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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Nationwide Fund Advisors | Columbus | $83.14 billion | 129 | 129 | Not listed | (614) 435-6274 | nationwide.com | adviserinfo.sec.gov |
| Diamond Hill Capital Management, LLC | Columbus | $29.38 billion | 3,192 | 120 | 1 | (614) 255-3333 | diamond-hill.com | adviserinfo.sec.gov |
| Nationwide Investment Advisors, LLC | Columbus | $16.73 billion | 251,223 | 401 | Not listed | (614) 435-8371 | adviserinfo.sec.gov | |
| Nationwide Asset Management, LLC | Columbus | $15.19 billion | 13 | 212 | 2 | (614) 435-6127 | adviserinfo.sec.gov | |
| Huntington Financial Advisors | Columbus | $7.89 billion | 42,399 | 520 | Not listed | (800) 322-4600 | huntington.com | adviserinfo.sec.gov |
| Rockbridge Capital, LLC | Columbus | $5.01 billion | 23 | 125 | 23 | (614) 246-2400 | adviserinfo.sec.gov | |
| Hamilton Capital | Columbus | $4.94 billion | 9,562 | 90 | 2 | (614) 273-1000 | adviserinfo.sec.gov | |
| Drive Capital LLC | Columbus | $4.38 billion | 21 | 30 | 21 | (415) 694-9581 | adviserinfo.sec.gov | |
| Windsor Advisory Group, LLC | Columbus | $2.92 billion | 1,704 | 22 | 4 | (614) 545-0300 | adviserinfo.sec.gov | |
| Gryphon Financial Partners | Columbus | $2.44 billion | 2,819 | 31 | 3 | (614) 929-2880 | adviserinfo.sec.gov | |
| Summit Financial Strategies Inc | Columbus | $2.31 billion | 4,149 | 37 | Not listed | (614) 885-1115 | summitfin.com | adviserinfo.sec.gov |
| Meyers Wealth Management, LLC | Columbus | $1.93 billion | 860 | 10 | Not listed | (614) 442-6787 | meyerswealthmgmt.com | adviserinfo.sec.gov |
| Accolade Asset/Liability Advisory Services | Columbus | $1.60 billion | 39 | 7 | Not listed | (614) 816-2694 | accoladeadvisory.com | adviserinfo.sec.gov |
| Antolino Wealth Advisors | Columbus | $1.42 billion | 2,817 | 31 | Not listed | (614) 442-3355 | antolino.com | adviserinfo.sec.gov |
| Frazier Financial Advisors, LLC | Columbus | $1.16 billion | 4,115 | 20 | Not listed | (614) 793-8297 | adviserinfo.sec.gov | |
| The Joseph Group Capital Management | Columbus | $1.09 billion | 832 | 25 | Not listed | (614) 228-4300 | adviserinfo.sec.gov | |
| Asendo Wealth Advisory | Columbus | $866.5 million | 3,609 | 16 | Not listed | (614) 697-2750 | adviserinfo.sec.gov | |
| G2 Capital Management, LLC | Columbus | $756.5 million | 574 | 6 | 1 | (614) 484-1400 | g2capital.net | adviserinfo.sec.gov |
| Waller Financial Planning Group, Inc. | Columbus | $747.8 million | 2,081 | 11 | Not listed | (614) 457-7026 | adviserinfo.sec.gov | |
| John E. Sestina and Company | Columbus | $744 million | 12,193 | 19 | Not listed | (614) 326-3077 | managingtobewealthy.com | adviserinfo.sec.gov |
| Signature Equity Partners, LLC | Columbus | $688.1 million | 2,709 | 55 | Not listed | (614) 846-6000 | midwestretirementconsultants.net | adviserinfo.sec.gov |
| Trinity Financial Advisors LLC | Columbus | $670 million | 1,139 | 9 | 1 | (614) 848-7667 | tfadvisors.com | adviserinfo.sec.gov |
| Peak Retirement Planning, Inc. | Columbus | $631 million | 3,675 | 22 | Not listed | (614) 500-4121 | adviserinfo.sec.gov | |
| Gerber, LLC | Columbus | $592.1 million | 944 | 17 | Not listed | (614) 431-4343 | adviserinfo.sec.gov | |
