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Wealth Management Firms (RIAs) in Columbus

61 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Hamilton Capital is the largest: $4.9 billion through Hamilton Capital, LLC (filed ).

Windsor Advisory Group follows with $2.9 billion. The 60 advisers counted report $40.1 billion together; the ten largest hold 57% of it, and half report less than $354 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $40.1BN sitsThe 60 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $1BN to $5BN60%11 firms
  2. $500MM to $1BN19%12 firms
  3. Under $500MM21%37 firms

Latest Form ADV of each, filed Jan 2026 to Oct 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 61 are wealth managers
61
Combined assets60 counted; as filed to Oct 2026
$40.1BN
Largest: Hamilton CapitalAs filed
$4.9BN
Median firmHalf of the 60 report less
$354MM
Held by the ten largestOf the $40.1BN combined
57%

Hamilton Capital, Windsor Advisory Group and Everhart Advisors lead the Columbus wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $30.1BN, 75% of the $40.1BN the 60 counted report.

  1. 1

    Hamilton Capital

    Wealth manager, Columbus, OH

    $4.9BNRegulatory assets, Apr 2026

    73% high net worth, 8% funds (1940 act), 7% other individuals

    Individual clients
    2,744
    Private funds
    2
  2. 2

    Windsor Advisory Group

    Wealth manager, Columbus, OH

    $2.9BNRegulatory assets, Jul 2026

    78% high net worth, 11% private funds, 7% businesses

    Individual clients
    442
    Private funds
    4
  3. 3

    Everhart Advisors

    Wealth manager, Dublin, OH

    $2.5BNRegulatory assets, Sep 2026

    74% high net worth, 22% other individuals, 3% pension plans

    Individual clients
    2,268
  4. 4

    Gryphon Financial Partners

    Wealth manager, Columbus, OH

    $2.4BNRegulatory assets, Sep 2026

    96% high net worth, 4% other individuals

    Individual clients
    655
    Private funds
    3
  5. 5

    Summit Financial Strategies

    Wealth manager, Columbus, OH

    $2.3BNRegulatory assets, Aug 2026

    89% high net worth, 9% other individuals

    Individual clients
    1,013
  6. 6

    PDS Planning

    Wealth manager, Dublin, OH

    $2.2BNRegulatory assets, Mar 2026

    91% high net worth, 5% other individuals, 4% charities

    Individual clients
    607
  7. 7

    Meyers Wealth Management

    Wealth manager, Columbus, OH

    $1.9BNRegulatory assets, May 2026

    85% high net worth, 7% other individuals, 5% pension plans

    Individual clients
    802
  8. 8

    Antolino Wealth Advisors

    Wealth manager, Columbus, OH

    $1.4BNRegulatory assets, Sep 2026

    73% high net worth, 24% other individuals, 2% businesses

    Individual clients
    944
  9. 9

    TCP Asset Management

    Wealth manager, Upper Arlington, OH

    $1.2BNRegulatory assets, Sep 2026

    52% other individuals, 48% high net worth

    Individual clients
    2,221
  10. 10

    Frazier Financial Advisors

    Wealth manager, Columbus, OH

    $1.2BNRegulatory assets, Jul 2026

    80% high net worth, 15% other individuals, 4% other

    Individual clients
    724
  11. 11

    The Joseph Group Capital Management

    Wealth manager, Columbus, OH

    $1.1BNRegulatory assets, Mar 2026

    82% high net worth, 15% other individuals, 3% businesses

    Individual clients
    818
  12. 12

    Asendo Wealth Advisory

    Wealth manager, Columbus, OH

    $867MMRegulatory assets, Oct 2026

    64% high net worth, 35% other individuals, 1% charities

    Individual clients
    1,152
  13. 13

    Waller Financial Planning Group

    Wealth manager, Columbus, OH

    $748MMRegulatory assets, Mar 2026

    77% high net worth, 23% other individuals

    Individual clients
    570
  14. 14

    Wealthbridge Capital Management

    Wealth manager, Westerville, OH

    $710MMRegulatory assets, Aug 2026

    69% high net worth, 31% other individuals

    Individual clients
    457
  15. 15

