# Financial advisors with no account minimum in Columbus, OH

> AdvisorCensus lists 19 investment advisory firms with a principal office in the Columbus metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/oh/columbus/no-account-minimum

## At a glance

- Investment advisory firms: 19
- Registration: SEC-registered investment adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 3 (16%); Percentage of assets 17 (89%); Hourly charges 9 (47%); Subscription fees (newsletter or periodical) 1 (5%); Fixed fees 15 (79%); Commissions 1 (5%); Other 2 (11%)
- Regulatory assets under management (Item 5.F): $100 million to $500 million 13 (68%); $500 million to $1 billion 1 (5%); $1 billion to $5 billion 4 (21%); Over $5 billion 1 (5%)
- Years registered: Under 5 years 9 (47%); 5 to 9 years 8 (42%); 20 years or more 2 (11%)

## Firms (page 1 of 1, 1 to 19 of 19, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Jericho Financial](https://advisorcensus.com/firm/jericho-financial-westerville-oh-288801) ([md](https://advisorcensus.com/firm/jericho-financial-westerville-oh-288801.md)) | 288801 | Westerville, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Leclair Wealth Partners](https://advisorcensus.com/firm/leclair-wealth-partners-dublin-oh-332827) ([md](https://advisorcensus.com/firm/leclair-wealth-partners-dublin-oh-332827.md)) | 332827 | Dublin, OH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Libertas Wealth Management Group, Inc.](https://advisorcensus.com/firm/libertas-wealth-management-group-inc-columbus-oh-157769) ([md](https://advisorcensus.com/firm/libertas-wealth-management-group-inc-columbus-oh-157769.md)) | 157769 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Meyers Wealth Management, LLC](https://advisorcensus.com/firm/meyers-wealth-management-llc-columbus-oh-289801) ([md](https://advisorcensus.com/firm/meyers-wealth-management-llc-columbus-oh-289801.md)) | 289801 | Columbus, OH | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Nationwide Fund Advisors](https://advisorcensus.com/firm/nationwide-fund-advisors-columbus-oh-109391) ([md](https://advisorcensus.com/firm/nationwide-fund-advisors-columbus-oh-109391.md)) | 109391 | Columbus, OH | SEC-registered investment adviser | Over $5 billion | 27 | % of assets |
| [Northavenue LLC](https://advisorcensus.com/firm/northavenue-llc-columbus-oh-297300) ([md](https://advisorcensus.com/firm/northavenue-llc-columbus-oh-297300.md)) | 297300 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | Fixed fee |
| [Peak Retirement Planning, Inc.](https://advisorcensus.com/firm/peak-retirement-planning-inc-columbus-oh-317592) ([md](https://advisorcensus.com/firm/peak-retirement-planning-inc-columbus-oh-317592.md)) | 317592 | Columbus, OH | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [PEB Capital Management LLC](https://advisorcensus.com/firm/peb-capital-management-llc-columbus-oh-315241) ([md](https://advisorcensus.com/firm/peb-capital-management-llc-columbus-oh-315241.md)) | 315241 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Rebel Financial, LLC](https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263) ([md](https://advisorcensus.com/firm/rebel-financial-llc-groveport-oh-168263.md)) | 168263 | Groveport, OH | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [Royal Oak Financial Group](https://advisorcensus.com/firm/royal-oak-financial-group-worthington-oh-166391) ([md](https://advisorcensus.com/firm/royal-oak-financial-group-worthington-oh-166391.md)) | 166391 | Worthington, OH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Shuttleworth & Company](https://advisorcensus.com/firm/shuttleworth-and-company-powell-oh-121382) ([md](https://advisorcensus.com/firm/shuttleworth-and-company-powell-oh-121382.md)) | 121382 | Powell, OH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Strategic Planning, Inc.](https://advisorcensus.com/firm/strategic-planning-inc-columbus-oh-139648) ([md](https://advisorcensus.com/firm/strategic-planning-inc-columbus-oh-139648.md)) | 139648 | Columbus, OH | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Swisher Financial Concepts, Inc.](https://advisorcensus.com/firm/swisher-financial-concepts-inc-westerville-oh-121384) ([md](https://advisorcensus.com/firm/swisher-financial-concepts-inc-westerville-oh-121384.md)) | 121384 | Westerville, OH | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Commissions |
| [TCP Asset Management, LLC](https://advisorcensus.com/firm/tcp-asset-management-llc-upper-arlington-oh-286037) ([md](https://advisorcensus.com/firm/tcp-asset-management-llc-upper-arlington-oh-286037.md)) | 286037 | Upper Arlington, OH | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee, Other |

## Questions people ask

**Which financial advisors in Columbus, OH have no account minimum?**
19 investment advisory firms with a principal office in the Columbus metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states 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.

## Related pages

- [Financial advisors in Ohio](https://advisorcensus.com/advisors/oh) (https://advisorcensus.com/advisors/oh.md)
- [Financial advisors in Columbus, OH](https://advisorcensus.com/advisors/oh/columbus) (https://advisorcensus.com/advisors/oh/columbus.md)
- [Fee-only financial advisors in Columbus, OH](https://advisorcensus.com/advisors/oh/columbus/fee-only) (https://advisorcensus.com/advisors/oh/columbus/fee-only.md)
- [Flat-fee financial advisors in Columbus, OH](https://advisorcensus.com/advisors/oh/columbus/flat-fee) (https://advisorcensus.com/advisors/oh/columbus/flat-fee.md)
- [Hourly financial advisors in Columbus, OH](https://advisorcensus.com/advisors/oh/columbus/hourly) (https://advisorcensus.com/advisors/oh/columbus/hourly.md)
- [Financial advisors for corporate executives in Columbus, OH](https://advisorcensus.com/advisors/oh/columbus/corporate-executives) (https://advisorcensus.com/advisors/oh/columbus/corporate-executives.md)
- [Financial advisors in Dublin, OH](https://advisorcensus.com/advisors/oh/columbus/dublin) (https://advisorcensus.com/advisors/oh/columbus/dublin.md)
- [Financial advisors in Westerville, OH](https://advisorcensus.com/advisors/oh/columbus/westerville) (https://advisorcensus.com/advisors/oh/columbus/westerville.md)
- [Financial advisors in Cleveland](https://advisorcensus.com/advisors/oh/cleveland) (https://advisorcensus.com/advisors/oh/cleveland.md)
- [Financial advisors in Cincinnati](https://advisorcensus.com/advisors/oh/cincinnati) (https://advisorcensus.com/advisors/oh/cincinnati.md)
- [Financial advisors in Akron](https://advisorcensus.com/advisors/oh/akron) (https://advisorcensus.com/advisors/oh/akron.md)
- [Financial advisors in Dayton](https://advisorcensus.com/advisors/oh/dayton) (https://advisorcensus.com/advisors/oh/dayton.md)
- [Financial advisors in Toledo](https://advisorcensus.com/advisors/oh/toledo) (https://advisorcensus.com/advisors/oh/toledo.md)
- [Financial advisors in Canton](https://advisorcensus.com/advisors/oh/canton) (https://advisorcensus.com/advisors/oh/canton.md)
- [Financial advisors in Youngstown](https://advisorcensus.com/advisors/oh/youngstown) (https://advisorcensus.com/advisors/oh/youngstown.md)
- [Financial advisors in Mansfield](https://advisorcensus.com/advisors/oh/mansfield) (https://advisorcensus.com/advisors/oh/mansfield.md)

Cite as: AdvisorCensus. Financial advisors with no account minimum in Columbus, OH: 19 firms from Form ADV filings as of October 2026.