Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Columbus, United States

Name: Financial planning outsourcing companies based in Columbus, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 67 companies tracked

RevenueBase identified 67 company matches for financial planning outsourcing companies associated with Columbus, United States as of September 2026 and tracks 721 professional contacts across them, including 337 with verified work emails. Across the United States, New York is the largest hub for this category (241 companies); Columbus has 67.

This list covers company matches for financial planning outsourcing companies associated with Columbus, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

67Companies

721Contacts tracked

337Verified emails

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The 25 largest financial planning outsourcing companies based in Columbus, United States

Ranked by team size

Top 25 of 67 company matches for financial planning outsourcing companies based in Columbus, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1,001-5,000	357 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Peak Retirement Planning, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	11-50	53 contacts →
	Exact match “We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Summit Financial Strategies, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	11-50	52 contacts →
	Exact match “Summit Financial Strategies isn’t your typical financial planning firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Financial Concepts - Mississippi	Exact match	Columbus, MS, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Most people think of financial planning or investments as a numbers business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Waller Financial Planning Group, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Meyers Wealth Management	Exact match	Columbus, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Libertas Wealth Management Group, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Libertas Wealth Management Group is a fee-only, fiduciary financial planning and investment management firm based in Columbus, Ohio.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Kensington Wealth Partners, LTD	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Life moves fast.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Cardinal Financial Advisers, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Steven D Meier and Juli Damopoulos with Cardinal Financial Advisers, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Extended Personal Service, LTD	Exact match	Columbus, WI, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Extended Personal Service's mission is to create relationships that last.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	WWA Planning & Investments	Exact match	Columbus, IN, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Stonebridge Wealth Strategies, LLP	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Greater Horizon Financial Group	Exact match	Columbus, IN, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “As a team, our goal is to reduce any anxiety that you may have about your financial situation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Frazier Financial Advisors, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “We are an employee-owned, independent full-service financial planning firm, alongside a robust tax preparation practice and full-service insurance agency.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Hicks Capital Management	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “You’ve worked hard to achieve success and accumulate your wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Brookstone Wealth Management, LLC	Exact match	Columbus, GA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Pfister Financial Services	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Financial Consulting for Business Owners & High-Income Earners” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Novus Financial Design Group	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Novus Financial Group is an independent firm, bringing more than 85 years of combined experience in tax advisory, retirement income planning and wealth preservation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Southeast Private Wealth	Exact match	Columbus, GA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Southeast Private Wealth, we strive to be an indispensable ally in the stewardship of our clients’ assets and resources as they pursue a work-optional lifestyle.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Hyre Personal Wealth Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “hpwealth.com / 614-225-9400 / 877-228-9515 "Aligning Life and Wealth for You and Your Family" We believe life transitions are inevitable, so it is our mission to help you make…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	PG Financial Partners	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	The Sherrington Group	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “The Sherrington Group, founded in 1997, is a fee only financial planning and investment advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Gianola Financial Planning LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We are a full service investment advisory firm providing portfolio management and financial planning services including divorce financial analysis located in Columbus, OH.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Retirement Wealth Strategies, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Retirement Wealth Strategies in Columbus, Ohio is a firm of financial advisors who specialize in working with retirees and people planning for their retirement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	A. Gile & CO	Exact match	Columbus, WI, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Financial planning and portfolio management” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning outsourcing companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 67 financial planning outsourcing companies based in Columbus, United States

See the full list, filter by size, metro and specialty, and access 337 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning outsourcing companies based in Columbus, United States at a glance

As of Sep 28, 2026

46.7%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 67 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Columbus, United States whose business descriptions match “financial planning outsourcing companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 337 professional contacts with verified work emails across the full matched dataset. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning outsourcing companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning outsourcing companies are there based in Columbus, United States?

RevenueBase identified 67 company matches for financial planning outsourcing companies associated with Columbus, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Huntington Financial Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning outsourcing companies?

New York leads the United States with 241 company records, followed by Houston (176) and Atlanta (161). Columbus has 67.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 337 professional contacts with verified work emails tracked across these 67 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 SmartSearch, 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.