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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 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 registration checks. 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 - April 14, 2025Columbus has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 41 non-vetted advisors in your local area. These retirement advisors in Columbus, Ohio have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Columbus, Ohio
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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®, CIMA®, AIF®
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
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 | 10 West Nationwide Blvd, Columbus, OH, 43215 | $78,252,229,704 | 130 | 135 | A percentage of AUM |
| 2 | 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215 | $30,011,530,941 | 3811 | 127 | A percentage of AUM, Performance Based |
| 3 | One Nationwide Plaza, 03-07-202 Columbus, OH, 43215 | $14,333,000,000 | 273511 | 429 | A percentage of AUM |
| 4 | One Nationwide Plaza, Mail Code 1-05-602 Columbus, OH, 43215 | $13,593,232,338 | 14 | 203 | A percentage of AUM, Other (COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS) |
| 5 | 41 S. High Street, Columbus, OH, 43215 | $5,196,750,113 | 32956 | 483 | A percentage of AUM |
| 6 | 4124 Worth Avenue, Columbus, OH, 43219-4026 | $4,347,529,128 | 22 | 112 | A percentage of AUM, Performance Based |
| 7 | 5025 Arlington Centre Blvd, Suite 300 Columbus, OH, 43220 | $4,219,857,272 | 8483 | 79 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 4111 Worth Ave., #510 Columbus, OH, 43219-3599 | $2,054,390,311 | 977 | 32 | A percentage of AUM, Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH) |
| 9 | 2130 Quarry Trails Dr, 1st Floor Columbus, OH, 43228 | $1,981,102,320 | 1428 | 19 | A percentage of AUM, Fixed fees, Other (A COMBINATION OF 1 & 4) |
| 10 | 325 John H. Mcconnell Blvd., Suite 425 Columbus, OH, 43215 | $1,760,133,437 | 2278 | 24 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER, SERVICE FEES, OR COMBINATION) |
| 11 | 8700 Orion Place, Suite 100 Columbus, OH, 43240-2078 | $1,462,297,994 | 41 | 6 | A percentage of AUM, Fixed fees |
| 12 | 4145 Powell Rd., Columbus, OH, 43065-8066 | $1,390,000,000 | 4 | 25 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 4100 Horizons Drive, Suite 101 Columbus, OH, 43220 | $1,312,100,000 | 690 | 10 | A percentage of AUM |
| 14 | 150 E. Broad St., Suite 100 Columbus, OH, 43215 | $864,294,929 | 1912 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 605 South Front Street, Suite 100 Columbus, OH, 43215 | $811,713,398 | 768 | 22 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Columbus, Ohio
QualificationsFirm CRD# 109391
Assets Under Management $78,252,229,704
No. Of Clients130
Clients Per Financial Advisor1
NATIONWIDE FUND ADVISORS is a financial advisory firm situated in Columbus, Ohio. With a nearly $78B assets under management, the firm specializes in crafting personalized retirement planning solutions for 130 clients. The team consists of 135 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 companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 110638
Assets Under Management $30,011,530,941
No. Of Clients3811
Clients Per Financial Advisor30
DIAMOND HILL CAPITAL MANAGEMENT INC is a financial advisory firm situated in Columbus, Ohio. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3811 clients. The team consists of 127 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 142373
Assets Under Management $14,333,000,000
No. Of Clients273511
Clients Per Financial Advisor638
NATIONWIDE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 273511 clients. The team consists of 429 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 143668
Assets Under Management $13,593,232,338
No. Of Clients14
Clients Per Financial Advisor0
NATIONWIDE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 203 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 16986
Assets Under Management $5,196,750,113
No. Of Clients32956
Clients Per Financial Advisor68
HUNTINGTON FINANCIAL ADVISORS is a financial advisory firm situated in Columbus, Ohio. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32956 clients. The team consists of 483 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 161078
Assets Under Management $4,347,529,128
No. Of Clients22
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 22 clients. The team consists of 112 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 vehicles
QualificationsFirm CRD# 109116
Assets Under Management $4,219,857,272
No. Of Clients8483
Clients Per Financial Advisor107
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 8483 clients. The team consists of 79 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110112
Assets Under Management $2,054,390,311
No. Of Clients977
Clients Per Financial Advisor31
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 977 clients. The team consists of 32 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 122266
Assets Under Management $1,981,102,320
No. Of Clients1428
Clients Per Financial Advisor75
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 1428 clients. The team consists of 19 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 288210
Assets Under Management $1,760,133,437
No. Of Clients2278
Clients Per Financial Advisor95
GRYPHON FINANCIAL PARTNERS 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 2278 clients. The team consists of 24 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 145635
Assets Under Management $1,462,297,994
No. Of Clients41
Clients Per Financial Advisor7
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES 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 41 clients. The team consists of 6 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 businesses or institutional clients
QualificationsFirm CRD# 139256
Assets Under Management $1,390,000,000
No. Of Clients4
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 4 clients. The team consists of 25 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 vehicles
QualificationsFirm CRD# 289801
Assets Under Management $1,312,100,000
No. Of Clients690
Clients Per Financial Advisor69
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 690 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 119829
Assets Under Management $864,294,929
No. Of Clients1912
Clients Per Financial Advisor101
AA FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Columbus, Ohio. With a nearly $864M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1912 clients. The team consists of 19 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 165311
Assets Under Management $811,713,398
No. Of Clients768
Clients Per Financial Advisor35
THE JOSEPH GROUP CAPITAL MANAGEMENT is a financial advisory firm situated in Columbus, Ohio. With a nearly $812M assets under management, the firm specializes in crafting personalized retirement planning solutions for 768 clients. The team consists of 22 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
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Looking for more choices? Use our free match service to compare retirement planners serving your area.