{ "path": "/advisors/oh/columbus/for-retirement-plans", "url": "https://advisorcensus.com/advisors/oh/columbus/for-retirement-plans", "page_type": "metro_answer", "title": "Financial advisors for retirement plans in Columbus, OH", "filters": {}, "scope_total": 44, "faq": [ { "q": "Which financial advisors in Columbus, OH work with retirement plans?", "a": "44 investment advisory firms with a principal office in the Columbus metro area report retirement plans 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." }, { "q": "How many financial advisory firms are there in Columbus, OH?", "a": "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." }, { "q": "How many fee-only financial advisors are in Columbus, OH?", "a": "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." }, { "q": "How many financial advisors in Columbus, OH offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Columbus, 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 56 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 44 investment advisory firms with a principal office in the Columbus metro area that report retirement plans 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.", "about_market": "Columbus has 184 investment advisory firms with a principal office in the metro area as of October 2026: 90 SEC-registered, 83 state-registered, and 11 exempt reporting advisers. 56 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 63 report under $100 million in regulatory assets under management. The metro area has 864,663 households, 110,354 of them with income of $200,000 or more, or 600 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for retirement plans in Columbus, OH: 44 firms from Form ADV filings as of October 2026.", "total_firms": 44, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 32, "state": 12, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 7 }, { "code": "percentage_of_aum", "count": 44 }, { "code": "hourly", "count": 22 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 33 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 11 }, { "code": "5_to_9", "count": 15 }, { "code": "10_to_19", "count": 6 }, { "code": "20_plus", "count": 12 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 15 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 10 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "crd_number": 119829, "name": "Antolino Wealth Advisors", "name_as_filed": "ANTOLINO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/antolino-wealth-advisors-columbus-oh-119829", "city": "Columbus", "state": "OH", "years_registered": 4, "raum_band": "1b_5b", "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": 112254, "name": "Cambridge Financial Group, Inc.", "name_as_filed": "CAMBRIDGE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/cambridge-financial-group-inc-columbus-oh-112254", "city": "Columbus", "state": "OH", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120597, "name": "Capital Asset Management, Inc.", "name_as_filed": "CAPITAL ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/capital-asset-management-inc-columbus-oh-120597", "city": "Columbus", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134008, "name": "Capital City Asset Management Group, LLC", "name_as_filed": "CAPITAL CITY ASSET MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/capital-city-asset-management-group-llc-powell-oh-134008", "city": "Powell", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130238, "name": "Capital Management Analytics", "name_as_filed": "CAPITAL MANAGEMENT ANALYTICS", "url": "https://advisorcensus.com/firm/capital-management-analytics-lewis-center-oh-130238", "city": "Lewis Center", "state": "OH", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "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": 110638, "name": "Diamond Hill Capital Management, LLC", "name_as_filed": "DIAMOND HILL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/diamond-hill-capital-management-llc-columbus-oh-110638", "city": "Columbus", "state": "OH", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 286381, "name": "FC Wealth Solutions LLC", "name_as_filed": "FC WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/fc-wealth-solutions-llc-westerville-oh-286381", "city": "Westerville", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106649, "name": "Frazier Financial Advisors, LLC", "name_as_filed": "FRAZIER FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/frazier-financial-advisors-llc-columbus-oh-106649", "city": "Columbus", "state": "OH", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327008, "name": "GGM Financial LLC", "name_as_filed": "GGM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/ggm-financial-llc-columbus-oh-327008", "city": "Columbus", "state": "OH", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288210, "name": "Gryphon Financial Partners", "name_as_filed": "GRYPHON FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/gryphon-financial-partners-columbus-oh-288210", "city": "Columbus", "state": "OH", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 109116, "name": "Hamilton Capital", "name_as_filed": "HAMILTON CAPITAL", "url": "https://advisorcensus.com/firm/hamilton-capital-columbus-oh-109116", "city": "Columbus", "state": "OH", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158609, "name": "Hicks Capital Management, LLC", "name_as_filed": "HICKS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hicks-capital-management-llc-columbus-oh-158609", "city": "Columbus", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288801, "name": "Jericho Financial", "name_as_filed": "JERICHO FINANCIAL", "url": "https://advisorcensus.com/firm/jericho-financial-westerville-oh-288801", "city": "Westerville", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108093, "name": "Keidan