    Signature Equity Partners

    Wealth manager, Columbus, OH

    $688MMRegulatory assets, Sep 2026

    66% other individuals, 34% high net worth

    Individual clients
    1,716
  16. 16

    Trinity Financial Advisors

    Wealth manager, Columbus, OH

    $670MMRegulatory assets, Apr 2026

    95% high net worth, 5% other individuals

    Individual clients
    208
    Private funds
    1
  17. 17

    Peak Retirement Planning

    Wealth manager, Columbus, OH

    $631MMRegulatory assets, Sep 2026

    76% high net worth, 24% other individuals

    Individual clients
    910
  18. 18

    Keeler & Nadler Family Wealth

    Wealth manager, Dublin, OH

    $610MMRegulatory assets, Jul 2026

    85% high net worth, 15% other individuals

    Individual clients
    504
  19. 19

    Gerber

    Wealth manager, Columbus, OH

    $592MMRegulatory assets, Mar 2026

    96% high net worth, 3% other individuals, 1% businesses

    Individual clients
    220
  20. 20

    Keidan Financial Consultants

    Wealth manager, Columbus, OH

    $575MMRegulatory assets, Sep 2026

    96% high net worth, 3% other individuals, 1% pension plans

    Individual clients
    184

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

The ten largest hold 57% of the assets

How the 60 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 60 firms counted, log scaleEach dot is one adviser and links to its row. Hamilton Capital $4.9BN; Windsor Advisory Group $2.9BN; Everhart Advisors $2.5BN; median $354MM.$100MM$1BN$10BNHamilton Capital: $4.9BNWindsor Advisory Group: $2.9BNEverhart Advisors: $2.5BNGryphon Financial Partners: $2.4BNSummit Financial Strategies: $2.3BNPDS Planning: $2.2BNMeyers Wealth Management: $1.9BNAntolino Wealth Advisors: $1.4BNTCP Asset Management: $1.2BNFrazier Financial Advisors: $1.2BNThe Joseph Group Capital Management: $1.1BNAsendo Wealth Advisory: $867MMWaller Financial Planning Group: $748MMWealthbridge Capital Management: $710MMSignature Equity Partners: $688MMTrinity Financial Advisors: $670MMPeak Retirement Planning: $631MMKeeler & Nadler Family Wealth: $610MMGerber: $592MMKeidan Financial Consultants: $575MMGolden Reserve Retirement: $544MMYarger Wealth Strategies: $530MMGGM Financial: $513MMSWS Partners: $443MMRoyal Oak Financial Group: $416MMVawter Financial: $394MMBalance Wealth: $387MMStrategic Planning: $377MMRebel Financial: $370MMLeclair Wealth Partners: $363MMHicks Capital Management: $345MMSwisher Financial Concepts: $317MMFuture Finances: $305MMKovalcik & Geraghty Wealth Partners: $299MMNeu Wealth Group: $292MMRetirement Strategies: $273MMNvest Wealth Strategies: $237MMPolaris Financial Partners: $226MMJericho Financial: $220MMShaffer Capital: $211MMNorthavenue: $205MMThe Pension Group: $182MMShuttleworth & Company: $173MMPEB Capital Management: $171MMSafe Harbor Wealth Advisors: $167MMLibertas Wealth Management Group: $163MMHarding Financial Group: $160MMGraver Capital Management: $154MMCompass Financial Group: $149MMPeerless Wealth: $149MMThe Wealth Advantage Group: $146MMEgsi Investment Management: $145MMColumbus Street Wealth Management: $145MMHeximer Investment Management: $134MMVan Winkle Wealth Management Group: $121MMCox & Cook Wealth Advisors: $120MMColburn Wealth Management: $116MMCapstone Wealth Partners: $115MMFinish Well RIA: $109MMFC Wealth Solutions: $101MMHamilton Capital $4.9BNWindsor Advisory Group $2.9BNEverhart Advisors $2.5BNMedian $354MMAssets of each of the 60 firms counted, log scaleEach dot is one adviser and links to its row. Hamilton Capital $4.9BN; Windsor Advisory Group $2.9BN; Everhart Advisors $2.5BN; median $354MM.$1BNHamilton Capital $4.9BNMedian $354MM

One dot per firm counted; 1 firm with a main office outside Columbus, a second row for the same adviser or only fund assets left out. Read .

The 60 firms, by size
Under $500MM3721%$8.4BN
$500MM to $1BN1219%$7.7BN
$1BN to $5BN1160%$24.0BN
$5BN to $10BN00%$0
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $40.1BN combined, one row per firm. Read .

