SEC-registered investment advisers in Columbus
4 SEC-registered investment advisers are headquartered in Columbus, IN, with $2.62B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $2.62B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| SMI Advisory Services | RIA | $949M |
| 3fourteen & Smi Advisory Services | Mutual funds & ETFs | $723M |
| Kirr, Marbach & Company | RIA | $588M |
| Kessler Investment Group | RIA | $360M |
- Type
- RIA
- Type
- Mutual funds & ETFs
- Type
- RIA
- Type
- RIA
Columbus at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$1.9B regulatory AUM3 (75%)
- Mutual fund, ETF and BDC managers$723M regulatory AUM1 (25%)
Other cities in Indiana
- Indianapolis46
- Carmel22
- Fort Wayne13
- Bloomington5
- Fishers4
- South Bend4
- Evansville3
- Greenwood3
- Kokomo3
- Zionsville3
- Auburn2
- Lafayette2