Company lists · Data refreshed October 2026

Top 25 Healthcare financial advisors based in Columbus, United States

Name: Healthcare financial advisors based in Columbus, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 13, 2026 69 companies tracked

RevenueBase identified 69 company matches for healthcare financial advisors associated with Columbus, United States as of October 2026 and tracks 821 professional contacts across them, including 349 with verified work emails. Across the United States, New York is the largest hub for this category (247 companies); Columbus has 69.

This list covers company matches for healthcare financial advisors 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 October 13, 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 Oct 13, 2026 How this list was built

69Companies

821Contacts tracked

349Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest healthcare financial advisors based in Columbus, United States

Ranked by team size

Top 25 of 69 company matches for healthcare financial advisors based in Columbus, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 13, 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 Oct 13, 2026	1,001-5,000	351 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
2	Summit Financial Strategies, INC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	11-50	53 contacts →
	Exact match “Summit Financial Strategies isn’t your typical financial planning firm.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
3	Ascend Advisory Group	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 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 · Oct 13, 2026 · View company records in RevenueBase
4	Financial Concepts - Mississippi	Exact match	Columbus, MS, United StatesHQ recorded Oct 13, 2026	11-50	18 contacts →
	Exact match “Most people think of financial planning or investments as a numbers business.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5	Signature Financial Group, LLC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	201-500	14 contacts →
	Exact match “Signature Financial Group, LLC, is a full-service wealth management firm with its history dating back to 1870 in Columbus, Ohio.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	GGM Financial, LLC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Trinity Financial Advisors LLC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	11 contacts →
	Exact match “At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
8	Waller Financial Planning Group, INC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 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 · Oct 13, 2026 · View company records in RevenueBase
9	Meyers Wealth Management	Exact match	Columbus, United StatesHQ recorded Oct 13, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10	Lawrence, Evans & Co., LLC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	9 contacts →
	Exact match “Lawrence, Evans & Co, LLC provides investment banking, finance, and consulting, services to small and middle market healthcare providers and service companies, logistics…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
11	Kensington Wealth Partners, LTD	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	8 contacts →
	Exact match “Life moves fast.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	Cardinal Financial Advisers, LLC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	7 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 · Oct 13, 2026 · View company records in RevenueBase
13	Saling Simms Associates	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	6 contacts →
	Exact match “Saling Simms Associates is an independent Registered Investment Advisor located in Columbus Ohio.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
14	Extended Personal Service, LTD	Exact match	Columbus, WI, United StatesHQ recorded Oct 13, 2026	1-10	6 contacts →
	Exact match “Extended Personal Service's mission is to create relationships that last.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15	Stonebridge Wealth Strategies, LLP	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Empowerment Wealth Strategies	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	4 contacts →
	Exact match “Empowerment Wealth Strategies believes in forging lifelong relationships by providing comprehensive and intuitive financial guidance.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
17	Frazier Financial Advisors, LLC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 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 · Oct 13, 2026 · View company records in RevenueBase
18	Brookstone Wealth Management, LLC	Exact match	Columbus, GA, United StatesHQ recorded Oct 13, 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 · Oct 13, 2026 · View company records in RevenueBase
19	Hicks Capital Management	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	3 contacts →
	Exact match “You’ve worked hard to achieve success and accumulate your wealth.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20	PG Financial Partners	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 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 · Oct 13, 2026 · View company records in RevenueBase
21	Sneathgroup	Exact match	Columbus, United StatesHQ recorded Oct 13, 2026	1-10	3 contacts →
	Exact match “SneathGroup, LLC provides executive level financial consulting and leadership services that include interim Chief Financial Officer Leadership, Financial/Operational…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
22	Reignmakers Wealth Advisors	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	11-50	2 contacts →
	Exact match “Reignmakers offers Wealth Advisory, Investment Management, Retirement Planning, Life Insurance, Home and Auto Insurance, Group Benefits, as well as 401k and IRA Rollover services.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
23	Peerless Wealth LLC	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	2 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning so that it is specific to you and your situation.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
24	Southeast Private Wealth	Exact match	Columbus, GA, United StatesHQ recorded Oct 13, 2026	11-50	2 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 · Oct 13, 2026 · View company records in RevenueBase
25	Finish Well Retirement	Exact match	Columbus, OH, United StatesHQ recorded Oct 13, 2026	1-10	2 contacts →
	Exact match “Every day, we guide clients just like you to their financial goals.” Recorded in the RevenueBase company graph · Oct 13, 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 “healthcare financial advisors”. 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 69 healthcare financial advisors based in Columbus, United States

See the full list, filter by size, metro and specialty, and access 349 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Healthcare financial advisors based in Columbus, United States at a glance

As of Oct 13, 2026

42.5%Verified-email coverage

11.9Average contacts per company

1-10Median size (employees)

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 69 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 “healthcare financial advisors” 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 349 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 October 13, 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.

Healthcare financial advisors 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 “healthcare financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many healthcare financial advisors are there based in Columbus, United States?

RevenueBase identified 69 company matches for healthcare financial advisors associated with Columbus, United States as of October 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 healthcare financial advisors?

New York leads the United States with 247 company records, followed by Houston (172) and Atlanta (162). Columbus has 69.

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 349 professional contacts with verified work emails tracked across these 69 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 October 13, 2026.

Ready to reach these companies? Verified emails and direct dials for all 69 healthcare financial advisors based in Columbus, United States. Start with a free account, no credit card.

Download this list →

Related lists

Healthcare financial advisors by geography

Browse the directory

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.