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Investment Advisors in Columbus, OH: 2026 rankings

99 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Columbus: Hyers & Associates Insurance, RFA Score 75/100; 5.0★ from 27 Google reviews.

  2. 11

    Most-reviewed: Royal Oak Financial Group, 104 Google reviews at 5.0★, the most of 99 ranked; ranked #11.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

99 Columbus investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 99 rated firms.

Top 10 investment advisors in Columbus at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Columbus at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Hyers & Associates Insurance755.0★ (27)Columbus—Top score
2Three Creeks Capital Management715.0★ (56)ColumbusEvenings—
3Western & Southern Life714.8★ (17)Grove City, 6 mi away——
4STRS Ohio713.5★ (53)Columbus——
5Rockbridge694.4★ (5)Columbus——
6rebel Financial695.0★ (94)Columbus——
7SWS Partners684.3★ (3)Columbus——
8Boich Investment Group683.7★ (3)Columbus——
9Ascend Advisory Group685.0★ (7)Dublin, 12 mi away——
10Basictech Investment Services LLP672.0★ (3)ColumbusSat—

All 99 investment advisors in Columbus, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 STRS Ohio

    Based in Columbus

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.5★ from 53 Google reviews, listed on Google as “Investment service”.

    • 3.5★ from 53 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    275 E Broad St, Columbus, OH 43215
    View profile for STRS Ohio(888) 227-7877

  5. #5 Rockbridge

    Based in Columbus

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.4★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    4124 Worth Ave, Columbus, OH 43219
    View profile for Rockbridge(614) 246-2400

  6. #6 rebel Financial

    Based in Columbus

    69/100RFA Score

    Ranked #6 because of its Google rating and review volume: 5.0★ from 94 Google reviews.

    • 5.0★ from 94 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    5940 Clyde Moore Dr, Groveport, OH 43125
    View profile for rebel Financial(614) 441-9605

  7. #7 SWS Partners

    Based in Columbus

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    230 West St Ste 500, Columbus, OH 43215
    View profile for SWS Partners(614) 670-5733

  8. #8 Boich Investment Group

    Based in Columbus

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    577 W Nationwide Blvd Ste 302, Columbus, OH 43215
    View profile for Boich Investment Group(614) 221-0101

  14. #14 Western & Southern Life

    Based in Lancaster, 24 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 16 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1583 Victor Rd NW, Lancaster, OH 43130
    View profile for Western & Southern Life(740) 653-3210

  25. #25 Scioto Properties

    Based in Powell, 14 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.2★ from 23 Google reviews, listed on Google as “Investment company”.

    • 2.2★ from 23 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    160 E Olentangy St, Powell, OH 43065
    View profile for Scioto Properties(614) 889-5191

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 99 ranked investment advisors here; the rest are on their profiles.

investment advisors in Columbus, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Fillmore Capital Partners LLC632.3★ (3)15 mi
27Peters Wealth Group634.9★ (50)13 mi
28Linda Campbell - Edelman Financial Engines634.9★ (16)In Columbus
29Greyson Private Wealth635.0★ (15)In Columbus
30Intelliplan Financial634.9★ (32)8 mi
31Capstone Wealth Partners635.0★ (34)11 mi
32Golden Reserve624.9★ (30)12 mi
33Eagle Financial Solutions624.7★ (12)In Columbus
34Jessica Simpson - Private Wealth Advisor, Ameriprise Financial Services, LLC615.0★ (9)In Columbus
35Amberstone Wealth - Ameriprise Financial Services, LLC614.6★ (11)In Columbus
36Centric Financial Group614.9★ (9)In Columbus
37Fidelity Investments613.6★ (49)In Columbus
38Edelman Financial Engines615.0★ (8)In Columbus
39Troy Rosko - Prudential Advisors615.0★ (7)In Columbus
40Charles Schwab614.2★ (10)In Columbus
41ClearMind Capital605.0★ (6)In Columbus
42First Merchants Bank604.3★ (27)10 mi
43Lifetime Financial Growth603.8★ (10)In Columbus
44Charles Schwab604.1★ (7)In Columbus
45Edward Jones - Financial Advisor: Joseph M Pinzone, CFP®|CRPC™605.0★ (5)In Columbus
46Edward Jones - Financial Advisor: Joseph A Lotozo, CFP®|ChFC®|AAMS®|CRPC™|CRPS™605.0★ (8)5 mi
47Personal Financial Advisors605.0★ (17)14 mi
48Charles Reymann - Financial Advisor, Ameriprise Financial Services, LLC605.0★ (18)15 mi
49Reignmakers Wealth Advisors: Wealth Management, Retirement Planning, Estate Planning, Tax Optimization595.0★ (29)21 mi
50Holmes Management LLC595.0★ (9)7 mi

Also serving Columbus

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Columbus
BusinessGoogle ratingDistance
ANTOLINO Wealth Advisors5.0★ (90)In Columbus
Bank of America (with Drive-thru ATM)3.2★ (45)In Columbus
CM Griggs Accounting Service Inc.4.4★ (7)In Columbus
Finish Well Retirement5.0★ (12)In Columbus
First Command Financial Advisor - Davon Calloway4.9★ (12)In Columbus
Forefront Wealth Partners5.0★ (17)In Columbus
Grimes Financial Group4.9★ (117)In Columbus
Isaac Miller Financial LLC5.0★ (21)In Columbus
Legacy Wealth Strategies5.0★ (27)In Columbus
Libertas Wealth Management Group5.0★ (64)In Columbus
Mariner5.0★ (14)In Columbus
NorthRock Partners - Columbus4.6★ (11)In Columbus
Pathways Financial Credit Union - Gahanna4.8★ (316)In Columbus
Pathways Financial Credit Union - Whitehall4.9★ (309)In Columbus
Peak Retirement Planning, Inc.5.0★ (421)In Columbus
Perfect Balance Accounting4.8★ (20)In Columbus
Russell Doup, CFP® - Maxwell Financial Management5.0★ (25)In Columbus
Trinity Wealth & Financial Coaching®5.0★ (14)In Columbus
Vawter Financial Ltd5.0★ (9)In Columbus
YFP Wealth5.0★ (9)In Columbus

How we ranked Columbus investment advisors

We scored 99 Columbus investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Columbus data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Columbus: frequently asked questions

Which investment advisor has the highest RFA Score in Columbus?

By RFA Score, the highest-ranked investment advisor in Columbus, OH is Hyers & Associates Insurance with an RFA Score of 75/100. It has 5.0★ from 27 Google reviews. Three Creeks Capital Management (#2) and Western & Southern Life (#3) follow. We ranked 99 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Columbus?

RankedFinancialAdvisors ranks 99 investment advisors serving Columbus, OH. 28 of them are based in Columbus; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Columbus work on weekends?

3 of 99 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays is Basictech Investment Services LLP (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Columbus investment advisors have?

The median Google rating among 99 rated investment advisors in Columbus is 5.0★, with a median of 8 reviews. Royal Oak Financial Group has the most, 104 reviews, and ranks #11. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Columbus count in this ranking?

Yes, if they are within 25 mi of the Columbus city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Columbus ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Columbus a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Columbus

  1. November 2026: RFA Scores recalculated for 99 investment advisors serving Columbus.

More investment advisors and Columbus pages