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Data / Investment advisers / Ohio / Columbus

Investment advisers in Columbus, OH: 52 firms, $192 billion in AUM

52 investment advisers have their main office in Columbus, Ohio: 44 SEC registered and 8 exempt reporting. The registered advisers report $192 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Nationwide Fund Advisors with $83.1 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 52Advisers
  • 44SEC registered
  • 8Exempt reporting
  • $192 billionTotal AUM
  • 43Advisers over $100 million
  • 18Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Nationwide Fund AdvisorsColumbus$83.14 billion129129Not listed(614) 435-6274nationwide.comadviserinfo.sec.gov
Diamond Hill Capital Management, LLCColumbus$29.38 billion3,1921201(614) 255-3333diamond-hill.comadviserinfo.sec.gov
Nationwide Investment Advisors, LLCColumbus$16.73 billion251,223401Not listed(614) 435-8371adviserinfo.sec.gov
Nationwide Asset Management, LLCColumbus$15.19 billion132122(614) 435-6127adviserinfo.sec.gov
Huntington Financial AdvisorsColumbus$7.89 billion42,399520Not listed(800) 322-4600huntington.comadviserinfo.sec.gov
Rockbridge Capital, LLCColumbus$5.01 billion2312523(614) 246-2400adviserinfo.sec.gov
Hamilton CapitalColumbus$4.94 billion9,562902(614) 273-1000adviserinfo.sec.gov
Drive Capital LLCColumbus$4.38 billion213021(415) 694-9581adviserinfo.sec.gov
Windsor Advisory Group, LLCColumbus$2.92 billion1,704224(614) 545-0300adviserinfo.sec.gov
Gryphon Financial PartnersColumbus$2.44 billion2,819313(614) 929-2880adviserinfo.sec.gov
Summit Financial Strategies IncColumbus$2.31 billion4,14937Not listed(614) 885-1115summitfin.comadviserinfo.sec.gov
Meyers Wealth Management, LLCColumbus$1.93 billion86010Not listed(614) 442-6787meyerswealthmgmt.comadviserinfo.sec.gov
Accolade Asset/Liability Advisory ServicesColumbus$1.60 billion397Not listed(614) 816-2694accoladeadvisory.comadviserinfo.sec.gov
Antolino Wealth AdvisorsColumbus$1.42 billion2,81731Not listed(614) 442-3355antolino.comadviserinfo.sec.gov
Frazier Financial Advisors, LLCColumbus$1.16 billion4,11520Not listed(614) 793-8297adviserinfo.sec.gov
The Joseph Group Capital ManagementColumbus$1.09 billion83225Not listed(614) 228-4300adviserinfo.sec.gov
Asendo Wealth AdvisoryColumbus$866.5 million3,60916Not listed(614) 697-2750adviserinfo.sec.gov
G2 Capital Management, LLCColumbus$756.5 million57461(614) 484-1400g2capital.netadviserinfo.sec.gov
Waller Financial Planning Group, Inc.Columbus$747.8 million2,08111Not listed(614) 457-7026adviserinfo.sec.gov
John E. Sestina and CompanyColumbus$744 million12,19319Not listed(614) 326-3077managingtobewealthy.comadviserinfo.sec.gov
Signature Equity Partners, LLCColumbus$688.1 million2,70955Not listed(614) 846-6000midwestretirementconsultants.netadviserinfo.sec.gov
Trinity Financial Advisors LLCColumbus$670 million1,13991(614) 848-7667tfadvisors.comadviserinfo.sec.gov
Peak Retirement Planning, Inc.Columbus$631 million3,67522Not listed(614) 500-4121adviserinfo.sec.gov
Gerber, LLCColumbus$592.1 million94417Not listed(614) 431-4343adviserinfo.sec.gov
Keidan Financial Consultants LLCColumbus$574.9 million5473Not listed(614) 469-5003keidanfinancial.comadviserinfo.sec.gov
GGM Financial LLCColumbus$513 million90811Not listed(614) 310-2400adviserinfo.sec.gov
SWS Partners, LLCColumbus$442.6 million519610(614) 670-5733adviserinfo.sec.gov
Vawter Financial LTDColumbus$394.4 million1,1555Not listed(614) 451-1002adviserinfo.sec.gov
Strategic Planning, Inc.Columbus$376.6 million1,1564Not listed(614) 802-0170stgplan.comadviserinfo.sec.gov
Hicks Capital Management, LLCColumbus$344.7 million1,0205Not listed(614) 944-5210hicks-capital.comadviserinfo.sec.gov
Cambridge Financial Group, Inc.Columbus$331.3 million3186Not listed(614) 457-1530cfginc.netadviserinfo.sec.gov
Future Finances IncColumbus$304.6 million6914Not listed(614) 888-7526futurefinances.comadviserinfo.sec.gov
Garlikov Advisors IncColumbus$207.6 million1824Not listed(614) 221-0900garlikovcompanies.comadviserinfo.sec.gov
Northavenue LLCColumbus$204.8 million6389Not listed(614) 210-3948adviserinfo.sec.gov
Capital Asset Management, Inc.Columbus$199.5 million3353Not listed(614) 515-5510adviserinfo.sec.gov
Peb Capital Management LLCColumbus$171 million4613Not listed(614) 457-6855pebcm.comadviserinfo.sec.gov
Libertas Wealth Management Group, Inc.Columbus$163.1 million1,1846Not listed(614) 543-1350adviserinfo.sec.gov
Graver Capital Management, LLCColumbus$153.5 million5444Not listed(614) 499-2500adviserinfo.sec.gov
Peerless WealthColumbus$148.7 million4214Not listed(614) 824-2824adviserinfo.sec.gov
The Wealth Advantage Group, Inc.Columbus$146.4 million5163Not listed(614) 459-9000wealthadvantagegroup.comadviserinfo.sec.gov
Ross Wealth Advisors, LLCColumbus$139.7 million5944Not listed(614) 545-0277833armorup.comadviserinfo.sec.gov
Demers Financial PlanningColumbus$125.3 million1902Not listedadviserinfo.sec.gov
Finish Well RIA LLCColumbus$109 million7852Not listed(833) 397-3847fwretire.comadviserinfo.sec.gov
R1 Capital, Inc.ColumbusNot listedNot listedNot listed12(614) 487-36357170angels.comadviserinfo.sec.gov
Heartland Group Holdings LLCColumbusNot listedNot listedNot listed8(414) 331-0555adviserinfo.sec.gov
Stonehenge Partners, Corp.ColumbusNot listedNot listedNot listed4(614) 246-2500stonehengepartners.comadviserinfo.sec.gov
NCT Fund Management, LLCColumbusNot listedNot listedNot listed3(614) 551-4489nctventures.comadviserinfo.sec.gov
Narya Capital Management, LLCColumbusNot listedNot listedNot listed2(415) 940-0166naryavc.comadviserinfo.sec.gov
Core Investment Advisors LLCColumbusNot listedNot listedNot listed1(614) 485-2500adviserinfo.sec.gov
Grandview Partners Management, LLCColumbusNot listedNot listedNot listed1(614) 929-2880grandviewpartnersfund.comadviserinfo.sec.gov
Watermark Investment Management Company, LLCColumbusNot listedNot listedNot listed1(615) 517-8169adviserinfo.sec.gov
Nationwide Securities, LLCColumbusNot listed026Not listed(888) 753-7364nationwide.comadviserinfo.sec.gov