12%

of the assets reported sits with one firm, Hamilton Capital. The five largest hold 38%; 49 of 60 report under $1 billion.

12%Largest25%Next 462%Other 55
Who the 61 are
  1. Wealth managers61

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 60 advisers' assets by type of client
  1. High net worth76%
  2. Other individuals18%
  3. Private funds2%
  4. Businesses1%
  5. Pension plans1%
  6. Funds (1940 Act)1%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Hamilton Capital2,744Apr 2026
2Everhart Advisors2,268Sep 2026
3TCP Asset Management2,221Sep 2026
4Golden Reserve Retirement2,008Mar 2026
5Signature Equity Partners1,716Sep 2026
6Asendo Wealth Advisory1,152Oct 2026
7Summit Financial Strategies1,013Aug 2026
8Antolino Wealth Advisors944Sep 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Hamilton Capital1,341Apr 2026
2Everhart Advisors579Sep 2026
3Summit Financial Strategies575Aug 2026
4PDS Planning421Mar 2026
5Strategic Planning352Mar 2026
6Peak Retirement Planning345Sep 2026
7Gryphon Financial Partners341Sep 2026
8The Joseph Group Capital Management338Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1SWS Partners10Jul 2026
2Windsor Advisory Group4Jul 2026
3Gryphon Financial Partners3Sep 2026
4Hamilton Capital2Apr 2026
5Trinity Financial Advisors1Apr 2026

The list is public. The warm path is not. Schedule a conversation

All 61 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 61 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Columbus 61 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Antolino Wealth Advisors
Wealth manager, Columbus, OH.
Detail and sources for Antolino Wealth Advisors

Form ADV of Aa Financial Advisors, LLC (CRD 119829), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $1.4BN; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 944 individuals, 189 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$1.4BNSep 202696897%
Asendo Wealth Advisory
Wealth manager, Columbus, OH.
Detail and sources for Asendo Wealth Advisory

Form ADV of TSG Advice Partners, LLC (CRD 305999), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $867MM; 16 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,152 individuals, 278 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$867MMOct 20261,15799%
Balance Wealth
Wealth manager, Worthington, OH.
Detail and sources for Balance Wealth

Form ADV of Balance Wealth Partners LLC (CRD 329589), SEC registered adviser, filed , main office Worthington, OH: regulatory assets $387MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 553 individuals, 102 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$387MMJul 2026553100%
Capstone Wealth Partners
Wealth manager, Dublin, OH.
Detail and sources for Capstone Wealth Partners

Form ADV of Capstone Wealth Partners, Ltd. (CRD 152524), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $115MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 157 individuals, 52 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$115MMJun 2026157100%
Colburn Wealth Management
Wealth manager, Grove City, OH.
Detail and sources for Colburn Wealth Management

Form ADV of Colburn Wealth Management, LLC (CRD 157870), SEC registered adviser, filed , main office Grove City, OH: regulatory assets $116MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 136 individuals, 27 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$116MMJun 2026136100%
Columbus Street Wealth Management
Wealth manager, Dublin, OH.
Detail and sources for Columbus Street Wealth Management

Form ADV of Columbus Street Wealth Management, LLC (CRD 301788), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $145MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 82 individuals, 38 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$145MMSep 20268297%
Compass Financial Group
Wealth manager, Dublin, OH.
Detail and sources for Compass Financial Group

Form ADV of Compass Financial Group, Inc. (CRD 130867), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $149MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Compass Financial Group, Inc. (CRD 125186), registered adviser, filed , Deerfield Beach, FL.

Possible match by name only, not counted: Compass Financial Group, Inc. (CRD 157109), registered adviser, filed , Sioux Falls, SD.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 158 individuals, 101 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$149MMFeb 2026158100%
Cox & Cook Wealth Advisors
Wealth manager, Dublin, OH.
Detail and sources for Cox & Cook Wealth Advisors

Form ADV of Cox Financial Group Inc. (CRD 173691), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $120MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 223 individuals, 63 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$120MMMay 2026223100%
Egsi Investment Management
Wealth manager, Dublin, OH.
Detail and sources for Egsi Investment Management

Form ADV of Egsi Investment Management, Inc. (CRD 171488), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $145MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 246 individuals, 16 of them high net worth; individuals hold 70% of its regulatory assets.

