Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Columbus, United States

RevenueBase identified 102 asset management consulting firms headquartered in Columbus, United States as of September 2026 and tracks 1,098 professional contacts across them, including 563 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Columbus, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
102Companies
1,098Contacts tracked
563Verified emails
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The 25 largest asset management consulting firms based in Columbus, United States

Ranked by team size
Top 25 of 102 asset management consulting firms based in Columbus, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261,001-5,000357 contacts →

Indirect evidence

“Welcome to the Next Level of Investing, Advice and Planning.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 202651-200106 contacts →

Indirect evidence

“At Hamilton Capital, the bottom line is results matter.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 202611-5052 contacts →

Indirect evidence

“Summit Financial Strategies isn’t your typical financial planning firm.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 202611-5031 contacts →

Indirect evidence

“The Gryphon is a legendary mythical creature that is half lion and half eagle, entrusted with the duty to guard and protect treasure and priceless possessions.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 202611-5024 contacts →

Indirect evidence

“Helping create great lives, one story at a time,” is our mission at The Joseph Group.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 202611-5022 contacts →

Indirect evidence

“We empower entrepreneurs to make financial decisions with confidence.”

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidenceColumbus, OH, United StatesHQ checked Sep 14, 202611-5021 contacts →

Strong evidence

“Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 6/1/25).”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceColumbus, OH, United StatesHQ checked Sep 14, 2026201-50016 contacts →

Partial evidence

“Signature Financial Group, LLC, is a full-service wealth management firm with its history dating back to 1870 in Columbus, Ohio.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceColumbus, MS, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“Most people think of financial planning or investments as a numbers business.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-1012 contacts →

Partial evidence

“GGM Financial, LLC is an independent wealth planning and investment management firm to which successful individuals, families, pre-retirees, and retirees turn to for help in…”

Source: RevenueBase Database · checked Sep 14, 2026
12Strong evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-1010 contacts →

Strong evidence

“SWS Partners is a registered investment advisor that focuses on using technology to deliver contemporary asset management and financial planning solutions to high net worth…”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“Waller Financial Planning Group strives to provide holistic financial structure and long-term counsel to assist our clients in the pursuit of their desired Lifestyle & Legacy.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceColumbus, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Your money matters - and so do you.”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-109 contacts →

Partial evidence

“Libertas Wealth Management Group is a fee-only, fiduciary financial planning and investment management firm based in Columbus, Ohio.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Life moves fast.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Steven D Meier and Juli Damopoulos with Cardinal Financial Advisers, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits…”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceColumbus, WI, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Extended Personal Service's mission is to create relationships that last.”

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceColumbus, IN, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Financial Advice As Individual As You Are™ Fee-Only Financial Planning and Investment Management – Where Your Interests Come First We specialize in working with clients facing a…”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Saling Simms Associates is an independent Registered Investment Advisor located in Columbus Ohio.”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceColumbus, OH, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceColumbus, GA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“Townsend Wealth Management provides comprehensive financial planning and investment management services.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 102 asset management consulting firms based in Columbus, United States

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Asset management consulting firms based in Columbus, United States at a glance

As of Sep 14, 2026
51.3%Verified-email coverage
10.8Average contacts per company
1-10Median size (employees)
521.6%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
79
11-50
17
51-200
3
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Columbus, so it is reported there. Company counts and contact totals on this page are exact for Columbus, over 102 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Columbus, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Columbus are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 563 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management consulting firms are there based in Columbus, United States?

RevenueBase identified 102 asset management consulting firms headquartered in Columbus, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Huntington Financial Advisors, headquartered in Columbus, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 563 verified decision-maker contacts tracked across these 102 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.