Financial Consultants LLC", "name_as_filed": "KEIDAN FINANCIAL CONSULTANTS LLC", "url": "https://advisorcensus.com/firm/keidan-financial-consultants-llc-columbus-oh-108093", "city": "Columbus", "state": "OH", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 173073, "name": "Life, Inc. Retirement Services", "name_as_filed": "LIFE, INC. RETIREMENT SERVICES", "url": "https://advisorcensus.com/firm/life-inc-retirement-services-columbus-oh-173073", "city": "Columbus", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "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": 289801, "name": "Meyers Wealth Management, LLC", "name_as_filed": "MEYERS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meyers-wealth-management-llc-columbus-oh-289801", "city": "Columbus", "state": "OH", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143668, "name": "Nationwide Asset Management, LLC", "name_as_filed": "NATIONWIDE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nationwide-asset-management-llc-columbus-oh-143668", "city": "Columbus", "state": "OH", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 142373, "name": "Nationwide Investment Advisors, LLC", "name_as_filed": "NATIONWIDE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nationwide-investment-advisors-llc-columbus-oh-142373", "city": "Columbus", "state": "OH", "years_registered": 30, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332533, "name": "Omega Capital Management LLC", "name_as_filed": "OMEGA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/omega-capital-management-llc-new-albany-oh-332533", "city": "New Albany", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331383, "name": "Organic Wealth, LLC", "name_as_filed": "ORGANIC WEALTH, LLC", "url": "https://advisorcensus.com/firm/organic-wealth-llc-columbus-oh-331383", "city": "Columbus", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 293632, "name": "Patriot Asset Advisors, LLC", "name_as_filed": "PATRIOT ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/patriot-asset-advisors-llc-pataskala-oh-293632", "city": "Pataskala", "state": "OH", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299258, "name": "Polaris Financial Partners, LLC", "name_as_filed": "POLARIS FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/polaris-financial-partners-llc-westerville-oh-299258", "city": "Westerville", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317897, "name": "Powers Capital Management, LLC", "name_as_filed": "POWERS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/powers-capital-management-llc-columbus-oh-317897", "city": "Columbus", "state": "OH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168263, "name": "Rebel Financial, LLC", "name_as_filed": "REBEL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263", "city": "Groveport", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 286214, "name": "Retirement Plans, Inc.", "name_as_filed": "RETIREMENT PLANS, INC.", "url": "https://advisorcensus.com/firm/retirement-plans-inc-westerville-oh-286214", "city": "Westerville", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "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": 304359, "name": "Ross Wealth Advisors, LLC", "name_as_filed": "ROSS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ross-wealth-advisors-llc-columbus-oh-304359", "city": "Columbus", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150106, "name": "Shaffer Capital", "name_as_filed": "SHAFFER CAPITAL", "url": "https://advisorcensus.com/firm/shaffer-capital-westerville-oh-150106", "city": "Westerville", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305832, "name": "Sheikh Investments, Inc.", "name_as_filed": "SHEIKH INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/sheikh-investments-inc-columbus-oh-305832", "city": "Columbus", "state": "OH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121382, "name": "Shuttleworth & Company", "name_as_filed": "SHUTTLEWORTH & COMPANY", "url": "https://advisorcensus.com/firm/shuttleworth-and-company-powell-oh-121382", "city": "Powell", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110112, "name": "Summit Financial Strategies Inc", "name_as_filed": "SUMMIT FINANCIAL STRATEGIES INC", "url": "https://advisorcensus.com/firm/summit-financial-strategies-inc-columbus-oh-110112", "city": "Columbus", "state": "OH", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 173810, "name": "The Retirement Specialist of Central Ohio", "name_as_filed": "THE RETIREMENT SPECIALIST OF CENTRAL OHIO", "url": "https://advisorcensus.com/firm/the-retirement-specialist-of-central-ohio-newark-oh-173810", "city": "Newark", "state": "OH", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 285337, "name": "The Siekmann Company", "name_as_filed": "THE SIEKMANN COMPANY", "url": "https://advisorcensus.com/firm/the-siekmann-company-plain-city-oh-285337", "city": "Plain City", "state": "OH", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134813, "name": "Van Winkle Wealth Management Group LLC", "name_as_filed": "VAN WINKLE WEALTH MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/van-winkle-wealth-management-group-llc-newark-oh-134813", "city": "Newark", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306678, "name": "Vela Investment Management, LLC", "name_as_filed": "VELA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vela-investment-management-llc-new-albany-oh-306678", "city": "New Albany", "state": "OH", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 122266, "name": "Windsor Advisory Group, LLC", "name_as_filed": "WINDSOR ADVISORY GROUP, LLC", "url": 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