Files: SEC Form ADV.

$145MMJul 202627870%
Everhart Advisors
Wealth manager, Dublin, OH.
Detail and sources for Everhart Advisors

Form ADV of Everhart Financial Group Inc. (CRD 107091), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $2.5BN; 59 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Everhart Financial Group Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, publications and educational seminars. Clients (Item 5.D): 2,268 individuals, 579 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.5BNSep 20262,91296%
FC Wealth Solutions
Wealth manager, Westerville, OH.
Detail and sources for FC Wealth Solutions

Form ADV of FC Wealth Solutions LLC (CRD 286381), SEC registered adviser, filed , main office Westerville, OH: regulatory assets $101MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 148 individuals, 30 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$101MMApr 202616391%
Finish Well RIA
Wealth manager, Columbus, OH.
Detail and sources for Finish Well RIA

Form ADV of Finish Well RIA LLC (CRD 321957), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $109MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 310 individuals, 25 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$109MMJun 2026310100%
Frazier Financial Advisors
Wealth manager, Columbus, OH.
Detail and sources for Frazier Financial Advisors

Form ADV of Frazier Financial Advisors, LLC (CRD 106649), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $1.2BN; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Frazier Financial Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 724 individuals, 300 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.2BNJul 202673394%
Future Finances
Wealth manager, Columbus, OH.
Detail and sources for Future Finances

Form ADV of Future Finances Inc. (CRD 105190), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $305MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 288 individuals, 197 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$305MMApr 2026288100%
Gerber
Wealth manager, Columbus, OH.
Detail and sources for Gerber

Form ADV of Gerber, LLC (CRD 120039), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $592MM; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Gerber, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 220 individuals, 151 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$592MMMar 202622099%
GGM Financial
Wealth manager, Columbus, OH.
Detail and sources for GGM Financial

Form ADV of GGM Financial LLC (CRD 327008), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $513MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of GGM Financial LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 411 individuals, 151 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$513MMMar 202642394%
Golden Reserve Retirement
Wealth manager, Dublin, OH.
Detail and sources for Golden Reserve Retirement

Form ADV of Golden Reserve Retirement, LLC (CRD 283588), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $544MM; 45 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 2,008 individuals, 75 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$544MMMar 20262,008100%
Graver Capital Management
Wealth manager, Columbus, OH.
Detail and sources for Graver Capital Management

Form ADV of Graver Capital Management, LLC (CRD 312515), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $154MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 186 individuals, 34 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$154MMFeb 2026186100%
Gryphon Financial Partners
Wealth manager, Columbus, OH.
Detail and sources for Gryphon Financial Partners

Form ADV of Gryphon Financial Partners, LLC (CRD 288210), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $2.4BN; 3 private funds, $32MM gross; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Gryphon Financial Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 655 individuals, 341 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.4BNSep 2026661100%3
Hamilton Capital
Wealth manager, Columbus, OH.
Detail and sources for Hamilton Capital

Form ADV of Hamilton Capital, LLC (CRD 109116), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $4.9BN; 2 private funds, $18MM gross; 90 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Hamilton Capital, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, management of private funds, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 2,744 individuals, 1,341 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$4.9BNApr 20262,96380%2
Harding Financial Group
Wealth manager, Westerville, OH.
Detail and sources for Harding Financial Group

Form ADV of Harding Financial Group, LLC (CRD 135731), SEC registered adviser, filed , main office Westerville, OH: regulatory assets $160MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 93 individuals, 44 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$160MMJun 20269796%
Heximer Investment Management
Wealth manager, Columbus, OH.
Detail and sources for Heximer Investment Management

Form ADV of Heximer Investment Management Inc. (CRD 105344), SEC registered adviser, filed : regulatory assets $134MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 116 individuals, 52 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$134MMMar 2026116100%
Hicks Capital Management
Wealth manager, Columbus, OH.
Detail and sources for Hicks Capital Management

Form ADV of Hicks Capital Management, LLC (CRD 158609), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $345MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 252 individuals, 65 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$345MMJun 2026252100%
Jericho Financial
Wealth manager, Westerville, OH.
Detail and sources for Jericho Financial

