Company lists · Data refreshed September 2026
Top 25 Fee-only financial advisors based in Columbus, United States
RevenueBase identified 42 fee-only financial advisors headquartered in Columbus, United States as of September 2026 and tracks 237 professional contacts across them, including 110 with verified work emails. New York is the largest hub.
This list covers fee-only financial advisors 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 19, 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.
The 25 largest fee-only financial advisors based in Columbus, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 24 contacts → | ||||
Indirect evidence “Helping create great lives, one story at a time,” is our mission at The Joseph Group.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 21 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 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 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Indirect evidence “Your money matters - and so do you.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “Life moves fast.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Strong evidence “At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Townsend Wealth Management provides comprehensive financial planning and investment management services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Strong evidence “Concordia is a boutique, fee-only fiduciary with a mission to provide comprehensive wealth planning services with the highest quality of service, integrity and professionalism to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong evidence “CI Budros Ruhlin Roe is a fee-only wealth management firm serving in a fiduciary capacity.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “The Sherrington Group, founded in 1997, is a fee only financial planning and investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Since our founding in 1971, we have added a wealth of experience to our years of professional education, benefitting our clients with our extensive technical training and our…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Strong evidence “We are a full service investment advisory firm providing portfolio management and financial planning services including divorce financial analysis located in Columbus, OH.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “Financial planning and portfolio management” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “John E.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Finance 180, LLC provides financial planning services to nurses, doctors, physicians, teachers, and other young professionals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Strong evidence “We are a fee-only financial planning firm based in Columbus, Ohio, and serving clients throughout the United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “At Grant Street Wealth Management, we strive to help individuals, families, and business' develop and implement sophisticated, long-term financial plans that are highly tailored…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “Why Milestones Financial, LLC?” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Strong evidence “CMP Financial Planning is a Columbus, Ohio-based fee-only firm that specializes in financial planning, investment management, and retirement planning to help clients build…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fee-only financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names fee-only financial advisors.
- Partial evidence
- Its own public description names part of fee-only financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fee-only financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 42 fee-only financial advisors based in Columbus, United States
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Fee-only financial advisors based in Columbus, United States at a glance
As of Sep 19, 2026Companies by employee count
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 42 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 fee-only financial advisors, 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 “fee-only financial advisors”. 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 fee-only financial advisors), 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 fee-only financial advisors, 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, 110 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 19, 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.
Fee-only financial advisors by metro in the United States
- Fee-only financial advisors in New York82
- Fee-only financial advisors in Houston78
- Fee-only financial advisors in Atlanta70
- Fee-only financial advisors in San Diego70
- Fee-only financial advisors in Chicago64
- Fee-only financial advisors in Dallas59
- Fee-only financial advisors in Austin58
- Fee-only financial advisors in Scottsdale53
- Fee-only financial advisors in Charlotte52
- Fee-only financial advisors in Portland49
- Fee-only financial advisors in Denver46
- Fee-only financial advisors in San Francisco46
- Fee-only financial advisors in Columbus42
- Fee-only financial advisors in Tampa41
- Fee-only financial advisors in Cincinnati38
- Fee-only financial advisors in Los Angeles36
- Fee-only financial advisors in Overland Park36
- Fee-only financial advisors in Newport Beach35
- Fee-only financial advisors in Raleigh33
- Fee-only financial advisors in San Antonio33
- Fee-only financial advisors in Columbia32
- Fee-only financial advisors in Boston31
- Fee-only financial advisors in Rochester31
- Fee-only financial advisors in Minneapolis30
- Fee-only financial advisors in Pittsburgh29
- Fee-only financial advisors in Indianapolis28
- Fee-only financial advisors in Seattle28
- Fee-only financial advisors in Jacksonville26
- Fee-only financial advisors in Madison26
- Fee-only financial advisors in Omaha26
- Fee-only financial advisors in Phoenix26
- Fee-only financial advisors in Tucson26
- Fee-only financial advisors in Colorado Springs25
- Fee-only financial advisors in Grand Rapids25
- Fee-only financial advisors in Greenwood Village25
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 fee-only financial advisors, 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 fee-only financial advisors are there based in Columbus, United States?
RevenueBase identified 42 fee-only financial advisors 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?
The Joseph Group Capital Management, headquartered in Columbus, tops this list with the largest team on record.
Which city has the most fee-only financial advisors?
New York leads with 82 headquartered companies, followed by Houston (78) and Atlanta (70).
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 110 verified decision-maker contacts tracked across these 42 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 19, 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.
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