{ "path": "/advisors/oh/columbus/dublin", "url": "https://advisorcensus.com/advisors/oh/columbus/dublin", "page_type": "metro_city", "title": "Financial advisors in Dublin, OH", "filters": {}, "scope_total": 39, "faq": [ { "q": "How many financial advisory firms are there in Dublin, OH?", "a": "AdvisorCensus lists 39 investment advisory firms with a principal office in Dublin, Ohio (part of the Columbus metro area), from Form ADV filings as of October 2026: 19 SEC-registered, 18 state-registered, and 2 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 Dublin, OH?", "a": "11 of the 39 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 Dublin, OH offer financial planning?", "a": "29 of the 37 firms in Dublin, 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 Dublin, 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 11 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 39 investment advisory firms with a principal office in Dublin, Ohio (part of the Columbus metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Columbus metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Dublin, OH: 39 firms from Form ADV filings as of October 2026.", "total_firms": 39, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 19, "state": 18, "exempt": 2 }, "fee_model_mix": [ { "code": "fee-only", "count": 11 }, { "code": "percentage_of_aum", "count": 31 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 31 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 2 } ], "years_registered_distribution": [ { "code": "under_5", "count": 14 }, { "code": "5_to_9", "count": 8 }, { "code": "10_to_19", "count": 9 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 12 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 283588, "name": "Golden Reserve Retirement, LLC", "name_as_filed": "GOLDEN RESERVE RETIREMENT, LLC", "url": "https://advisorcensus.com/firm/golden-reserve-retirement-llc-dublin-oh-283588", "city": "Dublin", "state": "OH", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 130927, "name": "HAWK100", "name_as_filed": "HAWK100", "url": "https://advisorcensus.com/firm/hawk100-dublin-oh-130927", "city": "Dublin", "state": "OH", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106285, "name": "JRP Capital Corp", "name_as_filed": "JRP CAPITAL CORP", "url": "https://advisorcensus.com/firm/jrp-capital-corp-dublin-oh-106285", "city": "Dublin", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173079, "name": "Keeler & Nadler Family Wealth", "name_as_filed": "KEELER & NADLER FAMILY WEALTH", "url": "https://advisorcensus.com/firm/keeler-and-nadler-family-wealth-dublin-oh-173079", "city": "Dublin", "state": "OH", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 332827, "name": "Leclair Wealth Partners", "name_as_filed": "LECLAIR WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/leclair-wealth-partners-dublin-oh-332827", "city": "Dublin", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313266, "name": "Legacy Advisory Network, LLC", "name_as_filed": "LEGACY ADVISORY NETWORK, LLC", "url": "https://advisorcensus.com/firm/legacy-advisory-network-llc-dublin-oh-313266", "city": "Dublin", "state": "OH", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 105821, "name": "Lynch Financial Group", "name_as_filed": "LYNCH FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/lynch-financial-group-dublin-oh-105821", "city": "Dublin", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106814, "name": "Meeder Advisory Services, Inc.", "name_as_filed": "MEEDER ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/meeder-advisory-services-inc-dublin-oh-106814", "city": "Dublin", "state": "OH", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105794, "name": "Meeder Asset Management, Inc.", "name_as_filed": "MEEDER ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/meeder-asset-management-inc-dublin-oh-105794", "city": "Dublin", "state": "OH", "years_registered": 52, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106816, "name": "Meeder Public Funds, Inc.", "name_as_filed": "MEEDER PUBLIC FUNDS, INC.", "url": "https://advisorcensus.com/firm/meeder-public-funds-inc-dublin-oh-106816", "city": "Dublin", "state": "OH", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 295879, "name": "Meridian Wealth Management, LLC", "name_as_filed": "MERIDIAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meridian-wealth-management-llc-dublin-oh-295879", "city": "Dublin", "state": "OH", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 283129, "name": "OIF Management Corp.", "name_as_filed": "OIF MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/oif-management-corp-dublin-oh-283129", "city": "Dublin", "state": "OH", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328293, "name": "OIF Management II, L.L.C.", "name_as_filed": "OIF MANAGEMENT II, L.L.C.", "url": "https://advisorcensus.com/firm/oif-management-ii-l-l-c-dublin-oh-328293", "city": "Dublin", "state": "OH", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153265, "name": "Parallel Equity Advisors Ltd.", "name_as_filed": "PARALLEL EQUITY ADVISORS LTD.", "url": "https://advisorcensus.com/firm/parallel-equity-advisors-ltd-dublin-oh-153265", "city": "Dublin", "state": "OH", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106895, "name": "PDS Planning Inc", "name_as_filed": "PDS PLANNING INC", "url": "https://advisorcensus.com/firm/pds-planning-inc-dublin-oh-106895", "city": "Dublin", "state": "OH", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 135588, "name": "Personal Wealth Management Advisors, Inc.", "name_as_filed": "PERSONAL WEALTH MANAGEMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/personal-wealth-management-advisors-inc-dublin-oh-135588", "city": "Dublin", "state": "OH", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163701, "name": "Retirement Strategies, Ltd.", "name_as_filed": "RETIREMENT STRATEGIES, LTD.", "url": "https://advisorcensus.com/firm/retirement-strategies-ltd-dublin-oh-163701", "city": "Dublin", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284613, "name": "Safe Harbor Wealth Advisors, LLC", "name_as_filed": "SAFE HARBOR WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/safe-harbor-wealth-advisors-llc-dublin-oh-284613", "city": "Dublin", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 156743, "name": "Safe Harbor Wealth Management, LLC", "name_as_filed": "SAFE HARBOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/safe-harbor-wealth-management-llc-dublin-oh-156743", "city": "Dublin", "state": "OH", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 293819, "name": "The Pension Group", "name_as_filed": "THE PENSION GROUP", "url": "https://advisorcensus.com/firm/the-pension-group-dublin-oh-293819", "city": "Dublin", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310549, "name": "Truly Prosper Financial Planning LLC", "name_as_filed": "TRULY PROSPER FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/truly-prosper-financial-planning-llc-dublin-oh-310549", "city": "Dublin", "state": "OH", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148214, "name": "Zimmerman Advisory Group, LLC", "name_as_filed": "ZIMMERMAN ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/zimmerman-advisory-group-llc-dublin-oh-148214", "city": "Dublin", "state": "OH", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "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/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": null, "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" } }