Form ADV of Jericho Financial, LLP (CRD 288801), SEC registered adviser, filed , main office Westerville, OH: regulatory assets $220MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 390 individuals, 29 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$220MMFeb 202639690%
John E. Sestina and Company
Wealth manager, Columbus, OH. Main office Columbus, OH; not in the totals.
Detail and sources for John E. Sestina and Company

Form ADV of John E. Sestina and Company (CRD 108634), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $744MM; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Columbus, OH; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 808 individuals, 179 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$744MMMar 2026808100%
The Joseph Group Capital Management
Wealth manager, Columbus, OH.
Detail and sources for The Joseph Group Capital Management

Form ADV of The Joseph Group LLC (CRD 165311), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $1.1BN; 25 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 818 individuals, 338 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNMar 202683297%
Keeler & Nadler Family Wealth
Wealth manager, Dublin, OH.
Detail and sources for Keeler & Nadler Family Wealth

Form ADV of Keeler & Nadler Financial Planning and Wealth Management, LLC (CRD 173079), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $610MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 504 individuals, 188 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$610MMJul 2026506100%
Keidan Financial Consultants
Wealth manager, Columbus, OH.
Detail and sources for Keidan Financial Consultants

Form ADV of Keidan Financial Consultants LLC (CRD 108093), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $575MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 184 individuals, 152 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$575MMSep 202618499%
Kovalcik & Geraghty Wealth Partners
Wealth manager, Upper Arlington, OH.
Detail and sources for Kovalcik & Geraghty Wealth Partners

Form ADV of Kovalcik & Geraghty Wealth Partners LLP (CRD 159811), SEC registered adviser, filed , main office Upper Arlington, OH: regulatory assets $299MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 277 individuals, 104 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$299MMApr 2026277100%
Leclair Wealth Partners
Wealth manager, Dublin, OH.
Detail and sources for Leclair Wealth Partners

Form ADV of Leclair Wealth Partners LLC (CRD 332827), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $363MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Leclair Wealth Partners LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 152 individuals, 80 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$363MMAug 2026152100%
Libertas Wealth Management Group
Wealth manager, Columbus, OH.
Detail and sources for Libertas Wealth Management Group

Form ADV of Libertas Wealth Management Group, Inc. (CRD 157769), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $163MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 280 individuals, 21 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$163MMAug 202631989%
Meyers Wealth Management
Wealth manager, Columbus, OH.
Detail and sources for Meyers Wealth Management

Form ADV of Meyers Wealth Management, LLC (CRD 289801), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $1.9BN; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 802 individuals, 325 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$1.9BNMay 202686092%
Neu Wealth Group
Wealth manager, New Albany, OH.
Detail and sources for Neu Wealth Group

Form ADV of JMN Financial, LLC (CRD 316673), SEC registered adviser, filed : regulatory assets $292MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 128 individuals, 39 of them high net worth; individuals hold 97% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$292MMMar 202613997%
Northavenue
Wealth manager, Columbus, OH.
Detail and sources for Northavenue

Form ADV of Northavenue LLC (CRD 297300), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $205MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 138 individuals, 70 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$205MMJul 2026138100%
Nvest Wealth Strategies
Wealth manager, Powell, OH.
Detail and sources for Nvest Wealth Strategies

Form ADV of Nvest Wealth Strategies, Inc. (CRD 139758), SEC registered adviser, filed , main office Powell, OH: regulatory assets $237MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 185 individuals, 47 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$237MMJan 202618799%
PDS Planning
Wealth manager, Dublin, OH.
Detail and sources for PDS Planning

Form ADV of PDS Planning Inc. (CRD 106895), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $2.2BN; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of PDS Planning Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 607 individuals, 421 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.2BNMar 202661496%
Peak Retirement Planning
Wealth manager, Columbus, OH.
Detail and sources for Peak Retirement Planning

Form ADV of Peak Retirement Planning, Inc. (CRD 317592), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $631MM; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 910 individuals, 345 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$631MMSep 2026910100%
PEB Capital Management
Wealth manager, Columbus, OH.
Detail and sources for PEB Capital Management

Form ADV of PEB Capital Management LLC (CRD 315241), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $171MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 169 individuals, 48 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$171MMFeb 2026169100%
Peerless Wealth
Wealth manager, Columbus, OH.
Detail and sources for Peerless Wealth

