# Financial advisors for high-net-worth individuals in Columbus, OH

> AdvisorCensus lists 137 investment advisory firms with a principal office in the Columbus metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/columbus/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 137
- Registration: SEC-registered investment adviser: 78, State-registered investment adviser: 59
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 52 (38%); Percentage of assets 129 (94%); Hourly charges 67 (49%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 99 (72%); Commissions 3 (2%); Performance-based fees 6 (4%); Other 19 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 17 (12%); $25 million to $100 million 35 (26%); $100 million to $500 million 51 (37%); $500 million to $1 billion 17 (12%); $1 billion to $5 billion 12 (9%); Over $5 billion 3 (2%); Not reported 2 (1%)
- Years registered: Under 5 years 46 (34%); 5 to 9 years 35 (26%); 10 to 19 years 26 (19%); 20 years or more 30 (22%)

## Firms (page 1 of 3, 1 to 50 of 137, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [21st Century Equity Advisors Corporation](https://advisorcensus.com/firm/21st-century-equity-advisors-corporation-worthington-oh-120336) ([md](https://advisorcensus.com/firm/21st-century-equity-advisors-corporation-worthington-oh-120336.md)) | 120336 | Worthington, OH | State-registered investment adviser | $25 million to $100 million | 26 | % of assets |
| [Access Wealth Group, LLC](https://advisorcensus.com/firm/access-wealth-group-llc-dublin-oh-327982) ([md](https://advisorcensus.com/firm/access-wealth-group-llc-dublin-oh-327982.md)) | 327982 | Dublin, OH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Advanced Asset Management Advisors, Inc.](https://advisorcensus.com/firm/advanced-asset-management-advisors-inc-dublin-oh-119859) ([md](https://advisorcensus.com/firm/advanced-asset-management-advisors-inc-dublin-oh-119859.md)) | 119859 | Dublin, OH | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Fixed fee |
| [Advocate Wealth Solutions](https://advisorcensus.com/firm/advocate-wealth-solutions-dublin-oh-152534) ([md](https://advisorcensus.com/firm/advocate-wealth-solutions-dublin-oh-152534.md)) | 152534 | Dublin, OH | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [Alexander Financial Planning, Inc.](https://advisorcensus.com/firm/alexander-financial-planning-inc-columbus-oh-121139) ([md](https://advisorcensus.com/firm/alexander-financial-planning-inc-columbus-oh-121139.md)) | 121139 | Columbus, OH | State-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Antolino Wealth Advisors](https://advisorcensus.com/firm/antolino-wealth-advisors-columbus-oh-119829) ([md](https://advisorcensus.com/firm/antolino-wealth-advisors-columbus-oh-119829.md)) | 119829 | Columbus, OH | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Arcadia Financial Partners, LLC](https://advisorcensus.com/firm/arcadia-financial-partners-llc-pickerington-oh-285407) ([md](https://advisorcensus.com/firm/arcadia-financial-partners-llc-pickerington-oh-285407.md)) | 285407 | Pickerington, OH | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Other |
| [ARD Advisory Services, LLC](https://advisorcensus.com/firm/ard-advisory-services-llc-dublin-oh-318653) ([md](https://advisorcensus.com/firm/ard-advisory-services-llc-dublin-oh-318653.md)) | 318653 | Dublin, OH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Arseneau Financial](https://advisorcensus.com/firm/arseneau-financial-westerville-oh-326865) ([md](https://advisorcensus.com/firm/arseneau-financial-westerville-oh-326865.md)) | 326865 | Westerville, OH | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Asendo Wealth Advisory](https://advisorcensus.com/firm/asendo-wealth-advisory-columbus-oh-305999) ([md](https://advisorcensus.com/firm/asendo-wealth-advisory-columbus-oh-305999.md)) | 305999 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Balance Wealth](https://advisorcensus.com/firm/balance-wealth-worthington-oh-329589) ([md](https://advisorcensus.com/firm/balance-wealth-worthington-oh-329589.md)) | 329589 | Worthington, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Beacon Hill Investment Advisory, LLC](https://advisorcensus.com/firm/beacon-hill-investment-advisory-llc-dublin-oh-148463) ([md](https://advisorcensus.com/firm/beacon-hill-investment-advisory-llc-dublin-oh-148463.md)) | 148463 | Dublin, OH | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Buckeye Wealth Management LLC](https://advisorcensus.com/firm/buckeye-wealth-management-llc-westerville-oh-143638) ([md](https://advisorcensus.com/firm/buckeye-wealth-management-llc-westerville-oh-143638.md)) | 143638 | Westerville, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Cambridge Financial Group, Inc.](https://advisorcensus.com/firm/cambridge-financial-group-inc-columbus-oh-112254) ([md](https://advisorcensus.com/firm/cambridge-financial-group-inc-columbus-oh-112254.md)) | 112254 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets |
