Top 10 financial advisor firms in Columbus

34 SEC-registered financial advisor firms are headquartered in Columbus, OH, with $28.3B in combined regulatory assets under management. The largest by assets are Hamilton Capital ($4.94B), Windsor Advisory Group ($2.92B) and Gryphon Financial Partners ($2.44B).

34
Financial advisor firms: $28.3B
Their combined AUM: $478M
Median firm AUM: 9,850
Clients of the top 10

The 10 largest by assets

1
Hamilton Capital
RIA
$4.94B
0.55% to 1.00% a year
2
Windsor Advisory Group
RIA
$2.92B
0.50% to 0.65% a year
3
Gryphon Financial Partners
RIA
$2.44B
Up to 1.50% a year
4
Summit Financial Strategies
RIA
$2.31B
Regulatory AUM
5
Meyers Wealth Management
RIA
$1.93B
1.00% to 2.00%
6
AA Financial Advisors
RIA
$1.42B
Up to 1.50% a year
7
Frazier Financial Advisors
RIA
$1.16B
0.40% to 1.00% a year
8
The Joseph Group
RIA
$1.09B
0.20% to 1.00% a year
9
TSG Advice Partners
RIA
$867M
0.50% to 1.00% a year
10
G2 Capital Management
RIA
$757M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Hamilton Capital

Hamilton Capital is an investment adviser based in Columbus, OH, registered with the SEC since 1997. 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 $4.94 billion, as filed on 21 April 2026.

Hamilton Capital charges 0.55%–1.00% a year for its Wealth & Investment Management Fees.

Regulatory AUM: $4.94B
Clients: 2,963
Advisory staff: 45
Fee schedule: 0.55% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 5025 Arlington Centre BLVD, Suite 300, Columbus, OH 43220
Phone: 614-273-1000
Website: hamiltoncapital.com

No. 2 · RIA

Windsor Advisory Group

Windsor Advisory Group is an investment adviser based in Columbus, OH, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $2.92 billion, as filed on 1 July 2026.

Windsor Advisory Group charges 0.50%–0.65% a year for its Advisory fee on assets under management.

Regulatory AUM: $2.92B
Clients: 543
Advisory staff: 14
Fee schedule: 0.50% to 0.65% a year
Minimum account: $20,000,000
Custodians: Charles Schwab
Headquarters: 2130 Quarry Trails DR, 1st Floor, Columbus, OH 43228
Phone: 614-545-0300
Website: windsoradvisorygroup.com

No. 3 · RIA

Gryphon Financial Partners

Gryphon Financial Partners is an investment adviser based in Columbus, OH, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.44 billion, as filed on 17 September 2026.

Gryphon Financial Partners charges up to 1.50% a year for its Percentage of Assets Under Management.

Regulatory AUM: $2.44B
Clients: 661
Advisory staff: 15
Founded: 2014
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 325 John H. McConnell BLVD., Suite 425, Columbus, OH 43215
Phone: 614-929-2880
Website: gryphonfinancialpartners.com

No. 4 · RIA

Summit Financial Strategies

Summit Financial Strategies is an investment adviser based in Columbus, OH, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.31 billion, as filed on 31 August 2026.

Regulatory AUM: $2.31B
Clients: 1,026
Advisory staff: 31
Founded: 1994
Custodians: Fidelity, Charles Schwab
Headquarters: 4111 Worth Ave., #510, Columbus, OH 43219-3599
Phone: 614-885-1115
Website: summitfin.com

No. 5 · RIA

Meyers Wealth Management

Meyers Wealth Management is an investment adviser based in Columbus, OH, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.93 billion, as filed on 6 May 2026.

Meyers Wealth Management charges 1.00%–2.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.93B
Clients: 860
Advisory staff: 9
Founded: 2017
Fee schedule: 1.00% to 2.00%
Custodians: Charles Schwab
Headquarters: 5005 Horizons Drive, Suite 200, Columbus, OH 43220
Phone: 614-442-6787
Website: meyerswealthmgmt.com

No. 6 · RIA

AA Financial Advisors

AA Financial Advisors is an investment adviser based in Columbus, OH, registered with the SEC since 2022. 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 $1.42 billion, as filed on 21 September 2026.

AA Financial Advisors charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $1.42B
Clients: 968
Advisory staff: 12
Founded: 1985
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 150 E. Broad St., Suite 100, Columbus, OH 43215
Phone: 614-442-3355
Website: antolino.com

No. 7 · RIA

Frazier Financial Advisors

Frazier Financial Advisors is an investment adviser based in Columbus, OH, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $1.16 billion, as filed on 8 July 2026.

Frazier Financial Advisors charges 0.40%–1.00% a year for its Investment Management Services.

Regulatory AUM: $1.16B
Clients: 733
Advisory staff: 15
Founded: 1997
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1690 West Lane Avenue, Suite 280, Columbus, OH 43221
Phone: 614-793-8297
Website: frazierfinancial.com

No. 8 · RIA

The Joseph Group

The Joseph Group is an investment adviser based in Columbus, OH, registered with the SEC since 2012. 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 $1.09 billion, as filed on 26 March 2026.

The Joseph Group charges 0.20%–1.00% a year for its Wealth Advisory.

Regulatory AUM: $1.09B
Clients: 832
Advisory staff: 15
Founded: 1999
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 605 South Front Street, Suite 100, Columbus, OH 43215
Phone: 614-228-4300
Website: josephgroup.com

No. 9 · RIA

TSG Advice Partners

TSG Advice Partners is an investment adviser based in Columbus, OH, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $867 million, as filed on 1 October 2026.

TSG Advice Partners charges 0.50%–1.00% a year for its Investment and Wealth Management Fees.

Regulatory AUM: $867M
Clients: 1,157
Advisory staff: 12
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 254 S. Grubb Street, Columbus, OH 43215
Phone: 614-697-2750
Website: asendowealth.com

No. 10 · RIA

G2 Capital Management

G2 Capital Management is an investment adviser based in Columbus, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $757 million, as filed on 27 March 2026.

Regulatory AUM: $757M
Clients: 107
Advisory staff: 5
Custodians: Charles Schwab
Headquarters: 1600 West Lane Avenue, Suite 270, Columbus, OH 43221
Phone: 614-484-1400
Website: g2capital.net

Questions about financial advisors in Columbus

How many financial advisor firms are headquartered in Columbus?

34 SEC-registered financial advisor firms report their principal office in Columbus, OH, managing $28.3B in regulatory assets between them. The other 9 advisers 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?

Hamilton Capital, with $4.94B in regulatory assets under management on its latest Form ADV. The next largest are Windsor Advisory Group ($2.92B) and Gryphon Financial Partners ($2.44B).

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

How large is a typical financial advisor firm in Columbus?

The median firm manages $478M in regulatory assets. That is the midpoint of the 34 firms headquartered in Columbus.

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

How much do financial advisors in Columbus charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.65% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

Columbus has 34 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Columbus

Top financial advisor firms in other Ohio cities