Best Investors Account Sign in

Best financial advisors in Columbus, OH

Registered advisers within 25 miles of Columbus, OH.

Offices
939
Firms
353
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,193,355 clients when Item 5C has a number
Avg / client
$7.51M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE CAPITAL MANAGEMENT LLC
GIANOLA FINANCIAL PLANNING, LLC
COMPASS FINANCIAL GROUP, INC.
EDWARD JONES
D.A. SCHWENKER & ASSOC.'S, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
STRATOS WEALTH PARTNERS, LTD
PRIVATE CLIENT SERVICES, LLC
ROSSBY FINANCIAL, LLC
WORTHINGTON WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
STONEX ADVISORS INC.
TRICORD WEALTH ADVISORS
VAUGHAN INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC

Investors

KIMBERLY JEAN WELLS
Zachary Cole Howard
Shane Patrick Hostetler
Brent M Wells
Jonathan Russell Cosner
Logan Lee Muehlman
SANA SHAMSI HAQUE
MARK ALAN MENGES
Derek M Voytovich
DANIEL ALAN SCHWENKER
Matthew P Hume
Grant David Hiatt
Mike Miele
Charles A Huff Jr.
Paul A Riggert
Matthew J Marrah
RONALD PEREZ PALANCA
DENICE YUIN MEI CHUN
Timothy Howard Ianni
Timothy Charles Bradbury
MICHAEL TODD MARTIN
RANDOLPH MICHAEL MARTIN
Anthony Raymond LaMacchia
HENRY LAMB RICHTER
DANIEL RICHARD LAMACCHIA
Shane M Eversole
AARON DANIEL FUERST
Tanya Michelle Cole
ALEKSANDAR KOCEVSKI
Destiny Manns
Carson L Holley
Neal D Patel
RODNEY DALE CARPENTER
GABRIEL KEIL WOOLUM
DANIEL JOSEPH MITTLESTEADT
JOSEPH DANIEL FINNERAN
JAMES MARTIN VAUGHAN
JOHN WEBSTER BITEMAN

Within 25 miles of Columbus, OH, Best Investors lists 353 registered investment advisory firms with 939 offices nearby, managing about $24.0T in combined regulatory AUM across 3,193,355 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Columbus

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM