Company lists · Data refreshed September 2026
Top 21 Investment management firms based in Columbus, United States
RevenueBase identified 43 investment management firms headquartered in Columbus, United States as of September 2026 and tracks 735 professional contacts across them, including 360 with verified work emails. New York is the largest hub.
This list covers investment management 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 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 21 largest investment management firms 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 | 106 contacts → | ||||
Indirect evidence “At Hamilton Capital, the bottom line is results matter.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 16 contacts → | ||||
Partial 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. | |||||
| 5 | 12 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Partial evidence “Kirr, Marbach & Company, LLC is a registered investment adviser located in Columbus, Indiana.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect evidence “Our mission is to help you positively impact your business, your family, and your community.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Partial evidence “At Diamond Hill, we are fiercely committed to generating excellent, long-term investment outcomes and building enduring client partnerships.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Extended Personal Service's mission is to create relationships that last.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “Saling Simms Associates is an independent Registered Investment Advisor located in Columbus Ohio.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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. | |||||
| 15 | 3 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Strong evidence “We are a full service investment advisory firm providing portfolio management and financial planning services including divorce financial analysis located in Columbus, OH.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “Financial planning and portfolio management” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Strong evidence “CMP Financial Planning is a Columbus, Ohio-based fee-only firm that specializes in financial planning, investment management, and retirement planning to help clients build…” 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: investment management 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 management firms.
- Partial evidence
- Its own public description names part of investment management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management 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 21 of 43 investment management firms based in Columbus, United States
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Investment management firms 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 43 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 management 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 management 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 management 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 management 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, 360 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.
Investment management firms by metro in the United States
- Investment management firms in New York348
- Investment management firms in Chicago141
- Investment management firms in Atlanta122
- Investment management firms in Dallas111
- Investment management firms in Houston110
- Investment management firms in Boston96
- Investment management firms in San Diego93
- Investment management firms in Miami85
- Investment management firms in San Francisco84
- Investment management firms in Austin80
- Investment management firms in Scottsdale73
- Investment management firms in Los Angeles70
- Investment management firms in Denver67
- Investment management firms in Charlotte66
- Investment management firms in Tampa62
- Investment management firms in Portland58
- Investment management firms in Minneapolis55
- Investment management firms in Newport Beach54
- Investment management firms in Cincinnati52
- Investment management firms in Overland Park52
- Investment management firms in Irvine49
- Investment management firms in Raleigh46
- Investment management firms in Seattle45
- Investment management firms in Columbus43
- Investment management firms in Omaha43
- Investment management firms in San Antonio42
- Investment management firms in Indianapolis41
- Investment management firms in Pittsburgh41
- Investment management firms in Boca Raton39
- Investment management firms in Phoenix39
- Investment management firms in Birmingham35
- Investment management firms in Columbia35
- Investment management firms in Greenwood Village35
- Investment management firms in Las Vegas35
- Investment management firms in Madison35
- Investment management firms in Naples35
- Investment management firms in Richmond35
- Investment management firms in Rochester35
- Investment management firms in Springfield34
- Investment management firms in Fort Worth33
- Investment management firms in Washington33
- Investment management firms in Nashville32
- Investment management firms in Sarasota32
- Investment management firms in Grand Rapids31
- Investment management firms in Greenville30
- Investment management firms in Louisville30
- Investment management firms in Wilmington30
- Investment management firms in Tucson29
- Investment management firms in Bellevue28
- Investment management firms in Plano28
- Investment management firms in Jacksonville27
- Investment management firms in Memphis27
- Investment management firms in Pasadena26
- Investment management firms in Philadelphia26
- Investment management firms in Troy26
- Investment management firms in Colorado Springs25
- Investment management firms in Salt Lake City25
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 management 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 management firms are there based in Columbus, United States?
RevenueBase identified 43 investment management 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?
Huntington Financial Advisors, headquartered in Columbus, tops this list with the largest team on record.
Which city has the most investment management firms?
New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).
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 360 verified decision-maker contacts tracked across these 43 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.
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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.
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