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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
42Companies
237Contacts tracked
110Verified emails
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The 25 largest fee-only financial advisors based in Columbus, United States

Ranked by team size
Top 25 of 42 fee-only financial advisors based in Columbus, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fee-only financial advisors: 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 19, 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 19, 2026
2Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 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 19, 2026
3Partial evidenceColumbus, OH, United StatesHQ checked Sep 19, 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 19, 2026
4Partial evidenceColumbus, OH, United StatesHQ checked Sep 19, 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 19, 2026
5Indirect evidenceColumbus, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Your money matters - and so do you.”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-109 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, 2026
8Indirect evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Life moves fast.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-108 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceColumbus, IN, United StatesHQ checked Sep 19, 20261-105 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, 2026
11Indirect evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceColumbus, GA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-104 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, 2026
14Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 202651-2003 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, 2026
15Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-102 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, 2026
16Indirect evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-102 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, 2026
17Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-102 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, 2026
18Partial evidenceColumbus, WI, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

Financial planning and portfolio management”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceColumbus, OH, United StatesHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

“John E.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-101 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, 2026
21Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-101 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, 2026
22Partial evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-101 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, 2026
23Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-101 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, 2026
24Partial evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Why Milestones Financial, LLC?”

Source: RevenueBase Database · checked Sep 19, 2026
25Strong evidenceColumbus, OH, United StatesHQ checked Sep 19, 20261-101 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, 2026

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, 2026
46.4%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
195.2%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
7
51-200
2
201-500
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 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

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.