Advisers in Columbus that manage private funds

18 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Rockbridge Capital, LLCColumbusOH23Not listed1Not listed22$5.19 billion$5.01 billionadviserinfo.sec.gov
Drive Capital LLCColumbusOH21Not listedNot listed21Not listed$4.38 billion$4.38 billionadviserinfo.sec.gov
R1 Capital, Inc.ColumbusOH12Not listed111Not listed$123 millionNot listedadviserinfo.sec.gov
SWS Partners, LLCColumbusOH1019Not listedNot listed$12.6 million$442.6 millionadviserinfo.sec.gov
Heartland Group Holdings LLCColumbusOH8Not listed17Not listed$76 millionNot listedadviserinfo.sec.gov
Windsor Advisory Group, LLCColumbusOH4Not listedNot listedNot listedNot listed$284.9 million$2.92 billionadviserinfo.sec.gov
Stonehenge Partners, Corp.ColumbusOH4Not listed2Not listedNot listed$593.6 millionNot listedadviserinfo.sec.gov
Gryphon Financial PartnersColumbusOH3Not listed1Not listed2$31.8 million$2.44 billionadviserinfo.sec.gov
NCT Fund Management, LLCColumbusOH3Not listedNot listed3Not listed$39.2 millionNot listedadviserinfo.sec.gov
Nationwide Asset Management, LLCColumbusOH2Not listedNot listedNot listedNot listed$1.51 billion$15.19 billionadviserinfo.sec.gov
Hamilton CapitalColumbusOH2Not listedNot listedNot listed2$18.2 million$4.94 billionadviserinfo.sec.gov
Narya Capital Management, LLCColumbusOH2Not listedNot listed2Not listed$333.3 millionNot listedadviserinfo.sec.gov
Diamond Hill Capital Management, LLCColumbusOH11Not listedNot listedNot listed$31 million$29.38 billionadviserinfo.sec.gov
G2 Capital Management, LLCColumbusOH1Not listedNot listedNot listed1$3.3 million$756.5 millionadviserinfo.sec.gov
Trinity Financial Advisors LLCColumbusOH1Not listed1Not listedNot listed$1.5 million$670 millionadviserinfo.sec.gov
Core Investment Advisors LLCColumbusOH1Not listedNot listedNot listed1$16.7 millionNot listedadviserinfo.sec.gov
Grandview Partners Management, LLCColumbusOH1Not listed1Not listedNot listed$50.6 millionNot listedadviserinfo.sec.gov
Watermark Investment Management Company, LLCColumbusOH1Not listed1Not listedNot listed$32 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.