Company lists · Data refreshed September 2026
Top 25 Retirement planning consultants based in Columbus, United States
RevenueBase identified 71 retirement planning consultants headquartered in Columbus, United States as of September 2026 and tracks 862 professional contacts across them, including 380 with verified work emails. New York is the largest hub.
This list covers retirement planning consultants 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 21, 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 25 largest retirement planning consultants based in Columbus, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 357 contacts → | ||||
Partial evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 53 contacts → | ||||
Partial evidence “We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 52 contacts → | ||||
Partial evidence “Summit Financial Strategies isn’t your typical financial planning firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 21 contacts → | ||||
Indirect 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 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Partial evidence “Most people think of financial planning or investments as a numbers business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Partial 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 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “Life moves fast.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Partial evidence “Our company is dedicated to retirement plans and the unique problems and solutions that come with them.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “Steven D Meier and Juli Damopoulos with Cardinal Financial Advisers, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Indirect evidence “Extended Personal Service's mission is to create relationships that last.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “Saling Simms Associates is an independent Registered Investment Advisor located in Columbus Ohio.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Partial evidence “Townsend Wealth Management provides comprehensive financial planning and investment management services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “We are an employee-owned, independent full-service financial planning firm, alongside a robust tax preparation practice and full-service insurance agency.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “You’ve worked hard to achieve success and accumulate your wealth.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Strong 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 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “Since 1987, Ross Wealth Advisors has been assisting families plan for and enjoy retirement with confidence.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 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: retirement planning consultants. 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 retirement planning consultants.
- Partial evidence
- Its own public description names part of retirement planning consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning consultants. 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 71 retirement planning consultants based in Columbus, United States
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Retirement planning consultants based in Columbus, United States at a glance
As of Sep 21, 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 71 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 retirement planning consultants, 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 “retirement planning consultants”. 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 retirement planning consultants), 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 retirement planning consultants, 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, 380 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 21, 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.
Retirement planning consultants by metro in the United States
- Retirement planning consultants in New York220
- Retirement planning consultants in Houston164
- Retirement planning consultants in Atlanta147
- Retirement planning consultants in San Diego136
- Retirement planning consultants in Dallas133
- Retirement planning consultants in Chicago132
- Retirement planning consultants in Scottsdale120
- Retirement planning consultants in Charlotte113
- Retirement planning consultants in Austin102
- Retirement planning consultants in Denver95
- Retirement planning consultants in Tampa93
- Retirement planning consultants in Portland92
- Retirement planning consultants in Cincinnati85
- Retirement planning consultants in Los Angeles85
- Retirement planning consultants in Overland Park77
- Retirement planning consultants in Raleigh75
- Retirement planning consultants in Columbus71
- Retirement planning consultants in Greenville69
- Retirement planning consultants in San Francisco69
- Retirement planning consultants in Irvine68
- Retirement planning consultants in Phoenix67
- Retirement planning consultants in Pittsburgh67
- Retirement planning consultants in San Antonio67
- Retirement planning consultants in Boston64
- Retirement planning consultants in Indianapolis64
- Retirement planning consultants in Columbia63
- Retirement planning consultants in Rochester63
- Retirement planning consultants in Newport Beach61
- Retirement planning consultants in Boca Raton60
- Retirement planning consultants in Grand Rapids60
- Retirement planning consultants in Miami59
- Retirement planning consultants in Las Vegas58
- Retirement planning consultants in Omaha57
- Retirement planning consultants in Bellevue55
- Retirement planning consultants in Greenwood Village53
- Retirement planning consultants in Richmond53
- Retirement planning consultants in Seattle53
- Retirement planning consultants in Birmingham52
- Retirement planning consultants in Fort Lauderdale52
- Retirement planning consultants in Minneapolis51
- Retirement planning consultants in Springfield51
- Retirement planning consultants in Colorado Springs50
- Retirement planning consultants in Jacksonville48
- Retirement planning consultants in Louisville47
- Retirement planning consultants in Salt Lake City47
- Retirement planning consultants in Troy47
- Retirement planning consultants in Wilmington47
- Retirement planning consultants in Madison46
- Retirement planning consultants in Plano46
- Retirement planning consultants in Fort Worth45
- Retirement planning consultants in Lexington43
- Retirement planning consultants in Tucson42
- Retirement planning consultants in Lafayette40
- Retirement planning consultants in Orlando40
- Retirement planning consultants in Sarasota40
- Retirement planning consultants in Nashville39
- Retirement planning consultants in Cleveland38
- Retirement planning consultants in Lincoln38
- Retirement planning consultants in Plymouth38
- Retirement planning consultants in Tulsa37
- Retirement planning consultants in Walnut Creek37
- Retirement planning consultants in Knoxville36
- Retirement planning consultants in Pasadena36
- Retirement planning consultants in Washington36
- Retirement planning consultants in Alpharetta35
- Retirement planning consultants in Virginia Beach35
- Retirement planning consultants in Franklin34
- Retirement planning consultants in Memphis34
- Retirement planning consultants in Red Bank32
- Retirement planning consultants in Bloomington31
- Retirement planning consultants in Charleston31
- Retirement planning consultants in Fort Collins31
- Retirement planning consultants in Melville31
- Retirement planning consultants in Oklahoma City31
- Retirement planning consultants in West Des Moines31
- Retirement planning consultants in Brentwood30
- Retirement planning consultants in Jackson30
- Retirement planning consultants in Lake Oswego30
- Retirement planning consultants in St. Louis30
- Retirement planning consultants in Baton Rouge29
- Retirement planning consultants in Fort Wayne29
- Retirement planning consultants in Greensboro29
- Retirement planning consultants in Wichita29
- Retirement planning consultants in Englewood28
- Retirement planning consultants in Kansas City28
- Retirement planning consultants in Philadelphia28
- Retirement planning consultants in Rockville28
- Retirement planning consultants in San Jose28
- Retirement planning consultants in St Louis28
- Retirement planning consultants in The Woodlands28
- Retirement planning consultants in West Chester28
- Retirement planning consultants in Westlake Village28
- Retirement planning consultants in Albuquerque26
- Retirement planning consultants in Buffalo26
- Retirement planning consultants in Little Rock26
- Retirement planning consultants in Chattanooga25
- Retirement planning consultants in Honolulu25
- Retirement planning consultants in Naples25
- Retirement planning consultants in Roseville25
- Retirement planning consultants in Spokane25
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 retirement planning consultants, 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 retirement planning consultants are there based in Columbus, United States?
RevenueBase identified 71 retirement planning consultants 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 retirement planning consultants?
New York leads with 220 headquartered companies, followed by Houston (164) and Atlanta (147).
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 380 verified decision-maker contacts tracked across these 71 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 21, 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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