Company lists · Data refreshed September 2026

Top 17 Financial services consultants based in Columbus, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 45 companies tracked

RevenueBase identified 45 company matches for financial services consultants associated with Columbus, United States as of September 2026 and tracks 535 professional contacts across them, including 239 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Columbus has 45.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

45Companies

535Contacts tracked

239Verified emails

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The 17 largest financial services consultants based in Columbus, United States

Ranked by team size

Top 17 of 45 company matches for financial services consultants based in Columbus, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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 16, 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 16, 2026 · View company records in RevenueBase
2	Ascend Advisory Group	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 2026	11-50	21 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Meyers Wealth Management	Exact match	Columbus, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Kensington Wealth Partners, LTD	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “Life moves fast.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Cardinal Financial Advisers, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
6	Stonebridge Wealth Strategies, LLP	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Horizon Financial Services	Exact match	Columbus, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Horizon Financial Services provides a wide array of services to our clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Brookstone Wealth Management, LLC	Exact match	Columbus, GA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
9	Pfister Financial Services	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Financial Consulting for Business Owners & High-Income Earners” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Hyre Personal Wealth Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
11	PG Financial Partners	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
12	Gianola Financial Planning LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
13	Retirement Wealth Strategies, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
14	Coastline Capital Management	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “At our firm, we have the client-and only the client-in mind.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	A. Gile & CO	Exact match	Columbus, WI, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Financial planning and portfolio management” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Adam M Ward	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Offers a variety of consulting services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	IGG Wealth Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 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 services consultants”. 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 17 of 45 financial services consultants based in Columbus, United States

See the full list, filter by size, metro and specialty, and access 239 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Columbus, United States at a glance

As of Sep 16, 2026

44.7%Verified-email coverage

11.9Average contacts per company

1-10Median size (employees)

Sep 16, 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 45 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 services consultants” 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 239 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 16, 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 services consultants 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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Columbus, United States?

RevenueBase identified 45 company matches for financial services consultants 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 services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Columbus has 45.

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 239 professional contacts with verified work emails tracked across these 45 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 16, 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.