| [Capital Asset Management, Inc.](https://advisorcensus.com/firm/capital-asset-management-inc-columbus-oh-120597) ([md](https://advisorcensus.com/firm/capital-asset-management-inc-columbus-oh-120597.md)) | 120597 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Capital City Asset Management Group, LLC](https://advisorcensus.com/firm/capital-city-asset-management-group-llc-powell-oh-134008) ([md](https://advisorcensus.com/firm/capital-city-asset-management-group-llc-powell-oh-134008.md)) | 134008 | Powell, OH | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Capital Management Analytics](https://advisorcensus.com/firm/capital-management-analytics-lewis-center-oh-130238) ([md](https://advisorcensus.com/firm/capital-management-analytics-lewis-center-oh-130238.md)) | 130238 | Lewis Center, OH | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Performance fee |
| [Capstone Wealth Partners](https://advisorcensus.com/firm/capstone-wealth-partners-dublin-oh-152524) ([md](https://advisorcensus.com/firm/capstone-wealth-partners-dublin-oh-152524.md)) | 152524 | Dublin, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Colburn Wealth Management, LLC](https://advisorcensus.com/firm/colburn-wealth-management-llc-grove-city-oh-157870) ([md](https://advisorcensus.com/firm/colburn-wealth-management-llc-grove-city-oh-157870.md)) | 157870 | Grove City, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Columbus Investment Advisory Inc.](https://advisorcensus.com/firm/columbus-investment-advisory-inc-new-albany-oh-104595) ([md](https://advisorcensus.com/firm/columbus-investment-advisory-inc-new-albany-oh-104595.md)) | 104595 | New Albany, OH | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets, Hourly |
| [Columbus Street Wealth Management, LLC](https://advisorcensus.com/firm/columbus-street-wealth-management-llc-dublin-oh-301788) ([md](https://advisorcensus.com/firm/columbus-street-wealth-management-llc-dublin-oh-301788.md)) | 301788 | Dublin, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [Columbus Wealth Management](https://advisorcensus.com/firm/columbus-wealth-management-dublin-oh-317480) ([md](https://advisorcensus.com/firm/columbus-wealth-management-dublin-oh-317480.md)) | 317480 | Dublin, OH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Common Wealth Management LLC](https://advisorcensus.com/firm/common-wealth-management-llc-columbus-oh-150464) ([md](https://advisorcensus.com/firm/common-wealth-management-llc-columbus-oh-150464.md)) | 150464 | Columbus, OH | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly |
| [Compass Financial Group, Inc.](https://advisorcensus.com/firm/compass-financial-group-inc-dublin-oh-130867) ([md](https://advisorcensus.com/firm/compass-financial-group-inc-dublin-oh-130867.md)) | 130867 | Dublin, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Consolidated Financial](https://advisorcensus.com/firm/consolidated-financial-dublin-oh-119695) ([md](https://advisorcensus.com/firm/consolidated-financial-dublin-oh-119695.md)) | 119695 | Dublin, OH | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee, Commissions |
| [COX & Cook Wealth Advisors](https://advisorcensus.com/firm/cox-and-cook-wealth-advisors-dublin-oh-173691) ([md](https://advisorcensus.com/firm/cox-and-cook-wealth-advisors-dublin-oh-173691.md)) | 173691 | Dublin, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Delta Capital Management, Inc.](https://advisorcensus.com/firm/delta-capital-management-inc-dublin-oh-164736) ([md](https://advisorcensus.com/firm/delta-capital-management-inc-dublin-oh-164736.md)) | 164736 | Dublin, OH | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Demers Financial Planning](https://advisorcensus.com/firm/demers-financial-planning-columbus-oh-106702) ([md](https://advisorcensus.com/firm/demers-financial-planning-columbus-oh-106702.md)) | 106702 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Other |
| [Diamond Hill Capital Management, LLC](https://advisorcensus.com/firm/diamond-hill-capital-management-llc-columbus-oh-110638) ([md](https://advisorcensus.com/firm/diamond-hill-capital-management-llc-columbus-oh-110638.md)) | 110638 | Columbus, OH | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Performance fee |
| [Dorsey Groomes Wealth Management](https://advisorcensus.com/firm/dorsey-groomes-wealth-management-dublin-oh-333086) ([md](https://advisorcensus.com/firm/dorsey-groomes-wealth-management-dublin-oh-333086.md)) | 333086 | Dublin, OH | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Eastwind Capital Wealth Management](https://advisorcensus.com/firm/eastwind-capital-wealth-management-westerville-oh-146957) ([md](https://advisorcensus.com/firm/eastwind-capital-wealth-management-westerville-oh-146957.md)) | 146957 | Westerville, OH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [EFS Wealth Management LLC](https://advisorcensus.com/firm/efs-wealth-management-llc-columbus-oh-314709) ([md](https://advisorcensus.com/firm/efs-wealth-management-llc-columbus-oh-314709.md)) | 314709 | Columbus, OH | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Egsi Investment Management](https://advisorcensus.com/firm/egsi-investment-management-dublin-oh-171488) ([md](https://advisorcensus.com/firm/egsi-investment-management-dublin-oh-171488.md)) | 171488 | Dublin, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Everhart Advisors](https://advisorcensus.com/firm/everhart-advisors-dublin-oh-107091) ([md](https://advisorcensus.com/firm/everhart-advisors-dublin-oh-107091.md)) | 107091 | Dublin, OH | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Hourly, Fixed fee |
