Company lists · Data refreshed September 2026
Top 17 Fiduciary services companies based in Columbus, United States
RevenueBase identified 27 fiduciary services companies headquartered in Columbus, United States as of September 2026 and tracks 698 professional contacts across them, including 363 with verified work emails. New York is the largest hub.
This list covers fiduciary services companies 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 20, 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 17 largest fiduciary services companies based in Columbus, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 357 contacts → | ||||
Indirect evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 21 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 15 contacts → | ||||
Indirect evidence “Most people think of financial planning or investments as a numbers business.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Your money matters - and so do you.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Indirect evidence “At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 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 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Townsend Wealth Management provides comprehensive financial planning and investment management services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “We built our firm around a vision: to guide our clients to financial success and, in the process, build a new generation of smart, savvy investors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Retirement Wealth Strategies in Columbus, Ohio is a firm of financial advisors who specialize in working with retirees and people planning for their retirement.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “Graver Capital Management is an independent fiduciary located in Columbus, Ohio.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “At IMF, our commitment to integrity, expertise, and client-focused solutions allows us to guide you with simple and personalized plans, always putting your needs first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Why Milestones Financial, LLC?” Source: RevenueBase Database · checked Sep 20, 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: fiduciary services companies. 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 fiduciary services companies.
- Partial evidence
- Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary services companies. 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 17 of 27 fiduciary services companies based in Columbus, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 363 reachable decision-makers.
Free signup · no credit card
Fiduciary services companies based in Columbus, United States at a glance
As of Sep 20, 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 27 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 fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 363 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 20, 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.
Fiduciary services companies by metro in the United States
- Fiduciary services companies in New York123
- Fiduciary services companies in Houston95
- Fiduciary services companies in San Diego83
- Fiduciary services companies in Atlanta74
- Fiduciary services companies in Dallas69
- Fiduciary services companies in Chicago64
- Fiduciary services companies in Scottsdale61
- Fiduciary services companies in Austin56
- Fiduciary services companies in Charlotte45
- Fiduciary services companies in Denver45
- Fiduciary services companies in Los Angeles43
- Fiduciary services companies in Phoenix43
- Fiduciary services companies in Miami42
- Fiduciary services companies in Portland42
- Fiduciary services companies in Newport Beach41
- Fiduciary services companies in Boston39
- Fiduciary services companies in Cincinnati35
- Fiduciary services companies in Overland Park35
- Fiduciary services companies in Seattle35
- Fiduciary services companies in San Francisco34
- Fiduciary services companies in Las Vegas33
- Fiduciary services companies in Tampa33
- Fiduciary services companies in Boca Raton32
- Fiduciary services companies in Indianapolis30
- Fiduciary services companies in Colorado Springs29
- Fiduciary services companies in Raleigh29
- Fiduciary services companies in Columbia28
- Fiduciary services companies in Irvine28
- Fiduciary services companies in Wilmington28
- Fiduciary services companies in Columbus27
- Fiduciary services companies in Richmond27
- Fiduciary services companies in Rochester27
- Fiduciary services companies in San Antonio27
- Fiduciary services companies in Madison26
- Fiduciary services companies in Pittsburgh26
- Fiduciary services companies in Washington26
- Fiduciary services companies in Greenwood Village25
- Fiduciary services companies in Omaha25
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 fiduciary services companies, 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 fiduciary services companies are there based in Columbus, United States?
RevenueBase identified 27 fiduciary services companies 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 fiduciary services companies?
New York leads with 123 headquartered companies, followed by Houston (95) and San Diego (83).
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 363 verified decision-maker contacts tracked across these 27 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 27 fiduciary services companies based in Columbus, United States. Start with a free account, no credit card.
Download this list →Related lists
Fiduciary services companies by geography
- Fiduciary services companies based in Basel, Switzerland
- Fiduciary services companies based in Geneva, Switzerland
- Fiduciary services companies based in Lausanne, Switzerland
- Fiduciary services companies based in Lugano, Switzerland
- Fiduciary services companies based in Zurich, Switzerland
- Fiduciary services companies based in Atlanta, United States
- Fiduciary services companies based in Austin, United States
- Fiduciary services companies based in Boca Raton, United States
- Fiduciary services companies based in Boston, United States
- Fiduciary services companies based in Charlotte, United States
- Fiduciary services companies based in Chicago, United States
- Fiduciary services companies based in Cincinnati, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary services companies based in Basel, Switzerland
- Fiduciary services companies based in Geneva, Switzerland
- Fiduciary services companies based in Lausanne, Switzerland
- Fiduciary services companies based in Lugano, Switzerland
- Fiduciary services companies based in Zurich, Switzerland
- Fiduciary services companies based in Atlanta, United States