3 SEC-registered financial advisor firms are headquartered in Columbus, IN, with $1.9B in combined regulatory assets under management. The largest by assets are SMI Advisory Services ($949M), Kirr, Marbach & Company ($588M) and Kessler Investment Group ($360M).
$949M
$588M
$360M
No. 1 · RIA
SMI Advisory Services is an investment adviser based in Columbus, IN, registered with the SEC since 2005. It provides investment management. Its clients include individuals and investment companies. Its regulatory assets under management total $949 million, as filed on 15 January 2026.
No. 2 · RIA
Kirr, Marbach & Company is an investment adviser based in Columbus, IN, registered with the SEC since 1975. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and individual clients. Its regulatory assets under management total $588 million, as filed on 26 March 2026.
Kirr, Marbach & Company charges 1.00%–1.50% a year for its Standard Fee Schedule for Investment Advisory Services.
No. 3 · RIA
Kessler Investment Group is an investment adviser based in Columbus, IN, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $360 million, as filed on 27 March 2026.
Kessler Investment Group charges 1.00%–1.75% a year for its Standard Fee Schedule - Separately Managed Accounts.
3 SEC-registered financial advisor firms report their principal office in Columbus, IN, managing $1.9B 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
SMI Advisory Services, with $949M in regulatory assets under management on its latest Form ADV. The next largest are Kirr, Marbach & Company ($588M) and Kessler Investment Group ($360M).
Source: Form ADV Part 1A, Item 5.F
The median firm manages $588M in regulatory assets. That is the midpoint of the 3 firms headquartered in Columbus.
Source: Form ADV Part 1A, Item 5.F
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.
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
Columbus has 3 financial advisor firms; see every adviser in the city →