| [FC Wealth Solutions LLC](https://advisorcensus.com/firm/fc-wealth-solutions-llc-westerville-oh-286381) ([md](https://advisorcensus.com/firm/fc-wealth-solutions-llc-westerville-oh-286381.md)) | 286381 | Westerville, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Ferraro Wealth Management, LLC](https://advisorcensus.com/firm/ferraro-wealth-management-llc-dublin-oh-308015) ([md](https://advisorcensus.com/firm/ferraro-wealth-management-llc-dublin-oh-308015.md)) | 308015 | Dublin, OH | State-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Fiducia Wealth Management](https://advisorcensus.com/firm/fiducia-wealth-management-upper-arlington-oh-338281) ([md](https://advisorcensus.com/firm/fiducia-wealth-management-upper-arlington-oh-338281.md)) | 338281 | Upper Arlington, OH | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Finish Well RIA LLC](https://advisorcensus.com/firm/finish-well-ria-llc-columbus-oh-321957) ([md](https://advisorcensus.com/firm/finish-well-ria-llc-columbus-oh-321957.md)) | 321957 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [Frazier Financial Advisors, LLC](https://advisorcensus.com/firm/frazier-financial-advisors-llc-columbus-oh-106649) ([md](https://advisorcensus.com/firm/frazier-financial-advisors-llc-columbus-oh-106649.md)) | 106649 | Columbus, OH | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Hourly, Fixed fee |
| [Future Finances Inc](https://advisorcensus.com/firm/future-finances-inc-columbus-oh-105190) ([md](https://advisorcensus.com/firm/future-finances-inc-columbus-oh-105190.md)) | 105190 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Fixed fee |
| [G2 Capital Management, LLC](https://advisorcensus.com/firm/g2-capital-management-llc-columbus-oh-286521) ([md](https://advisorcensus.com/firm/g2-capital-management-llc-columbus-oh-286521.md)) | 286521 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Garlikov Advisors Inc](https://advisorcensus.com/firm/garlikov-advisors-inc-columbus-oh-112352) ([md](https://advisorcensus.com/firm/garlikov-advisors-inc-columbus-oh-112352.md)) | 112352 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Fixed fee |
| [Gerber, LLC](https://advisorcensus.com/firm/gerber-llc-columbus-oh-120039) ([md](https://advisorcensus.com/firm/gerber-llc-columbus-oh-120039.md)) | 120039 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee |
| [GGM Financial LLC](https://advisorcensus.com/firm/ggm-financial-llc-columbus-oh-327008) ([md](https://advisorcensus.com/firm/ggm-financial-llc-columbus-oh-327008.md)) | 327008 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Golden Reserve Retirement, LLC](https://advisorcensus.com/firm/golden-reserve-retirement-llc-dublin-oh-283588) ([md](https://advisorcensus.com/firm/golden-reserve-retirement-llc-dublin-oh-283588.md)) | 283588 | Dublin, OH | SEC-registered investment adviser | $500 million to $1 billion | 5 | Fixed fee |
| [Graver Capital Management, LLC](https://advisorcensus.com/firm/graver-capital-management-llc-columbus-oh-312515) ([md](https://advisorcensus.com/firm/graver-capital-management-llc-columbus-oh-312515.md)) | 312515 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Gryphon Financial Partners](https://advisorcensus.com/firm/gryphon-financial-partners-columbus-oh-288210) ([md](https://advisorcensus.com/firm/gryphon-financial-partners-columbus-oh-288210.md)) | 288210 | Columbus, OH | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [Hamilton Capital](https://advisorcensus.com/firm/hamilton-capital-columbus-oh-109116) ([md](https://advisorcensus.com/firm/hamilton-capital-columbus-oh-109116.md)) | 109116 | Columbus, OH | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Harding Financial Group](https://advisorcensus.com/firm/harding-financial-group-westerville-oh-135731) ([md](https://advisorcensus.com/firm/harding-financial-group-westerville-oh-135731.md)) | 135731 | Westerville, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [HAWK100](https://advisorcensus.com/firm/hawk100-dublin-oh-130927) ([md](https://advisorcensus.com/firm/hawk100-dublin-oh-130927.md)) | 130927 | Dublin, OH | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/oh/columbus/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Columbus, OH work with high-net-worth individuals?**
137 investment advisory firms with a principal office in the Columbus metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Columbus, OH?**
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.

**How many fee-only financial advisors are in Columbus, OH?**
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.

**How many financial advisors in Columbus, OH offer financial planning?**
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.

**Are the financial advisors in Columbus, OH fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Columbus, OH: 137 firms from Form ADV filings as of October 2026.