Company lists · Data refreshed September 2026

Top 25 Wealth management advisors based in Columbus, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 100 companies tracked

RevenueBase identified 100 company matches for wealth management advisors associated with Columbus, United States as of September 2026 and tracks 1,367 professional contacts across them, including 651 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Columbus has 100.

This list covers company matches for wealth management 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 September 19, 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 19, 2026 How this list was built

100Companies

1,367Contacts tracked

651Verified emails

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The 25 largest wealth management advisors based in Columbus, United States

Ranked by team size

Top 25 of 100 company matches for wealth management advisors based in Columbus, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 19, 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 19, 2026 · View company records in RevenueBase
2	Hamilton Capital	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	51-200	106 contacts →
	Exact match “At Hamilton Capital, the bottom line is results matter.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Peak Retirement Planning, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	11-50	53 contacts →
	Exact match “We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Summit Financial Strategies, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	11-50	52 contacts →
	Exact match “Summit Financial Strategies isn’t your typical financial planning firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	The Joseph Group Capital Management	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	11-50	24 contacts →
	Exact match “Helping create great lives, one story at a time,” is our mission at The Joseph Group.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Antolino & Associates	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	11-50	22 contacts →
	Exact match “We empower entrepreneurs to make financial decisions with confidence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Ascend Advisory Group	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
8	Capital City Partners	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “Capital City Partners, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Signature Financial Group, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
10	Financial Concepts - Mississippi	Exact match	Columbus, MS, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “Most people think of financial planning or investments as a numbers business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	GGM Financial, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1-10	12 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 · Sep 19, 2026 · View company records in RevenueBase
12	SWS Partners, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
13	Waller Financial Planning Group, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 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 · Sep 19, 2026 · View company records in RevenueBase
14	Meyers Wealth Management	Exact match	Columbus, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Vawter Financial	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Your money matters - and so do you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Northavenue Financial Advocates	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “NorthAvenue is a women-led, women-owned wealth management company, based in Columbus, Ohio.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Libertas Wealth Management Group, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Libertas Wealth Management Group is a fee-only, fiduciary financial planning and investment management firm based in Columbus, Ohio.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Kensington Wealth Partners, LTD	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Life moves fast.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Trinity Financial Advisors LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Merkel Wealth Management	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
21	Advocus Private Wealth	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Extended Personal Service, LTD	Exact match	Columbus, WI, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
23	WWA Planning & Investments	Exact match	Columbus, IN, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Financial Advice As Individual As You Are™ Fee-Only Financial Planning and Investment Management – Where Your Interests Come First We specialize in working with clients facing a…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Saling Simms Associates	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
25	Stonebridge Wealth Strategies, LLP	Exact match	Columbus, OH, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 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 “wealth management 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 100 wealth management advisors based in Columbus, United States

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Wealth management advisors based in Columbus, United States at a glance

As of Sep 19, 2026

47.6%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 100 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 “wealth management 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 651 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 19, 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.

Wealth management 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 “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management advisors are there based in Columbus, United States?

RevenueBase identified 100 company matches for wealth management advisors 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 wealth management advisors?

New York leads the United States with 482 company records, followed by Atlanta (257) and Houston (244). Columbus has 100.

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 651 professional contacts with verified work emails tracked across these 100 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 19, 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 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.