AdvisorCensus / Financial advisors / Ohio / Columbus, OH / Fidelity Investments
Financial advisors in Columbus, OH using Fidelity Investments
19 SEC-registered investment advisory firms headquartered in the Columbus, OH metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advanced Asset Management Advisors, Inc. | Dublin | SEC-registered investment adviser | $500 million to $1 billion |
| Asendo Wealth Advisory | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Compass Financial Group, Inc. | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| FC Wealth Solutions LLC | Westerville | SEC-registered investment adviser | $100 million to $500 million |
| Frazier Financial Advisors, LLC | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| Gerber, LLC | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| GGM Financial LLC | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| Gryphon Financial Partners | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| Hicks Capital Management, LLC | Columbus | SEC-registered investment adviser | $100 million to $500 million |
| Huntington Financial Advisors | Columbus | SEC-registered investment adviser | Over $5 billion |
| Meeder Advisory Services, Inc. | Dublin | SEC-registered investment adviser | $1 billion to $5 billion |
| Retirement Strategies, Ltd. | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| Signature Equity Partners, LLC | Columbus | SEC-registered investment adviser | $500 million to $1 billion |
| Summit Financial Strategies Inc | Columbus | SEC-registered investment adviser | $1 billion to $5 billion |
| The Pension Group | Dublin | SEC-registered investment adviser | $100 million to $500 million |
| Yarger Wealth Strategies, LLC | Westerville | SEC-registered investment adviser | $500 million to $1 billion |
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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Columbus, OH using Fidelity Investments. https://advisorcensus.com/advisors/oh/columbus/custodians/fidelity https://advisorcensus.com/advisors/oh/columbus/custodians/fidelity