Company lists · Data refreshed September 2026

Top 23 Portfolio management firms based in Columbus, United States

Name: Portfolio management 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 20, 2026 47 companies tracked

RevenueBase identified 47 company matches for portfolio management firms associated with Columbus, United States as of September 2026 and tracks 742 professional contacts across them, including 353 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Columbus has 47.

This list covers company matches for portfolio management firms 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 20, 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 20, 2026 How this list was built

47Companies

742Contacts tracked

353Verified emails

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

The 23 largest portfolio management firms based in Columbus, United States

Ranked by team size

Top 23 of 47 company matches for portfolio management firms based in Columbus, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 20, 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 20, 2026 · View company records in RevenueBase
2	Hamilton Capital	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	51-200	106 contacts →
	Exact match “At Hamilton Capital, the bottom line is results matter.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Ascend Advisory Group	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Signature Financial Group, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	201-500	16 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 · Sep 20, 2026 · View company records in RevenueBase
5	SWS Partners, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Meyers Wealth Management	Exact match	Columbus, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Kirr, Marbach & Company, LLC	Exact match	Columbus, IN, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Kirr, Marbach & Company, LLC is a registered investment adviser located in Columbus, Indiana.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Merkel Wealth Management	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Our mission is to help you positively impact your business, your family, and your community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Extended Personal Service, LTD	Exact match	Columbus, WI, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Saling Simms Associates	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Saling Simms Associates is an independent Registered Investment Advisor located in Columbus Ohio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Stonebridge Wealth Strategies, LLP	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Townsend Wealth Management	Exact match	Columbus, GA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Townsend Wealth Management provides comprehensive financial planning and investment management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Hicks Capital Management	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Brookstone Wealth Management, LLC	Exact match	Columbus, GA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Peerless Wealth LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 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 · Sep 20, 2026 · View company records in RevenueBase
16	Gianola Financial Planning LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
17	Retirement Wealth Strategies, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
18	Plan For Your Tomorrow, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are a boutique financial services firm trying to make "personal financial advice" personal again.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	A. Gile & CO	Exact match	Columbus, WI, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial planning and portfolio management” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Kurfees Capital Management, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Your financial risk isn't market volatility but not having the cash you need when you need it!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Diamond Hill Capital Management, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	IGG Wealth Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
23	CMP Financial Planning	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 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 “portfolio management firms”. 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 23 of 47 portfolio management firms based in Columbus, United States

See the full list, filter by size, metro and specialty, and access 353 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Portfolio management firms based in Columbus, United States at a glance

As of Sep 20, 2026

47.6%Verified-email coverage

15.8Average contacts per company

1-10Median size (employees)

Sep 20, 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 47 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 “portfolio management firms” 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 353 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 20, 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.

Portfolio management firms 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Columbus, United States?

RevenueBase identified 47 company matches for portfolio management firms 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Columbus has 47.

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 353 professional contacts with verified work emails tracked across these 47 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 47 portfolio management firms based in Columbus, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio management firms 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.