | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Vela Investment Management, LLC | New Albany | SEC-registered investment adviser | $500 million to $1 billion |
| Waller Financial Planning Group, Inc. | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| Wealthbridge Capital Management, LLC | Westerville | SEC-registered investment adviser | $500 million to $1 billion |
| Windsor Advisory Group, LLC | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| Worthington Wealth Management | Worthington | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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