| Keidan Financial Consultants LLC | Columbus | $574.9 million | 547 | 3 | Not listed | (614) 469-5003 | keidanfinancial.com | adviserinfo.sec.gov |
| GGM Financial LLC | Columbus | $513 million | 908 | 11 | Not listed | (614) 310-2400 | adviserinfo.sec.gov | |
| SWS Partners, LLC | Columbus | $442.6 million | 519 | 6 | 10 | (614) 670-5733 | adviserinfo.sec.gov | |
| Vawter Financial LTD | Columbus | $394.4 million | 1,155 | 5 | Not listed | (614) 451-1002 | adviserinfo.sec.gov | |
| Strategic Planning, Inc. | Columbus | $376.6 million | 1,156 | 4 | Not listed | (614) 802-0170 | stgplan.com | adviserinfo.sec.gov |
| Hicks Capital Management, LLC | Columbus | $344.7 million | 1,020 | 5 | Not listed | (614) 944-5210 | hicks-capital.com | adviserinfo.sec.gov |
| Cambridge Financial Group, Inc. | Columbus | $331.3 million | 318 | 6 | Not listed | (614) 457-1530 | cfginc.net | adviserinfo.sec.gov |
| Future Finances Inc | Columbus | $304.6 million | 691 | 4 | Not listed | (614) 888-7526 | futurefinances.com | adviserinfo.sec.gov |
| Garlikov Advisors Inc | Columbus | $207.6 million | 182 | 4 | Not listed | (614) 221-0900 | garlikovcompanies.com | adviserinfo.sec.gov |
| Northavenue LLC | Columbus | $204.8 million | 638 | 9 | Not listed | (614) 210-3948 | adviserinfo.sec.gov | |
| Capital Asset Management, Inc. | Columbus | $199.5 million | 335 | 3 | Not listed | (614) 515-5510 | adviserinfo.sec.gov | |
| Peb Capital Management LLC | Columbus | $171 million | 461 | 3 | Not listed | (614) 457-6855 | pebcm.com | adviserinfo.sec.gov |
| Libertas Wealth Management Group, Inc. | Columbus | $163.1 million | 1,184 | 6 | Not listed | (614) 543-1350 | adviserinfo.sec.gov | |
| Graver Capital Management, LLC | Columbus | $153.5 million | 544 | 4 | Not listed | (614) 499-2500 | adviserinfo.sec.gov | |
| Peerless Wealth | Columbus | $148.7 million | 421 | 4 | Not listed | (614) 824-2824 | adviserinfo.sec.gov | |
| The Wealth Advantage Group, Inc. | Columbus | $146.4 million | 516 | 3 | Not listed | (614) 459-9000 | wealthadvantagegroup.com | adviserinfo.sec.gov |
| Ross Wealth Advisors, LLC | Columbus | $139.7 million | 594 | 4 | Not listed | (614) 545-0277 | 833armorup.com | adviserinfo.sec.gov |
| Demers Financial Planning | Columbus | $125.3 million | 190 | 2 | Not listed | adviserinfo.sec.gov | ||
| Finish Well RIA LLC | Columbus | $109 million | 785 | 2 | Not listed | (833) 397-3847 | fwretire.com | adviserinfo.sec.gov |
| R1 Capital, Inc. | Columbus | Not listed | Not listed | Not listed | 12 | (614) 487-3635 | 7170angels.com | adviserinfo.sec.gov |
| Heartland Group Holdings LLC | Columbus | Not listed | Not listed | Not listed | 8 | (414) 331-0555 | adviserinfo.sec.gov | |
| Stonehenge Partners, Corp. | Columbus | Not listed | Not listed | Not listed | 4 | (614) 246-2500 | stonehengepartners.com | adviserinfo.sec.gov |
| NCT Fund Management, LLC | Columbus | Not listed | Not listed | Not listed | 3 | (614) 551-4489 | nctventures.com | adviserinfo.sec.gov |
| Narya Capital Management, LLC | Columbus | Not listed | Not listed | Not listed | 2 | (415) 940-0166 | naryavc.com | adviserinfo.sec.gov |
| Core Investment Advisors LLC | Columbus | Not listed | Not listed | Not listed | 1 | (614) 485-2500 | adviserinfo.sec.gov | |
