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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 24, 2025

Columbus 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

advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Brian 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

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advisor
vector.svg VERIFIED

Doug 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

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Top 15 Retirement Planning firms in Columbus, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

10 West Nationwide Blvd,
Columbus, OH, 43215
$78,252,229,704130135
A percentage of AUM
2

325 John H. Mcconnell Blvd., Suite 200
Columbus, OH, 43215
$30,011,530,9413811127
A percentage of AUM, Performance Based
3

One Nationwide Plaza, 03-07-202
Columbus, OH, 43215
$14,333,000,000273511429
A percentage of AUM
4

One Nationwide Plaza, Mail Code 1-05-602
Columbus, OH, 43215
$13,593,232,33814203
A percentage of AUM, Other (COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS)
5

41 S. High Street,
Columbus, OH, 43215
$5,196,750,11332956483
A percentage of AUM
6

4124 Worth Avenue,
Columbus, OH, 43219-4026
$4,347,529,12822112
A percentage of AUM, Performance Based
7

5025 Arlington Centre Blvd, Suite 300
Columbus, OH, 43220
$4,219,857,272848379
A percentage of AUM, Hourly charges, Fixed fees
8

4111 Worth Ave., #510
Columbus, OH, 43219-3599
$2,054,390,31197732
A percentage of AUM, Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH)
9

2130 Quarry Trails Dr, 1st Floor
Columbus, OH, 43228
$1,981,102,320142819
A percentage of AUM, Fixed fees, Other (A COMBINATION OF 1 & 4)
10

325 John H. Mcconnell Blvd., Suite 425
Columbus, OH, 43215
$1,760,133,437227824
A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER, SERVICE FEES, OR COMBINATION)
11

8700 Orion Place, Suite 100
Columbus, OH, 43240-2078
$1,462,297,994416
A percentage of AUM, Fixed fees
12

4145 Powell Rd.,
Columbus, OH, 43065-8066
$1,390,000,000425
A percentage of AUM, Fixed fees, Performance Based
13

4100 Horizons Drive, Suite 101
Columbus, OH, 43220
$1,312,100,00069010
A percentage of AUM
14

150 E. Broad St., Suite 100
Columbus, OH, 43215
$864,294,929191219
A percentage of AUM, Hourly charges, Fixed fees
15

605 South Front Street, Suite 100
Columbus, OH, 43215
$811,713,39876822
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
View Full Profile

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
View Full Profile

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