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Research Report · 2026-06-30

Largest Registered Investment Advisers in Columbus

Columbus SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
44
Total AUM
$192.50B
Median AUM
$611.5M
Latest Filing
2026-06-30
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1NATIONWIDE FUND ADVISORSCOLUMBUS109391$83.14B1292026-02-28→
2DIAMOND HILL CAPITAL MANAGEMENT INCCOLUMBUS110638$29.38B1202026-05-31→
3NATIONWIDE INVESTMENT ADVISORS, LLCCOLUMBUS142373$16.73B4012026-05-31→
4NATIONWIDE ASSET MANAGEMENT, LLCCOLUMBUS143668$15.19B2122026-03-31→
5THE HUNTINGTON INVESTMENT COMPANYCOLUMBUS16986$7.89B5202026-03-31→
6ROCKBRIDGE CAPITAL, LLCCOLUMBUS161078$5.01B1252026-05-31→
7HAMILTON CAPITAL, LLCCOLUMBUS109116$4.94B902026-04-30→
8DRIVE CAPITAL LLCCOLUMBUS169002$4.38B302026-06-30→
9WINDSOR ADVISORY GROUP, LLCCOLUMBUS122266$2.92B222026-03-31→
10GRYPHON FINANCIAL PARTNERS, LLCCOLUMBUS288210$2.44B312026-06-30→
11SUMMIT FINANCIAL STRATEGIES INCCOLUMBUS110112$2.31B352026-02-28→
12MEYERS WEALTH MANAGEMENT, LLCCOLUMBUS289801$1.93B102026-05-31→
13ACCOLADE INVESTMENT ADVISORY, LLCCOLUMBUS145635$1.60B62026-03-31→
14AA FINANCIAL ADVISORS, LLCCOLUMBUS119829$1.42B292026-06-30→
15FRAZIER FINANCIAL ADVISORS, LLCCOLUMBUS106649$1.16B202026-04-30→
16THE JOSEPH GROUP LLCCOLUMBUS165311$1.09B252026-03-31→
17TSG ADVICE PARTNERS, LLCCOLUMBUS305999$866.5M162026-03-31→
18G2 CAPITAL MANAGEMENT, LLCCOLUMBUS286521$756.5M62026-03-31→
19WALLER FINANCIAL PLANNING GROUP, INC.COLUMBUS159564$747.8M112026-03-31→
20JOHN E. SESTINA AND COMPANYCOLUMBUS108634$744.0M192026-03-31→
21TRINITY FINANCIAL ADVISORS LLCCOLUMBUS133191$670.0M92026-04-30→
22PEAK RETIREMENT PLANNING, INC.COLUMBUS317592$631.0M222026-05-31→
23GERBER, LLCCOLUMBUS120039$592.1M172026-03-31→
24J.W. COONS ADVISORS, LLCCOLUMBUS129067$587.0M92025-04-30→
25KEIDAN FINANCIAL CONSULTANTS LLCCOLUMBUS108093$574.9M32026-03-31→
26GGM FINANCIAL LLCCOLUMBUS327008$513.0M112026-03-31→
27SWS PARTNERS, LLCCOLUMBUS281838$442.6M62026-06-30→
28VAWTER FINANCIAL LTDCOLUMBUS108830$394.4M52026-03-31→
29STRATEGIC PLANNING, INC.COLUMBUS139648$376.6M42026-03-31→
30HICKS CAPITAL MANAGEMENT, LLCCOLUMBUS158609$344.7M52026-06-30→
31CAMBRIDGE FINANCIAL GROUP, INC.COLUMBUS112254$331.3M62026-03-31→
32SIGNATURE EQUITY PARTNERS, LLCCOLUMBUS327455$330.6M382026-03-31→
33FUTURE FINANCES INCCOLUMBUS105190$304.6M42026-04-30→
34GARLIKOV ADVISORS INCCOLUMBUS112352$207.6M42026-03-31→
35NORTHAVENUE LLCCOLUMBUS297300$204.8M92026-03-31→
36CAPITAL ASSET MANAGEMENT, INC.COLUMBUS120597$199.5M32026-03-31→
37PEB CAPITAL MANAGEMENT LLCCOLUMBUS315241$171.0M32026-02-28→
38LIBERTAS WEALTH MANAGEMENT GROUP, INC.COLUMBUS157769$163.1M62026-03-31→
39GRAVER CAPITAL MANAGEMENT, LLCCOLUMBUS312515$153.5M42026-02-28→
40PEERLESS WEALTH LLCCOLUMBUS305807$148.7M32026-04-30→
41THE WEALTH ADVANTAGE GROUP, INC.COLUMBUS122231$146.4M32026-03-31→
42ROSS WEALTH ADVISORS, LLCCOLUMBUS304359$139.7M42026-06-30→
43DEMERS CONSTANCE ELAINECOLUMBUS106702$125.3M22026-05-31→
44FINISH WELL RIA LLCCOLUMBUS321957$109.0M22026-06-30→

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Sleeve44 firms · 2026-06-30