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Find Retirement Advisors for Retirement Planning in Columbus, Ohio
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Columbus, Ohio
Last Updated - September 6, 2024Columbus has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 40 non-vetted advisors in your local area. These retirement advisors in Columbus, Ohio have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Columbus, Ohio
VERIFIEDIan Gedminas
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6778003
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAndrew Hayek
Bluestone Wealth Partners / LPL Financial
Qualifications
CRD# 4390780
Firm CRD# 6413
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Not Specified
VERIFIEDBrian Mills
CFP®
Mills Financial Planning,Inc.
Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions
VERIFIEDDoug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Flat Fee, Based on Assets
VERIFIEDDavid Bailey
Edelman Financial Engines, LLC
Qualifications
CRD# 4175828
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Columbus, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd, Columbus, OH, 43215 | $71,982,699,043 | 134 | 133 | A Percentage of AUM |
| 2 | DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215 | $24,763,108,831 | 4149 | 129 | A Percentage of AUM, Performance Based |
| 3 | NATIONWIDE ASSET MANAGEMENT, LLC One Nationwide Plaza, Mail Code 1-05-602 Columbus, OH, 43215 | $14,695,163,226 | 12 | 164 | A Percentage of AUM, Other (COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS) |
| 4 | NATIONWIDE INVESTMENT ADVISORS, LLC 10 West Nationwide Blvd, Mail Code 5-02-304j Columbus, OH, 43215 | $12,147,000,000 | 268786 | 401 | A Percentage of AUM |
| 5 | HUNTINGTON FINANCIAL ADVISORS 41 S. High Street, Columbus, OH, 43215 | $4,300,721,252 | 29200 | 432 | A Percentage of AUM |
| 6 | ROCKBRIDGE CAPITAL, LLC 4124 Worth Avenue, Columbus, OH, 43219-4026 | $3,811,297,229 | 19 | 82 | A Percentage of AUM, Performance Based |
| 7 | HAMILTON CAPITAL 5025 Arlington Centre Blvd, Suite 300 Columbus, OH, 43220 | $3,757,878,034 | 7905 | 69 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | WINDSOR ADVISORY GROUP, LLC 2130 Quarry Trails Dr, 1st Floor Columbus, OH, 43228 | $1,878,988,676 | 1332 | 18 | A Percentage of AUM, Fixed Fees, Other (A COMBINATION OF 1 & 4) |
| 9 | ACCOLADE ASSET/LIABILITY ADVISORY SERVICES 8700 Orion Place, Suite 100 Columbus, OH, 43240-2078 | $1,569,224,381 | 42 | 4 | A Percentage of AUM, Fixed Fees |
| 10 | SUMMIT FINANCIAL STRATEGIES INC 4111 Worth Ave., #510 Columbus, OH, 43219-3599 | $1,560,747,194 | 3729 | 30 | A Percentage of AUM, Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH) |
| 11 | GRYPHON FINANCIAL PARTNERS 325 John H. Mcconnell Blvd., Suite 425 Columbus, OH, 43215 | $1,445,704,623 | 2113 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER, SERVICE FEES, OR COMBINATION) |
| 12 | FILLMORE CAPITAL PARTNERS, LLC 4145 Powell Rd., Columbus, OH, 43065-8066 | $1,400,000,000 | 3 | 27 | A Percentage of AUM, Fixed Fees, Performance Based |
| 13 | MEYERS WEALTH MANAGEMENT, LLC 4100 Horizons Drive, Suite 101 Columbus, OH, 43220 | $1,090,900,000 | 660 | 10 | A Percentage of AUM |
| 14 | AA FINANCIAL ADVISORS, LLC 150 E. Broad St., Suite 100 Columbus, OH, 43215 | $725,251,368 | 1641 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | THE JOSEPH GROUP CAPITAL MANAGEMENT 605 South Front Street, Suite 100 Columbus, OH, 43215 | $684,406,547 | 736 | 21 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Columbus, Ohio
QualificationsFirm CRD# 109391
Assets Under Management $71,982,699,043
No. Of Clients134
Clients Per Financial Advisor1
NATIONWIDE FUND ADVISORS is a financial advisory firm situated in Columbus, Ohio. With a nearly $72B assets under management, the firm specializes in crafting personalized retirement planning solutions for 134 clients. The team consists of 133 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 110638
Assets Under Management $24,763,108,831
No. Of Clients4149
Clients Per Financial Advisor32
DIAMOND HILL CAPITAL MANAGEMENT INC is a financial advisory firm situated in Columbus, Ohio. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4149 clients. The team consists of 129 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 143668
Assets Under Management $14,695,163,226
No. Of Clients12
Clients Per Financial Advisor0
NATIONWIDE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 164 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 142373
Assets Under Management $12,147,000,000
No. Of Clients268786
Clients Per Financial Advisor670
NATIONWIDE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268786 clients. The team consists of 401 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 16986
Assets Under Management $4,300,721,252
No. Of Clients29200
Clients Per Financial Advisor68
HUNTINGTON FINANCIAL ADVISORS is a financial advisory firm situated in Columbus, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 29200 clients. The team consists of 432 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 161078
Assets Under Management $3,811,297,229
No. Of Clients19
Clients Per Financial Advisor0
ROCKBRIDGE CAPITAL, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 82 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 109116
Assets Under Management $3,757,878,034
No. Of Clients7905
Clients Per Financial Advisor115
HAMILTON CAPITAL is a financial advisory firm situated in Columbus, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7905 clients. The team consists of 69 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 122266
Assets Under Management $1,878,988,676
No. Of Clients1332
Clients Per Financial Advisor74
WINDSOR ADVISORY GROUP, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1332 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (A COMBINATION OF 1 & 4)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 145635
Assets Under Management $1,569,224,381
No. Of Clients42
Clients Per Financial Advisor11
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES is a financial advisory firm situated in Columbus, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 110112
Assets Under Management $1,560,747,194
No. Of Clients3729
Clients Per Financial Advisor124
SUMMIT FINANCIAL STRATEGIES INC is a financial advisory firm situated in Columbus, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3729 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 288210
Assets Under Management $1,445,704,623
No. Of Clients2113
Clients Per Financial Advisor141
GRYPHON FINANCIAL PARTNERS is a financial advisory firm situated in Columbus, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2113 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (RETAINER
- SERVICE FEES
- OR COMBINATION)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 139256
Assets Under Management $1,400,000,000
No. Of Clients3
Clients Per Financial Advisor0
FILLMORE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 289801
Assets Under Management $1,090,900,000
No. Of Clients660
Clients Per Financial Advisor66
MEYERS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 660 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 119829
Assets Under Management $725,251,368
No. Of Clients1641
Clients Per Financial Advisor117
AA FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $725M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1641 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 165311
Assets Under Management $684,406,547
No. Of Clients736
Clients Per Financial Advisor35
THE JOSEPH GROUP CAPITAL MANAGEMENT is a financial advisory firm situated in Columbus, Ohio. With a nearly $684M assets under management, the firm specializes in crafting personalized retirement planning solutions for 736 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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