| Grandview Partners Management, LLC | Columbus | Not listed | Not listed | Not listed | 1 | (614) 929-2880 | grandviewpartnersfund.com | adviserinfo.sec.gov |
| Watermark Investment Management Company, LLC | Columbus | Not listed | Not listed | Not listed | 1 | (615) 517-8169 | adviserinfo.sec.gov | |
| Nationwide Securities, LLC | Columbus | Not listed | 0 | 26 | Not listed | (888) 753-7364 | nationwide.com | adviserinfo.sec.gov |
Advisers in Columbus that manage private funds
18 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Rockbridge Capital, LLC | Columbus | OH | 23 | Not listed | 1 | Not listed | 22 | $5.19 billion | $5.01 billion | adviserinfo.sec.gov |
| Drive Capital LLC | Columbus | OH | 21 | Not listed | Not listed | 21 | Not listed | $4.38 billion | $4.38 billion | adviserinfo.sec.gov |
| R1 Capital, Inc. | Columbus | OH | 12 | Not listed | 11 | 1 | Not listed | $123 million | Not listed | adviserinfo.sec.gov |
| SWS Partners, LLC | Columbus | OH | 10 | 1 | 9 | Not listed | Not listed | $12.6 million | $442.6 million | adviserinfo.sec.gov |
| Heartland Group Holdings LLC | Columbus | OH | 8 | Not listed | 1 | 7 | Not listed | $76 million | Not listed | adviserinfo.sec.gov |
| Windsor Advisory Group, LLC | Columbus | OH | 4 | Not listed | Not listed | Not listed | Not listed | $284.9 million | $2.92 billion | adviserinfo.sec.gov |
| Stonehenge Partners, Corp. | Columbus | OH | 4 | Not listed | 2 | Not listed | Not listed | $593.6 million | Not listed | adviserinfo.sec.gov |
| Gryphon Financial Partners | Columbus | OH | 3 | Not listed | 1 | Not listed | 2 | $31.8 million | $2.44 billion | adviserinfo.sec.gov |
| NCT Fund Management, LLC | Columbus | OH | 3 | Not listed | Not listed | 3 | Not listed | $39.2 million | Not listed | adviserinfo.sec.gov |
| Nationwide Asset Management, LLC | Columbus | OH | 2 | Not listed | Not listed | Not listed | Not listed | $1.51 billion | $15.19 billion | adviserinfo.sec.gov |
| Hamilton Capital | Columbus | OH | 2 | Not listed | Not listed | Not listed | 2 | $18.2 million | $4.94 billion | adviserinfo.sec.gov |
| Narya Capital Management, LLC | Columbus | OH | 2 | Not listed | Not listed | 2 | Not listed | $333.3 million | Not listed | adviserinfo.sec.gov |
| Diamond Hill Capital Management, LLC | Columbus | OH | 1 | 1 | Not listed | Not listed | Not listed | $31 million | $29.38 billion | adviserinfo.sec.gov |
| G2 Capital Management, LLC | Columbus | OH | 1 | Not listed | Not listed | Not listed | 1 | $3.3 million | $756.5 million | adviserinfo.sec.gov |
| Trinity Financial Advisors LLC | Columbus | OH | 1 | Not listed | 1 | Not listed | Not listed | $1.5 million | $670 million | adviserinfo.sec.gov |
| Core Investment Advisors LLC | Columbus | OH | 1 | Not listed | Not listed | Not listed | 1 | $16.7 million | Not listed | adviserinfo.sec.gov |
| Grandview Partners Management, LLC | Columbus | OH | 1 | Not listed | 1 | Not listed | Not listed | $50.6 million | Not listed | adviserinfo.sec.gov |
| Watermark Investment Management Company, LLC | Columbus | OH | 1 | Not listed | 1 | Not listed | Not listed | $32 million | Not listed | adviserinfo.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.