Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in Columbus, United States

Name: Investment advisory law firms 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 50 companies tracked

RevenueBase identified 50 investment advisory law firms headquartered in Columbus, United States as of September 2026 and tracks 527 professional contacts across them, including 308 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Columbus has 50.

This list covers investment advisory law firms 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 28, 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 28, 2026 86% judged on-target in blind review

50Companies

527Contacts tracked

308Verified emails

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The 25 largest investment advisory law firms based in Columbus, United States

Ranked by team size

Top 25 of 50 investment advisory law firms based in Columbus, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory law firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Hamilton Capital	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	51-200	106 contacts →
	Indirect evidence “At Hamilton Capital, the bottom line is results matter.” Source: RevenueBase Database · checked Sep 28, 2026
2	Summit Financial Strategies, INC	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	11-50	52 contacts →
	Indirect evidence “Summit Financial Strategies isn’t your typical financial planning firm.” Source: RevenueBase Database · checked Sep 28, 2026
3	Gryphon Financial Partners	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “The Gryphon is a legendary mythical creature that is half lion and half eagle, entrusted with the duty to guard and protect treasure and priceless possessions.” Source: RevenueBase Database · checked Sep 28, 2026
4	The Joseph Group Capital Management	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “Helping create great lives, one story at a time,” is our mission at The Joseph Group.” Source: RevenueBase Database · checked Sep 28, 2026
5	Antolino & Associates	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “We empower entrepreneurs to make financial decisions with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
6	Ascend Advisory Group	Partial evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial 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 28, 2026
7	Signature Financial Group, LLC	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	201-500	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 28, 2026
8	GGM Financial, LLC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	12 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 28, 2026
9	SWS Partners, LLC	Strong evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Strong evidence “SWS Partners is a registered investment advisor that focuses on using technology to deliver contemporary asset management and financial planning solutions to high net worth…” Source: RevenueBase Database · checked Sep 28, 2026
10	Waller Financial Planning Group, INC	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
11	Kirr, Marbach & Company, LLC	Partial evidence	Columbus, IN, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Kirr, Marbach & Company, LLC is a registered investment adviser located in Columbus, Indiana.” Source: RevenueBase Database · checked Sep 28, 2026
12	Trinity Financial Advisors LLC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.” Source: RevenueBase Database · checked Sep 28, 2026
13	Kessler Investment Group, LLC	Partial evidence	Columbus, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Kessler Investment Group, LLC (KIG) is an independent, SEC-registered investment adviser (RIA) headquartered in Columbus, Indiana.” Source: RevenueBase Database · checked Sep 28, 2026
14	Greatmark Investment Partners INC	Strong evidence	Columbus, GA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “GREATMARK INVESTMENT PARTNERS INC is an SEC Registered Investment Advisory Firm based out of 6001 RIVER ROAD Suite 300, COLUMBUS, Georgia, United States.” Source: RevenueBase Database · checked Sep 28, 2026
15	Advocus Private Wealth	Partial evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial 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 28, 2026
16	Saling Simms Associates	Strong evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Saling Simms Associates is an independent Registered Investment Advisor located in Columbus Ohio.” Source: RevenueBase Database · checked Sep 28, 2026
17	Stonebridge Wealth Strategies, LLP	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
18	G2 Capital Management, LLC	Strong evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “G2 Capital Management is a boutique investment advisory, wealth management and family office advisory firm specializing in providing the highest level of client service to high…” Source: RevenueBase Database · checked Sep 28, 2026
19	Hicks Capital Management	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “You’ve worked hard to achieve success and accumulate your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
20	Brookstone Wealth Management, LLC	Indirect evidence	Columbus, GA, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
21	Novus Financial Design Group	Partial evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Novus Financial Group is an independent firm, bringing more than 85 years of combined experience in tax advisory, retirement income planning and wealth preservation.” Source: RevenueBase Database · checked Sep 28, 2026
22	Southeast Private Wealth	Indirect evidence	Columbus, GA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
23	Peerless Wealth LLC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “We are dedicated to providing investment management and strategic wealth planning so that it is specific to you and your situation.” Source: RevenueBase Database · checked Sep 28, 2026
24	The Sherrington Group	Strong evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “The Sherrington Group, founded in 1997, is a fee only financial planning and investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
25	Capital Investors Advisory Corporation	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	1-10	2 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 28, 2026

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: investment advisory law firms. 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 investment advisory law firms.
Partial evidence: Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory law firms. 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 25 of 50 investment advisory law firms based in Columbus, United States

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Investment advisory law firms based in Columbus, United States at a glance

As of Sep 28, 2026

58.4%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 50 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 investment advisory law firms, 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 “investment advisory law firms”. 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 investment advisory law firms), 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 investment advisory law firms, 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, 308 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 28, 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.

Investment advisory law firms 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 investment advisory law firms, 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 investment advisory law firms are there based in Columbus, United States?

RevenueBase identified 50 investment advisory law firms 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?

Hamilton Capital, headquartered in Columbus, tops this list with the largest team on record.

Which city in the United States has the most investment advisory law firms?

New York leads the United States with 280 headquartered companies, followed by Atlanta (153) and Houston (137). Columbus has 50.

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 308 verified decision-maker contacts tracked across these 50 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 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 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.