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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 - June 18, 2024

Columbus 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

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Ian 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

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Andrew 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

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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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Doug 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

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David Bailey
Edelman Financial Engines, LLC

Qualifications
CRD# 4175828
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd,
Columbus, OH, 43215
$71,982,699,043134133
A Percentage of AUM
2
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200
Columbus, OH, 43215
$24,763,108,8314149129
A Percentage of AUM, Performance Based
3
NATIONWIDE ASSET MANAGEMENT, LLC
One Nationwide Plaza, Mail Code 1-05-602
Columbus, OH, 43215
$14,695,163,22612164
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
$12,147,000,000268786401
A Percentage of AUM
5
HUNTINGTON FINANCIAL ADVISORS
41 S. High Street,
Columbus, OH, 43215
$4,300,721,25229200432
A Percentage of AUM
6
ROCKBRIDGE CAPITAL, LLC
4124 Worth Avenue,
Columbus, OH, 43219-4026
$3,811,297,2291982
A Percentage of AUM, Performance Based
7
HAMILTON CAPITAL
5025 Arlington Centre Blvd, Suite 300
Columbus, OH, 43220
$3,757,878,034790569
A Percentage of AUM, Hourly charges, Fixed Fees
8
WINDSOR ADVISORY GROUP, LLC
2130 Quarry Trails Dr, 1st Floor
Columbus, OH, 43228
$1,878,988,676133218
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
$1,569,224,381424
A Percentage of AUM, Fixed Fees
10
SUMMIT FINANCIAL STRATEGIES INC
4111 Worth Ave., #510
Columbus, OH, 43219-3599
$1,560,747,194372930
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
$1,445,704,623211315
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
$1,400,000,000327
A Percentage of AUM, Fixed Fees, Performance Based
13
MEYERS WEALTH MANAGEMENT, LLC
4100 Horizons Drive, Suite 101
Columbus, OH, 43220
$1,090,900,00066010
A Percentage of AUM
14
AA FINANCIAL ADVISORS, LLC
150 E. Broad St., Suite 100
Columbus, OH, 43215
$725,251,368164114
A Percentage of AUM, Hourly charges, Fixed Fees
15
THE JOSEPH GROUP CAPITAL MANAGEMENT
605 South Front Street, Suite 100
Columbus, OH, 43215
$684,406,54773621
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
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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
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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
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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
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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
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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
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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
View Full Profile

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
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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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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