Form ADV of Peerless Wealth LLC (CRD 305807), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $149MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, pension consulting and selection of other advisers. Clients (Item 5.D): 219 individuals, 79 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$149MMAug 202622082%
The Pension Group
Wealth manager, Dublin, OH.
Detail and sources for The Pension Group

Form ADV of One Resource Group Wealth Management LLC (CRD 293819), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $182MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 599 individuals, 10 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$182MMMar 2026599100%
Polaris Financial Partners
Wealth manager, Westerville, OH.
Detail and sources for Polaris Financial Partners

Form ADV of Polaris Financial Partners, LLC (CRD 299258), SEC registered adviser, filed , main office Westerville, OH: regulatory assets $226MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 143 individuals, 68 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$226MMApr 202614595%
Rebel Financial
Wealth manager, Groveport, OH.
Detail and sources for Rebel Financial

Form ADV of Rebel Financial, Llc. (CRD 168263), SEC registered adviser, filed , main office Groveport, OH: regulatory assets $370MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 433 individuals, 100 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$370MMMar 202644396%
Retirement Strategies
Wealth manager, Dublin, OH.
Detail and sources for Retirement Strategies

Form ADV of Retirement Strategies, Ltd. (CRD 163701), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $273MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, publications and educational seminars. Clients (Item 5.D): 412 individuals, 75 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$273MMApr 202641997%
Royal Oak Financial Group
Wealth manager, Worthington, OH.
Detail and sources for Royal Oak Financial Group

Form ADV of Royal Oak Financial Group (CRD 166391), SEC registered adviser, filed , main office Worthington, OH: regulatory assets $416MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 412 individuals, 137 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$416MMAug 2026412100%
Safe Harbor Wealth Advisors
Wealth manager, Dublin, OH.
Detail and sources for Safe Harbor Wealth Advisors

Form ADV of Safe Harbor Wealth Advisors, LLC (CRD 284613), SEC registered adviser, filed , main office Dublin, OH: regulatory assets $167MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 465 individuals, 37 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$167MMApr 2026465100%
Shaffer Capital
Wealth manager, Westerville, OH.
Detail and sources for Shaffer Capital

Form ADV of Shaffer Capital Advisers, LLC (CRD 150106), SEC registered adviser, filed , main office Westerville, OH: regulatory assets $211MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 188 individuals, 31 of them high net worth; individuals hold 67% of its regulatory assets.

Files: SEC Form ADV.

$211MMMay 202620167%
Shuttleworth & Company
Wealth manager, Powell, OH.
Detail and sources for Shuttleworth & Company

Form ADV of Shuttleworth & Company (CRD 121382), SEC registered adviser, filed , main office Powell, OH: regulatory assets $173MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 198 individuals, 56 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$173MMApr 202620494%
Signature Equity Partners
Wealth manager, Columbus, OH.
Detail and sources for Signature Equity Partners

Form ADV of Signature Equity Partners, LLC (CRD 327455), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $688MM; 55 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 1,716 individuals, 104 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$688MMSep 20261,716100%
Strategic Planning
Wealth manager, Columbus, OH.
Detail and sources for Strategic Planning

Form ADV of Strategic Planning, Inc. (CRD 139648), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $377MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 817 individuals, 352 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$377MMMar 2026817100%
Summit Financial Strategies
Wealth manager, Columbus, OH.
Detail and sources for Summit Financial Strategies

Form ADV of Summit Financial Strategies Inc. (CRD 110112), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $2.3BN; 37 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 1,013 individuals, 575 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$2.3BNAug 20261,02698%
Swisher Financial Concepts
Wealth manager, Westerville, OH.
Detail and sources for Swisher Financial Concepts

Form ADV of Swisher Financial Concepts, Inc. (CRD 121384), SEC registered adviser, filed , main office Westerville, OH: regulatory assets $317MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Swisher Financial Concepts, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 640 individuals, 86 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$317MMMar 202664099%
SWS Partners
Wealth manager, Columbus, OH.
Detail and sources for SWS Partners

Form ADV of SWS Partners, LLC (CRD 281838), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $443MM; 10 private funds, $13MM gross; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 149 individuals, 89 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$443MMJul 202615790%10
TCP Asset Management
Wealth manager, Upper Arlington, OH.
Detail and sources for TCP Asset Management

