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Top 3 financial advisor firms in Columbus

3 SEC-registered financial advisor firms are headquartered in Columbus, GA, with $1.46B in combined regulatory assets under management. The largest by assets are Greatmark Investment Partners ($1.02B), Wealth Intelligence ($247M) and Townsend Personal Financial Planning ($194M).

3
Financial advisor firms
$1.46B
Their combined AUM
$247M
Median firm AUM
840
Clients of the top 3

The 3 largest by assets

  1. 1
    Greatmark Investment Partners

    RIA

    $1.02B

  2. 2
    Wealth Intelligence

    RIA

    $247M

  3. 3
    Townsend Personal Financial Planning

    RIA

    $194M

Profiles of the top 3

No. 1 · RIA

Greatmark Investment Partners

Greatmark Investment Partners is an investment adviser based in Columbus, GA, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.02 billion, as filed on 2 March 2026.

Regulatory AUM
$1.02B
Clients
433
Advisory staff
3
Founded
1987
Custodians
Charles Schwab
Headquarters
6001 River RD, Suite 300, Columbus, GA 31904-4556
Phone
706-327-2128
Website
greatmarkonline.com

No. 2 · RIA

Wealth Intelligence

Wealth Intelligence is an investment adviser based in Columbus, GA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $247 million, as filed on 6 September 2026.

Wealth Intelligence charges up to 2.00% a year for its Investment advisory (portfolio management) services.

Regulatory AUM
$247M
Clients
228
Advisory staff
3
Fee schedule
Up to 2.00% a year
Minimum account
$2,000,000
Custodians
Charles Schwab
Headquarters
2900 Warm Springs RD, Columbus, GA 30295
Phone
706-571-2100
Website
wealthintel.com

No. 3 · RIA

Townsend Personal Financial Planning

Townsend Personal Financial Planning is an investment adviser based in Columbus, GA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $194 million, as filed on 25 February 2026.

Townsend Personal Financial Planning charges 0.20%–1.00% a year for its Investment management fees.

Regulatory AUM
$194M
Clients
179
Advisory staff
2
Fee schedule
0.20% to 1.00% a year
Custodians
Charles Schwab
Headquarters
6867 Mountainbrook DR, Ste 102, Columbus, GA 31904
Phone
706-221-8200
Website
townsendwm.com

Questions about financial advisors in Columbus

How many financial advisor firms are headquartered in Columbus?

3 SEC-registered financial advisor firms report their principal office in Columbus, GA, managing $1.46B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Columbus?

Greatmark Investment Partners, with $1.02B in regulatory assets under management on its latest Form ADV. The next largest are Wealth Intelligence ($247M) and Townsend Personal Financial Planning ($194M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Columbus?

The median firm manages $247M in regulatory assets. That is the midpoint of the 3 firms headquartered in Columbus.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Columbus?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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