Form ADV of TCP Asset Management, LLC (CRD 286037), SEC registered adviser, filed , main office Upper Arlington, OH: regulatory assets $1.2BN; 43 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 2,221 individuals, 287 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$1.2BNSep 20262,221100%
Trinity Financial Advisors
Wealth manager, Columbus, OH.
Detail and sources for Trinity Financial Advisors

Form ADV of Trinity Financial Advisors LLC (CRD 133191), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $670MM; 1 private fund, $1.5MM gross; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 208 individuals, 141 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$670MMApr 2026210100%1
Van Winkle Wealth Management Group
Wealth manager, Newark, OH.
Detail and sources for Van Winkle Wealth Management Group

Form ADV of Van Winkle Wealth Management Group LLC (CRD 134813), SEC registered adviser, filed , main office Newark, OH: regulatory assets $121MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 392 individuals, 11 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$121MMJun 202639299%
Vawter Financial
Wealth manager, Columbus, OH.
Detail and sources for Vawter Financial

Form ADV of Vawter Financial Ltd (CRD 108830), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $394MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Vawter Financial Ltd, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 247 individuals, 103 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$394MMJul 2026247100%
Waller Financial Planning Group
Wealth manager, Columbus, OH.
Detail and sources for Waller Financial Planning Group

Form ADV of Waller Financial Planning Group, Inc. (CRD 159564), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $748MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and publications. Clients (Item 5.D): 570 individuals, 243 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$748MMMar 2026570100%
The Wealth Advantage Group
Wealth manager, Columbus, OH.
Detail and sources for The Wealth Advantage Group

Form ADV of The Wealth Advantage Group, Inc. (CRD 122231), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $146MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 135 individuals, 46 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$146MMMar 2026135100%
Wealthbridge Capital Management
Wealth manager, Westerville, OH.
Detail and sources for Wealthbridge Capital Management

Form ADV of Wealthbridge Capital Management, LLC (CRD 298254), SEC registered adviser, filed , main office Westerville, OH: regulatory assets $710MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Wealthbridge Capital Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 457 individuals, 148 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$710MMAug 2026457100%
Windsor Advisory Group
Wealth manager, Columbus, OH.
Detail and sources for Windsor Advisory Group

Form ADV of Windsor Advisory Group, LLC (CRD 122266), SEC registered adviser, filed , main office Columbus, OH: regulatory assets $2.9BN; 4 private funds, $285MM gross; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Windsor Advisory Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 442 individuals, 337 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.9BNJul 202654380%4
Yarger Wealth Strategies
Wealth manager, Westerville, OH.
Detail and sources for Yarger Wealth Strategies

Form ADV of Yarger Wealth Strategies, LLC (CRD 310207), SEC registered adviser, filed , main office Westerville, OH: regulatory assets $530MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Yarger Wealth Strategies, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 216 individuals, 152 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$530MMAug 202621698%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

A few large advisers hold most of the money

Five findings from the filings of the 60 firms counted.

  1. 12%

    of the $40.1 billion the 60 firms counted report is one firm's: Hamilton Capital. Without it, the other 59 report $35.2 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $354MM

    is the median: half of the 60 report less, and 49 report under $1 billion.

    Assets, latest Form ADV of each

  3. 20

    private funds are advised by the firms counted; SWS Partners advises the most, 10.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 76%

    of their assets is high net worth money; the next largest client type is other individuals, at 18%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 50

    of the 60 have their main office in Franklin County, OH; the next place is Delaware County, OH, with 9.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Columbus?

This list holds 61 wealth management firms in the Columbus metro; 60 of them report regulatory assets on Form ADV, $40.1 billion together.

What are the largest wealth management firms in Columbus?

By the regulatory assets they report: Hamilton Capital $4.9 billion, Windsor Advisory Group $2.9 billion, Everhart Advisors $2.5 billion, Gryphon Financial Partners $2.4 billion, Summit Financial Strategies $2.3 billion.

How much do wealth management firms in Columbus typically manage?

Of the 60 that report, the median reports $354 million in regulatory assets; 49 report under $1 billion.

How do you start a relationship with wealth management firms in Columbus?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
61 wealth management firms, 61 are wealth managers. Every SEC registered adviser with a main office in Columbus, OH MSA (Census CBSA 18140) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 60 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Columbus metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $40.1BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 1 firm with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 61, 61 report on a current Form ADV and 13 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 61 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 13 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Columbus," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-columbus

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